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  2. DONLEY COMPANIES, INC.
Sponsor portfolio

DONLEY COMPANIES, INC.

EIN 87-3916612-real estate-Latest filing 2025
Plans
3
Retirement
2
$47.2M assets
Welfare
1
$1.5M premiums
Participants
1,365
5430 WARNER ROAD - CLEVELAND, OH 441251140216-524-6800donleybuilders.comLinkedIn1-10 employeesreal estate
Plans on this EIN
3 filings
#002401k-$24.2M - 720 part#003ESOP-$23.0M - 511 part#505Fully Insured-$1.5M - 281 lives

Retirement portfolio analytics

2 plans aggregated / $47.2M assets / 1,231 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • 401(K) RETIREMENT PLAN (#002)51%
  • EMPLOYEE STOCK OWNERSHIP (#003)49%
Total $47.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)720
  • EMPLOYEE STOCK OWNERSHIP (#003)511
Total 1,231Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 281 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$1.4M
  • Life$81K
  • Long-term disability$81K
  • Vision$12K
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • COMMUNITY INSURANCE COMPANY94%
  • ANTHEM LIFE INSURANCE COMPANY6%
  • VISION SERVICE PLAN1%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • GALLAGHER BENEFIT SERVICES, INC.82%
  • THE JAMES B OSWALD COMPANY18%
Total $56K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DONLEY'S 401(K) RETIREMENT PLAN

401k

Assets$24.2M
Participants720
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

DONLEY COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$23.0M
Participants511
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

DONLEY COMPANIES HEALTH AND WELFARE PLAN

Fully Insured - COMMUNITY INSURANCE COMPANY

Premiums$1.5M
Covered lives281
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DONLEY'S 401(K) RETIREMENT PLAN401k$24.2M7202025
003DONLEY COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$23.0M5112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505DONLEY COMPANIES HEALTH AND WELFARE PLANFully InsuredCOMMUNITY INSURANCE COMPANY$1.5M2812025
Retirement plans
Welfare plans
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