PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. DATA ANALYSIS, INC.
Sponsor portfolioTH

DATA ANALYSIS, INC.

EIN 95-3936696-financial services-Latest filing 2025
Plans
2
Retirement
1
$102.3M assets
Welfare
1
$2.2M premiums
Participants
2,620
12655 BEATRICE STREET - LOS ANGELES, CA 90066310-448-6800daicompanies.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$102.3M - 1,736 part#504Mixed-$2.2M - 875 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 875 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Other$521K
  • Life$441K
  • Short-term disability$441K
  • Long-term disability$441K
Total $2.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • KAISER FOUNDATION HEALTH PLAN INC76%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA23%
  • LEGALPLANS, USA1%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • NEW CITY EXECUTIVE INSURANCE SERVIC87%
  • USI INSURANCE SERVICES LLC13%
Total $16K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DATA ANALYSIS, INC. INVESTMENT PLAN AND TRUST

401k

Assets$102.3M
Participants1,736
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

DATA ANALYSIS INC WELFARE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$2.2M
Covered lives875
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DATA ANALYSIS, INC. INVESTMENT PLAN AND TRUST401k$102.3M1,7362025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504DATA ANALYSIS INC WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$2.2M8752025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica