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Sponsor portfolio

DAVIS & FLOYD, INC.

EIN 57-0346458-civil engineering-Latest filing 2025
Plans
2
Retirement
1
$30.6M assets
Welfare
1
$491K premiums
Participants
438
P.O. DRAWER 428, 1319 HIGHWAY 72/221 EAST - GREENWOOD, SC 29648864-229-5211davisfloyd.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
2 filings
#001401k-$30.6M - 285 part#503Mixed-$491K - 226 lives

Benefits portfolio analytics

1 plan / $491K premiums / 226 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$327K
  • Other$63K
  • Long-term disability$51K
  • Life$44K
  • Short-term disability$21K
  • Vision$13K
Total $491K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY64%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY31%
  • UNITED HEALTHCARE INSURANCE COMPANY3%
  • COMMUNITY EYE CARE3%
Total $491K4 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • DIGITAL INSURANCE LLC79%
  • ENROLLEASE21%
Total $36K2 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 & FLOYD, INC. PROFIT SHARING PLAN

401k

Assets$30.6M
Participants285
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

DAVIS & FLOYD, WELFARE BENEFITS PLAN

Mixed - BERKLEY LIFE AND HEALTH INSURANCE CO.

Premiums$491K
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DAVIS & FLOYD, INC. PROFIT SHARING PLAN401k$30.6M2852025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503DAVIS & FLOYD, WELFARE BENEFITS PLANMixedBERKLEY LIFE AND HEALTH INSURANCE CO.$491K2262025
Retirement plans
Welfare plans
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