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  2. WILLIAMS MULLEN CLARK & DOBBINS
Sponsor portfolio

WILLIAMS MULLEN CLARK & DOBBINS

EIN 54-1246519-legal services-Latest filing 2025
Plans
4
Retirement
3
$317.5M assets
Welfare
1
$2.3M premiums
Participants
1,208
P.O. BOX 1320, 200 SOUTH 10TH STREET - RICHMOND, VA 23219804-420-6301LinkedIn501-1000 employeeslegal services
Plans on this EIN
4 filings
#003401k-$283.6M - 541 part#006CashBalance-$28.6M - 96 part#005401k-$5.3M - 127 part#505Mixed-$2.3M - 593 lives

Retirement portfolio analytics

3 plans aggregated / $317.5M assets / 764 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • 401(K) RETIREMENT PLAN (#003)89%
  • FOR COMMON SHAREHOLDERS (#006)9%
  • DOBBINS ASSOCIATES 401(K) (#005)2%
Total $317.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#003)541
  • DOBBINS ASSOCIATES 401(K) (#005)127
  • FOR COMMON SHAREHOLDERS (#006)96
Total 764Click row to drill in

Benefits portfolio analytics

1 plan / $2.3M premiums / 593 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Life$789K
  • Short-term disability$789K
  • Long-term disability$789K
  • Other$789K
  • Vision$31K
Total $2.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY64%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA35%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • CENTRO BENEFITS RESEARCH LLC71%
  • DIGITAL INSURANCE LLC29%
Total $60K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

WILLIAMS MULLEN CLARK & DOBBINS 401(K) RETIREMENT PLAN

401k

Assets$283.6M
Participants541
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

WILLIAMS MULLEN CASH BALANCE PLAN FOR COMMON SHAREHOLDERS

CashBalance

Assets$28.6M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

WILLIAMS MULLEN CLARK & DOBBINS ASSOCIATES 401(K) PLAN

401k

Assets$5.3M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#505

WILLIAMS MULLEN CLARK & DOBBINS HEALTH & WELFARE PROGRAM

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.3M
Covered lives593
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003WILLIAMS MULLEN CLARK & DOBBINS 401(K) RETIREMENT PLAN401k$283.6M5412024
006WILLIAMS MULLEN CASH BALANCE PLAN FOR COMMON SHAREHOLDERSCashBalance$28.6M962024
005WILLIAMS MULLEN CLARK & DOBBINS ASSOCIATES 401(K) PLAN401k$5.3M1272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505WILLIAMS MULLEN CLARK & DOBBINS HEALTH & WELFARE PROGRAMMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.3M5932025
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