Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
DAI ESOP, INC.
EIN 81-0781201individual & family servicesLatest filing 2024
Plans
3
Retirement
2
$277.9M assets
Welfare
1
$5.1M premiums
Participants
2,713
7600 WISCONSIN AVE, ATTN BENEFIT DEPARTMENT - BETHESDA, MD 208143657301-771-7600LinkedIn501-1000 employeesindividual & family services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $277.9M assets / 1,822 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.1M premiums / 861 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.7M
- Health$1.9M
- Dental$1.9M
- Life$839K
- Long-term disability$461K
Carrier market share
Premium dollars by Schedule A carrier
45%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA45%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY38%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA9%
- 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$218.1M
Participants1,221
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
DAI EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$59.8M
Participants601
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DAI HEALTH AND WELFARE BENEFITS PLAN
Mixed - FEDERAL INSURANCE COMPANY
Premiums$5.1M
Covered lives861
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 | $218.1M | 1,221 | 2024 | |
| 004 | DAI EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $59.8M | 601 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DAI HEALTH AND WELFARE BENEFITS PLAN | Mixed | FEDERAL INSURANCE COMPANY | $5.1M | 861 | 2024 |
Retirement plans
Welfare plans