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Sponsor portfolio

REVENUE SOLUTIONS, INC.

EIN 04-3312927-Latest filing 2025
Plans
2
Retirement
1
$53.6M assets
Welfare
1
$677K premiums
Participants
1,129
42 WINTER ST., SUITE 36 - PEMBROKE, MA 02359781-826-1546
Plans on this EIN
2 filings
#001401k-$53.6M - 690 part#510Mixed-$677K - 968 lives

Benefits portfolio analytics

1 plan / $677K premiums / 968 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$326K
  • Short-term disability$128K
  • Long-term disability$98K
  • Life$84K
  • Other$84K
  • Vision$40K
Total $677K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • METROPOLITAN LIFE INSURANCE COMPANY48%
  • TRANSAMERICA LIFE INSURANCE COMPANY46%
  • VISION SERVICE PLAN6%
Total $677K3 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • MCGRIFF INSURANCE SERVICES INC40%
  • DISABILITY RMS29%
  • JAMES R NELLIGAN & ASSOCIATES LLC20%
  • MARSH & MCLENNAN AGENCY LLC8%
  • JACK ABEL3%
Total $104K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RSI 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$53.6M
Participants690
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

REVENUE SOLUTIONS, INC. WELFARE WRAP PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$677K
Covered lives968
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RSI 401(K) RETIREMENT SAVINGS PLAN401k$53.6M6902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510REVENUE SOLUTIONS, INC. WELFARE WRAP PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$677K9682025
Retirement plans
Welfare plans
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