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Sponsor portfolioWelfare / HealthEIN 56-0662491

D.R. ALLEN & SON, INC.

130 BUILDERS BLVD · FAYETTEVILLE, NC 28302
9103239198
Plans filed
4
Years active
2015–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$883K
No prior year
Persons covered
232
No prior year
Total participants
120
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #504$883K
D.R. ALLEN & SON, INC. HEALTH & WELFARE BENEFIT PLAN
Fully insured232 covered·3 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY
Plan #503$104K
D. R. ALLEN & SON, INC. EMPLOYEE ANCILLARY BENEFITS PLAN
Fully insured198 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #502$61K
D. R. ALLEN & SON, INC. EMPLOYEE DENTAL & VISION PLAN
Fully insured343 covered·1 carrier
Primary: AMERITAS LIFE INSURANCE CORP
Plan #501$0
D.R. ALLEN & SON, INC. HEALTH PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$672K32.9%
Dental$672K32.9%
Other$210K10.3%
Vision$162K7.9%
Life$162K7.9%
Long-term disability$162K7.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HD
$672K76.2%11232
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
VLLTDOth
$162K18.4%11217
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
Oth
$48K5.4%12119

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCGREENVILLE, SCUNITED OF OMAHA LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$66K$16K$82K100.0%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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