PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. RESTAURANT MANAGEMENT, INC.
Sponsor portfolio

RESTAURANT MANAGEMENT, INC.

EIN 34-0968162-Accommodation and Food Services-Latest filing 2025
Plans
2
Retirement
1
$5.8M assets
Welfare
1
$606K premiums
Participants
774
4000 SMITH ROAD, SUITE 400 - CINCINNATI, OH 45209513-362-1208
Plans on this EIN
2 filings
#001401k-$5.8M - 540 part#502Fully Insured-$606K - 218 lives

Benefits portfolio analytics

1 plan / $606K premiums / 218 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$299K
  • Dental$116K
  • Vision$116K
  • Other$96K
  • Short-term disability$65K
  • Life$47K
  • +2 more
Total $606K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • COMPANION LIFE INSURANCE COMPANY49%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY23%
  • RELIANCEMATRIX13%
  • AFLAC7%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA7%
  • +2 more
Total $606K7 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • LANG FINANCIAL GROUP, INC.82%
  • MARYANN WILLIAMS8%
  • INSURANCE APPLICATIONS GROUP3%
  • SHANA WOLF3%
  • MATTHEW D SMITH2%
  • +3 more
Total $32K8 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

RESTAURANT MANAGEMENT, INC. EMPLOYEES' PROFIT SHARING PLAN

401k

Assets$5.8M
Participants540
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

RESTAURANT MANAGEMENT INC. BENEFIT GROUP HEALTH - MEDICAL AND DENTAL, GROUP LIFE STD LTD, GROUP VOLUNTARY LIFE AND ADD

Fully Insured - COMPANION LIFE INSURANCE COMPANY

Premiums$606K
Covered lives218
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RESTAURANT MANAGEMENT, INC. EMPLOYEES' PROFIT SHARING PLAN401k$5.8M5402025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502RESTAURANT MANAGEMENT INC. BENEFIT GROUP HEALTH - MEDICAL AND DENTAL, GROUP LIFE STD LTD, GROUP VOLUNTARY LIFE AND ADDFully InsuredCOMPANION LIFE INSURANCE COMPANY$606K2182025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica