Civic Intelligence

Diversified Insurance Solutions Inc.

Plan context: Diversified Insurance Solutions Inc. Employee Stock Ownership Plan

EIN 39-1403176 • Brookfield, WI • 25 filings • 5 plans

100 N Corporate Dr Ste 100Brookfield, WI 53045-5800
Current Snapshot

Latest Year

2021

2021 Participants

73

2021 Assets

$287,994

2021 Contributions

$361,251

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$9,893,447$4,946,724$0200120112020YearValue
$287,994Latest year 2020

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

81410200020092017YearValue
73Latest year 2017

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202110$0$0-
Diversified Insurance Solutions Inc. Employee Stock Ownership Plan-0---
202010$287,994$0-
Diversified Insurance Solutions Inc. Employee Stock Ownership Plan-0$287,994--
201910$248,967$0-
Diversified Insurance Solutions Inc. Employee Stock Ownership Plan-0$248,967--
201820$3,581,966$361,251-
Diversified Insurance Solutions Inc. Employee Stock Ownership Plan-0$3,581,966$65,695-
The Diversified Insurance Solutions Inc. Retirement Plan-0$0$295,556-
2017273$9,893,447$867,527$11,884iApproximate average salary by contribution assumption: employee only about $297,098 at 4% or $198,066 at 6%; with 50% employer match about $198,066 at 4% or $132,044 at 6%; with 100% employer match about $148,549 at 4% or $99,033 at 6%.
The Diversified Insurance Solutions Inc. Retirement Plan-73$8,364,197$461,109$6,317iApproximate average salary by contribution assumption: employee only about $157,914 at 4% or $105,276 at 6%; with 50% employer match about $105,276 at 4% or $70,184 at 6%; with 100% employer match about $78,957 at 4% or $52,638 at 6%.
Diversified Insurance Solutions Inc. Employee Stock Ownership Plan-65$1,529,250$406,418$6,253iApproximate average salary by contribution assumption: employee only about $156,315 at 4% or $104,210 at 6%; with 50% employer match about $104,210 at 4% or $69,473 at 6%; with 100% employer match about $78,157 at 4% or $52,105 at 6%.
2016281$9,858,294$1,937,593$23,921iApproximate average salary by contribution assumption: employee only about $598,023 at 4% or $398,682 at 6%; with 50% employer match about $398,682 at 4% or $265,788 at 6%; with 100% employer match about $299,011 at 4% or $199,341 at 6%.
The Diversified Insurance Solutions Inc. Retirement Plan-81$7,538,294$457,593$5,649iApproximate average salary by contribution assumption: employee only about $141,232 at 4% or $94,155 at 6%; with 50% employer match about $94,155 at 4% or $62,770 at 6%; with 100% employer match about $70,616 at 4% or $47,077 at 6%.
Diversified Insurance Solutions Inc. Employee Stock Ownership Plan-77$2,320,000$1,480,000$19,221iApproximate average salary by contribution assumption: employee only about $480,519 at 4% or $320,346 at 6%; with 50% employer match about $320,346 at 4% or $213,564 at 6%; with 100% employer match about $240,260 at 4% or $160,173 at 6%.
2015177$6,927,206$530,592$6,891iApproximate average salary by contribution assumption: employee only about $172,270 at 4% or $114,847 at 6%; with 50% employer match about $114,847 at 4% or $76,565 at 6%; with 100% employer match about $86,135 at 4% or $57,423 at 6%.
The Diversified Insurance Solutions Inc. Retirement Plan-77$6,927,206$530,592$6,891iApproximate average salary by contribution assumption: employee only about $172,270 at 4% or $114,847 at 6%; with 50% employer match about $114,847 at 4% or $76,565 at 6%; with 100% employer match about $86,135 at 4% or $57,423 at 6%.
2014173$7,120,376$520,487$7,130iApproximate average salary by contribution assumption: employee only about $178,249 at 4% or $118,833 at 6%; with 50% employer match about $118,833 at 4% or $79,222 at 6%; with 100% employer match about $89,124 at 4% or $59,416 at 6%.
