PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. DAVIS H. ELLIOT COMPANY, INCORPORATED
Sponsor portfolioTH

DAVIS H. ELLIOT COMPANY, INCORPORATED

EIN 54-1203551-Construction-Latest filing 2024
Plans
3
Retirement
2
$382.0M assets
Welfare
1
$3.5M premiums
Participants
9,103
673 BLUE SKY PKWY - LEXINGTON, KY 40509540-344-1294
Plans on this EIN
3 filings
#003ESOP-$277.3M - 2,483 part#001401k-$104.7M - 3,619 part#510Mixed-$3.5M - 5,291 lives

Retirement portfolio analytics

2 plans aggregated / $382.0M assets / 6,102 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • EMPLOYEE STOCK OWNERSHIP (#003)73%
  • ELLIOT COMPANY, INCORPORATED (#001)27%
Total $382.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ELLIOT COMPANY, INCORPORATED (#001)3,619
  • EMPLOYEE STOCK OWNERSHIP (#003)2,483
Total 6,102Click row to drill in

Benefits portfolio analytics

1 plan / $3.5M premiums / 5,291 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.1M
  • Other$1.1M
  • Life$854K
  • Long-term disability$662K
  • Vision$537K
Total $3.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • STANDARD INSURANCE COMPANY52%
  • DELTA DENTAL OF CALIFORNIA48%
Total $3.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • MCGRIFF INSURANCE SERVICES INC56%
  • THE BENEFIT COMPANY INC44%
Total $337K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

DAVIS H. ELLIOT COMPANY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$277.3M
Participants2,483
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EMPLOYEES' THRIFT PLAN OF DAVIS H. ELLIOT COMPANY, INCORPORATED

401k

Assets$104.7M
Participants3,619
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

DAVIS H. ELLIOT HEALTH AND WELFARE PLAN

Mixed - DELTA DENTAL OF KENTUCKY

Premiums$3.5M
Covered lives5,291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003DAVIS H. ELLIOT COMPANY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLANESOP$277.3M2,4832024
001EMPLOYEES' THRIFT PLAN OF DAVIS H. ELLIOT COMPANY, INCORPORATED401k$104.7M3,6192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510DAVIS H. ELLIOT HEALTH AND WELFARE PLANMixedDELTA DENTAL OF KENTUCKY$3.5M5,2912024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, 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
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica