Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.3M
- Other$359K
- Life$102K
- Vision$73K
- Long-term disability$66K
- Short-term disability$43K
Sponsor portfolioTH
RAYMOND MANAGEMENT COMPANY, INC
EIN 39-1424051hospitalityLatest filing 2025
Plans
2
Retirement
1
$18.4M assets
Welfare
1
$1.8M premiums
Participants
2,489
4601 FREY ST SUITE 400 - MADISON, WI 53705608-662-8364raymondteam.comLinkedIn1001-5000 employeeshospitality
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 563 covered livesCarrier market share
Premium dollars by Schedule A carrier
73%top
- QBE INSURANCE73%
- UNUM LIFE INSURANCE COMPANY OF AMERICA20%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
- FIRST STOP HEALTH3%
Broker market share
Schedule A broker compensation
54%top
- BENEFIT COMMUNICATIONS INC54%
- M3 INSURANCE SOLUTIONS INC42%
- WATCHTOWER TECHNOLOGIES INC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RAYMOND RETIREMENT PLAN
401k
Assets$18.4M
Participants1,610
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#550
RAYMOND MANAGEMENT COMPANY, INC. HEALTH INSURANCE PLAN
Mixed - QBE INSURANCE
Premiums$1.8M
Covered lives563
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RAYMOND RETIREMENT PLAN | 401k | $18.4M | 1,610 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 550 | RAYMOND MANAGEMENT COMPANY, INC. HEALTH INSURANCE PLAN | Mixed | QBE INSURANCE | $1.8M | 563 | 2025 |
Retirement plans
Welfare plans