The Diversified Insurance Solutions Inc. Retirement Plan-73$7,120,376$520,487$7,130iApproximate average salary by contribution assumption: employee only about $178,249 at 4% or $118,833 at 6%; with 50% employer match about $118,833 at 4% or $79,222 at 6%; with 100% employer match about $89,124 at 4% or $59,416 at 6%.
2013172$6,427,018$491,300$6,824iApproximate average salary by contribution assumption: employee only about $170,590 at 4% or $113,727 at 6%; with 50% employer match about $113,727 at 4% or $75,818 at 6%; with 100% employer match about $85,295 at 4% or $56,863 at 6%.
The Diversified Insurance Solutions Inc. Retirement Plan-72$6,427,018$491,300$6,824iApproximate average salary by contribution assumption: employee only about $170,590 at 4% or $113,727 at 6%; with 50% employer match about $113,727 at 4% or $75,818 at 6%; with 100% employer match about $85,295 at 4% or $56,863 at 6%.
2012170$5,629,894$382,059$5,458iApproximate average salary by contribution assumption: employee only about $136,450 at 4% or $90,966 at 6%; with 50% employer match about $90,966 at 4% or $60,644 at 6%; with 100% employer match about $68,225 at 4% or $45,483 at 6%.
The Diversified Insurance Solutions Inc. Retirement Plan-70$5,629,894$382,059$5,458iApproximate average salary by contribution assumption: employee only about $136,450 at 4% or $90,966 at 6%; with 50% employer match about $90,966 at 4% or $60,644 at 6%; with 100% employer match about $68,225 at 4% or $45,483 at 6%.
2011165$4,877,458$332,010$5,108iApproximate average salary by contribution assumption: employee only about $127,696 at 4% or $85,131 at 6%; with 50% employer match about $85,131 at 4% or $56,754 at 6%; with 100% employer match about $63,848 at 4% or $42,565 at 6%.
The Diversified Insurance Solutions Inc. Retirement Plan-65$4,877,458$332,010$5,108iApproximate average salary by contribution assumption: employee only about $127,696 at 4% or $85,131 at 6%; with 50% employer match about $85,131 at 4% or $56,754 at 6%; with 100% employer match about $63,848 at 4% or $42,565 at 6%.
2010170$5,283,282$412,180$5,888iApproximate average salary by contribution assumption: employee only about $147,207 at 4% or $98,138 at 6%; with 50% employer match about $98,138 at 4% or $65,425 at 6%; with 100% employer match about $73,604 at 4% or $49,069 at 6%.
The Diversified Insurance Solutions Inc. Retirement Plan-70$5,283,282$412,180$5,888iApproximate average salary by contribution assumption: employee only about $147,207 at 4% or $98,138 at 6%; with 50% employer match about $98,138 at 4% or $65,425 at 6%; with 100% employer match about $73,604 at 4% or $49,069 at 6%.
2009176$4,390,432$508,890$6,696iApproximate average salary by contribution assumption: employee only about $167,398 at 4% or $111,599 at 6%; with 50% employer match about $111,599 at 4% or $74,399 at 6%; with 100% employer match about $83,699 at 4% or $55,799 at 6%.
The Diversified Insurance Solutions Inc. Retirement Plan-76$4,390,432$508,890$6,696iApproximate average salary by contribution assumption: employee only about $167,398 at 4% or $111,599 at 6%; with 50% employer match about $111,599 at 4% or $74,399 at 6%; with 100% employer match about $83,699 at 4% or $55,799 at 6%.
2008168$3,297,620$463,670$6,819iApproximate average salary by contribution assumption: employee only about $170,467 at 4% or $113,645 at 6%; with 50% employer match about $113,645 at 4% or $75,763 at 6%; with 100% employer match about $85,233 at 4% or $56,822 at 6%.
The Diversified Insurance Solutions Inc. Retirement Plan-68$3,297,620$463,670$6,819iApproximate average salary by contribution assumption: employee only about $170,467 at 4% or $113,645 at 6%; with 50% employer match about $113,645 at 4% or $75,763 at 6%; with 100% employer match about $85,233 at 4% or $56,822 at 6%.
2007169$4,609,508$455,115$6,596iApproximate average salary by contribution assumption: employee only about $164,897 at 4% or $109,931 at 6%; with 50% employer match about $109,931 at 4% or $73,287 at 6%; with 100% employer match about $82,448 at 4% or $54,966 at 6%.
