PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Red Stone Equity Partners, LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Red Stone Equity Partners, LLC

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

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

RED STONE EQUITY PARTNERS, LLC 401(K) PLAN

401(k)

Assets$27.5M
Participants130
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

DELTA DENTAL OF OHIO DENTAL PLAN

Fully insured - DELTA DENTAL OF OHIO

Premiums$139K
Covered lives267
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

NEW YORK LIFE STD, LTD, AND BASIC LIFE

Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA.

Premiums$108K
Covered lives110
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001RED STONE EQUITY PARTNERS, LLC 401(K) PLAN401(k)$27.5M1302025
  • RED STONE EQUITY PARTNERS, LLC 401(K) PLAN$27.5M
    #001 · 401(k) · 2025130

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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
  • DELTA DENTAL OF OHIO DENTAL PLAN$139K
    #501 · Fully insured · DELTA DENTAL OF OHIO · 2025267
  • NEW YORK LIFE STD, LTD, AND BASIC LIFE$108K
    #502 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA. · 2025110
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica