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Sponsor portfolioWelfare / HealthEIN 56-0561956

DUNCAN-PARNELL, INC

3925 STUART ANDREW BLVD · CHARLOTTE, NC 28217
7045261872
Plans filed
4
Years active
2015–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
399
No prior year
Total participants
267
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #504$1.1M
DUNCAN PARNELL HEALTH PLAN
Mixed399 covered·3 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #501$401K
DUNCAN PARNELL HEALTH PLAN
Fully insured127 covered·1 carrier
Primary: CIGNA
Plan #503$33K
DUNCAN PARNELL INC LONG TERM DISABILITY PLAN
Fully insured14 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY
Plan #502$8K
DUNCAN PARNELL INC LONG GROUP LIFE AND AD&D PLAN
Fully insured14 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$779K39.9%
Dental$288K14.8%
Life$288K14.8%
Long-term disability$288K14.8%
Other$288K14.8%
Vision$22K1.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
SL
$779K71.6%11205
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DLLTDOth
$288K26.5%11399
VISION SERVICE PLAN
EIN 061227840
V
$22K2.0%11178

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MAIN STREET FINANCIAL GROUPTRYON, NCPRINCIPAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN$37K$1K$38K74.4%1
UNITED PRODUCERS GROUP LLCMOUNT PLEASANT, SCPRINCIPAL LIFE INSURANCE COMPANY$0$13K$13K25.6%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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