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Sponsor portfolio

RPOA ADVISORS, INC.

EIN 27-4062228-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$40.4M assets
Welfare
1
$2.1M premiums
Participants
345
2820 DALLAS PARKWAY - PLANO, TX 75093469-246-3635
Plans on this EIN
3 filings
#002ESOP-$26.5M - 92 part#001401k-$13.9M - 143 part#501Fully Insured-$2.1M - 259 lives

Retirement portfolio analytics

2 plans aggregated / $40.4M assets / 235 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • EMPLOYEE STOCK OWNERSHIP (#002)66%
  • 401(K) P/S PLAN (#001)34%
Total $40.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) P/S PLAN (#001)143
  • EMPLOYEE STOCK OWNERSHIP (#002)92
Total 235Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 259 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Vision$2.1M
  • Life$2.1M
  • Short-term disability$2.1M
  • Long-term disability$2.1M
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $2.1M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $115K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$26.5M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RPOA ADVISORS, INC. 401(K) P/S PLAN

401k

Assets$13.9M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RPOA ADVISORS HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.1M
Covered lives259
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP PLANESOP$26.5M922025
001RPOA ADVISORS, INC. 401(K) P/S PLAN401k$13.9M1432025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RPOA ADVISORS HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.1M2592025
Retirement plans
Welfare plans
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