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Sponsor portfolio

THE RIVERWOODS GROUP

EIN 45-1450956-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$26.2M assets
Welfare
1
$1.1M premiums
Participants
1,401
121 TECHNOLOGY DRIVE SUITE A105 - DURHAM, NH 03824603-658-1121LinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$26.2M - 1,143 part#501Mixed-$1.1M - 525 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 525 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$799K
  • Life$306K
  • Short-term disability$306K
  • Other$306K
  • Vision$39K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • HM LIFE INSURANCE COMPANY70%
  • SUN LIFE ASSURANCE COMPANY OF CANADA27%
  • RED TREE INSURANCE COMPANY, INC.3%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • HP PLANNING LLC50%
  • GCG FINANCIAL LLC38%
  • GRANITE GROUP BENEFITS, LLC10%
  • COMBINED SERVICES LLC2%
Total $37K4 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

THE RIVERWOODS GROUP 403(B) PLAN

403b

Assets$26.2M
Participants1,143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RIVERWOODS GROUP WELFARE BENEFIT PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives525
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE RIVERWOODS GROUP 403(B) PLAN403b$26.2M1,1432025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RIVERWOODS GROUP WELFARE BENEFIT PLANMixedHM LIFE INSURANCE COMPANY$1.1M5252025
Retirement plans
Welfare plans
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