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  2. DAVID EVANS ENTERPRISES, INC.
Sponsor portfolioTH

DAVID EVANS ENTERPRISES, INC.

EIN 20-5545517-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$272.6M assets
Welfare
1
$556K premiums
Participants
2,469
2100 S. RIVER PARKWAY, STE 100 - PORTLAND, OR 972018070503-223-6663LinkedIn11-50 employees
Plans on this EIN
2 filings
#001ESOP-$272.6M - 1,616 part#501Mixed-$556K - 1,029 lives

Benefits portfolio analytics

1 plan / $556K premiums / 1,029 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$459K
  • Long-term disability$239K
  • Life$238K
  • Vision$97K
  • Short-term disability$236
Total $556K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA78%
  • VISION SERVICE PLAN17%
  • EMPATHIA, INC.5%
Total $556K3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • WOODRUFF-SAWYER & CO96%
  • ASSUREX GLOBAL CORPORATION4%
Total $39K2 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

DAVID EVANS ENTERPRISES, INC. RETIREMENT PLAN

ESOP

Assets$272.6M
Participants1,616
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPLOYEE WELFARE PLAN FOR DAVID EVANS ENTERPRISES, INC.

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$556K
Covered lives1,029
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DAVID EVANS ENTERPRISES, INC. RETIREMENT PLANESOP$272.6M1,6162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPLOYEE WELFARE PLAN FOR DAVID EVANS ENTERPRISES, INC.MixedUNUM LIFE INSURANCE COMPANY OF AMERICA$556K1,0292024
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Welfare plans
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