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  2. DOONEY AND BOURKE, INC.
Sponsor portfolio

DOONEY AND BOURKE, INC.

EIN 06-0923301-Retail Trade-Latest filing 2024
Plans
2
Retirement
1
$14.6M assets
Welfare
1
$647K premiums
Participants
449
P.O. BOX 841 - NORWALK, CT 06856203-853-7515LinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$14.6M - 228 part#501Mixed-$647K - 221 lives

Benefits portfolio analytics

1 plan / $647K premiums / 221 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$575K
  • Life$72K
Total $647K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • SYMETRA LIFE INSURANCE COMPANY89%
  • ANTHEM LIFE INSURANCE COMPANY11%
Total $647K2 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • STEALTH PARTNER GROUP LLC91%
  • T R PAUL INC.9%
Total $47K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DOONEY AND BOURKE, INC. 401(K) PLAN

401k

Assets$14.6M
Participants228
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPLOYEE BENEFIT PLAN FOR DOONEY & BOURKE, INC.

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$647K
Covered lives221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DOONEY AND BOURKE, INC. 401(K) PLAN401k$14.6M2282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPLOYEE BENEFIT PLAN FOR DOONEY & BOURKE, INC.MixedSYMETRA LIFE INSURANCE COMPANY$647K2212024
Retirement plans
Welfare plans
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