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  2. RESOURCING EDGE I, LLC
Sponsor portfolio

RESOURCING EDGE I, LLC

EIN 46-3045894-human resources-Latest filing 2024
Plans
3
Retirement
2
$366.6M assets
Welfare
1
$76.3M premiums
Participants
39,633
1309 RIDGE RD, SUITE 200 - ROCKWALL, TX 75087877-703-8010LinkedIn1-10 employeeshuman resources
Plans on this EIN
3 filings
#002401k-$321.3M - 12,157 part#333401k-$45.3M - 2,166 part#507Mewa-$76.3M - 25,074 lives

Retirement portfolio analytics

2 plans aggregated / $366.6M assets / 14,323 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • EDGE RETIREMENT Savings (#002)88%
  • SERVICES, INC. 401(K) (#333)12%
Total $366.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
88%top
  • SLAVIC INTEGRATED ADMINISTRATION88%
  • (Not disclosed)12%
Total $366.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EDGE RETIREMENT Savings (#002)12,157
  • SERVICES, INC. 401(K) (#333)2,166
Total 14,323Click row to drill in

Benefits portfolio analytics

1 plan / $76.3M premiums / 25,074 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$64.2M
  • Dental$12.0M
  • Vision$12.0M
  • Life$12.0M
  • Short-term disability$12.0M
  • Long-term disability$12.0M
  • +1 more
Total $76.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • UNITED HEALTHCARE INSURANCE COMPANY80%
  • METROPOLITAN LIFE INSURANCE COMPANY18%
  • KAISER FOUNDATION HEALTH PLAN INC2%
Total $76.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • TCTK SERVICES LLC87%
  • CENTRO BENEFITS RESEARCH LLC12%
  • EOI SERVICE COMPANY INC1%
Total $5.5M3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

RESOURCING EDGE RETIREMENT SAVINGS PLAN

401k

Assets$321.3M
Participants12,157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#333

CBR MANAGEMENT SERVICES, INC. 401(K) PLAN

401k

Assets$45.3M
Participants2,166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

RESOURCING EDGE WELFARE BENEFIT PLAN

Mewa - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$76.3M
Covered lives25,074
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RESOURCING EDGE RETIREMENT SAVINGS PLAN401k$321.3M12,1572024
333CBR MANAGEMENT SERVICES, INC. 401(K) PLAN401k$45.3M2,1662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507RESOURCING EDGE WELFARE BENEFIT PLANMewaUNITED HEALTHCARE INSURANCE COMPANY$76.3M25,0742024
Retirement plans
Welfare plans
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