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Sponsor portfolioTH

DAVIS ENTERPRISES

EIN 22-1761257-real estate-Latest filing 2024
Plans
3
Retirement
1
$4.5M assets
Welfare
2
$630K premiums
Participants
240
8000 SAGEMORE DR STE 8201 - MARLTON, NJ 080533900856-985-1200davisaptweb.comLinkedIn11-50 employeesreal estate
Plans on this EIN
3 filings
#001401k-$4.5M - 88 part#502Fully Insured-$598K - 55 lives#501Mixed-$32K - 97 lives

Benefits portfolio analytics

2 plans / $630K premiums / 152 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$496K
  • Prescription drug$102K
  • Dental$32K
  • Vision$32K
Total $630K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • HORIZON HEALTHCARE SERVICES, INC.95%
  • AETNA LIFE INSURANCE COMPANY5%
Total $630K2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • ASSUREDPARTNERS94%
  • KAMINER FINANCIAL GROUP, LTD6%
Total $37K2 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

DAVIS ENTERPRISES 401(K) PLAN

401k

Assets$4.5M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

DAVIS ENTERPRISES HEALTH INSURANCE PLAN

Fully Insured - HORIZON HEALTHCARE SERVICES INC (HEALTH)

Premiums$598K
Covered lives55
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

DAVIS ENTERPRISES DENTAL PLAN

Mixed - AETNA LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$32K
Covered lives97
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DAVIS ENTERPRISES 401(K) PLAN401k$4.5M882024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502DAVIS ENTERPRISES HEALTH INSURANCE PLANFully InsuredHORIZON HEALTHCARE SERVICES INC (HEALTH)$598K552024
501DAVIS ENTERPRISES DENTAL PLANMixedAETNA LIFE INSURANCE COMPANY AND AFFILIATES$32K972024
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