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

BRG REALTY GROUP, LLC

EIN 20-2916184-Latest filing 2025
Plans
3
Retirement
1
$6.7M assets
Welfare
2
$1.8M premiums
Participants
611
7265 KENWOOD ROAD, SUITE 111 - CINCINNATI, OH 45236513-936-5960
Plans on this EIN
3 filings
#001401k-$6.7M - 222 part#502Fully Insured-$1.8M - 267 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.8M premiums / 267 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$1.6M
  • Vision$1.6M
  • Other$76K
  • Life$48K
  • Short-term disability$36K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • COMMUNITY INSURANCE COMPANY92%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY7%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • HUB INTERNATIONAL MIDWEST LIMITED92%
  • HORAN ASSOCIATES INC.4%
  • WATCHTOWER TECHNOLOGIES INC3%
  • ERIC SMOOT0%
Total $76K4 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

BRG REALTY GROUP, LLC EMPLOYEES' SAVINGS PLAN

401k

Assets$6.7M
Participants222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BRG REALTY GROUP, LLC EMPLOYEE HEALTH AND WELFARE PLAN

Fully Insured - COMMUNITY INSURANCE COMPANY

Premiums$1.8M
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BRG REALTY GROUP, LLC HEALTH REIMBURSEMENT ARRANGEMENT

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BRG REALTY GROUP, LLC EMPLOYEES' SAVINGS PLAN401k$6.7M2222024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BRG REALTY GROUP, LLC EMPLOYEE HEALTH AND WELFARE PLANFully InsuredCOMMUNITY INSURANCE COMPANY$1.8M2672025
501BRG REALTY GROUP, LLC HEALTH REIMBURSEMENT ARRANGEMENTSelf Funded-$002025
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