Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.5M
- Health$1.4M
- Dental$1.4M
- Prescription drug$1.4M
- Vision$146K
- Life$146K
- +2 more
Filings through .
RFG Advisory Group LLC
EIN 45-2787436Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$5.2M assets
Health & Benefits
1
$1.5M premiums
Participants
229
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.5M premiums / 206 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
RFG ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k)
Assets$5.2M
Participants113
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
RFG ADVISORY HEALTH AND WELFARE PLAN
Fully insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA
Premiums$1.5M
Covered lives206
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | RFG ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $5.2M | 113 | 2025 |
- #001 · 401(k) · 2025113
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | RFG ADVISORY HEALTH AND WELFARE PLAN | Fully insured | BLUE CROSS AND BLUE SHIELD OF ALABAMA | $1.5M | 206 | 2025 |
- #501 · Fully insured · BLUE CROSS AND BLUE SHIELD OF ALABAMA · 2025206
Retirement plans
Health & Benefits plans