Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$531K
- Life$467K
- Short-term disability$467K
- Long-term disability$467K
- Vision$84K
Sponsor portfolio
DYNATA, LLC
EIN 92-0188807market researchLatest filing 2025
Plans
2
Retirement
1
$114.1M assets
Welfare
1
$614K premiums
Participants
5,588
53 RIVERSIDE AVENUE - WESTPORT, CT 06880203-567-7200dynata.comLinkedIn5001-10000 employeesmarket research
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $614K premiums / 575 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY84%
- VISION SERVICE PLAN14%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD3%
- ZURICH AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
98%top
- USI INSURANCE SERVICES LLC98%
- SOAR TO SUCCESS LLC1%
- DAVID A. SAVULA1%
- AMBER C. JONES0%
- ROBERT J. MCCORMICK III, LLC0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DYNATA, LLC EMPLOYEE 401(K) PLAN
401k
Assets$114.1M
Participants5,013
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DYNATA EMPLOYEE BENEFITS PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$614K
Covered lives575
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DYNATA, LLC EMPLOYEE 401(K) PLAN | 401k | $114.1M | 5,013 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DYNATA EMPLOYEE BENEFITS PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $614K | 575 | 2025 |
Retirement plans
Welfare plans