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Sponsor portfolio

DATABANK HOLDINGS, LTD

EIN 83-0409949-Latest filing 2025
Plans
2
Retirement
1
$37.3M assets
Welfare
1
$518K premiums
Participants
1,892
400 SOUTH AKARD STREET, SUITE 100 - DALLAS, TX 75202512-913-0518
Plans on this EIN
2 filings
#001401k-$37.3M - 981 part#501Mixed-$518K - 935 lives

Benefits portfolio analytics

1 plan / $518K premiums / 935 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$518K
  • Short-term disability$518K
  • Long-term disability$518K
  • Other$518K
Total $518K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HARTFORD LIFE AND ACCIDENT100%
Total $518K1 slice

Broker market share

Schedule A broker compensation

Split broker
74%top
  • FRANK SWINGLE & ASSOCIATES, INC74%
  • PROFESSIONAL GROUP PLANS INC26%
Total $95K2 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

DATABANK HOLDINGS 401(K) PLAN

401k

Assets$37.3M
Participants981
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DATABANK HOLDINGS, LTD HEALTH AND WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$518K
Covered lives935
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DATABANK HOLDINGS 401(K) PLAN401k$37.3M9812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DATABANK HOLDINGS, LTD HEALTH AND WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$518K9352025
Retirement plans
Welfare plans
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