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Sponsor portfolio

DUNCAN-PARNELL, INC

EIN 56-0561956-construction-Latest filing 2025
Plans
2
Retirement
1
$28.8M assets
Welfare
1
$1.1M premiums
Participants
597
3925 STUART ANDREW BLVD - CHARLOTTE, NC 28217704-526-1872duncan-parnell.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#002401k-$28.8M - 330 part#504Mixed-$1.1M - 399 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 399 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$779K
  • Dental$288K
  • Life$288K
  • Long-term disability$288K
  • Other$288K
  • Vision$22K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA72%
  • PRINCIPAL LIFE INSURANCE COMPANY26%
  • VISION SERVICE PLAN2%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • MAIN STREET FINANCIAL GROUP74%
  • UNITED PRODUCERS GROUP LLC26%
Total $51K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DUNCAN-PARNELL, INC. 401(K) PLAN AND TRUST

401k

Assets$28.8M
Participants330
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

DUNCAN PARNELL HEALTH PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.1M
Covered lives399
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002DUNCAN-PARNELL, INC. 401(K) PLAN AND TRUST401k$28.8M3302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504DUNCAN PARNELL HEALTH PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.1M3992025
Retirement plans
Welfare plans
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