PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. DAVE JONES, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 39-1331145

DAVE JONES, INC.

2225 KILGUST ROAD · MADISON, WI 537134847
6082228490
Plans filed
1
Years active
2016–2024
Industry
NAICS 23
Latest filing
2024
Total premiums (latest)
$446K
No prior year
Persons covered
746
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$446K
DAVE JONES, INC. WRAP PLAN
Mixed746 covered·3 carriers
Primary: QUARTZ HEALTH BENEFIT PLANS CORPORATION

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Prescription drug$442K99.3%
Vision$3K0.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
QUARTZ HEALTH BENEFIT PLANS CORPORATION
EIN 391450766
Rx
$442K99.3%11746
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 203212328
V
$3K0.7%11249
UNUM LIFE INSURANCE COMPANY OF AMERICA
$00.0%120

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
M3 INSURANCE SOLUTIONS INCMADISON, WIQUARTZ HEALTH BENEFIT PLANS CORPORATION, WYSSTA INSURANCE COMPANY INC$3K$0$3K100.0%1

History & trajectory

9 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica