PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. F.A. DAVIS COMPANY
Sponsor portfolioTH

F.A. DAVIS COMPANY

EIN 23-0512060-Latest filing 2025
Plans
2
Retirement
1
$43.7M assets
Welfare
1
$176K premiums
Participants
335
1915 ARCH ST - PHILADELPHIA, PA 19103215-568-2290
Plans on this EIN
2 filings
#003401k-$43.7M - 186 part#509Mixed-$176K - 141 lives

Benefits portfolio analytics

1 plan / $176K premiums / 141 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$104K
  • Life$58K
  • Long-term disability$58K
  • Other$58K
  • Vision$14K
Total $176K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY59%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA33%
  • UNITEDHEALTHCARE INSURANCE COMPANY8%
Total $176K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CORPORATE SYNERGIES GROUP LLC100%
Total $5121 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

F. A. DAVIS COMPANY 401(K) SAVINGS PLAN

401k

Assets$43.7M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

F. A. DAVIS COMPANY HEALTH AND WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$176K
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003F. A. DAVIS COMPANY 401(K) SAVINGS PLAN401k$43.7M1862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509F. A. DAVIS COMPANY HEALTH AND WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$176K1412025
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