Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.6M
- Dental$1.3M
- Other$780K
- Long-term disability$476K
- Short-term disability$370K
- Vision$130K
Sponsor portfolio
DAVIES US, LLC
EIN 84-3008893Latest filing 2025
Plans
8
Retirement
0
Welfare
8
$3.8M premiums
Participants
12,779
6240 LAKE OSPREY DRIVE - SARASOTA, FL 34240413-523-1130
Benefits portfolio analytics
8 plans / $3.8M premiums / 12,619 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY63%
- METROPOLITAN LIFE INSURANCE COMPANY34%
- EYEMED VISION CARE3%
Broker market share
Schedule A broker compensation
61%top
- USI INSURANCE SERVICES LLC61%
- BROWN & BROWN INSURANCE SERVICES39%
- SILBERSTEIN INSURANCE GROUP-0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Welfare#504
DAVIES US LLC DENTAL PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.3M
Covered lives1,611
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
DAVIES US LLC LIFE PLAN
Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$780K
Covered lives2,163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
DAVIES US LLC AD&D PLAN
Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$780K
Covered lives2,163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
DAVIES US LLC LONG TERM DISABILITY PLAN
Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$476K
Covered lives1,886
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
DAVIES US LLC SHORT TERM DISABILITY PLAN
Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$370K
Covered lives1,988
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
DAVIES US LLC VISION PLAN
Fully Insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO
Premiums$130K
Covered lives2,808
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
DAVIES US LLC HEALTHCARE REIMBURSEMENT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
DAVIES US LLC MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare plans8
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | DAVIES US LLC DENTAL PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $1.3M | 1,611 | 2025 | |
| 501 | DAVIES US LLC LIFE PLAN | Fully Insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $780K | 2,163 | 2025 | |
| 502 | DAVIES US LLC AD&D PLAN | Fully Insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $780K | 2,163 | 2025 | |
| 506 | DAVIES US LLC LONG TERM DISABILITY PLAN | Fully Insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $476K | 1,886 | 2025 | |
| 505 | DAVIES US LLC SHORT TERM DISABILITY PLAN | Fully Insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $370K | 1,988 | 2025 | |
| 503 | DAVIES US LLC VISION PLAN | Fully Insured | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO | $130K | 2,808 | 2025 | |
| 507 | DAVIES US LLC HEALTHCARE REIMBURSEMENT PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 508 | DAVIES US LLC MEDICAL PLAN | Self Funded | - | $0 | 0 | 2025 |
Welfare plans