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Sponsor portfolio

PAUL DAVIS RESTORATION

EIN 39-1662830-Construction-Latest filing 2025
Plans
2
Retirement
1
$10.1M assets
Welfare
1
$690K premiums
Participants
277
W226N918 NORTHMOUND DRIVE SUITE 1 - WAUKESHA, WI 53186414-383-3131
Plans on this EIN
2 filings
#001401k-$10.1M - 150 part#505Fully Insured-$690K - 133 lives

Benefits portfolio analytics

1 plan / $690K premiums / 133 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$623K
  • Dental$310K
  • Life$26K
  • Other$26K
  • Long-term disability$19K
  • Short-term disability$11K
  • +1 more
Total $690K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • SUPERIOR DENTAL CARE2%
Total $690K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $42K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PAUL DAVIS RESTORATION OF SE W 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$10.1M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

PAUL DAVIS RESTORATION OF S.E. WISCONSIN WRAP PLAN

Fully Insured - COMPCARE HEALTH SERVICES INSURANCE CORPORATION

Premiums$690K
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PAUL DAVIS RESTORATION OF SE W 401(K) PROFIT SHARING PLAN AND TRUST401k$10.1M1502025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505PAUL DAVIS RESTORATION OF S.E. WISCONSIN WRAP PLANFully InsuredCOMPCARE HEALTH SERVICES INSURANCE CORPORATION$690K1332024
Retirement plans
Welfare plans
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