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Sponsor portfolio

THE RDI GROUP GENERAL PARTNERSHIP

EIN 36-4344424-Manufacturing-Latest filing 2025
Plans
3
Retirement
1
$24.2M assets
Welfare
2
$1.9M premiums
Participants
477
1025 WEST THORNDALE AVE. - ITASCA, IL 60143630-274-0635
Plans on this EIN
3 filings
#002401k-$24.2M - 197 part#502Fully Insured-$1.8M - 221 lives#501Fully Insured-$82K - 270 lives

Benefits portfolio analytics

2 plans / $1.9M premiums / 491 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Life$45K
  • Short-term disability$21K
  • Long-term disability$12K
Total $1.9M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • STANDARD INSURANCE COMPANY4%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $86K1 slice

Plan deep-dives

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

THE RDI GROUP RETIREMENT SAVINGS PLAN

401k

Assets$24.2M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE RDI GROUP MEDICAL PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$1.8M
Covered lives221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

THE RDI GROUP HEALTH & WELFARE PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$82K
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE RDI GROUP RETIREMENT SAVINGS PLAN401k$24.2M1972025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE RDI GROUP MEDICAL PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$1.8M2212025
501THE RDI GROUP HEALTH & WELFARE PLANFully InsuredSTANDARD INSURANCE COMPANY$82K2702025
Retirement plans
Welfare plans
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