Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$655K
- Prescription drug$655K
- Stop-loss$655K
- Dental$135K
- Life$45K
- Long-term disability$22K
- +3 more
Sponsor portfolio
DAVIS SELECTED ADVISERS, L.P.
EIN 85-0360310investment bankingLatest filing 2025
Plans
2
Retirement
1
$100.5M assets
Welfare
1
$896K premiums
Participants
446
2949 E. ELVIRA RD., SUITE 101 - TUCSON, AZ 85756520-806-7636LinkedIn201-500 employeesinvestment banking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $896K premiums / 266 covered livesCarrier market share
Premium dollars by Schedule A carrier
73%top
- BLUE CROSS OF CALIFORNIA73%
- DELTA DENTAL OF CALIFORNIA17%
- LIFE INSURANCE COMPANY OF NORTH AMERICA10%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
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 SELECTED ADVISERS, L.P. 401(K) PLAN
401k
Assets$100.5M
Participants187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
DAVIS SELECTED ADVISERS HEALTH & WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA
Premiums$896K
Covered lives266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAVIS SELECTED ADVISERS, L.P. 401(K) PLAN | 401k | $100.5M | 187 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | DAVIS SELECTED ADVISERS HEALTH & WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF ARIZONA | $896K | 266 | 2024 |
Retirement plans
Welfare plans