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Sponsor portfolio

THE RMR GROUP

EIN 04-3583787-real estate-Latest filing 2025
Plans
2
Retirement
1
$143.2M assets
Welfare
1
$14.0M premiums
Participants
2,070
TWO NEWTON PLACE, 255 WASHINGTON STREET - NEWTON, MA 02458617-796-8176rmrgroup.comLinkedIn501-1000 employeesreal estate
Plans on this EIN
2 filings
#001401k-$143.2M - 1,336 part#550Fully Insured-$14.0M - 1,605 lives

Benefits portfolio analytics

1 plan / $14.0M premiums / 1,605 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$12.1M
  • Prescription drug$12.1M
  • Other$975K
  • Life$950K
  • Short-term disability$950K
  • Long-term disability$950K
  • +2 more
Total $14.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
  • DELTA DENTAL OF CALIFORNIA6%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
  • VISION SERVICE PLAN1%
  • +2 more
Total $14.0M7 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • WILLIS TOWERS WATSON US LLC0%
Total $267K2 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

THE RMR GROUP LLC 401(K) RETIREMENT PLAN

401k

Assets$143.2M
Participants1,336
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#550

THE RMR GROUP LLC EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$14.0M
Covered lives1,605
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE RMR GROUP LLC 401(K) RETIREMENT PLAN401k$143.2M1,3362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
550THE RMR GROUP LLC EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$14.0M1,6052025
Retirement plans
Welfare plans
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