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Sponsor portfolio

DELTA DIVERSIFIED ENTERPRISES, INC

EIN 86-0254317-construction-Latest filing 2025
Plans
2
Retirement
1
$24.3M assets
Welfare
1
$324K premiums
Participants
690
425 W. GEMINI DRIVE - TEMPE, AZ 85283480-831-0532LinkedIn501-1000 employeesconstruction
Plans on this EIN
2 filings
#001ProfitSharing-$24.3M - 368 part#505Mixed-$324K - 750 lives

Benefits portfolio analytics

1 plan / $324K premiums / 750 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$246K
  • Vision$235K
  • Life$235K
  • Short-term disability$235K
  • Dental$79K
Total $324K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA73%
  • BLUE CROSS OF CALIFORNIA24%
  • NEW DIRECTIONS BEHAVIORAL HEALTH3%
Total $324K3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • LOVITT AND TOUCHE, INC.76%
  • BLUE CROSS BLUE SHIELD OF FLORIDA24%
Total $44K2 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

DELTA DIVERSIFIED ENTERPRISES, INC. PROFIT-SHARING PLAN AND TRUST

ProfitSharing

Assets$24.3M
Participants368
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

DELTA DIVERSIFIED ENTERPRISES, INC. HEALTH AND WELFARE PLAN

Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$324K
Covered lives750
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DELTA DIVERSIFIED ENTERPRISES, INC. PROFIT-SHARING PLAN AND TRUSTProfitSharing$24.3M3682025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505DELTA DIVERSIFIED ENTERPRISES, INC. HEALTH AND WELFARE PLANMixedEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$324K7502025
Retirement plans
Welfare plans
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