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  2. BELK STORES SERVICES, LLC
Sponsor portfolioTH

BELK STORES SERVICES, LLC

EIN 56-0616731-Latest filing 2025
Plans
4
Retirement
2
$710.4M assets
Welfare
2
$6.5M premiums
Participants
44,486
2801 WEST TYVOLA ROAD - CHARLOTTE, NC 28217704-357-1000
Plans on this EIN
4 filings
#333401k-$400.6M - 21,400 part#334CashBalance-$309.8M - 2,800 part#522Mixed-$6.5M - 13,508 lives#518Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $710.4M assets / 24,200 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • BELK 401K Savings (#333)56%
  • BELK PENSION (#334)44%
Total $710.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
56%top
  • CHARLES SCHWAB & CO., INC.56%
  • (Not disclosed)44%
Total $710.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BELK 401K Savings (#333)21,400
  • BELK PENSION (#334)2,800
Total 24,200Click row to drill in

Benefits portfolio analytics

2 plans / $6.5M premiums / 13,508 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$2.8M
  • Other$2.8M
  • Life$1.8M
  • Long-term disability$492K
  • Vision$389K
Total $6.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • DELTA DENTAL OF CALIFORNIA43%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA35%
  • UNITEDHEALTHCARE INSURANCE COMPANY16%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY6%
  • HARTFORD LIFE AND ACCIDENT0%
Total $6.5M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $768K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

BELK 401K SAVINGS PLAN

401k

Assets$400.6M
Participants21,400
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#334

BELK PENSION PLAN

CashBalance

Assets$309.8M
Participants2,800
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#522

BELK STORES SERVICES, LLC HEALTH & WELFARE PLAN

Mixed - DELTA DENTAL OF NORTH CAROLINA

Premiums$6.5M
Covered lives13,508
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#518

BELK, INC. SEVERANCE PAY PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
333BELK 401K SAVINGS PLAN401k$400.6M21,4002024
334BELK PENSION PLANCashBalance$309.8M2,8002024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
522BELK STORES SERVICES, LLC HEALTH & WELFARE PLANMixedDELTA DENTAL OF NORTH CAROLINA$6.5M13,5082025
518BELK, INC. SEVERANCE PAY PLANSelf Funded-$002024
Retirement plans
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