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Sponsor portfolio

DUAL NORTH AMERICA, INC.

EIN 46-4468812-Latest filing 2025
Plans
2
Retirement
1
$63.1M assets
Welfare
1
$12.6M premiums
Participants
1,340
1100 FIFTH AVENUE SOUTH, SUITE 301 - NAPLES, FL 34102973-631-7575
Plans on this EIN
2 filings
#001401k-$63.1M - 786 part#501Fully Insured-$12.6M - 1,060 lives

Benefits portfolio analytics

1 plan / $12.6M premiums / 1,060 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$12.5M
  • Dental$12.3M
  • Vision$12.3M
  • Prescription drug$12.3M
  • Other$149K
  • Life$146K
  • +2 more
Total $12.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • UNITED HEALTHCARE INSURANCE COMPANY99%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $12.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • TEAGUE INSURANCE AGENCY, INC.86%
  • BROWN & BROWN INSURANCE SERVICES14%
  • ENROLLEASE0%
Total $798K3 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

DUAL NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$63.1M
Participants786
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DUAL NORTH AMERICA, INC. WELFARE BENEFITS PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$12.6M
Covered lives1,060
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DUAL NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN401k$63.1M7862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DUAL NORTH AMERICA, INC. WELFARE BENEFITS PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$12.6M1,0602025
Retirement plans
Welfare plans
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