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Sponsor portfolio

DAVIS FURNITURE INDUSTRIES, INC

EIN 56-0591838-furniture-Latest filing 2025
Plans
5
Retirement
2
$20.5M assets
Welfare
3
$1.2M premiums
Participants
905
P. O. BOX 2065, 2401 S. COLLEGE DRIVE - HIGH POINT, NC 272612065336-889-2009davis-furniture.comLinkedIn51-200 employeesfurniture
Plans on this EIN
5 filings
#001ProfitSharing-$13.2M - 302 part#003401k-$7.3M - 292 part#501Fully Insured-$752K - 401 lives#504Mixed-$326K - 498 lives#503Fully Insured-$114K - 401 lives

Retirement portfolio analytics

2 plans aggregated / $20.5M assets / 594 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • PLAN AND TRUST (#001)64%
  • PLAN AND TRUST (#003)36%
Total $20.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)302
  • PLAN AND TRUST (#003)292
Total 594Click row to drill in

Benefits portfolio analytics

3 plans / $1.2M premiums / 1,300 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$326K
  • Vision$326K
  • Life$326K
  • Short-term disability$326K
  • Long-term disability$326K
  • Other$326K
Total $326K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $326K1 slice

Broker market share

Schedule A broker compensation

Split broker
93%top
  • HPB INSURANCE GROUP INC93%
  • TRUE NETWORK ADVISORS7%
Total $49K2 slices

Plan deep-dives

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

DAVIS FURNITURE INDUSTRIES, INC. EMPLOYEE STOCK BONUS PLAN AND TRUST

ProfitSharing

Assets$13.2M
Participants302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

DAVIS FURNITURE INDUSTRIES, INC. EMPLOYEES' 401(K) PLAN AND TRUST

401k

Assets$7.3M
Participants292
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DAVIS FURNITURE INDUSTRIES, INC. HEALTH PLAN

Fully Insured - GRANULAR INSURANCE COMPANY

Premiums$752K
Covered lives401
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

DAVIS FURNITURE INDUSTRIES, INC. WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$326K
Covered lives498
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

DAVIS FURNITURE INDUSTRIES, INC. EMPLOYEE INSURANCE BENEFITS PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$114K
Covered lives401
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DAVIS FURNITURE INDUSTRIES, INC. EMPLOYEE STOCK BONUS PLAN AND TRUSTProfitSharing$13.2M3022025
003DAVIS FURNITURE INDUSTRIES, INC. EMPLOYEES' 401(K) PLAN AND TRUST401k$7.3M2922025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DAVIS FURNITURE INDUSTRIES, INC. HEALTH PLANFully InsuredGRANULAR INSURANCE COMPANY$752K4012024
504DAVIS FURNITURE INDUSTRIES, INC. WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$326K4982025
503DAVIS FURNITURE INDUSTRIES, INC. EMPLOYEE INSURANCE BENEFITS PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$114K4012024
Retirement plans
Welfare plans
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