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Sponsor portfolio

R3 STRATEGIC SUPPORT GROUP, INC.

EIN 26-1232918-defense & space-Latest filing 2025
Plans
3
Retirement
2
$26.8M assets
Welfare
1
$382K premiums
Participants
653
909 W. LAUREL ST. - SAN DIEGO, CA 92101920-634-1853r3ssg.comLinkedIn51-200 employeesdefense & space
Plans on this EIN
3 filings
#001401k-$14.0M - 304 part#002ESOP-$12.8M - 187 part#501Fully Insured-$382K - 165 lives

Retirement portfolio analytics

2 plans aggregated / $26.8M assets / 491 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • GROUP, INC. 401(K) (#001)52%
  • EMPLOYEE STOCK OWNERSHIP (#002)48%
Total $26.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP, INC. 401(K) (#001)304
  • EMPLOYEE STOCK OWNERSHIP (#002)187
Total 491Click row to drill in

Benefits portfolio analytics

1 plan / $382K premiums / 165 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$279K
  • Prescription drug$279K
  • Dental$72K
  • Vision$72K
  • Life$72K
  • Other$72K
  • +1 more
Total $382K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • UNITED HEALTHCARE INSURANCE COMPANY61%
  • HUMANA INSURANCE COMPANY19%
  • UNITED HEALTHCARE OF CALIFORNIA12%
  • HARTFORD LIFE AND ACCIDENT8%
Total $382K4 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • MARSH & MCLENNAN AGENCY LLC87%
  • REUBEN WARNER ASSOCIATES, INC.13%
Total $25K2 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

R3 STRATEGIC SUPPORT GROUP, INC. 401(K) PLAN

401k

Assets$14.0M
Participants304
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

R3 EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$12.8M
Participants187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

R3 STRATEGIC SUPPORT GROUP, INC. HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$382K
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001R3 STRATEGIC SUPPORT GROUP, INC. 401(K) PLAN401k$14.0M3042024
002R3 EMPLOYEE STOCK OWNERSHIP PLANESOP$12.8M1872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501R3 STRATEGIC SUPPORT GROUP, INC. HEALTH AND WELFARE BENEFITS PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$382K1652025
Retirement plans
Welfare plans
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