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Original filing (PDF)20251209150944NAL0003615649001
DUNLAP & KYLE CO. INC
Form 5500
FILING_RECEIVED
DUNLAP & KYLE CO. INC
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
1,345
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- 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 DUNLAP & KYLE CO. INC.
Plan sponsor
Name
DUNLAP & KYLE CO. INC
EIN
64-0349856
Address
PO BOX 720 · BATESVILLE, MS · 386060720
Phone
(662) 563-7601
Industry
Wholesale Tradesee all
Plan administrator
Name
ATENA LIFE INSURANCE
EIN
06-6033492
City
JACKSON, MS
Phone
(601) 664-9047
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2025-12-09
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | HARTFORD, CT | CONTRACT ADMINISTRATOR | $1.5M | — |
| HEALTH PLANS, INC. | 04-2734278 | WESTBOROUGH, MA | CLAIMS PROCESSOR, TPA | $69K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIPHANY RX, LLC | 36-4855405 | MADISON, WI | CLAIMS PROCESSOR | $259K | — |
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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