Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DESERET MUTUAL BENEFIT ADMINISTRATORS
EIN 87-0440163financial servicesLatest filing 2024
Plans
5
Retirement
3
$13.22B assets
Welfare
2
$11.5M premiums
Participants
115,239
PO BOX 45530 - SALT LAKE CITY, UT 84145801-578-5795dmba.comLinkedIn201-500 employeesfinancial services
Retirement portfolio analytics
3 plans aggregated / $13.22B assets / 72,436 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
53%top
- FACTSET RESEARCH SYSTEMS INC.53%
- (Not disclosed)47%
Participants by plan
Active + retired + deferred vested
- DESERET 401(K) (#003)40,172
Benefits portfolio analytics
2 plans / $11.5M premiums / 40,852 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$3.6M
- Other$901K
- Health$205K
Carrier market share
Premium dollars by Schedule A carrier
59%top
- KAISER FOUNDATION HEALTH PLAN INC59%
- VISION SERVICE PLAN32%
- UNIMERICA INSURANCE COMPANY8%
- MAPFRE LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
96%top
- GALLAGHER BENEFIT SERVICES, INC.96%
- MULTI AGENT SYSTEM CORP4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DESERET MUTUAL MASTER RETIREMENT PLAN
TraditionalDB
Assets$7.07B
Participants32,235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
DESERET 401(K) PLAN
401k
Assets$6.15B
Participants40,172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
DESERET MUTUAL PUERTO RICO THRIFT PLAN
ProfitSharing
Assets$1.8M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DESERET HEALTHCARE EMPLOYEE BENEFITS PLAN
Mixed - VISION SERVICE PLAN
Premiums$11.5M
Covered lives40,852
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
THE AFFILIATED ENTITIES OF THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS FLEXIBLE BENEFITS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DESERET MUTUAL MASTER RETIREMENT PLAN | TraditionalDB | $7.07B | 32,235 | 2024 | |
| 003 | DESERET 401(K) PLAN | 401k | $6.15B | 40,172 | 2024 | |
| 005 | DESERET MUTUAL PUERTO RICO THRIFT PLAN | ProfitSharing | $1.8M | 29 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DESERET HEALTHCARE EMPLOYEE BENEFITS PLAN | Mixed | VISION SERVICE PLAN | $11.5M | 40,852 | 2024 | |
| 502 | THE AFFILIATED ENTITIES OF THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS FLEXIBLE BENEFITS PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans