Dunn Investment Company
Updated Filing received by DOL
Dunn Investment Company, a construction employer in Birmingham, Alabama, reported 1,265 participants in its health and welfare plan for plan year 2024. Its Form 5500 shows $5.0M in insurance premiums across 7 contracts and $189,425 in broker commissions and fees, 0.0% of medical premium against a national median of 3.8% among plans that paid commissions in plan year 2024. The plan is a mix of insured and self-funded coverage. The Department of Labor received the filing on October 15, 2025, within the extension window.
Who was paid on Dunn Investment Company's plan
Schedule A, Part I lists each broker or agent paid on each insurance contract and the amount. Totals below add every contract Dunn Investment Company filed for 2024.
| Broker or agent | Commissions | Fees | Total | Contracts |
|---|---|---|---|---|
| Cobbs Allen · Birmingham, AL | $142,913 | $0 | $142,913 | 2 |
| Bill Henley · Jackson, MS | $27,763 | $0 | $27,763 | 1 |
| Cadence Insurance Inc · Nacogdoches, TX | $15,554 | $0 | $15,554 | 1 |
| Parrish & Associates · Birmingham, AL | $3,004 | $0 | $3,004 | 2 |
| Img · Indianapolis, IN | $0 | $157 | $157 | 1 |
| Margaret Anderton · Birmingahm, AL | $34 | $0 | $34 | 1 |
Source: DOL Form 5500 Schedule A, Part I (broker commissions and fees), plan year 2024, as published in EBSA's 2024 "Latest" dataset. Part I names whoever the carrier paid, which can be a firm or an individual agent; both are public record. Amounts exclude pay from carriers not tied to a listed contract.
Insurance contracts and carriers
Every insurance contract reported on Schedule A: carrier, what it covers, people covered at year end, earned premium, and broker compensation.
| Carrier · coverage | Covered | Premium | Broker pay | Rate |
|---|---|---|---|---|
| Blue Cross Blue Shield of Alabamahealth, prescription drug, PPO | 810 | $5.0M | — | — |
| Delta Dental Insurance Companydental | 1,320 | — | $82,383 | — |
| Sun Life Assurance Company of Canadalife, short-term disability, long-term disability | 135 | — | $15,554 | — |
| Pre-Paid Legal Services Inc dba Legalshieldcoverage not coded | 44 | — | $3,016 | — |
| Pre-Paid Legal Services Inc dba Legalshieldcoverage not coded | 9 | — | $22 | — |
| Hartford Life and Accidentlife, long-term disability | 521 | — | $60,530 | — |
| Prudential Insurance Company of Americalife, short-term disability, long-term disability | 569 | — | $27,920 | — |
Source: DOL Form 5500 Schedule A, plan year 2024. Self-funded medical coverage has no premium; amounts shown for it are stop-loss or administrative contracts.
How Dunn Investment Company compares
Medians across employers for plan year 2024, the most recent complete year. Commission rates use fully insured medical contracts only; dollar medians use every employer that disclosed broker pay.
Premium per covered person on medical contracts: $6,217 a year (national median $7,274).
Source: BenefitsLedger benchmarks from 58,547 employer health plans with 100 or more participants, plan year 2024. Methodology.
Year over year
| 2023 | 2024 | Change | |
|---|---|---|---|
| Participants | 1,197 | 1,265 | +5.7% |
| Premiums filed | $5,035,978 | $5,035,978 | +0.0% |
| Broker commissions + fees | $47,989 | $189,425 | +294.7% |
| Commission rate | 0.0% | 0.0% | +0.0 pts |
Source: DOL Form 5500 filings for plan years 2023 and 2024.
Filings and timeliness
Plans this employer filed under its EIN with a health benefit code. Large plans are due seven months after the plan year ends, or two and a half months later with an extension; amended filings carry the amendment date, so no timing is asserted for them.
| Plan | Plan year end | Received by DOL | Timing | Participants |
|---|---|---|---|---|
| Dunn Investment Company & Subsidiaries Welfare Benefit Plan#501 · insurance, general assets | December 31, 2024 | October 15, 2025 | within extension | 1,265 |
Source: DOL Form 5500 Part I and signature dates; "late" means received after the extended deadline (the 15th day of the tenth month after plan year end). What a late Form 5500 costs.
How much did Dunn Investment Company pay in health insurance broker commissions in 2024?
Dunn Investment Company's 2024 Form 5500 reports $189,425 in broker commissions and fees across 7 insurance contracts ($189,268 in commissions, $157 in fees), with Cobbs Allen receiving the largest share.
Is Dunn Investment Company's health plan self-funded or fully insured?
The 2024 filing indicates the plan is a mix of insured and self-funded coverage. Medical coverage is written by Blue Cross Blue Shield of Alabama.
How does Dunn Investment Company's broker compensation compare with similar employers?
Dunn Investment Company paid 0.0% of medical premium in commissions and fees. The median for employers with 1,000-4,999 participants is 2.0%, and the median in Alabama is 3.7%. Percentages are computed only on fully insured medical contracts with filed premiums.
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Record built October 24, 2026 from U.S. Department of Labor, EBSA Form 5500 datasets (2025, 2024, 2023 plan years, 'Latest' files). Filings can run 7 to 10 months behind the plan year; always confirm against current plan documents. BenefitsLedger is not affiliated with the U.S. Department of Labor. Open the DOL filing search.