Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
DAI ESOP, INC.
EIN 81-0781201individual & family servicesLatest filing 2025
Plans
3
Retirement
2
$181.2M assets
Welfare
1
$2.3M premiums
Participants
1,452
7700 WISCONSIN AVE, SUITE 340 - BETHESDA, MD 20814301-771-7600LinkedIn501-1000 employeesindividual & family services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $181.2M assets / 1,297 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.3M premiums / 86 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$1.2M
- Other$1.0M
- Life$345K
- Long-term disability$182K
Carrier market share
Premium dollars by Schedule A carrier
49%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY49%
- LIFE INSURANCE COMPANY OF NORTH AMERICA36%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA8%
- AFLAC7%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DAI 401(K) RETIREMENT PLAN
401k
Assets$166.0M
Participants739
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
DAI EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$15.2M
Participants558
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DAI HEALTH AND WELFARE BENEFITS PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.3M
Covered lives86
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAI 401(K) RETIREMENT PLAN | 401k | $166.0M | 739 | 2025 | |
| 004 | DAI EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $15.2M | 558 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DAI HEALTH AND WELFARE BENEFITS PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2.3M | 86 | 2025 |
Retirement plans
Welfare plans