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Sponsor portfolioTH

DORFMAN MILANO

EIN 94-1233029-Latest filing 2025
Plans
2
Retirement
1
$19.3M assets
Welfare
1
$1.1M premiums
Participants
307
2615 BOEING WAY - STOCKTON, CA 95206209-982-1400
Plans on this EIN
2 filings
#001401k-$19.3M - 191 part#506Fully Insured-$1.1M - 267 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 267 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$1.1M
  • Vision$1.1M
  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $1.1M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ABD INS. AND FINANCIAL SVCS., INC.100%
Total $64K1 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

DORFMAN MILANO COMPANY VOLUNTARY INVESTMENT PLAN

401k

Assets$19.3M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

DORFMAN MILANO HEALTH & WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.1M
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DORFMAN MILANO COMPANY VOLUNTARY INVESTMENT PLAN401k$19.3M1912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506DORFMAN MILANO HEALTH & WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.1M2672025
Retirement plans
Welfare plans
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