PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. RUSS DAVIS WHOLESALE, INC
Sponsor portfolioTH

RUSS DAVIS WHOLESALE, INC

EIN 41-1111968-wholesale-Latest filing 2024
Plans
4
Retirement
1
$86.8M assets
Welfare
3
$354K premiums
Participants
2,488
266 4TH ST. NE - WADENA, MN 564821205218-631-3070russdaviswholesale.comLinkedIn501-1000 employeeswholesale
Plans on this EIN
4 filings
#002ESOP-$86.8M - 853 part#503Fully Insured-$354K - 587 lives#501Self Funded-0 lives#502Self Funded-0 lives

Benefits portfolio analytics

3 plans / $354K premiums / 587 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$172K
  • Short-term disability$139K
  • Life$42K
  • Other$42K
Total $354K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $354K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ACRISURE LLC100%
Total $22K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

RUSS DAVIS WHOLESALE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$86.8M
Participants853
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

RUSS DAVIS WHOLESALE, INC. LIFE INSURANCE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$354K
Covered lives587
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

RUSS DAVIS WHOLESALE, INC. HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

RUSS DAVIS WHOLESALE, INC. DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002RUSS DAVIS WHOLESALE, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$86.8M8532024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
503RUSS DAVIS WHOLESALE, INC. LIFE INSURANCE PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$354K5872024
501RUSS DAVIS WHOLESALE, INC. HEALTH PLANSelf Funded-$002024
502RUSS DAVIS WHOLESALE, INC. DENTAL PLANSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, 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
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica