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Sponsor portfolio

D.R. ALLEN & SON, INC.

EIN 56-0662491-Latest filing 2025
Plans
2
Retirement
1
$7.6M assets
Welfare
1
$883K premiums
Participants
395
130 BUILDERS BLVD - FAYETTEVILLE, NC 28302910-323-9198
Plans on this EIN
2 filings
#002401k-$7.6M - 275 part#504Fully Insured-$883K - 232 lives

Benefits portfolio analytics

1 plan / $883K premiums / 232 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$672K
  • Dental$672K
  • Other$210K
  • Vision$162K
  • Life$162K
  • Long-term disability$162K
Total $883K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY76%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY18%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
Total $883K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $82K1 slice

Plan deep-dives

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

D. R. ALLEN & SON, INC. RETIREMENT PLAN

401k

Assets$7.6M
Participants275
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

D.R. ALLEN & SON, INC. HEALTH & WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$883K
Covered lives232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002D. R. ALLEN & SON, INC. RETIREMENT PLAN401k$7.6M2752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504D.R. ALLEN & SON, INC. HEALTH & WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$883K2322025
Retirement plans
Welfare plans
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