Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
RSM US LLP
EIN 42-0714325Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
4
Retirement
2
$3.50B assets
Welfare
2
$11.9M premiums
Participants
50,888
4650 E 53RD STREET - DAVENPORT, IA 52807563-333-2220
Retirement portfolio analytics
2 plans aggregated / $3.50B assets / 22,870 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $11.9M premiums / 20,899 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.5M
- Life$3.4M
- Long-term disability$2.8M
- Health$2.7M
- Prescription drug$2.3M
- Dental$389K
Carrier market share
Premium dollars by Schedule A carrier
51%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA51%
- KAISER FOUNDATION HEALTH PLAN INC19%
- MODERN HEALTH17%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
- LIFE INSURANCE COMPANY OF NORTH AMERICA3%
- +3 more
Broker market share
Schedule A broker compensation
58%top
- AON CONSULTING INC58%
- REUBEN WARNER ASSOCIATES, INC.42%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE RSM US LLP RETIREMENT PLAN
401k
Assets$3.38B
Participants21,754
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
RSM US LLP MARKET BASED CASH BALANCE PLAN
CashBalance
Assets$121.4M
Participants1,116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
RSM US LLP HEALTH AND WELFARE PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$11.9M
Covered lives20,899
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
RSM US LLP SEVERANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE RSM US LLP RETIREMENT PLAN | 401k | $3.38B | 21,754 | 2024 | |
| 004 | RSM US LLP MARKET BASED CASH BALANCE PLAN | CashBalance | $121.4M | 1,116 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | RSM US LLP HEALTH AND WELFARE PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $11.9M | 20,899 | 2024 | |
| 511 | RSM US LLP SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans