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Sponsor portfolioTH

DICKINSON FINANCIAL CORPORATION

EIN 43-1487933-Latest filing 2025
Plans
2
Retirement
1
$73.0M assets
Welfare
1
$494K premiums
Participants
2,021
1201 WALNUT STREET, SUITE 1100 - KANSAS CITY, MO 64106816-472-5244academybankmw.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$73.0M - 1,296 part#507Mixed-$494K - 1,013 lives

Benefits portfolio analytics

1 plan / $494K premiums / 1,013 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$421K
  • Long-term disability$421K
  • Other$421K
  • Vision$72K
Total $494K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • RELIASTAR LIFE INSURANCE COMPANY85%
  • EYEMED VISION CARE15%
Total $494K2 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • LOCKTON COMPANIES, LLC90%
  • ADP INC10%
Total $95K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DICKINSON FINANCIAL CORPORATION RETIREMENT PLAN

401k

Assets$73.0M
Participants1,296
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

DICKINSON FINANCIAL CORPORATION HEALTH AND WELFARE PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$494K
Covered lives1,013
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DICKINSON FINANCIAL CORPORATION RETIREMENT PLAN401k$73.0M1,2962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507DICKINSON FINANCIAL CORPORATION HEALTH AND WELFARE PLANMixedRELIASTAR LIFE INSURANCE COMPANY$494K1,0132025
Retirement plans
Welfare plans
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