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Sponsor portfolio

DAVE OPERATING LLC

EIN 87-1020853-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$40.6M assets
Welfare
1
$589K premiums
Participants
669
1265 S COCHRAN AVE - LOS ANGELES, CA 90019323-648-7282
Plans on this EIN
2 filings
#001401k-$40.6M - 384 part#501Mixed-$589K - 279 lives

Benefits portfolio analytics

1 plan / $589K premiums / 279 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$380K
  • Vision$380K
  • Life$210K
  • Short-term disability$210K
  • Long-term disability$210K
  • Other$210K
Total $589K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA64%
  • SUN LIFE ASSURANCE COMPANY OF CANADA36%
Total $589K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $82K1 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

DAVE OPERATING LLC 401K PLAN

401k

Assets$40.6M
Participants384
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DAVE OPERATING LLC EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$589K
Covered lives279
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DAVE OPERATING LLC 401K PLAN401k$40.6M3842025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DAVE OPERATING LLC EMPLOYEE HEALTH AND WELFARE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$589K2792025
Retirement plans
Welfare plans
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