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Sponsor portfolioTH

RISE, INC.

EIN 41-0972476-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$14.4M assets
Welfare
1
$226K premiums
Participants
1,200
6499 UNIVERSITY AVE. NE, SUITE 200 - FRIDLEY, MN 55432763-783-2817rise.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$14.4M - 848 part#501Mixed-$226K - 352 lives

Benefits portfolio analytics

1 plan / $226K premiums / 352 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$205K
  • Short-term disability$205K
  • Long-term disability$205K
  • Other$205K
  • Vision$21K
Total $226K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA91%
  • VISION SERVICE PLAN9%
Total $226K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $18K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RISE, INC. 401(K) SAVINGS PLAN

401k

Assets$14.4M
Participants848
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RISE INC. FLEXIBLE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$226K
Covered lives352
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RISE, INC. 401(K) SAVINGS PLAN401k$14.4M8482025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RISE INC. FLEXIBLE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$226K3522025
Retirement plans
Welfare plans
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