Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$55K
- Other$55K
- Dental$10K
- Vision$1K
- Life$994
Sponsor portfolio
DUPREE & COMPANY, INC.
EIN 61-0597886Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$6.9M assets
Welfare
1
$68K premiums
Participants
26
125 SOUTH MILL STREET - LEXINGTON, KY 40507859-254-7741
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $68K premiums / 25 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- UNITEDHEALTHCARE INSURANCE COMPANY81%
- DELTA DENTAL OF CALIFORNIA17%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
78%top
- UMR, INC.78%
- PIKE & PRESTON LLC22%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DUPREE & COMPANY RETIREMENT PLAN
401k
Assets$6.9M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
DUPREE & COMPANY, INC. WELFARE BENEFIT PLAN
Fully Insured - ALL SAVERS INSURANCE COMPANY
Premiums$68K
Covered lives25
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DUPREE & COMPANY RETIREMENT PLAN | 401k | $6.9M | 15 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | DUPREE & COMPANY, INC. WELFARE BENEFIT PLAN | Fully Insured | ALL SAVERS INSURANCE COMPANY | $68K | 25 | 2025 |
Retirement plans
Welfare plans