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Sponsor portfolioWelfare / HealthEIN 84-3008893

DAVIES US, LLC

6240 LAKE OSPREY DRIVE · SARASOTA, FL 34240
4135231130
Plans filed
8
Years active
2022–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$3.8M
No prior year
Persons covered
12,619
No prior year
Total participants
12,779
No prior year
Plans filed
8
No prior year

Plans under this sponsor

8 plans
Plan #504$1.3M
DAVIES US LLC DENTAL PLAN
Fully insured1,611 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #501$780K
DAVIES US LLC LIFE PLAN
Fully insured2,163 covered·1 carrier
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #502$780K
DAVIES US LLC AD&D PLAN
Fully insured2,163 covered·1 carrier
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #506$476K
DAVIES US LLC LONG TERM DISABILITY PLAN
Fully insured1,886 covered·1 carrier
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #505$370K
DAVIES US LLC SHORT TERM DISABILITY PLAN
Fully insured1,988 covered·1 carrier
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #503$130K
DAVIES US LLC VISION PLAN
Fully insured2,808 covered·1 carrier
Primary: EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO
Plan #507$0
DAVIES US LLC HEALTHCARE REIMBURSEMENT PLAN
Self-funded0 covered·0 carriers
Plan #508$0
DAVIES US LLC MEDICAL PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$1.6M33.8%
Dental$1.3M28.3%
Other$780K16.9%
Long-term disability$476K10.3%
Short-term disability$370K8.0%
Vision$130K2.8%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$2.4M62.6%448,200
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$1.3M34.0%111,611
EYEMED VISION CARE
EIN 430949844
V
$130K3.4%112,808

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VALINCOLN NATIONAL LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY$122K$55K$177K61.0%5
BROWN & BROWN INSURANCE SERVICESSOUTHBOROUGH, MALINCOLN NATIONAL LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY$99K$14K$113K39.0%5
SILBERSTEIN INSURANCE GROUPBALTIMORE, MDEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO-$5$0-$5-0.0%1

History & trajectory

4 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
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