The Diversified Insurance Solutions Inc. Retirement Plan-69$4,609,508$455,115$6,596iApproximate average salary by contribution assumption: employee only about $164,897 at 4% or $109,931 at 6%; with 50% employer match about $109,931 at 4% or $73,287 at 6%; with 100% employer match about $82,448 at 4% or $54,966 at 6%.
2006168$3,990,987$487,640$7,171iApproximate average salary by contribution assumption: employee only about $179,279 at 4% or $119,520 at 6%; with 50% employer match about $119,520 at 4% or $79,680 at 6%; with 100% employer match about $89,640 at 4% or $59,760 at 6%.
The Diversified Insurance Solutions Inc. Retirement Plan-68$3,990,987$487,640$7,171iApproximate average salary by contribution assumption: employee only about $179,279 at 4% or $119,520 at 6%; with 50% employer match about $119,520 at 4% or $79,680 at 6%; with 100% employer match about $89,640 at 4% or $59,760 at 6%.
2005162$3,172,129$435,533$7,025iApproximate average salary by contribution assumption: employee only about $175,618 at 4% or $117,079 at 6%; with 50% employer match about $117,079 at 4% or $78,053 at 6%; with 100% employer match about $87,809 at 4% or $58,539 at 6%.
The Diversified Insurance Solutions Inc. Retirement Plan-62$3,172,129$435,533$7,025iApproximate average salary by contribution assumption: employee only about $175,618 at 4% or $117,079 at 6%; with 50% employer match about $117,079 at 4% or $78,053 at 6%; with 100% employer match about $87,809 at 4% or $58,539 at 6%.
2004156$2,580,157$314,219$5,611iApproximate average salary by contribution assumption: employee only about $140,276 at 4% or $93,518 at 6%; with 50% employer match about $93,518 at 4% or $62,345 at 6%; with 100% employer match about $70,138 at 4% or $46,759 at 6%.
The Diversified Insurance Solutions Inc. Retirement Plan-56$2,580,157$314,219$5,611iApproximate average salary by contribution assumption: employee only about $140,276 at 4% or $93,518 at 6%; with 50% employer match about $93,518 at 4% or $62,345 at 6%; with 100% employer match about $70,138 at 4% or $46,759 at 6%.
2003153$1,997,107$221,968$4,188iApproximate average salary by contribution assumption: employee only about $104,702 at 4% or $69,801 at 6%; with 50% employer match about $69,801 at 4% or $46,534 at 6%; with 100% employer match about $52,351 at 4% or $34,901 at 6%.
The Diversified Insurance Solutions Inc. Retirement Plan-53$1,997,107$221,968$4,188iApproximate average salary by contribution assumption: employee only about $104,702 at 4% or $69,801 at 6%; with 50% employer match about $69,801 at 4% or $46,534 at 6%; with 100% employer match about $52,351 at 4% or $34,901 at 6%.
2002135$1,419,047$204,849$5,853iApproximate average salary by contribution assumption: employee only about $146,321 at 4% or $97,547 at 6%; with 50% employer match about $97,547 at 4% or $65,031 at 6%; with 100% employer match about $73,160 at 4% or $48,774 at 6%.
The Diversified Insurance Solutions Inc. Retirement Plan-35$1,419,047$204,849$5,853iApproximate average salary by contribution assumption: employee only about $146,321 at 4% or $97,547 at 6%; with 50% employer match about $97,547 at 4% or $65,031 at 6%; with 100% employer match about $73,160 at 4% or $48,774 at 6%.
2001140$1,457,406$139,860$3,497iApproximate average salary by contribution assumption: employee only about $87,413 at 4% or $58,275 at 6%; with 50% employer match about $58,275 at 4% or $38,850 at 6%; with 100% employer match about $43,706 at 4% or $29,138 at 6%.
The Diversified Insurance Solutions Inc. Retirement Plan-40$1,457,406$139,860$3,497iApproximate average salary by contribution assumption: employee only about $87,413 at 4% or $58,275 at 6%; with 50% employer match about $58,275 at 4% or $38,850 at 6%; with 100% employer match about $43,706 at 4% or $29,138 at 6%.
2000124$0$0-
The Diversified Insurance Solutions Inc. Retirement Plan-24---