PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. REAL SERVICES, INC.
Sponsor portfolioTH

REAL SERVICES, INC.

EIN 35-1157606-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$7.7M assets
Welfare
1
$122K premiums
Participants
328
1151 S. MICHIGAN ST. - SOUTH BEND, IN 466013427574-276-8491realservices.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
2 filings
#002403b-$7.7M - 223 part#502Mixed-$122K - 141 lives

Benefits portfolio analytics

1 plan / $122K premiums / 141 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$70K
  • Dental$53K
  • Vision$53K
  • Life$47K
  • Long-term disability$47K
Total $122K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • HEALTH RESOURCES, INC.43%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY38%
  • WESTPORT INSURANCE CORPORATION17%
  • ALLONE HEALTH1%
Total $122K4 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • GIBSON INSURANCE AGENCY, INC.87%
  • JAMES R NELLIGAN & ASSOCIATES LLC13%
Total $17K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

REAL SERVICES, INC. 403(B) PLAN

403b

Assets$7.7M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

REAL SERVICES, INC. HEALTH AND WELFARE PLAN

Mixed - HEALTH RESOURCES INC.

Premiums$122K
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002REAL SERVICES, INC. 403(B) PLAN403b$7.7M2232025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502REAL SERVICES, INC. HEALTH AND WELFARE PLANMixedHEALTH RESOURCES INC.$122K1412025
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