Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$10.0M
- Prescription drug$10.0M
- Vision$7.3M
- Short-term disability$501K
- Life$485K
- Long-term disability$485K
- +2 more
Sponsor portfolioTH
DFS GROUP L.P. DFS U.S. GROUP
EIN 94-3021357Latest filing 2025
Plans
4
Retirement
1
$229.8M assets
Welfare
3
$10.5M premiums
Participants
5,043
Benefits portfolio analytics
3 plans / $10.5M premiums / 1,399 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- KAISER FOUNDATION HEALTH PLAN INC68%
- AETNA LIFE INSURANCE COMPANY14%
- HAWAII MEDICAL SERVICE ASSOCIATION13%
- METROPOLITAN LIFE INSURANCE COMPANY5%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- AON CONSULTING INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DFS RETIREMENT PLAN
401k
Assets$229.8M
Participants2,142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DFS GROUP L.P. WELFARE BENEFITS PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.
Premiums$10.5M
Covered lives1,399
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
DFS GROUP LIMITED SEVERANCE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
DFS GROUP L.P. RETIREE HEALTH REIMBURSEMENT ARRANGEMENT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DFS RETIREMENT PLAN | 401k | $229.8M | 2,142 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DFS GROUP L.P. WELFARE BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN INC. | $10.5M | 1,399 | 2025 | |
| 502 | DFS GROUP LIMITED SEVERANCE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 503 | DFS GROUP L.P. RETIREE HEALTH REIMBURSEMENT ARRANGEMENT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans