Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$582K
- Life$147K
- Short-term disability$76K
- Long-term disability$73K
- Vision$41K
- Other$38K
Sponsor portfolio
DUVAL HOLDINGS, INC.
EIN 38-3865632Latest filing 2025
Plans
2
Retirement
1
$43.2M assets
Welfare
1
$957K premiums
Participants
799
6800 SOUTHPOINT PARKWAY, SUITE 700 - JACKSONVILLE, FL 32216904-997-7329
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $957K premiums / 323 covered livesCarrier market share
Premium dollars by Schedule A carrier
61%top
- SUN LIFE ASSURANCE COMPANY OF CANADA61%
- STANDARD INSURANCE COMPANY31%
- EYEMED VISION CARE4%
- UNITEDHEALTHCARE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
47%top
- STEALTH PARTNER GROUP LLC47%
- THE BALDWIN GROUP WEST LLC42%
- BALDWIN KRYSTYN SHERMAN PARTNERS7%
- BKS PARTNERS4%
- WATCHTOWER TECHNOLOGIES INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STILLWATER INSURANCE GROUP 401(K) PLAN
401k
Assets$43.2M
Participants476
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DUVAL HOLDINGS, INC. WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$957K
Covered lives323
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STILLWATER INSURANCE GROUP 401(K) PLAN | 401k | $43.2M | 476 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DUVAL HOLDINGS, INC. WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $957K | 323 | 2025 |
Retirement plans
Welfare plans