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Sponsor portfolio

DALLAS ATHLETIC CLUB

EIN 75-0223180-civic & social organization-Latest filing 2025
Plans
2
Retirement
1
$3.5M assets
Welfare
1
$106K premiums
Participants
305
4111 DALLAS ATHLETIC CLUB DRIVE - DALLAS, TX 75228972-279-3671dallasathleticclub.orgLinkedIn201-500 employeescivic & social organization
Plans on this EIN
2 filings
#001401k-$3.5M - 161 part#501Mixed-$106K - 143 lives

Benefits portfolio analytics

1 plan / $106K premiums / 143 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$42K
  • Life$24K
  • Short-term disability$18K
  • Long-term disability$18K
  • Vision$7K
Total $106K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY57%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA36%
  • EYEMED VISION CARE7%
Total $106K3 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • MARSH & MCLENNAN AGENCY LLC86%
  • MICHELE E MARTIN4%
  • MPART BENEFITS INC3%
  • VIRGINIA LEDER-CLARK3%
  • INGLE BENEFITS LLC2%
  • +2 more
Total $24K7 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

DALLAS ATHLETIC CLUB 401(K) PLAN

401k

Assets$3.5M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DALLAS ATHLETIC CLUB EMPLOYEE BENEFITS PLAN

Mixed - COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY

Premiums$106K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DALLAS ATHLETIC CLUB 401(K) PLAN401k$3.5M1612025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DALLAS ATHLETIC CLUB EMPLOYEE BENEFITS PLANMixedCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$106K1432025
Retirement plans
Welfare plans
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