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Sponsor portfolio

DUNAWAY ASSOCIATES, LLC

EIN 90-0279196-Latest filing 2025
Plans
2
Retirement
1
$41.2M assets
Welfare
1
$462K premiums
Participants
757
550 BAILEY AVENUE, SUITE 400 - FORT WORTH, TX 76107817-335-1121
Plans on this EIN
2 filings
#001401k-$41.2M - 399 part#501Mixed-$462K - 589 lives

Benefits portfolio analytics

1 plan / $462K premiums / 589 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$255K
  • Life$165K
  • Short-term disability$165K
  • Long-term disability$165K
  • Other$165K
  • Vision$42K
Total $462K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • BLUE CROSS OF CALIFORNIA55%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA36%
  • VISION SERVICE PLAN9%
Total $462K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $75K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DUNAWAY ASSOCIATES, L.P. 401(K) PLAN

401k

Assets$41.2M
Participants399
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DUNAWAY ASSOCIATES, LLC HEALTH AND WELFARE PLAN

Mixed - BLUECROSS BLUESHIELD OF TEXAS

Premiums$462K
Covered lives589
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DUNAWAY ASSOCIATES, L.P. 401(K) PLAN401k$41.2M3992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DUNAWAY ASSOCIATES, LLC HEALTH AND WELFARE PLANMixedBLUECROSS BLUESHIELD OF TEXAS$462K5892025
Retirement plans
Welfare plans
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