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Sponsor portfolio

ROAD MACHINERY AND SUPPLIES CO

EIN 41-0771349-machinery-Latest filing 2025
Plans
2
Retirement
1
$30.8M assets
Welfare
1
$4.4M premiums
Participants
792
5633 HIGHWAY 13 W - SAVAGE, MN 553781215952-895-9595rmsequipment.comLinkedIn201-500 employeesmachinery
Plans on this EIN
2 filings
#001401k-$30.8M - 430 part#502Fully Insured-$4.4M - 530 lives

Benefits portfolio analytics

1 plan / $4.4M premiums / 530 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.8M
  • Dental$546K
  • Vision$546K
  • Life$546K
  • Short-term disability$546K
  • Long-term disability$546K
  • +1 more
Total $4.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • HEALTHPARTNERS INSURANCE COMPANY88%
  • SUN LIFE ASSURANCE COMPANY OF CANADA12%
Total $4.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • MORGAN PLANNING GROUP LLC84%
  • PROFESSIONAL GROUP PLANS INC16%
Total $159K2 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

RMS 401(K) PLAN & TRUST

401k

Assets$30.8M
Participants430
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ROAD MACHINERY & SUPPLIES CO WRAP BENEFIT PLAN

Fully Insured - HEALTHPARTNERS INSURANCE COMPANY

Premiums$4.4M
Covered lives530
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RMS 401(K) PLAN & TRUST401k$30.8M4302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ROAD MACHINERY & SUPPLIES CO WRAP BENEFIT PLANFully InsuredHEALTHPARTNERS INSURANCE COMPANY$4.4M5302025
Retirement plans
Welfare plans
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