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Sponsor portfolio

RETIREMENT LIVING, INC.

EIN 35-1393773-Latest filing 2025
Plans
2
Retirement
1
$3.7M assets
Welfare
1
$225K premiums
Participants
555
8140 TOWNSHIP LINE ROAD - INDIANAPOLIS, IN 46260317-524-6524
Plans on this EIN
2 filings
#010403b-$3.7M - 366 part#501Mixed-$225K - 189 lives

Benefits portfolio analytics

1 plan / $225K premiums / 189 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$150K
  • Life$143K
  • Long-term disability$143K
  • Dental$75K
  • Vision$75K
Total $225K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY64%
  • HEALTH RESOURCES, INC.33%
  • FIRST STOP HEALTH3%
Total $225K3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • ASSUREDPARTNERS95%
  • NFP INSURANCE SERVICES INC5%
Total $39K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#010

RETIREMENT LIVING, INC. DBA MARQUETTE 403(B) PLAN

403b

Assets$3.7M
Participants366
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RETIREMENT LIVING INC DBA MARQUETTE

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$225K
Covered lives189
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
010RETIREMENT LIVING, INC. DBA MARQUETTE 403(B) PLAN403b$3.7M3662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RETIREMENT LIVING INC DBA MARQUETTEMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$225K1892025
Retirement plans
Welfare plans
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