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Sponsor portfolio

RIGHTDIRECTION TECHNOLOGY SOLUTIONS LLC

EIN 26-1153735-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
1
$4.6M assets
Welfare
2
$400K premiums
Participants
326
300 EAST LOMBARD STREET, SUITE 840 - BALTIMORE, MD 21202410-814-7547
Plans on this EIN
3 filings
#001401k-$4.6M - 114 part#502Self Funded-$273K - 63 lives#501Fully Insured-$127K - 147 lives

Benefits portfolio analytics

2 plans / $400K premiums / 210 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$273K
  • Dental$118K
  • Life$118K
  • Short-term disability$118K
  • Long-term disability$118K
  • Other$118K
  • +1 more
Total $400K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • UNITED STATES FIRE INSURANCE COMPANY68%
  • METROPOLITAN LIFE INSURANCE COMPANY29%
  • VISION SERVICE PLAN2%
Total $400K3 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • MARSH & MCLENNAN AGENCY LLC53%
  • JAMES R NELLIGAN & ASSOCIATES LLC32%
  • TOTALIS BENEFITS14%
  • EMPLOYEE NAVIGATOR, LLC0%
Total $17K4 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

RIGHTDIRECTION 401(K)

401k

Assets$4.6M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

RIGHTDIRECTION TECHNOLOGY SOLUTIONS, LLC GROUP MEDICAL PLAN

Self Funded - CRUM & FORSTER

Premiums$273K
Covered lives63
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

RIGHTDIRECTION TECHNOLOGY SOLUTIONS LLC LIFE & DISABILITY PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$127K
Covered lives147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RIGHTDIRECTION 401(K)401k$4.6M1142025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502RIGHTDIRECTION TECHNOLOGY SOLUTIONS, LLC GROUP MEDICAL PLANSelf FundedCRUM & FORSTER$273K632025
501RIGHTDIRECTION TECHNOLOGY SOLUTIONS LLC LIFE & DISABILITY PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$127K1472025
Retirement plans
Welfare plans
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