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Sponsor portfolio

DEAN & COMPANY STRATEGY CONSULTANTS, LLC

EIN 90-1068380-Latest filing 2025
Plans
2
Retirement
1
$64.4M assets
Welfare
1
$44K premiums
Participants
410
1600 TYSONS BLVD FL 5 - MCLEAN, VA 221024867703-506-3900
Plans on this EIN
2 filings
#002401k-$64.4M - 265 part#501Mixed-$44K - 143 lives

Benefits portfolio analytics

1 plan / $44K premiums / 143 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$44K
  • Short-term disability$44K
  • Long-term disability$44K
Total $44K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $44K1 slice

Broker market share

Schedule A broker compensation

Split broker
65%top
  • SYNERGY GROUP BENEFITS INC65%
  • UNITED OF OMAHA LIFE INSURANCE CO35%
Total $7K2 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

DEAN & COMPANY 401(K) PROFIT SHARING PLAN

401k

Assets$64.4M
Participants265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DEAN & COMPANY STRATEGY CONSULTANTS, INC. BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANE COMPANY

Premiums$44K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002DEAN & COMPANY 401(K) PROFIT SHARING PLAN401k$64.4M2652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DEAN & COMPANY STRATEGY CONSULTANTS, INC. BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANE COMPANY$44K1432025
Retirement plans
Welfare plans
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