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Sponsor portfolio

DELVE, LLC

EIN 86-3351903-market research-Latest filing 2025
Plans
3
Retirement
1
$34.3M assets
Welfare
2
$2.1M premiums
Participants
541
1010 E. WASHINGTON AVE, SUITE 210 - MADISON, WI 53703608-676-0790LinkedIn201-500 employeesmarket research
Plans on this EIN
3 filings
#001401k-$34.3M - 250 part#502Fully Insured-$2.0M - 221 lives#501Fully Insured-$91K - 171 lives

Benefits portfolio analytics

2 plans / $2.1M premiums / 392 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Life$91K
  • Short-term disability$91K
  • Long-term disability$91K
  • Other$91K
  • Dental$89K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • DELTA DENTAL OF CALIFORNIA4%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $2.1M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $50K1 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

DELVE RETIREMENT PLAN

401k

Assets$34.3M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

DELVE, LLC MEDICAL DENTAL VISION PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF WISCONSIN

Premiums$2.0M
Covered lives221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

DELVE, LLC LIFE AND DISABILITY PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$91K
Covered lives171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DELVE RETIREMENT PLAN401k$34.3M2502024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502DELVE, LLC MEDICAL DENTAL VISION PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF WISCONSIN$2.0M2212025
501DELVE, LLC LIFE AND DISABILITY PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$91K1712025
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