Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$67K
- Vision$28K
Sponsor portfolio
RESOURCE MANAGEMENT SERVICE, LLC
EIN 20-0617640investment managementLatest filing 2024
Plans
5
Retirement
1
$52.2M assets
Welfare
4
$96K premiums
Participants
684
31 INVERNESS CENTER PARKWAY, SUITE 200 - BIRMINGHAM, AL 35242205-980-7320resourcemgt.comLinkedIn51-200 employeesinvestment management
Benefits portfolio analytics
4 plans / $96K premiums / 267 covered livesCarrier market share
Premium dollars by Schedule A carrier
70%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA70%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA30%
Broker market share
Schedule A broker compensation
100%top
- MCGRIFF INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RESOURCE MANAGEMENT SERVICE, LLC PROFIT SHARING PLAN AND TRUST
401k
Assets$52.2M
Participants184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
RESOURCE MANAGEMENT SERVICE, LLC GROUP LONG TERM DISABILITY PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$67K
Covered lives107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
RESOURCE MANAGEMENT SERVICE, LLC VISION CARE PLAN
Fully Insured - GUARDIAN
Premiums$28K
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
RESOURCE MANAGEMENT SERVICE, LLC GROUP HEALTH CARE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
RESOURCE MANAGEMENT SERVICE, LLC DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RESOURCE MANAGEMENT SERVICE, LLC PROFIT SHARING PLAN AND TRUST | 401k | $52.2M | 184 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | RESOURCE MANAGEMENT SERVICE, LLC GROUP LONG TERM DISABILITY PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $67K | 107 | 2024 | |
| 504 | RESOURCE MANAGEMENT SERVICE, LLC VISION CARE PLAN | Fully Insured | GUARDIAN | $28K | 160 | 2024 | |
| 503 | RESOURCE MANAGEMENT SERVICE, LLC GROUP HEALTH CARE PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 505 | RESOURCE MANAGEMENT SERVICE, LLC DENTAL PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans