PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. REGUS MANAGEMENT GROUP, LLC
Sponsor portfolio

REGUS MANAGEMENT GROUP, LLC

EIN 20-1975241-Latest filing 2025
Plans
2
Retirement
1
$130.6M assets
Welfare
1
$4.6M premiums
Participants
6,788
15305 DALLAS PARKWAY, 12TH FLOOR - ADDISON, TX 75001214-295-3723
Plans on this EIN
2 filings
#001401k-$130.6M - 4,033 part#501Mixed-$4.6M - 2,842 lives

Benefits portfolio analytics

1 plan / $4.6M premiums / 2,842 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$2.0M
  • Dental$1.4M
  • Long-term disability$930K
  • Other$910K
  • Life$847K
  • Vision$214K
Total $4.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • BLUE CROSS OF CALIFORNIA44%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY30%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA18%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY5%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK2%
  • +1 more
Total $4.6M6 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • HOLMES MURPHY & ASSOCIATES47%
  • MERCER HEALTH AND BENEFITS, LLC36%
  • AVANT SPECIALTY BENEFITS LLC17%
Total $422K3 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

REGUS MANAGEMENT GROUP, LLC 401(K) SAVINGS PLAN

401k

Assets$130.6M
Participants4,033
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

REGUS MANAGEMENT GROUP LLC WRAP PLAN

Mixed - BLUECROSS BLUESHIELD OF TEXAS

Premiums$4.6M
Covered lives2,842
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001REGUS MANAGEMENT GROUP, LLC 401(K) SAVINGS PLAN401k$130.6M4,0332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501REGUS MANAGEMENT GROUP LLC WRAP PLANMixedBLUECROSS BLUESHIELD OF TEXAS$4.6M2,8422025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica