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Sponsor portfolio

THE ALLEN COMPANY, INC.

EIN 61-0116918-construction-Latest filing 2025
Plans
2
Retirement
1
$18.2M assets
Welfare
1
$338K premiums
Participants
694
3009 ATKINSON AVENUE, SUITE 300 - LEXINGTON, KY 40509859-543-3361theallen.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
2 filings
#001401k-$18.2M - 450 part#502Mixed-$338K - 382 lives

Benefits portfolio analytics

1 plan / $338K premiums / 382 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$205K
  • Life$163K
  • Short-term disability$163K
  • Long-term disability$163K
  • Dental$106K
  • Vision$27K
Total $338K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY48%
  • DELTA DENTAL OF CALIFORNIA31%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA12%
  • EYEMED VISION CARE8%
Total $338K4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • HOUCHENS INSURANCE GROUP INC92%
  • MARY DUFF2%
  • TED BENNETT2%
  • DAVID SPARKS PURVIS2%
  • BENEFIT INSURANCE MARKETING, INC.1%
  • +2 more
Total $42K7 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

THE ALLEN COMPANY, INC. 401(K) PROFIT SHARING RETIREMENT PLAN

401k

Assets$18.2M
Participants450
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE ALLEN COMPANY, INC. EMPLOYEE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$338K
Covered lives382
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE ALLEN COMPANY, INC. 401(K) PROFIT SHARING RETIREMENT PLAN401k$18.2M4502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE ALLEN COMPANY, INC. EMPLOYEE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$338K3822025
Retirement plans
Welfare plans
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