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WOMBLE BOND DICKINSON (US) LLP

EIN 56-0308470-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
10
Retirement
4
$644.5M assets
Welfare
6
$3.0M premiums
Participants
6,574
ONE WEST FOURTH STREET - WINSTON-SALEM, NC 27101336-721-3600
Plans on this EIN
10 filings
#002401k-$400.7M - 1,028 part#003401k-$236.6M - 0 part#009CashBalance-$3.6M - 0 part#008CashBalance-$3.6M - 168 part#506Fully Insured-$1.2M - 2,431 lives#503Fully Insured-$1.1M - 1,307 lives#502Fully Insured-$493K - 1,307 lives#507Fully Insured-$188K - 2,022 lives#501Self Funded-0 lives#505Unknown-0 lives

Retirement portfolio analytics

4 plans aggregated / $644.5M assets / 1,196 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • RETIREMENT PLAN A (#002)62%
  • RETIREMENT PLAN B (#003)37%
  • - PLAN D (#009)1%
  • - PLAN C (#008)1%
Total $644.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
62%top
  • THE VANGUARD GROUP, INC.62%
  • (Not disclosed)38%
Total $644.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT PLAN A (#002)1,028
  • - PLAN C (#008)168
Total 1,196Click row to drill in

Benefits portfolio analytics

6 plans / $3.0M premiums / 7,067 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$1.6M
  • Dental$1.2M
  • Life$575K
  • Other$575K
  • Vision$188K
Total $3.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • DELTA DENTAL OF CALIFORNIA41%
  • SUN LIFE ASSURANCE COMPANY OF CANADA33%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA19%
  • EYEMED VISION CARE6%
Total $3.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $120K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WOMBLE BOND DICKINSON (US) LLP SAVINGS AND SELF EMPLOYED RETIREMENT PLAN A

401k

Assets$400.7M
Participants1,028
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WOMBLE BOND DICKINSON (US) LLP SAVINGS AND SELF EMPLOYED RETIREMENT PLAN B

401k

Assets$236.6M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

RETIREMENT SECURITY PLAN OF WOMBLE BOND DICKINSON (US) LLP - PLAN D

CashBalance

Assets$3.6M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

RETIREMENT SECURITY PLAN OF WOMBLE BOND DICKINSON (US) LLP - PLAN C

CashBalance

Assets$3.6M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

DENTAL CARE PLAN OF WOMBLE BOND DICKINSON (US), LLP

Fully Insured - DELTA DENTAL OF NORTH CAROLINA

Premiums$1.2M
Covered lives2,431
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

GROUP LONG TERM DISABILITY INSURANCE PLAN OF WOMBLE BOND DICKINSON (US) LLP

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.1M
Covered lives1,307
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GROUP TERM LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT, LOSS OF SIGHT, AND DEPENDENT LIFE INSURANCE PLAN OF WOMBLE BOND DICKINSON (US), LLP

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$493K
Covered lives1,307
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

VISION CARE PLAN OF WOMBLE BOND DICKINSON (US), LLP

Fully Insured - EYEMED VISION CARE ON BEHALF OF FIDELITY LIFE INSURANCE COMPANY

Premiums$188K
Covered lives2,022
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

HEALTH CARE PLAN OF WOMBLE BOND DICKINSON (US), LLP

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

FLEXIBLE BENEFIT PLAN OF WOMBLE BOND DICKINSON (US), LLP

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
002WOMBLE BOND DICKINSON (US) LLP SAVINGS AND SELF EMPLOYED RETIREMENT PLAN A401k$400.7M1,0282024
003WOMBLE BOND DICKINSON (US) LLP SAVINGS AND SELF EMPLOYED RETIREMENT PLAN B401k$236.6M02025
009RETIREMENT SECURITY PLAN OF WOMBLE BOND DICKINSON (US) LLP - PLAN DCashBalance$3.6M02025
008RETIREMENT SECURITY PLAN OF WOMBLE BOND DICKINSON (US) LLP - PLAN CCashBalance$3.6M1682024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
506DENTAL CARE PLAN OF WOMBLE BOND DICKINSON (US), LLPFully InsuredDELTA DENTAL OF NORTH CAROLINA$1.2M2,4312024
503GROUP LONG TERM DISABILITY INSURANCE PLAN OF WOMBLE BOND DICKINSON (US) LLPFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$1.1M1,3072024
502GROUP TERM LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT, LOSS OF SIGHT, AND DEPENDENT LIFE INSURANCE PLAN OF WOMBLE BOND DICKINSON (US), LLPFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$493K1,3072024
507VISION CARE PLAN OF WOMBLE BOND DICKINSON (US), LLPFully InsuredEYEMED VISION CARE ON BEHALF OF FIDELITY LIFE INSURANCE COMPANY$188K2,0222024
501HEALTH CARE PLAN OF WOMBLE BOND DICKINSON (US), LLPSelf Funded-$002024
505FLEXIBLE BENEFIT PLAN OF WOMBLE BOND DICKINSON (US), LLPUnknown-$002024
Retirement plans
Welfare plans
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