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Original filing (PDF)20241007161120NAL0015483537001

MICHAEL DUNN CENTER

Form 5500
FILING_RECEIVED
MEDICAL, DENTAL, VISION
Health & welfare plan
Signals · 3
Late filing · 155.7 moNo auditor on fileNo recordkeeper disclosed
Active participants
280
Accounts w/ balance
Plan assets (EOY)
Net assets (EOY)
Plan health score (directional)
67
/ 100
Grade C
Average plan with room to improve
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
35
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
  • No independent qualified public accountant (IQPA) named.
  • Filed 155.7 months past the 10.5-month grace window.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHAEL DUNN CENTER.
Plan sponsor
Name
MICHAEL DUNN CENTER
EIN
62-0851179
Address
1324 LAWNVILLE ROAD · KINGSTON, TN · 37763
Phone
(865) 376-3416
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2009-12-01
Tax period
2010-11-30
Filed
2024-10-07
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

No Schedule C providers reported

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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