Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.9M
- Dental$7.9M
- Vision$7.9M
- Life$757K
- Long-term disability$757K
Sponsor portfolio
DAVENPORT & COMPANY LLC
EIN 54-1835842financial servicesLatest filing 2024
Plans
2
Retirement
1
$416.4M assets
Welfare
1
$8.7M premiums
Participants
1,128
P.O. BOX 85678 - RICHMOND, VA 232855678804-780-2000investdavenport.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $8.7M premiums / 506 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- ANTHEM LIFE INSURANCE COMPANY93%
- STANDARD INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
DAVENPORT & COMPANY LLC PROFIT SHARING PLAN
401k
Assets$416.4M
Participants622
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
DAVENPORT & COMPANY LLC FLEXIBLE BENEFITS PLAN
Mixed - ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS
Premiums$8.7M
Covered lives506
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DAVENPORT & COMPANY LLC PROFIT SHARING PLAN | 401k | $416.4M | 622 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | DAVENPORT & COMPANY LLC FLEXIBLE BENEFITS PLAN | Mixed | ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS | $8.7M | 506 | 2024 |
Retirement plans
Welfare plans