Original filing (PDF)20250430094113NAL0001162451001

DUNN INSURANCE AGENCY INC

Name: DUNN INSURANCE AGENCY INC — DUNN INSURANCE AGENCY INC CBS BENEFIT PLAN, Form 5500 (2023)
Creator: DUNN INSURANCE AGENCY INC

Form 5500-SF

FILING_RECEIVED

DUNN INSURANCE AGENCY INC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$382

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DUNN INSURANCE AGENCY INC.

Plan sponsor

Name

DUNN INSURANCE AGENCY INC

EIN

82-5507095all filings

Address

160 VERSAILLES ROAD · FRANKFORT, KY · 40601

Phone

(502) 352-2626

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-30

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

B2K2 CORP

$2K · 1 participants

QUAYLE INSURANCE AGENCY LLC

QUAYLE INSURANCE AGENCY LLC 401K PLAN

$2K · 5 participants

DEL CAMPO INSURANCE GROUP

DEL CAMPO INSURANCE GROUP GHT BENEFIT PLAN

$2K · 2 participants

PENNY KLEINSCHMIDT

$2K · 6 participants

SOLID FINANCIAL SOLUTIONS INC

SOLID FINANCIAL SOLUTIONS INC EMPLOYEE GROUP HEALTH PLAN

$2K

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.