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  2. RETIREMENT LIVING MGMT., LLC
Sponsor portfolio

RETIREMENT LIVING MGMT., LLC

EIN 38-3470221-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$1.1M assets
Welfare
1
$6K premiums
Participants
683
1845 BIRMINGHAM - LOWELL, MI 493318664616-897-8000LinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filings
#001401k-$1.1M - 537 part#502Fully Insured-$6K - 155 lives

Benefits portfolio analytics

1 plan / $6K premiums / 155 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$6K
  • Other$6K
Total $6K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $6K1 slice

Broker market share

Schedule A broker compensation

Split broker
68%top
  • COLDBROOK INSURANCE GROUP68%
  • VOLUNTARY SOLUTIONS INC32%
Total $9552 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

RETIREMENT LIVING MGMT., LLC 401K PROFIT SHARING PLAN

401k

Assets$1.1M
Participants537
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

RETIREMENT LIVING MANAGEMENT LLC

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$6K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT LIVING MGMT., LLC 401K PROFIT SHARING PLAN401k$1.1M5372025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502RETIREMENT LIVING MANAGEMENT LLCFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$6K1552025
Retirement plans
Welfare plans
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