Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
WOMBLE BOND DICKINSON (US), LLP
EIN 56-0308470Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
10
Retirement
4
$644.5M assets
Welfare
6
$3.0M premiums
Participants
9,424
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#503Fully Insured-$1.2M - 1,820 lives#502Fully Insured-$1.0M - 1,820 lives#501Fully Insured-$486K - 65 lives#507Fully Insured-$250K - 1,351 lives#505Self Funded-0 lives#506Self Funded-0 lives
Retirement portfolio analytics
4 plans aggregated / $644.5M assets / 1,196 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
62%top
- THE VANGUARD GROUP, INC.62%
- (Not disclosed)38%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
6 plans / $3.0M premiums / 5,056 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$1.2M
- Life$1.0M
- Other$1.0M
- Health$486K
- Vision$250K
Carrier market share
Premium dollars by Schedule A carrier
75%top
- SUN LIFE ASSURANCE COMPANY OF CANADA75%
- KAISER FOUNDATION HEALTH PLAN INC16%
- EYEMED VISION CARE8%
Broker market share
Schedule A broker compensation
100%top
- NFP INSURANCE SERVICES INC100%
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#503
GROUP LONG TERM DISABILITY INSURANCE PLAN OF WOMBLE BOND DICKINSON (US), LLP
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.2M
Covered lives1,820
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 - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.0M
Covered lives1,820
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
HEALTH CARE PLAN OF WOMBLE BOND DICKINSON (US), LLP
Fully Insured - KAISER FOUNDATION
Premiums$486K
Covered lives65
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
Premiums$250K
Covered lives1,351
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
FLEXIBLE BENEFIT 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#506
DENTAL 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
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WOMBLE BOND DICKINSON (US) LLP SAVINGS AND SELF EMPLOYED RETIREMENT PLAN A | 401k | $400.7M | 1,028 | 2024 | |
| 003 | WOMBLE BOND DICKINSON (US) LLP SAVINGS AND SELF EMPLOYED RETIREMENT PLAN B | 401k | $236.6M | 0 | 2025 | |
| 009 | RETIREMENT SECURITY PLAN OF WOMBLE BOND DICKINSON (US) LLP - PLAN D | CashBalance | $3.6M | 0 | 2025 | |
| 008 | RETIREMENT SECURITY PLAN OF WOMBLE BOND DICKINSON (US) LLP - PLAN C | CashBalance | $3.6M | 168 | 2024 |
Welfare plans6
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | GROUP LONG TERM DISABILITY INSURANCE PLAN OF WOMBLE BOND DICKINSON (US), LLP | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.2M | 1,820 | 2025 | |
| 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 | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.0M | 1,820 | 2025 | |
| 501 | HEALTH CARE PLAN OF WOMBLE BOND DICKINSON (US), LLP | Fully Insured | KAISER FOUNDATION | $486K | 65 | 2025 | |
| 507 | VISION CARE PLAN OF WOMBLE BOND DICKINSON (US), LLP | Fully Insured | EYEMED VISION CARE | $250K | 1,351 | 2025 | |
| 505 | FLEXIBLE BENEFIT PLAN OF WOMBLE BOND DICKINSON (US), LLP | Self Funded | - | $0 | 0 | 2025 | |
| 506 | DENTAL CARE PLAN OF WOMBLE BOND DICKINSON (US), LLP | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans