Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$87K
- Vision$87K
- Life$87K
- Long-term disability$87K
- Other$87K
Filings through .
Top hat
W. K. Dickson & Co., Inc.
EIN 56-0486717Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$27.2M assets
Health & Benefits
1
$87K premiums
Participants
305
1213 W MOREHEAD ST, SUITE 300 - CHARLOTTE, NC 28208704-334-5348
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $87K premiums / 455 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
W. K. DICKSON & COMPANY EMPLOYEE SAVINGS & PROTECTION PLAN
401(k)
Assets$27.2M
Participants305
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
W. K. DICKSON & CO., INC. HEALTH AND WELFARE SPY
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$87K
Covered lives455
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | W. K. DICKSON & COMPANY EMPLOYEE SAVINGS & PROTECTION PLAN | 401(k) | $27.2M | 305 | 2024 |
- #002 · 401(k) · 2024305
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | W. K. DICKSON & CO., INC. HEALTH AND WELFARE SPY | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $87K | 455 | 2024 |
- #501 · Mixed · PRINCIPAL LIFE INSURANCE COMPANY · 2024455
Retirement plans
Health & Benefits plans