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Sponsor portfolioTH

DIAMOND HILL INVESTMENT GROUP, INC.

EIN 65-0190407-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$105.4M assets
Welfare
1
$276K premiums
Participants
273
325 JOHN H. MCCONNELL BLVD, ST 200 - COLUMBUS, OH 43215614-255-3333
Plans on this EIN
2 filings
#001401k-$105.4M - 150 part#501Mixed-$276K - 336 lives

Benefits portfolio analytics

1 plan / $276K premiums / 336 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$140K
  • Other$116K
  • Life$113K
  • Short-term disability$113K
  • Long-term disability$113K
  • Vision$19K
Total $276K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • DELTA DENTAL OF CALIFORNIA51%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA41%
  • VISION SERVICE PLAN7%
  • CURALINC HEALTHCARE1%
Total $276K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $22K1 slice

Plan deep-dives

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

DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST

401k

Assets$105.4M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DIAMOND HILL INVESTMENT GROUP, INC. HEALTH AND WELFARE PLAN

Mixed - DELTA DENTAL OF OHIO

Premiums$276K
Covered lives336
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST401k$105.4M1502025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DIAMOND HILL INVESTMENT GROUP, INC. HEALTH AND WELFARE PLANMixedDELTA DENTAL OF OHIO$276K3362025
Retirement plans
Welfare plans
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