Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$3.8M
- Health$3.8M
- Vision$3.8M
- Life$355K
- Short-term disability$355K
- Long-term disability$355K
- +1 more
Sponsor portfolioTH
R & R INSURANCE SERVICES, INC
EIN 39-1230987insuranceLatest filing 2025
Plans
2
Retirement
1
$58.6M assets
Welfare
1
$4.1M premiums
Participants
505
N14 W23900 STONE RIDGE DR - WAUKESHA, WI 53188262-953-7207myknowledgebroker.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.1M premiums / 310 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- UNITEDHEALTHCARE INSURANCE COMPANY91%
- SUN LIFE ASSURANCE COMPANY OF CANADA9%
- CARE-PLUS DENTAL PLANS, INC.1%
Broker market share
Schedule A broker compensation
100%top
- R & R INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
R & R INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$58.6M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
R & R INSURANCE SERVICES, INC. EMPLOYEE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$4.1M
Covered lives310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | R & R INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN | 401k | $58.6M | 266 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | R & R INSURANCE SERVICES, INC. EMPLOYEE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $4.1M | 310 | 2025 |
Retirement plans
Welfare plans