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Sponsor portfolio

DAVE'S MARKETPLACE MANAGEMENT, INC.

EIN 27-0175478-retail-Latest filing 2025
Plans
2
Retirement
1
$42.7M assets
Welfare
1
$1.0M premiums
Participants
2,290
1000 DIVISION ST., STE. 20 - EAST GREENWICH, RI 02818401-885-1191davesmarketplace.comLinkedIn1001-5000 employeesretail
Plans on this EIN
2 filings
#001401k-$42.7M - 1,957 part#501Mixed-$1.0M - 614 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 614 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$584K
  • Dental$288K
  • Other$100K
  • Vision$34K
  • Long-term disability$27K
  • Life$23K
  • +1 more
Total $1.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY56%
  • DELTA DENTAL OF CALIFORNIA28%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY5%
  • VISION SERVICE PLAN3%
Total $1.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • STEALTH PARTNER GROUP LLC58%
  • HILB GROUP OF NEW ENGLAND41%
  • J KING INSURANCE INC2%
  • ENROLLEASE-0%
Total $81K4 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

DAVE'S FRESH MARKETPLACE MANAGEMENT, INC. 401(K) PLAN

401k

Assets$42.7M
Participants1,957
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DAVE'S MARKETPLACE MANAGEMENT, INC. EMPLOYEE BENEFITS PLAN

Mixed - BERKLEY LIFE AND HEALTH INSURANCE COMPANY

Premiums$1.0M
Covered lives614
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DAVE'S FRESH MARKETPLACE MANAGEMENT, INC. 401(K) PLAN401k$42.7M1,9572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DAVE'S MARKETPLACE MANAGEMENT, INC. EMPLOYEE BENEFITS PLANMixedBERKLEY LIFE AND HEALTH INSURANCE COMPANY$1.0M6142025
Retirement plans
Welfare plans
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