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Sponsor portfolio

REVITALIZE CAPITAL, LLC

EIN 46-1503384-venture capital & private equity-Latest filing 2025
Plans
2
Retirement
1
$10.6M assets
Welfare
1
$211K premiums
Participants
401
4440 CREEK RD - CINCINNATI, OH 45242513-241-1865revitalizecap.comLinkedIn1-10 employeesventure capital & private equity
Plans on this EIN
2 filings
#001401k-$10.6M - 242 part#501Mixed-$211K - 204 lives

Benefits portfolio analytics

1 plan / $211K premiums / 204 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$117K
  • Life$98K
  • Short-term disability$98K
  • Long-term disability$98K
  • Dental$81K
  • Vision$13K
Total $211K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • AMERICAN UNITED LIFE INSURANCE COMPANY47%
  • DELTA DENTAL OF CALIFORNIA39%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY6%
Total $211K4 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • HUB INTERNATIONAL MIDWEST LIMITED93%
  • HORAN ASSOCIATES INC.7%
Total $21K2 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

REVITALIZE CAPITAL, LLC 401(K) PLAN

401k

Assets$10.6M
Participants242
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

REVITALIZE CAPITAL, LLC WELFARE BENEFITS PLAN

Mixed - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$211K
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001REVITALIZE CAPITAL, LLC 401(K) PLAN401k$10.6M2422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501REVITALIZE CAPITAL, LLC WELFARE BENEFITS PLANMixedAMERICAN UNITED LIFE INSURANCE COMPANY$211K2042025
Retirement plans
Welfare plans
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