Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Dental$2.2M
- Prescription drug$2.2M
- Life$85K
- Short-term disability$85K
- Long-term disability$85K
- +2 more
Sponsor portfolio
DAVIS MANAGEMENT COMPANY, LLC
EIN 26-2592013Latest filing 2025
Plans
2
Retirement
1
$29.4M assets
Welfare
1
$2.3M premiums
Participants
266
125 HIGH STREET, 21ST FLOOR - BOSTON, MA 02110617-451-1300
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 280 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- USABLE LIFE4%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
77%top
- GALLAGHER BENEFIT SERVICES, INC.77%
- INDIGO INSURANCE SERVICES23%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE DAVIS COMPANIES 401(K) PLAN
401k
Assets$29.4M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DAVIS MANAGEMENT COMPANY, LLC HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$2.3M
Covered lives280
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE DAVIS COMPANIES 401(K) PLAN | 401k | $29.4M | 148 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DAVIS MANAGEMENT COMPANY, LLC HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $2.3M | 280 | 2025 |
Retirement plans
Welfare plans