Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
DOLESE BROS. CO.
EIN 73-1359190building materialsLatest filing 2024
Plans
4
Retirement
3
$266.5M assets
Welfare
1
$853K premiums
Participants
4,144
8300 N OKLAHOMA AVE - OKLAHOMA CITY, OK 73114405-235-2311dolese.comLinkedIn1001-5000 employeesbuilding materials
Retirement portfolio analytics
3 plans aggregated / $266.5M assets / 3,031 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
86%top
- MILLIMAN, INC.86%
- (Not disclosed)14%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $853K premiums / 1,824 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$742K
- Long-term disability$742K
- Other$742K
- Vision$112K
Carrier market share
Premium dollars by Schedule A carrier
87%top
- RELIASTAR LIFE INSURANCE COMPANY87%
- VISION SERVICE PLAN13%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#007
DOLESE BROS. CO. PROFIT SHARING PLAN
ProfitSharing
Assets$144.6M
Participants1,203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
DOLESE BROS. CO. 401(K) EMPLOYEES SAVINGS INCENTIVE PLAN
401k
Assets$83.6M
Participants1,262
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
DOLESE PENSION PLAN
TraditionalDB
Assets$38.4M
Participants566
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
DOLESE BROS CO COMPANY BENEFIT PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$853K
Covered lives1,824
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 007 | DOLESE BROS. CO. PROFIT SHARING PLAN | ProfitSharing | $144.6M | 1,203 | 2024 | |
| 006 | DOLESE BROS. CO. 401(K) EMPLOYEES SAVINGS INCENTIVE PLAN | 401k | $83.6M | 1,262 | 2024 | |
| 005 | DOLESE PENSION PLAN | TraditionalDB | $38.4M | 566 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | DOLESE BROS CO COMPANY BENEFIT PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $853K | 1,824 | 2024 |
Retirement plans
Welfare plans