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Sponsor portfolio

DM GARY HOLDING COMPANY

EIN 82-4590381-Latest filing 2025
Plans
2
Retirement
1
$7.6M assets
Welfare
1
$646K premiums
Participants
442
7500 COLLEGE BOULEVARD, SUITE 775 - OVERLAND PARK, KS 66210913-335-1105dmgary.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$7.6M - 278 part#501Fully Insured-$646K - 584 lives

Benefits portfolio analytics

1 plan / $646K premiums / 584 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$454K
  • Dental$112K
  • Vision$79K
  • Life$79K
  • Long-term disability$79K
  • Other$79K
  • +1 more
Total $646K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA70%
  • DELTA DENTAL OF CALIFORNIA17%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
Total $646K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $38K1 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

DM GARY HOLDING COMPANY 401(K) PLAN

401k

Assets$7.6M
Participants278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DM GARY HOLDING COMPANY HEALTH AND WELFARE PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$646K
Covered lives584
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DM GARY HOLDING COMPANY 401(K) PLAN401k$7.6M2782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DM GARY HOLDING COMPANY HEALTH AND WELFARE PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$646K5842025
Retirement plans
Welfare plans
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