Form 5500 · Employee benefit plan · BIRMINGHAM, AL
DUNN INVESTMENT COMPANY
Public Form 5500 records show how DUNN INVESTMENT COMPANY (BIRMINGHAM, AL) structures its employee benefits. Its broker of record is COBBS ALLEN & HALL, INC.. Coverage is written through DELTA DENTAL INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 63-0739798 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| DELTA DENTAL INSURANCE COMPANY | Dental | 1,320 | December | $82,383 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 521 | December | $60,530 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 569 | December | $27,763 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 135 | December | $15,554 |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | — | 44 | December | $3,016 |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | — | 9 | December | $22 |
| BLUE CROSS BLUE SHIELD OF ALABAMA | Health | 810 | December | $0 |
Questions
Who is DUNN INVESTMENT COMPANY's benefits broker?
Per its most recent Form 5500 Schedule A, DUNN INVESTMENT COMPANY's broker of record is COBBS ALLEN & HALL, INC..
What insurance carrier does DUNN INVESTMENT COMPANY use?
DUNN INVESTMENT COMPANY's benefit plan is written through DELTA DENTAL INSURANCE COMPANY, among 7 disclosed carriers.
When does DUNN INVESTMENT COMPANY's group plan renew?
The most recent Schedule A policy period for DUNN INVESTMENT COMPANY ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from DUNN INVESTMENT COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.