Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DIETZ & WATSON, INC.
EIN 23-0526135Latest filing 2025
Plans
4
Retirement
3
$56.9M assets
Welfare
1
$555K premiums
Participants
2,772
5701 TACONY STREET - PHILADELPHIA, PA 19135215-831-9000
Retirement portfolio analytics
3 plans aggregated / $56.9M assets / 1,555 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $555K premiums / 1,666 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$555K
- Other$555K
- Short-term disability$488K
- Long-term disability$266K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
35%top
- CONNER STRONG & BUCKELEW35%
- LAWRENCE COLIN KENNEY22%
- ASHLEY KIEHNER19%
- AVANT SPECIALTY BENEFITS LLC9%
- LISA A PERRI8%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
DIETZ & WATSON, INC. DEFERRED SALARY SAVINGS PLAN
401k
Assets$43.2M
Participants767
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
DIETZ & WATSON, INC. LOCAL 152 401(K) SAVINGS PLAN
401k
Assets$12.1M
Participants599
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
DW LOGISTICS LOCAL 152 401(K) PLAN
401k
Assets$1.6M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DIETZ & WATSON, INC. EMPLOYEE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$555K
Covered lives1,666
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DIETZ & WATSON, INC. DEFERRED SALARY SAVINGS PLAN | 401k | $43.2M | 767 | 2024 | |
| 005 | DIETZ & WATSON, INC. LOCAL 152 401(K) SAVINGS PLAN | 401k | $12.1M | 599 | 2024 | |
| 007 | DW LOGISTICS LOCAL 152 401(K) PLAN | 401k | $1.6M | 189 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DIETZ & WATSON, INC. EMPLOYEE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $555K | 1,666 | 2025 |
Retirement plans
Welfare plans