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Sponsor portfolio

RED STONE EQUITY PARTNERS, LLC

EIN 20-8432456-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
1
$27.5M assets
Welfare
2
$248K premiums
Participants
343
1100 SUPERIOR AVENUE, SUITE 1640 - CLEVELAND, OH 44114216-820-4750
Plans on this EIN
3 filings
#001401k-$27.5M - 130 part#501Fully Insured-$139K - 267 lives#502Fully Insured-$108K - 110 lives

Benefits portfolio analytics

2 plans / $248K premiums / 377 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$139K
  • Short-term disability$37K
  • Long-term disability$36K
  • Life$35K
Total $248K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • DELTA DENTAL OF CALIFORNIA56%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA44%
Total $248K2 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • GCG FINANCIAL LLC70%
  • TODD ASSOCIATES, INC.30%
Total $30K2 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

RED STONE EQUITY PARTNERS, LLC 401(K) PLAN

401k

Assets$27.5M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DELTA DENTAL OF OHIO DENTAL PLAN

Fully Insured - DELTA DENTAL OF OHIO

Premiums$139K
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

NEW YORK LIFE STD, LTD, AND BASIC LIFE

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA.

Premiums$108K
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RED STONE EQUITY PARTNERS, LLC 401(K) PLAN401k$27.5M1302025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DELTA DENTAL OF OHIO DENTAL PLANFully InsuredDELTA DENTAL OF OHIO$139K2672025
502NEW YORK LIFE STD, LTD, AND BASIC LIFEFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA.$108K1102025
Retirement plans
Welfare plans
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