PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. DISMAS CHARITIES
Sponsor portfolio

DISMAS CHARITIES

EIN 61-0663854-government relations-Latest filing 2025
Plans
6
Retirement
1
$38.9M assets
Welfare
5
$779K premiums
Participants
2,065
2500 7TH STREET RD - LOUISVILLE, KY 402081078502-636-2033dismascharities.orgLinkedIn501-1000 employeesgovernment relations
Plans on this EIN
6 filings
#001ProfitSharing-$38.9M - 762 part#504Self Funded-$311K - 109 lives#503Fully Insured-$217K - 485 lives#502Fully Insured-$137K - 651 lives#501Fully Insured-$103K - 315 lives#505Fully Insured-$11K - 108 lives

Benefits portfolio analytics

5 plans / $779K premiums / 1,668 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$311K
  • Dental$217K
  • Other$149K
  • Vision$137K
  • Life$137K
  • Long-term disability$103K
Total $779K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • FIDELITY SECURITY LIFE INSURANCE COMPANY40%
  • DELTA DENTAL OF CALIFORNIA28%
  • METROPOLITAN LIFE INSURANCE COMPANY18%
  • HARTFORD LIFE AND ACCIDENT13%
  • HCC LIFE INSURANCE COMPANY1%
Total $779K5 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • MCGRIFF INSURANCE SERVICES INC51%
  • FOUNDATION RISK PARTNERS CORP46%
  • CENTRO BENEFITS RESEARCH LLC4%
Total $46K3 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

DISMAS CHARITIES, INC. RETIREMENT PLAN

ProfitSharing

Assets$38.9M
Participants762
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

DISMAS CHARITIES GROUP HEALTH PLAN

Self Funded - FIDELITY

Premiums$311K
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

DISMAS CHARITIES GROUP DENTAL INSURANCE PLAN

Fully Insured - DELTA DENTAL OF KENTUCKY

Premiums$217K
Covered lives485
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

DISMAS CHARITIES EMPLOYEE GROUP LIFE INSURANCE

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$137K
Covered lives651
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

DISMAS CHARITIES LONG TERM DISABILITY INSURANCE

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$103K
Covered lives315
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

DISMAS CHARITIES ORGAN TRANSPLANT BENEFIT PLAN

Fully Insured - TOKIO MARINE HCC

Premiums$11K
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DISMAS CHARITIES, INC. RETIREMENT PLANProfitSharing$38.9M7622024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
504DISMAS CHARITIES GROUP HEALTH PLANSelf FundedFIDELITY$311K1092025
503DISMAS CHARITIES GROUP DENTAL INSURANCE PLANFully InsuredDELTA DENTAL OF KENTUCKY$217K4852025
502DISMAS CHARITIES EMPLOYEE GROUP LIFE INSURANCEFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$137K6512025
501DISMAS CHARITIES LONG TERM DISABILITY INSURANCEFully InsuredHARTFORD LIFE AND ACCIDENT$103K3152025
505DISMAS CHARITIES ORGAN TRANSPLANT BENEFIT PLANFully InsuredTOKIO MARINE HCC$11K1082025
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