Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$773K
- Dental$565K
- Vision$565K
- Prescription drug$208K
- Life$14K
- Other$14K
Sponsor portfolio
DAVLYN INVESTMENTS, INC.
EIN 33-0678528real estateLatest filing 2025
Plans
2
Retirement
1
$3.3M assets
Welfare
1
$787K premiums
Participants
220
12625 HIGH BLUFF DRIVE, SUITE 315 - SAN DIEGO, CA 92130858-792-8500LinkedIn51-200 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $787K premiums / 308 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- UNITEDHEALTHCARE INSURANCE COMPANY74%
- KAISER FOUNDATION HEALTH PLAN INC26%
Broker market share
Schedule A broker compensation
71%top
- GAMIE, LLC71%
- AMWINS22%
- REUBEN WARNER ASSOCIATES, INC.7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DAVLYN INVESTMENTS, INC. 401(K) PLAN
401k
Assets$3.3M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DAVLYN INVESTMENTS, INC HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$787K
Covered lives308
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAVLYN INVESTMENTS, INC. 401(K) PLAN | 401k | $3.3M | 118 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DAVLYN INVESTMENTS, INC HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $787K | 308 | 2025 |
Retirement plans
Welfare plans