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Sponsor portfolio

DLC RESOURCES, INC.

EIN 86-0639544-environmental services-Latest filing 2025
Plans
3
Retirement
2
$18.2M assets
Welfare
1
$717K premiums
Participants
1,193
3229 W MOHAVE ST - PHOENIX, AZ 850096208602-455-5021dlcresources.comLinkedIn201-500 employeesenvironmental services
Plans on this EIN
3 filings
#001ESOP-$16.3M - 470 part#002401k-$1.8M - 361 part#501Fully Insured-$717K - 361 lives

Retirement portfolio analytics

2 plans aggregated / $18.2M assets / 831 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • EMPLOYEE STOCK OWNERSHIP (#001)90%
  • DLC RESOURCES 401(K) (#002)10%
Total $18.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#001)470
  • DLC RESOURCES 401(K) (#002)361
Total 831Click row to drill in

Benefits portfolio analytics

1 plan / $717K premiums / 361 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$592K
  • Prescription drug$592K
  • Life$62K
  • Short-term disability$62K
  • Long-term disability$62K
  • Other$62K
  • +2 more
Total $717K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA9%
  • AETNA LIFE INSURANCE COMPANY7%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $717K4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
  • IMG0%
Total $45K2 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

DLC RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$16.3M
Participants470
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DLC RESOURCES 401(K) PLAN

401k

Assets$1.8M
Participants361
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DLC RESOURCES, INC. GROUP BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$717K
Covered lives361
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DLC RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$16.3M4702024
002DLC RESOURCES 401(K) PLAN401k$1.8M3612025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DLC RESOURCES, INC. GROUP BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$717K3612025
Retirement plans
Welfare plans
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