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Sponsor portfolio

DBSI, INC.

EIN 86-0904666-management consulting-Latest filing 2025
Plans
2
Retirement
1
$9.1M assets
Welfare
1
$47K premiums
Participants
328
6950 WEST MORELOS PLACE, SUITE 1 - CHANDLER, AZ 85226602-264-7263dbsi-inc.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$9.1M - 198 part#501Mixed-$47K - 148 lives

Benefits portfolio analytics

1 plan / $47K premiums / 148 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$33K
  • Life$30K
  • Short-term disability$30K
  • Vision$15K
Total $47K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY64%
  • VISION SERVICE PLAN31%
  • CURALINC HEALTHCARE5%
Total $47K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $3K1 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

DBSI, INC. 401(K) PLAN

401k

Assets$9.1M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DBSI, INC. PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$47K
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DBSI, INC. 401(K) PLAN401k$9.1M1982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DBSI, INC. PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$47K1482025
Retirement plans
Welfare plans
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