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Sponsor portfolioTH

R.T. MOORE CO., INC.

EIN 35-0964856-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
1
$22.4M assets
Welfare
1
$591K premiums
Participants
1,596
3600 WOODVIEW TRACE, SUITE 300 - INDIANAPOLIS, IN 46268317-291-1052rtmoore.comLinkedIn501-1000 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001401k-$22.4M - 878 part#520Mixed-$591K - 745 lives

Benefits portfolio analytics

1 plan / $591K premiums / 745 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$591K
  • Vision$424K
  • Life$424K
  • Short-term disability$424K
  • Long-term disability$424K
Total $591K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY72%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY13%
  • HCC LIFE INSURANCE COMPANY12%
  • PERSPECTIVES LTD2%
  • HEALTHJOY1%
Total $591K5 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • MJ INSURANCE68%
  • JAMES R NELLIGAN & ASSOCIATES LLC19%
  • STEELE INSURANCE12%
Total $109K3 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

R. T. MOORE CO. INC. 401(K) PROFIT SHARING PLAN

401k

Assets$22.4M
Participants878
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

R.T. MOORE CO., INC. EMPLOYEE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$591K
Covered lives745
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001R. T. MOORE CO. INC. 401(K) PROFIT SHARING PLAN401k$22.4M8782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520R.T. MOORE CO., INC. EMPLOYEE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$591K7452025
Retirement plans
Welfare plans
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