Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$423K
- Short-term disability$125K
- Life$106K
- Long-term disability$106K
Sponsor portfolioTH
THE RAYMOND GROUP
EIN 33-0782809constructionLatest filing 2025
Plans
2
Retirement
1
$48.9M assets
Welfare
1
$442K premiums
Participants
307
520 WEST WALNUT AVENUE - ORANGE, CA 92868714-771-7670raymondgroup.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $442K premiums / 160 covered livesCarrier market share
Premium dollars by Schedule A carrier
72%top
- ARMADACARE72%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA24%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
78%top
- ADVOCATE, INC.78%
- THE BALDWIN GROUP WEST LLC18%
- COMPSYCH4%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$48.9M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE RAYMOND GROUP HEALTH AND WELFARE PLAN
Mixed - ARMADA CARE
Premiums$442K
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN | 401k | $48.9M | 172 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE RAYMOND GROUP HEALTH AND WELFARE PLAN | Mixed | ARMADA CARE | $442K | 160 | 2025 |
Retirement plans
Welfare plans