Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$7.0M
- Health$6.3M
- Prescription drug$6.3M
- Life$792K
- Long-term disability$792K
- Short-term disability$390K
- +1 more
Filings through .
Dunn Investment Company
EIN 63-0739798ConstructionLatest filing 2025
Plans
2
Retirement
1
$108.6M assets
Health & Benefits
1
$7.3M premiums
Participants
3,741
3900 AIRPORT HIGHWAY - BIRMINGHAM, AL 35201205-510-0234
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $7.3M premiums / 820 covered lives
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
DUNN INVESTMENT COMPANY 401(K) PLAN
401(k)
Assets$108.6M
Participants2,341
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
DUNN INVESTMENT COMPANY & SUBSIDIARIES WELFARE BENEFIT PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF ALABAMA
Premiums$7.3M
Covered lives820
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | DUNN INVESTMENT COMPANY 401(K) PLAN | 401(k) | $108.6M | 2,341 | 2025 |
- #001 · 401(k) · 20252,341
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | DUNN INVESTMENT COMPANY & SUBSIDIARIES WELFARE BENEFIT PLAN | Fully insured | BLUE CROSS BLUE SHIELD OF ALABAMA | $7.3M | 820 | 2025 |
- #501 · Fully insured · BLUE CROSS BLUE SHIELD OF ALABAMA · 2025820
Retirement plans
Health & Benefits plans