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Sponsor portfolioWelfare / HealthEIN 61-0116918

THE ALLEN COMPANY, INC.

3009 ATKINSON AVENUE, SUITE 300 · LEXINGTON, KY 40509
8595433361
Plans filed
1
Years active
2016–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$338K
No prior year
Persons covered
382
No prior year
Total participants
244
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$338K
THE ALLEN COMPANY, INC. EMPLOYEE BENEFIT PLAN
Mixed382 covered·4 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$205K24.8%
Life$163K19.7%
Short-term disability$163K19.7%
Long-term disability$163K19.7%
Dental$106K12.8%
Vision$27K3.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$163K48.3%11244
DELTA DENTAL OF CALIFORNIA
EIN 610659432
D
$106K31.3%11382
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$42K12.4%1150
EYEMED VISION CARE
EIN 430949844
V
$27K8.0%11326

Broker overview

7 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HOUCHENS INSURANCE GROUP INCBOWLING GREEN, KYEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., DELTA DENTAL OF KENTUCKY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$38K$597$39K91.9%1
MARY DUFFLEXINGTON, KYCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$1K$20$1K2.5%1
TED BENNETTBOWLING GREEN, KYCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$621$98$7191.7%1
DAVID SPARKS PURVISOLIVE BRANCH, MSCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$621$94$7151.7%1
BENEFIT INSURANCE MARKETING, INC.LEXINGTON, KYCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$375$0$3750.9%1
MJ INSURANCEFRANKFORT, KYCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$309$0$3090.7%1
DEBORAH S GOLDENBOWLING GREEN, KYCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$209$28$2370.6%1

History & trajectory

10 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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