Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$71K
- Vision$71K
- Life$57K
- Short-term disability$57K
- Long-term disability$57K
- Other$57K
- +1 more
Sponsor portfolioTH
PETER DEFRIES CORPORATION D/B/A/ DION'S
EIN 85-0293433restaurantsLatest filing 2025
Plans
2
Retirement
1
$21.2M assets
Welfare
1
$151K premiums
Participants
909
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $151K premiums / 310 covered livesCarrier market share
Premium dollars by Schedule A carrier
47%top
- SUN LIFE ASSURANCE COMPANY OF CANADA47%
- UNUM LIFE INSURANCE COMPANY OF AMERICA38%
- FIRST STOP HEALTH15%
Broker market share
Schedule A broker compensation
100%top
- ACRISURE LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PETER DEFRIES CORP 401K PLAN
401k
Assets$21.2M
Participants722
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PETER DEFRIES CORPORATION WELFARE BENEFIT PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$151K
Covered lives310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PETER DEFRIES CORP 401K PLAN | 401k | $21.2M | 722 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PETER DEFRIES CORPORATION WELFARE BENEFIT PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $151K | 310 | 2025 |
Retirement plans
Welfare plans