PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. DAVERSA PARTNERS, INC.
Sponsor portfolio

DAVERSA PARTNERS, INC.

EIN 06-1362061-Administrative and Support and Waste Management and Remediation Services-Latest filing 2024
Plans
2
Retirement
1
$32.2M assets
Welfare
1
$2.1M premiums
Participants
375
55 GREENS FARMS RD, 2ND FLOOR - WESTPORT, CT 06880203-517-1160
Plans on this EIN
2 filings
#002401k-$32.2M - 228 part#503Fully Insured-$2.1M - 216 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 216 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.1M
  • Health$1.9M
  • Prescription drug$1.9M
  • Dental$195K
  • Life$195K
  • Short-term disability$195K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
  • VISION SERVICE PLAN1%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • USI INSURANCE SERVICES LLC89%
  • ASSUREDPARTNERS9%
  • DONNA H. KATZ2%
Total $104K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DAVERSA PARTNERS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$32.2M
Participants228
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

DAVERSA PARTNERS HEALTH & WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.1M
Covered lives216
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002DAVERSA PARTNERS, INC. 401(K) PROFIT SHARING PLAN401k$32.2M2282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503DAVERSA PARTNERS HEALTH & WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.1M2162024
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