PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. DISTRIBUTION TECHNOLOGY, INC.
Sponsor portfolio

DISTRIBUTION TECHNOLOGY, INC.

EIN 56-0942638-logistics and supply chain-Latest filing 2025
Plans
3
Retirement
1
$9.5M assets
Welfare
2
$968K premiums
Participants
616
P.O. BOX 7123 - CHARLOTTE, NC 28241704-588-2867distributiontechnology.comLinkedIn201-500 employeeslogistics and supply chain
Plans on this EIN
3 filings
#001401k-$9.5M - 246 part#502Self Funded-$692K - 201 lives#503Fully Insured-$276K - 309 lives

Benefits portfolio analytics

2 plans / $968K premiums / 510 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$968K
  • Health$692K
  • Prescription drug$692K
  • Stop-loss$692K
  • Dental$252K
  • Vision$252K
  • +3 more
Total $968K9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • BLUE CROSS OF CALIFORNIA71%
  • PRINCIPAL LIFE INSURANCE COMPANY26%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY3%
Total $968K3 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • DREW M. LAMB62%
  • MCGRIFF INSURANCE SERVICES INC17%
  • MOSAIC GROUP SERVICES9%
  • MARSH & MCLENNAN AGENCY LLC6%
  • MAIN STREET FINANCIAL GROUP5%
  • +1 more
Total $131K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DISTRIBUTION TECHNOLOGY INC, 401(K) RETIREMENT PLAN

401k

Assets$9.5M
Participants246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

DISTRIBUTION TECHNOLOGY, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN

Self Funded - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Premiums$692K
Covered lives201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

DISTRIBUTION TECHNOLOGY, INC. GROUP LIFE INSURANCE PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$276K
Covered lives309
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DISTRIBUTION TECHNOLOGY INC, 401(K) RETIREMENT PLAN401k$9.5M2462024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502DISTRIBUTION TECHNOLOGY, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLANSelf FundedBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$692K2012025
503DISTRIBUTION TECHNOLOGY, INC. GROUP LIFE INSURANCE PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$276K3092025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica