Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$87K
- Vision$87K
- Life$87K
- Long-term disability$87K
- Other$87K
Sponsor portfolioTH
W. K. DICKSON & CO., INC.
EIN 56-0486717Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$27.2M assets
Welfare
1
$87K premiums
Participants
305
1213 W MOREHEAD ST, SUITE 300 - CHARLOTTE, NC 28208704-334-5348
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $87K premiums / 455 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
61%top
- MCGRIFF INSURANCE SERVICES INC61%
- MOSAIC GROUP SERVICES24%
- THE BENEFIT COMPANY INC16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
W. K. DICKSON & COMPANY EMPLOYEE SAVINGS & PROTECTION PLAN
401k
Assets$27.2M
Participants305
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
W. K. DICKSON & CO., INC. HEALTH AND WELFARE SPY
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$87K
Covered lives455
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | W. K. DICKSON & COMPANY EMPLOYEE SAVINGS & PROTECTION PLAN | 401k | $27.2M | 305 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans