Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.2M
- Health$1.2M
- Prescription drug$1.2M
- Dental$83K
- Vision$83K
- Life$70K
- +2 more
Sponsor portfolio
ROI REVOLUTION, INC
EIN 26-1645011marketing and advertisingLatest filing 2025
Plans
2
Retirement
1
$13.7M assets
Welfare
1
$1.3M premiums
Participants
241
4401 ATLANTIC AVENUE - RALEIGH, NC 27604919-800-4212LinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 205 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- USABLE LIFE5%
Broker market share
Schedule A broker compensation
85%top
- TREVOR M. BEAVER85%
- USI INSURANCE SERVICES LLC11%
- MOSAIC GROUP SERVICES4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ROI REVOLUTION, INC 401(K) PLAN
401k
Assets$13.7M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROI REVOLUTION, INC. EMPLOYEE BENEFITS PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$1.3M
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROI REVOLUTION, INC 401(K) PLAN | 401k | $13.7M | 145 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROI REVOLUTION, INC. EMPLOYEE BENEFITS PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $1.3M | 205 | 2025 |
Retirement plans
Welfare plans