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Form 5500 · Employee benefit plan · BATESVILLE, MS

DUNLAP & KYLE CO. INC

DUNLAP & KYLE CO. INC of BATESVILLE, MS is a 1,253-participant wholesale trade employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is WILLIAM N. GROGAN. Coverage is written through TOKIO MARINE HCC and 1 other carrier. The plan's most recent policy period ended in May.

Benefits broker of record
Insurance carrier
Policy year ends
Mayas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 64-0349856 · plan 501 · plan year 2025, filed Dec 9, 2025

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

9 other employer plans in Mississippi have policy years ending in May. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.

How this plan is funded

Self-funded as reported

The filing reports a stop-loss contract and no medical premium, which is what a plan that pays its own claims reports.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year
1,253
Active at start of year
—
Active at end of year
1,345
Disclosed commissions
$389,548
Typical renewal
June 1

Benefits declared on this filing

Healthdeclared, not on Schedule A
Dentaldeclared under plan 502
Visiondeclared under plan 502
Lifeinsured — HARTFORD LIFE AND ACCIDENT1,841 of 1,253 participants
Disabilityinsured — HARTFORD LIFE AND ACCIDENT1,841 of 1,253 participants

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.

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 2 insured contracts covering life, disability and stop-loss; the largest, with TOKIO MARINE HCC, covers 1,345 people.

The filing declares health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.

The only insured piece of the health benefit is stop-loss coverage, and the filing reports the plan paying its own claims. The stop-loss contract reports $1,692,982 in premium and $166,949 in commission. The rest of the premium and commission above is on the plan's other insured lines, and none of it is medical premium.

Reported premium across the insured contracts is $3,300,172, with $389,548 in disclosed broker commissions — about 12% of premium.

The most recent policy period ended in May, and the plan year ends May 31. Group contracts typically renew on that annual cycle.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
HARTFORD LIFE AND ACCIDENTLife, Disability1,841Jun 1, 2025$1,607,190$222,599
TOKIO MARINE HCCStop-loss1,345Jun 1, 2025$1,692,982$166,949

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.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
ATENA LIFE INSURANCE
EIN 06-6033492
AETNA LIFE INSURANCE COMPANY
Contract administrator · EIN 06-6033492
$1,514,879
paid directly by the plan
HEALTH PLANS, INC.
Claims processing · EIN 04-2734278
$68,982
paid directly by the plan
EPIPHANY RX, LLC
Claims processing · EIN 36-4855405
$259,386
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 1,998 employees, 101 recordable cases, 1,678 days away from work.

EmployeesThe company's own average for the year
1,998
Hours worked
4,077,438
Recordable cases
101
Days away from work
1,678
Establishments filed under this EIN
83

Source: OSHA Injury Tracking Application establishment data, 2025.

One establishment filed under this EIN is left out of these figures: the hours and employees it reported could not both be right.

Other plans filed by this employer

How this plan compares

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Renewal calendar

9 other employer plans in Mississippi are June 1 renewals (policy year ends May).

Their policy years end in May, like this plan’s, so most renew June 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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