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Sponsor portfolio

RPM LIVING, LLC

EIN 27-0226749-real estate-Latest filing 2025
Plans
2
Retirement
1
$64.4M assets
Welfare
1
$7.2M premiums
Participants
10,830
5508 PARKCREST DR STE 320 - AUSTIN, TX 787315049512-637-0304pacerealty.comLinkedIn1001-5000 employeesreal estate
Plans on this EIN
2 filings
#001401k-$64.4M - 5,960 part#501Mixed-$7.2M - 4,870 lives

Benefits portfolio analytics

1 plan / $7.2M premiums / 4,870 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$3.0M
  • Other$2.1M
  • Dental$1.8M
  • Life$1.3M
  • Long-term disability$1.3M
  • Vision$274K
Total $7.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • BLUE CROSS OF CALIFORNIA42%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY25%
  • AFLAC18%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY11%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $7.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • LOCKTON COMPANIES, LLC51%
  • BUKATY COMPANIES40%
  • BENE RE LLC6%
  • PLANSOURCE BENEFITS ADMINISTRATION3%
Total $725K4 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

RPM LIVING, LLC 401(K) PLAN

401k

Assets$64.4M
Participants5,960
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RPM LIVING EMPLOYEE BENEFITS PLAN

Mixed - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$7.2M
Covered lives4,870
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RPM LIVING, LLC 401(K) PLAN401k$64.4M5,9602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RPM LIVING EMPLOYEE BENEFITS PLANMixedBLUE CROSS BLUE SHIELD OF TEXAS$7.2M4,8702025
Retirement plans
Welfare plans
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