Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAHLIN GROUP
EIN 94-2455290capital marketsLatest filing 2025
Plans
3
Retirement
2
$51.9M assets
Welfare
1
$2.5M premiums
Participants
701
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $51.9M assets / 524 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.5M premiums / 177 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Prescription drug$2.3M
- Dental$216K
- Vision$216K
- Life$216K
- Long-term disability$216K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
68%top
- AETNA LIFE INSURANCE COMPANY68%
- KAISER FOUNDATION HEALTH PLAN INC23%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
Broker market share
Schedule A broker compensation
100%top
- SEQUOIA BENEFITS & INS SVCS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DAHLIN GROUP, INC. 401(K) RETIREMENT PLAN
401k
Assets$47.2M
Participants264
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAHLIN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$4.7M
Participants260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
DAHLIN GROUP HEALTH AND WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$2.5M
Covered lives177
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAHLIN GROUP, INC. 401(K) RETIREMENT PLAN | 401k | $47.2M | 264 | 2024 | |
| 002 | DAHLIN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $4.7M | 260 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | DAHLIN GROUP HEALTH AND WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $2.5M | 177 | 2025 |
Retirement plans
Welfare plans