PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Rea & Associates, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Rea & Associates, Inc.

EIN 34-1310124-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$114.6M assets
Health & Benefits
1
$499K premiums
Participants
1,028
419 W HIGH AVE - NEW PHILADELPHIA, OH 446633621330-339-6651
Plans on this EIN
2 filings
#001401(k)-$114.6M - 606 part#501Mixed-$499K - 660 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $499K premiums / 660 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$237K
  • Short-term disability$237K
  • Long-term disability$237K
  • Other$237K
  • Dental$222K
  • Vision$40K
Total $499K6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

REA & ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST

401(k)

Assets$114.6M
Participants606
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

REA & ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$499K
Covered lives660
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001REA & ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST401(k)$114.6M6062025
  • REA & ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST$114.6M
    #001 · 401(k) · 2025606

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501REA & ASSOCIATES, INC. EMPLOYEE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$499K6602025
  • REA & ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN$499K
    #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025660
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica