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Sponsor portfolio

REALMANAGE, LLC

EIN 20-0753666-real estate-Latest filing 2024
Plans
2
Retirement
1
$29.7M assets
Welfare
1
$11.3M premiums
Participants
4,923
6400 INTERNATIONAL PARKWAY, SUITE 1000 - PLANO, TX 75093512-219-1927realmanage.comLinkedIn1001-5000 employeesreal estate
Plans on this EIN
2 filings
#001401k-$29.7M - 3,029 part#501Fully Insured-$11.3M - 2,322 lives

Benefits portfolio analytics

1 plan / $11.3M premiums / 2,322 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$11.0M
  • Health$10.4M
  • Prescription drug$10.4M
  • Dental$10.1M
  • Vision$10.1M
  • Life$889K
  • +2 more
Total $11.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • AETNA LIFE INSURANCE COMPANY89%
  • UNITEDHEALTHCARE INSURANCE COMPANY8%
  • KAISER FOUNDATION HEALTH PLAN INC3%
Total $11.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • MERCER HEALTH AND BENEFITS, LLC-0%
Total $325K2 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

REALMANAGE, LLC 401(K) PLAN

401k

Assets$29.7M
Participants3,029
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

REALMANAGE HEALTH & WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$11.3M
Covered lives2,322
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001REALMANAGE, LLC 401(K) PLAN401k$29.7M3,0292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501REALMANAGE HEALTH & WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$11.3M2,3222024
Retirement plans
Welfare plans
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