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  2. JR. DAVIS CONSTRUCTION COMPANY, INC.
Sponsor portfolio

JR. DAVIS CONSTRUCTION COMPANY, INC.

EIN 59-2571763-construction-Latest filing 2025
Plans
2
Retirement
1
$26.3M assets
Welfare
1
$1.8M premiums
Participants
2,229
210 HANGAR ROAD - KISSIMMEE, FL 34741407-870-0066jr-davis.comLinkedIn1001-5000 employeesconstruction
Plans on this EIN
2 filings
#001401k-$26.3M - 1,246 part#501Mixed-$1.8M - 983 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 983 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.8M
  • Short-term disability$935K
  • Dental$891K
  • Vision$891K
  • Life$891K
  • Long-term disability$891K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA51%
  • SUN LIFE ASSURANCE COMPANY OF CANADA49%
  • HEALTHJOY0%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • INSURANCE OFFICE OF AMERICA53%
  • LIZBETH RAMON15%
  • WORKSITE AMERICA LLC11%
  • SARAH WEYMOUTH7%
  • CALVON Y BUCZKOWSKI6%
  • +3 more
Total $355K8 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

JR. DAVIS CONSTRUCTION COMPANY, INC. 401(K) PLAN

401k

Assets$26.3M
Participants1,246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JDC HEALTH & WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.8M
Covered lives983
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JR. DAVIS CONSTRUCTION COMPANY, INC. 401(K) PLAN401k$26.3M1,2462025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JDC HEALTH & WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.8M9832025
Retirement plans
Welfare plans
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