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Sponsor portfolio

RICONDO & ASSOCIATES, INC.

EIN 36-3663903-airlines/aviation-Latest filing 2025
Plans
5
Retirement
2
$105.5M assets
Welfare
3
$407K premiums
Participants
742
200 NORTH LASALLE STREET, SUITE 2900 - CHICAGO, IL 60601312-606-0611ricondo.comLinkedIn51-200 employeesairlines/aviation
Plans on this EIN
5 filings
#001401k-$74.1M - 236 part#002ESOP-$31.3M - 186 part#504Mixed-$377K - 162 lives#505Fully Insured-$29K - 156 lives#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $105.5M assets / 422 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • & ASSOCIATES 401(K) (#001)70%
  • EMPLOYEE STOCK OWNERSHIP (#002)30%
Total $105.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
70%top
  • AMERICAN UNITED LIFE INSURANCE CO70%
  • (Not disclosed)30%
Total $105.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & ASSOCIATES 401(K) (#001)236
  • EMPLOYEE STOCK OWNERSHIP (#002)186
Total 422Click row to drill in

Benefits portfolio analytics

3 plans / $407K premiums / 318 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$377K
  • Vision$377K
  • Life$377K
  • Long-term disability$377K
  • Other$377K
Total $377K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $377K1 slice

Broker market share

Schedule A broker compensation

Split broker
88%top
  • USI INSURANCE SERVICES LLC88%
  • TAILORED WORKSITE SERVICES11%
  • DOMINIC RODRIGUEZ1%
Total $44K3 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

RICONDO & ASSOCIATES 401(K) PLAN

401k

Assets$74.1M
Participants236
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RICONDO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$31.3M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

RICONDO & ASSOCIATES LIFE & DISABILITY PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$377K
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

RICONDO & ASSOCIATES WELFARE BENEFIT PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$29K
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

RICONDO & ASSOCIATES WELFARE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RICONDO & ASSOCIATES 401(K) PLAN401k$74.1M2362024
002RICONDO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$31.3M1862024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
504RICONDO & ASSOCIATES LIFE & DISABILITY PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$377K1622025
505RICONDO & ASSOCIATES WELFARE BENEFIT PLANFully InsuredVISION SERVICE PLAN$29K1562024
501RICONDO & ASSOCIATES WELFARE BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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