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Sponsor portfolioTH

HUNTER-DAVISSON INC

EIN 93-0549473-construction-Latest filing 2025
Plans
3
Retirement
2
$26.2M assets
Welfare
1
$198K premiums
Participants
453
1800 SE PERSHING ST - PORTLAND, OR 97202503-234-0477hunterdavisson.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#002401k-$19.5M - 176 part#003ESOP-$6.7M - 137 part#501Mixed-$198K - 140 lives

Retirement portfolio analytics

2 plans aggregated / $26.2M assets / 313 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • INC. 401(K) TRUST (#002)74%
  • EMPLOYEE STOCK OWNERSHIP (#003)26%
Total $26.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401(K) TRUST (#002)176
  • EMPLOYEE STOCK OWNERSHIP (#003)137
Total 313Click row to drill in

Benefits portfolio analytics

1 plan / $198K premiums / 140 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$103K
  • Other$37K
  • Long-term disability$37K
  • Life$34K
  • Short-term disability$10K
  • Vision$10K
Total $198K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • UNITEDHEALTHCARE INSURANCE COMPANY57%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY41%
  • CURALINC HEALTHCARE2%
Total $198K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HOLMES MURPHY & ASSOCIATES100%
Total $18K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HUNTER-DAVISSON, INC. 401(K) TRUST

401k

Assets$19.5M
Participants176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

HUNTER-DAVISSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$6.7M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HUNTER-DAVISSON, INC. HEALTH BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$198K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HUNTER-DAVISSON, INC. 401(K) TRUST401k$19.5M1762024
003HUNTER-DAVISSON, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$6.7M1372025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HUNTER-DAVISSON, INC. HEALTH BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$198K1402025
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