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Sponsor portfolio

THE RDI CORPORATION

EIN 31-0961669-outsourcing/offshoring-Latest filing 2025
Plans
2
Retirement
1
$8.2M assets
Welfare
1
$517K premiums
Participants
1,731
4500 LAKE FORREST DRIVE - BLUE ASH, OH 45242513-984-5927rdicorp.comLinkedIn1001-5000 employeesoutsourcing/offshoring
Plans on this EIN
2 filings
#001401k-$8.2M - 1,556 part#501Mixed-$517K - 556 lives

Benefits portfolio analytics

1 plan / $517K premiums / 556 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$294K
  • Dental$149K
  • Short-term disability$35K
  • Vision$32K
  • Life$7K
  • Other$7K
Total $517K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
33%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY33%
  • DELTA DENTAL OF CALIFORNIA29%
  • HCC LIFE INSURANCE COMPANY24%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY6%
  • +1 more
Total $517K6 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • MARSH & MCLENNAN AGENCY LLC96%
  • C2 CENTRIC LLC3%
  • WATCHTOWER BENEFITS, LLC1%
Total $47K3 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

RDI MARKETING SERVICES, INC. PROFIT SHARING 401(K) PLAN

401k

Assets$8.2M
Participants1,556
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE RDI CORPORATION EMPLOYEE BENEFITS PLAN

Mixed - RELIANCE STANDARD

Premiums$517K
Covered lives556
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RDI MARKETING SERVICES, INC. PROFIT SHARING 401(K) PLAN401k$8.2M1,5562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE RDI CORPORATION EMPLOYEE BENEFITS PLANMixedRELIANCE STANDARD$517K5562025
Retirement plans
Welfare plans
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