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Sponsor portfolio

RJ LEE GROUP, INC.

EIN 25-1375815-environmental services-Latest filing 2025
Plans
2
Retirement
1
$19.9M assets
Welfare
1
$1.5M premiums
Participants
492
350 HOCHBERG ROAD - MONROEVILLE, PA 15146724-325-1776rjlg.comLinkedIn201-500 employeesenvironmental services
Plans on this EIN
2 filings
#001401k-$19.9M - 288 part#501Fully Insured-$1.5M - 253 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 253 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$1.4M
  • Prescription drug$1.4M
  • Life$55K
  • Other$55K
  • Long-term disability$30K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
  • VISION SERVICE PLAN0%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • ASSUREDPARTNERS91%
  • HUB INTERNATIONAL MIDWEST LIMITED6%
  • MERCER HEALTH AND BENEFITS, LLC3%
Total $30K3 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

RJ LEE GROUP, INC. RETIREMENT SAVINGS PLAN

401k

Assets$19.9M
Participants288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RJ LEE GROUP, INC. HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - HIGHMARK INC.

Premiums$1.5M
Covered lives253
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RJ LEE GROUP, INC. RETIREMENT SAVINGS PLAN401k$19.9M2882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RJ LEE GROUP, INC. HEALTH AND WELFARE BENEFITS PLANFully InsuredHIGHMARK INC.$1.5M2532025
Retirement plans
Welfare plans
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