Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DUDEK
EIN 95-3873865environmental servicesLatest filing 2024
Plans
3
Retirement
2
$136.2M assets
Welfare
1
$2.7M premiums
Participants
2,282
605 THIRD STREET - ENCINITAS, CA 920243513760-942-5147dudek.comLinkedIn501-1000 employeesenvironmental services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $136.2M assets / 1,689 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
Participants by plan
Active + retired + deferred vested
- DUDEK 401(K) (#001)1,111
Benefits portfolio analytics
1 plan / $2.7M premiums / 588 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.8M
- Dental$519K
- Life$366K
- Short-term disability$366K
- Long-term disability$366K
- Other$366K
- +3 more
Carrier market share
Premium dollars by Schedule A carrier
66%top
- SUN LIFE ASSURANCE COMPANY OF CANADA66%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY14%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA13%
- UNIVERSITY HEALTH ALLIANCE5%
- ANTHEM LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
96%top
- HUB INTERNATIONAL MIDWEST LIMITED96%
- COMPSYCH4%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DUDEK 401(K) PLAN
401k
Assets$90.7M
Participants1,111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DUDEK EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$45.5M
Participants578
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DUDEK EMPLOYEE HEALTH AND WELFARE PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$2.7M
Covered lives588
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DUDEK 401(K) PLAN | 401k | $90.7M | 1,111 | 2024 | |
| 002 | DUDEK EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $45.5M | 578 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DUDEK EMPLOYEE HEALTH AND WELFARE PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $2.7M | 588 | 2024 |
Retirement plans
Welfare plans