Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.7M
- Health$5.0M
- Prescription drug$5.0M
- Life$781K
- Long-term disability$781K
- Dental$749K
- +1 more
Sponsor portfolio
DUNN INVESTMENT COMPANY
EIN 63-0739798ConstructionLatest filing 2024
Plans
2
Retirement
1
$94.7M assets
Welfare
1
$6.6M premiums
Participants
3,742
3900 AIRPORT HIGHWAY - BIRMINGHAM, AL 35201205-510-0234
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.6M premiums / 1,320 covered livesCarrier market share
Premium dollars by Schedule A carrier
77%top
- BLUE CROSS OF CALIFORNIA77%
- DELTA DENTAL OF CALIFORNIA11%
- HARTFORD LIFE AND ACCIDENT6%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA4%
- SUN LIFE ASSURANCE COMPANY OF CANADA2%
- +1 more
Broker market share
Schedule A broker compensation
75%top
- COBBS ALLEN & HALL INC75%
- BILL W. HENLEY15%
- BXS INSURANCE INC8%
- PARRISH & ASSOCIATES2%
- IMG0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DUNN INVESTMENT COMPANY 401(K) PLAN
401k
Assets$94.7M
Participants2,287
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DUNN INVESTMENT COMPANY & SUBSIDIARIES WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF ALABAMA
Premiums$6.6M
Covered lives1,320
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DUNN INVESTMENT COMPANY 401(K) PLAN | 401k | $94.7M | 2,287 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DUNN INVESTMENT COMPANY & SUBSIDIARIES WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF ALABAMA | $6.6M | 1,320 | 2024 |
Retirement plans
Welfare plans