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Sponsor portfolioWelfare / HealthEIN 63-0739798
DUNN INVESTMENT COMPANY
P.O. BOX 247 · BIRMINGHAM, AL 35201
2056018874
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 23
- Latest filing
- 2024
Total premiums (latest)
$6.6M
No prior year
Persons covered
1,320
No prior year
Total participants
1,455
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $5.7M | 31.0% | |
| Health | $5.0M | 27.2% | |
| Prescription drug | $5.0M | 27.2% | |
| Life | $781K | 4.2% | |
| Long-term disability | $781K | 4.2% | |
| Dental | $749K | 4.1% | |
| Short-term disability | $381K | 2.1% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 630103830 | HRxOth | $5.0M | 76.5% | 1 | 1 | 810 |
EIN 942761537 | D | $749K | 11.4% | 1 | 1 | 1,320 |
EIN 060838648 | LLTDOth | $400K | 6.1% | 1 | 1 | 521 |
EIN 221211670 | LSTDLTDOth | $278K | 4.2% | 1 | 1 | 569 |
EIN 381082080 | LSTDLTD | $104K | 1.6% | 1 | 1 | 135 |
EIN 731016728 | Oth | $13K | 0.2% | 1 | 2 | 44 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| COBBS ALLEN & HALL INC | BIRMINGHAM, AL | HARTFORD LIFE AND ACCIDENT, DELTA DENTAL INSURANCE COMPANY | $143K | $0 | $143K | 75.4% | 1 |
| BILL W. HENLEY | JACKSON, MS | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $28K | $0 | $28K | 14.7% | 1 |
| BXS INSURANCE INC | NACOGDOCHES, TX | SUN LIFE ASSURANCE COMPANY OF CANADA | $16K | $0 | $16K | 8.2% | 1 |
| PARRISH & ASSOCIATES | BIRMINGHAM, AL | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $3K | $0 | $3K | 1.6% | 1 |
| IMG | INDIANAPOLIS, IN | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $157 | $157 | 0.1% | 1 |
| MARGARET ANDERTON | BIRMINGAHM, AL | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $34 | $0 | $34 | 0.0% | 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