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
Sponsor portfolio
RFG ADVISORY LLC
EIN 45-2787436Latest filing 2025
Plans
2
Retirement
1
$3.3M assets
Welfare
1
$1.5M premiums
Participants
216
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 206 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
Broker market share
Schedule A broker compensation
100%top
- HIGGINBOTHAM INS AGENCY INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RFG ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$3.3M
Participants100
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
RFG ADVISORY HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA
Premiums$1.5M
Covered lives206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RFG ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $3.3M | 100 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans