Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$80K
- Vision$80K
- Life$74K
- Long-term disability$74K
- Other$74K
Sponsor portfolio
DAVE CARTER & ASSOCIATES, INC.
EIN 59-1782814building materialsLatest filing 2025
Plans
2
Retirement
1
$18.2M assets
Welfare
1
$154K premiums
Participants
308
3530 SW 7TH STREET - OCALA, FL 34474352-732-3317davecarter.comLinkedIn51-200 employeesbuilding materials
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $154K premiums / 140 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA52%
- SUN LIFE ASSURANCE COMPANY OF CANADA48%
Broker market share
Schedule A broker compensation
135%top
- BROWN & BROWN INSURANCE SERVICES135%
- STRATEGIC NON-MEDICAL SOLUTIONS LLC73%
- CENTRO BENEFITS RESEARCH LLC-108%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
DAVE CARTER & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$18.2M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DAVE CARTER & ASSOCIATES, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$154K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DAVE CARTER & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $18.2M | 200 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DAVE CARTER & ASSOCIATES, INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $154K | 140 | 2025 |
Retirement plans
Welfare plans