Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$358K
- Life$333K
- Short-term disability$276K
- Long-term disability$276K
- Dental$168K
- Vision$27K
Sponsor portfolio
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES
EIN 46-4489444financial servicesLatest filing 2025
Plans
2
Retirement
1
$24.5M assets
Welfare
1
$554K premiums
Participants
238
360 KINGSLEY PARK DRIVE, SUITE 100 - FORT MILL, SC 29715704-816-8015financialresourcesgroup.netLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $554K premiums / 389 covered livesCarrier market share
Premium dollars by Schedule A carrier
65%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA65%
- DELTA DENTAL OF CALIFORNIA30%
- VISION SERVICE PLAN5%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT
401k
Assets$24.5M
Participants238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES LLC PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$554K
Covered lives389
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT | 401k | $24.5M | 238 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FINANCIAL RESOURCES GROUP INVESTMENT SERVICES LLC PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $554K | 389 | 2025 |
Retirement plans
Welfare plans