PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. REFRIGERATED SOLUTIONS GROUP
Sponsor portfolio

REFRIGERATED SOLUTIONS GROUP

EIN 39-0768718-Latest filing 2025
Plans
2
Retirement
1
$31.6M assets
Welfare
1
$5.1M premiums
Participants
1,041
891 COUNTRY ROAD - HUDSON, WI 54016800-955-5253
Plans on this EIN
2 filings
#003401k-$31.6M - 564 part#501Fully Insured-$5.1M - 529 lives

Benefits portfolio analytics

1 plan / $5.1M premiums / 529 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.7M
  • Dental$4.7M
  • Vision$4.7M
  • Short-term disability$177K
  • Life$162K
  • Other$162K
  • +1 more
Total $5.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
Total $5.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • MARSH & MCLENNAN AGENCY LLC76%
  • NFP INSURANCE SERVICES INC20%
  • TOTALIS BENEFITS2%
  • JAMES R NELLIGAN & ASSOCIATES LLC2%
Total $307K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

REFRIGERATED SOLUTIONS GROUP RETIREMENT SAVINGS PLAN

401k

Assets$31.6M
Participants564
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

REFRIGERATED SOLUTIONS GROUP HEALTH & WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$5.1M
Covered lives529
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003REFRIGERATED SOLUTIONS GROUP RETIREMENT SAVINGS PLAN401k$31.6M5642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501REFRIGERATED SOLUTIONS GROUP HEALTH & WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$5.1M5292025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica