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Sponsor portfolioWelfare / HealthEIN 92-0188807

DYNATA, LLC

53 RIVERSIDE AVENUE · WESTPORT, CT 06880
2035677200
Plans filed
1
Years active
2016–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$614K
No prior year
Persons covered
575
No prior year
Total participants
575
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$614K
DYNATA EMPLOYEE BENEFITS PLAN
Mixed575 covered·4 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$531K26.3%
Life$467K23.2%
Short-term disability$467K23.2%
Long-term disability$467K23.2%
Vision$84K4.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$515K83.8%12575
VISION SERVICE PLAN
EIN 061227840
V
$84K13.6%11458
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$16K2.5%1183
ZURICH AMERICAN INSURANCE COMPANY
EIN 364233459
Oth
$5000.1%11575

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCDALLAS, TXZURICH AMERICAN INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, LINCOLN NATIONAL LIFE INSURANCE COMPANY$39K$29K$68K97.6%1
SOAR TO SUCCESS LLCNEW BRITAIN, CTPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$989$0$9891.4%1
DAVID A. SAVULAATLANTA, GAPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$360$0$3600.5%1
AMBER C. JONESGRAND RAPIDS, MIPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$134$0$1340.2%1
ROBERT J. MCCORMICK III, LLCJENISON, MIPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$104$0$1040.1%1
MARSH & MCLENNAN AGENCY LLCHUGER, SCPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$53$0$530.1%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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