PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. M.DAVIS & SONS, 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 51-0120719

M.DAVIS & SONS, INC.

227 DAYLESFORD COURT · KENNETT SQUARE, PA 19348
3029933326
Plans filed
1
Years active
2016–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$869K
No prior year
Persons covered
467
No prior year
Total participants
454
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$869K
M. DAVIS & SONS, INC. GROUP BENEFIT PLAN
Fully insured467 covered·3 carriers
Primary: STANDARD INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Short-term disability$376K33.5%
Dental$229K20.4%
Other$184K16.4%
Life$149K13.3%
Long-term disability$84K7.4%
Vision$67K6.0%
Health$35K3.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
STANDARD INSURANCE COMPANY
EIN 930242990
DVLSTDLTDOth
$834K96.0%15467
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
HDVOth
$35K4.0%11397
BERKLEY LIFE AND HEALTH INSURANCE COMPANY
EIN 916034263
$00.0%11290

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROKERAGE CONCEPTS INCBLUE BELL, PABERKLEY LIFE AND HEALTH INSURANCE COMPANY$0$113K$113K48.1%1
LYONS INSURANCE AGENCY INCWILMINGTON, DESTANDARD INSURANCE COMPANY, UNITED HEALTHCARE INSURANCE COMPANY$63K$22K$86K36.4%1
KISTLER TIFFANY BENEFITSBERWYN, PASTANDARD INSURANCE COMPANY$30K$0$30K12.9%1
ENROLLEASEBERWYN, PASTANDARD INSURANCE COMPANY$6K$0$6K2.5%1

History & trajectory

10 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