Fundz
Fundz
Benefits Intelligence/Broker Directory/Florida

Davis Ii Companies LLC

Tampa, FL

Davis Ii Companies LLC of Tampa, FL is the broker of record on 15 Form 5500 Schedule A filings covering 12 employer benefit plans across 2 states, with $839 in reported broker commissions (plan year 2025).

Employer clients
12
distinct plan sponsors
Schedule A filings
15
States served
2
Reported commissions
$839
plan year 2025

Quick answer

Davis Ii Companies LLC (Tampa, FL) is the broker of record for 12 employer benefit plan sponsors on 15 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Davis Ii Companies LLC have?
Davis Ii Companies LLC is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 2 states.
Who are Davis Ii Companies LLC's largest employer clients?
By plan participants, the largest include Menorah Manor, Inc. (165 participants), Springer Peterson Roofing & Metal Inc (165 participants) and Ami Locals LLC (157 participants).
How much does Davis Ii Companies LLC earn in commissions?
Insurers reported $839 in broker commissions paid to Davis Ii Companies LLC for plan year 2025, per Schedule A Part 1.
Where is Davis Ii Companies LLC located?
Davis Ii Companies LLC is based in Tampa, FL and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Davis Ii Companies LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Menorah Manor, Inc.FL1652025-05-31
Springer Peterson Roofing & Metal IncFL1652023-04-30
Ami Locals LLCFL1572024-12-31
9 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.