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Sponsor portfolio

RETIREMENT CLEARINGHOUSE LLC

EIN 26-0008851-financial services-Latest filing 2025
Plans
2
Retirement
1
$10.1M assets
Welfare
1
$1.5M premiums
Participants
266
1916 AYRSLEY TOWN BLVD STE 200 - CHARLOTTE, NC 282734428704-248-5830rch1.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$10.1M - 143 part#501Fully Insured-$1.5M - 220 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 220 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$1.3M
  • Vision$1.3M
  • Prescription drug$1.3M
  • Life$138K
  • Other$138K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • WENDY PACE53%
  • HUB INTERNATIONAL MIDWEST LIMITED47%
Total $45K2 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

RETIREMENT CLEARINGHOUSE LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$10.1M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RETIREMENT CLEARINGHOUSE LLC HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$1.5M
Covered lives220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT CLEARINGHOUSE LLC 401(K) PROFIT SHARING PLAN & TRUST401k$10.1M1432025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RETIREMENT CLEARINGHOUSE LLC HEALTH & WELFARE PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$1.5M2202025
Retirement plans
Welfare plans
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