Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$30K
- Vision$26K
- Long-term disability$26K
- Other$3K
Sponsor portfolio
DAVIS TOOL, INC.
EIN 93-0774431machineryLatest filing 2025
Plans
2
Retirement
1
$12.1M assets
Welfare
1
$79K premiums
Participants
344
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $79K premiums / 125 covered livesCarrier market share
Premium dollars by Schedule A carrier
69%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA69%
- VISION SERVICE PLAN31%
Broker market share
Schedule A broker compensation
100%top
- WOODRUFF-SAWYER & CO100%
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 TOOL, INC. PROFIT SHARING PLAN AND TRUST
401k
Assets$12.1M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
DAVIS TOOL, INC. HEALTH AND WELFARE PLAN
Mixed - VISION SERVICE PLAN
Premiums$79K
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAVIS TOOL, INC. PROFIT SHARING PLAN AND TRUST | 401k | $12.1M | 204 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | DAVIS TOOL, INC. HEALTH AND WELFARE PLAN | Mixed | VISION SERVICE PLAN | $79K | 125 | 2025 |
Retirement plans
Welfare plans