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  2. RISE COMPANIES CORP.
Sponsor portfolio

RISE COMPANIES CORP.

EIN 45-4862460-Real Estate and Rental and Leasing-Latest filing 2024
Plans
3
Retirement
1
$26.6M assets
Welfare
2
$944K premiums
Participants
826
11 DUPONT CIR NW, 9TH FLOOR - WASHINGTON DC, DC 20036202-584-0550risesecuritiesllc.comLinkedIn1-10 employees
Plans on this EIN
3 filings
#001401k-$26.6M - 341 part#501Fully Insured-$475K - 241 lives#502Fully Insured-$469K - 233 lives

Benefits portfolio analytics

2 plans / $944K premiums / 474 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$475K
  • Vision$475K
  • Life$475K
  • Short-term disability$475K
  • Long-term disability$475K
  • Other$475K
  • +2 more
Total $944K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA50%
  • UNITEDHEALTHCARE INSURANCE COMPANY49%
  • HAWAII MEDICAL SERVICE ASSOCIATION0%
Total $944K3 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • ARMFIELD HARRISON & THOMAS60%
  • ACRISURE LLC33%
  • THE BALDWIN GROUP WEST LLC7%
Total $77K3 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

FUNDRISE 401(K) PLAN

401k

Assets$26.6M
Participants341
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RISE COMPANIES CORP. FUNDRISE HEALTH & WELFARE EMPLOYEE BENEFIT PLAN

Fully Insured - GUARDIAN LIFE INSURANCE COMPANY

Premiums$475K
Covered lives241
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

RISE COMPANIES CORP. GROUP MEDICAL PLAN

Fully Insured - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)

Premiums$469K
Covered lives233
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FUNDRISE 401(K) PLAN401k$26.6M3412024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RISE COMPANIES CORP. FUNDRISE HEALTH & WELFARE EMPLOYEE BENEFIT PLANFully InsuredGUARDIAN LIFE INSURANCE COMPANY$475K2412024
502RISE COMPANIES CORP. GROUP MEDICAL PLANFully InsuredOPTUM HEALTH (UNIMERICA INSURANCE COMPANY)$469K2332024
Retirement plans
Welfare plans
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