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Sponsor portfolio

RDG PLANNING & DESIGN, INC.

EIN 42-1338016-architecture & planning-Latest filing 2024
Plans
2
Retirement
1
$57.0M assets
Welfare
1
$726K premiums
Participants
661
301 GRAND AVENUE - DES MOINES, IA 50309515-288-3141rdgusa.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
2 filings
#001401k-$57.0M - 280 part#502Mixed-$726K - 216 lives

Benefits portfolio analytics

1 plan / $726K premiums / 216 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$506K
  • Dental$64K
  • Life$50K
  • Other$47K
  • Long-term disability$38K
  • Vision$21K
Total $726K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • HCC LIFE INSURANCE COMPANY70%
  • STANDARD INSURANCE COMPANY12%
  • DELTA DENTAL OF CALIFORNIA12%
  • WESTPORT INSURANCE CORPORATION5%
  • VERATRUS BENEFIT SOLUTIONS1%
Total $726K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HOLMES MURPHY & ASSOCIATES100%
Total $17K1 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

RDG PLANNING & DESIGN, INC. 401(K) RETIREMENT PLAN

401k

Assets$57.0M
Participants280
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

RDG PLANNING & DESIGN HEALTH PLAN

Mixed - TOKIO MARINE

Premiums$726K
Covered lives216
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RDG PLANNING & DESIGN, INC. 401(K) RETIREMENT PLAN401k$57.0M2802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502RDG PLANNING & DESIGN HEALTH PLANMixedTOKIO MARINE$726K2162024
Retirement plans
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