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Sponsor portfolio

DAVIDSON HOMES, LLC

EIN 26-4623381-real estate-Latest filing 2025
Plans
2
Retirement
1
$12.2M assets
Welfare
1
$354K premiums
Participants
709
336 JAMES RECORD ROAD SW - HUNTSVILLE, AL 35824505-944-6670davidsonhomesllc.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401k-$12.2M - 425 part#502Mixed-$354K - 510 lives

Benefits portfolio analytics

1 plan / $354K premiums / 510 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$229K
  • Vision$229K
  • Life$125K
  • Short-term disability$125K
  • Long-term disability$125K
  • Other$125K
Total $354K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • METROPOLITAN LIFE INSURANCE COMPANY65%
  • SYMETRA LIFE INSURANCE COMPANY21%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA15%
Total $354K3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • MARSH & MCLENNAN AGENCY LLC83%
  • GIS BENEFITS INC17%
Total $82K2 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

DAVIDSON HOMES, LLC RETIREMENT. PLAN

401k

Assets$12.2M
Participants425
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

DAVIDSON HOMES LLC EMPLOYEE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$354K
Covered lives510
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DAVIDSON HOMES, LLC RETIREMENT. PLAN401k$12.2M4252025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502DAVIDSON HOMES LLC EMPLOYEE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$354K5102025
Retirement plans
Welfare plans
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