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Sponsor portfolioTH

THE DAVEY TREE EXPERT COMPANY

EIN 34-0176110-environmental services-Latest filing 2025
Plans
3
Retirement
1
$502.0M assets
Welfare
2
$11.7M premiums
Participants
30,373
1500 N. MANTUA STREET, P.O. BOX 5193 - KENT, OH 44240330-673-9515davey.comLinkedIn5001-10000 employeesenvironmental services
Plans on this EIN
3 filings
#004401k-$502.0M - 10,245 part#501Mixed-$9.2M - 9,873 lives#510Mixed-$2.4M - 8,023 lives

Benefits portfolio analytics

2 plans / $11.7M premiums / 17,896 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • ANTHEM LIFE INSURANCE COMPANY46%
  • DELTA DENTAL OF CALIFORNIA26%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA21%
  • EYEMED VISION CARE5%
  • KAISER FOUNDATION HEALTH PLAN INC3%
Total $11.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • WILLIS TOWERS WATSON US LLC71%
  • COMMUNITY INSURANCE COMPANY28%
  • MORGAN & FRANZ INSURANCE AND1%
Total $926K3 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$502.0M
Participants10,245
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 - ANTHEM

Premiums$9.2M
Covered lives9,873
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

THE DAVEY TREE EXPERT COMPANY LONG TERM DISIBILITY PLAN

Mixed - UNUM LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives8,023
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004THE DAVEY 401KSOP AND ESOP401k$502.0M10,2452025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE DAVEY TREE EXPERT COMPANY GROUP INSURANCE PLANMixedANTHEM$9.2M9,8732025
510THE DAVEY TREE EXPERT COMPANY LONG TERM DISIBILITY PLANMixedUNUM LIFE INSURANCE COMPANY$2.4M8,0232025
Retirement plans
Welfare plans
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