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Sponsor portfolioTH

RDV CORPORATION

EIN 38-2977544-financial services-Latest filing 2025
Plans
3
Retirement
1
$40.7M assets
Welfare
2
$3.0M premiums
Participants
447
200 MONROE AVE NW, SUITE 400 - GRAND RAPIDS, MI 49503616-454-4114rdvcorp.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$40.7M - 242 part#501Mixed-$3.0M - 518 lives#510Self Funded-0 lives

Benefits portfolio analytics

2 plans / $3.0M premiums / 518 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Prescription drug$2.8M
  • Life$104K
  • Other$90K
  • Long-term disability$59K
  • Vision$21K
Total $3.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • PRIORITY HEALTH93%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • EYEMED VISION CARE1%
  • HARTFORD LIFE AND ACCIDENT0%
Total $3.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • SWARDENSKI, KURT B73%
  • ADVANTAGE BENEFITS GROUP27%
Total $76K2 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

RDV CORPORATION 401(K) RETIREMENT PLAN

401k

Assets$40.7M
Participants242
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RDV CORPORATION EMPLOYEE BENEFITS PLAN

Mixed - PRIORITY HEALTH

Premiums$3.0M
Covered lives518
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

RDV CORPORATION FLEXIBLE BENEFIT PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RDV CORPORATION 401(K) RETIREMENT PLAN401k$40.7M2422024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RDV CORPORATION EMPLOYEE BENEFITS PLANMixedPRIORITY HEALTH$3.0M5182025
510RDV CORPORATION FLEXIBLE BENEFIT PLANSelf Funded-$002024
Retirement plans
Welfare plans
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