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  2. Raymond Management Company, Inc.
  • Benefits analytics
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Filings through Oct 24, 2026.

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Raymond Management Company, Inc.

EIN 39-1424051-hospitality-Latest filing 2025
Plans
2
Retirement
1
$19.0M assets
Health & Benefits
1
$1.8M premiums
Participants
2,346
4601 FREY STREET, SUITE 400 - MADISON, WI 53705608-833-4100raymondteam.comLinkedIn1001-5000 employeeshospitality
Plans on this EIN
2 filings
#001401(k)-$19.0M - 1,467 part#550Mixed-$1.8M - 563 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.8M premiums / 563 covered lives

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
Total $1.8M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

RAYMOND RETIREMENT PLAN

401(k)

Assets$19.0M
Participants1,467
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#550

RAYMOND MANAGEMENT COMPANY, INC. HEALTH INSURANCE PLAN

Mixed - QBE INSURANCE

Premiums$1.8M
Covered lives563
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001RAYMOND RETIREMENT PLAN401(k)$19.0M1,4672025
  • RAYMOND RETIREMENT PLAN$19.0M
    #001 · 401(k) · 20251,467

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#550RAYMOND MANAGEMENT COMPANY, INC. HEALTH INSURANCE PLANMixedQBE INSURANCE$1.8M5632025
  • RAYMOND MANAGEMENT COMPANY, INC. HEALTH INSURANCE PLAN$1.8M
    #550 · Mixed · QBE INSURANCE · 2025563
Retirement plans
Health & Benefits plans

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