Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$368K
- Short-term disability$368K
- Long-term disability$368K
- Other$368K
Filings through .
Top hat
Russ Davis Wholesale, Inc
EIN 41-1111968wholesaleLatest filing 2025
Plans
4
Retirement
1
$90.3M assets
Health & Benefits
3
$368K premiums
Participants
2,398
266 4TH ST. NE - WADENA, MN 564821205218-631-3070russdaviswholesale.comLinkedIn501-1000 employeeswholesale
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Benefits portfolio analytics
3 plans / $368K premiums / 554 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
RUSS DAVIS WHOLESALE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$90.3M
Participants863
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
RUSS DAVIS WHOLESALE, INC. LIFE INSURANCE PLAN
Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$368K
Covered lives554
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
RUSS DAVIS WHOLESALE, INC. HEALTH PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
RUSS DAVIS WHOLESALE, INC. DENTAL PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | RUSS DAVIS WHOLESALE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $90.3M | 863 | 2025 |
- #002 · ESOP · 2025863
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | RUSS DAVIS WHOLESALE, INC. LIFE INSURANCE PLAN | Fully insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $368K | 554 | 2025 |
| #501 | RUSS DAVIS WHOLESALE, INC. HEALTH PLAN | Self-funded | - | $0 | 0 | 2025 |
| #502 | RUSS DAVIS WHOLESALE, INC. DENTAL PLAN | Self-funded | - | $0 | 0 | 2025 |
- #503 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025554
- #501 · Self-funded · 20250
- #502 · Self-funded · 20250
Retirement plans
Health & Benefits plans