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Sponsor portfolio

DAVID H MARTIN EXCAVATING INC

EIN 25-1564223-construction-Latest filing 2025
Plans
3
Retirement
1
$14.3M assets
Welfare
2
$677K premiums
Participants
689
4961 CUMBERLAND HIGHWAY - CHAMBERSBURG, PA 172029655717-264-2168dhmexc.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#001401k-$14.3M - 215 part#501Self Funded-$558K - 181 lives#504Fully Insured-$119K - 293 lives

Benefits portfolio analytics

2 plans / $677K premiums / 474 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$558K
  • Dental$119K
  • Vision$119K
Total $677K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • UNITEDHEALTHCARE INSURANCE COMPANY82%
  • CAPITAL ADVANTAGE ASSURANCE COMPANY18%
Total $677K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HARDING-YOST INSURANCE ASSOCIATES100%
Total $12K1 slice

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 H MARTIN EXCAVATING INC 401K PLAN

401k

Assets$14.3M
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DAVID H. MARTIN EXCAVATING, INCORPORATED HEALTH PLAN

Self Funded - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)

Premiums$558K
Covered lives181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

DAVID H. MARTIN EXCAVATING, INCORPORATED GROUP INSURANCE PLAN

Fully Insured - CAPITAL ADVANTAGE ASSURANCE COMPANY

Premiums$119K
Covered lives293
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DAVID H MARTIN EXCAVATING INC 401K PLAN401k$14.3M2152025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DAVID H. MARTIN EXCAVATING, INCORPORATED HEALTH PLANSelf FundedOPTUM HEALTH (UNIMERICA INSURANCE COMPANY)$558K1812024
504DAVID H. MARTIN EXCAVATING, INCORPORATED GROUP INSURANCE PLANFully InsuredCAPITAL ADVANTAGE ASSURANCE COMPANY$119K2932024
Retirement plans
Welfare plans
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