PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. THE DAVEY TREE EXPERT COMPANY
Sponsor portfolioTH

THE DAVEY TREE EXPERT COMPANY

EIN 34-0176110-environmental services-Latest filing 2024
Plans
3
Retirement
1
$448.4M assets
Welfare
2
$12.5M premiums
Participants
26,387
1500 N. MANTUA STREET, P.O. BOX 5193 - KENT, OH 44240330-673-9515davey.comLinkedIn5001-10000 employeesenvironmental services
Plans on this EIN
3 filings
#004401k-$448.4M - 9,150 part#501Mixed-$10.2M - 9,336 lives#510Mixed-$2.3M - 7,395 lives

Benefits portfolio analytics

2 plans / $12.5M premiums / 16,731 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
35%top
  • LANDMARK HEALTHPLAN35%
  • DELTA DENTAL OF CALIFORNIA23%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA18%
  • RELIASTAR LIFE INSURANCE COMPANY15%
  • EYEMED VISION CARE6%
  • +1 more
Total $12.5M6 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • WILLIS TOWERS WATSON US LLC79%
  • COMMUNITY INSURANCE LLC20%
  • MORGAN & FRANZ INSURANCE AND1%
  • RINGMASTER INSURANCE AGENCY LLC0%
Total $946K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

THE DAVEY 401KSOP AND ESOP

401k

Assets$448.4M
Participants9,150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE DAVEY TREE EXPERT COMPANY GROUP INSURANCE PLAN

Mixed - ANTHAM

Premiums$10.2M
Covered lives9,336
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

THE DAVEY TREE EXPERT COMPANY LONG-TERM DISBILITY PLAN

Mixed - UNUM LIFE INSURANCE COMPANY

Premiums$2.3M
Covered lives7,395
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004THE DAVEY 401KSOP AND ESOP401k$448.4M9,1502024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE DAVEY TREE EXPERT COMPANY GROUP INSURANCE PLANMixedANTHAM$10.2M9,3362024
510THE DAVEY TREE EXPERT COMPANY LONG-TERM DISBILITY PLANMixedUNUM LIFE INSURANCE COMPANY$2.3M7,3952024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica