Form 5500 · Employee benefit plan · COLUMBIA, MS
DUFF CAPITAL INVESTORS, LLC
The filing calls this plan DUFF CAPTAL INVESTORS, LLC INSURANCE PLAN.
DUFF CAPITAL INVESTORS, LLC of COLUMBIA, MS files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA. The plan's most recent policy period ended in January.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-2156647 · plan 503 · plan year 2025, filed Jun 29, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
10 other employer plans in Mississippi have policy years ending in January. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 4 insured contracts covering life and disability; the largest, with UNUM LIFE INSURANCE COMPANY OF AMERICA, covers 3,662 people.
Reported premium across the insured contracts is $5,193,040, with $1,236,440 in disclosed broker commissions — about 24% of premium.
The most recent policy period ended in January, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
GALLAGHER BENEFIT SERVICES, INC. is the broker of record on all 4 contracts.
With 11,118 participants this is one of the larger insured groups on file in MS.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 3,662 | Jan 2, 2026 | $3,068,864 | $733,142 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 3,311 | Jan 2, 2026 | $1,383,229 | $330,451 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 10,413 | Jan 2, 2026 | $734,368 | $171,334 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 16 | Jan 2, 2026 | $6,579 | $1,513 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
How this plan compares
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Renewal calendar
10 other employer plans in Mississippi are February 1 renewals (policy year ends January).
Their policy years end in January, like this plan’s, so most renew February 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
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