PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. RE INVESTMENT COMPANY, LLC
Sponsor portfolio

RE INVESTMENT COMPANY, LLC

EIN 47-2175787-Latest filing 2025
Plans
2
Retirement
1
$8.7M assets
Welfare
1
$244K premiums
Participants
703
2414 US HIGHWAY 2 EAST - KALISPELL, MT 59901406-758-2022
Plans on this EIN
2 filings
#001401k-$8.7M - 378 part#501Mixed-$244K - 372 lives

Benefits portfolio analytics

1 plan / $244K premiums / 372 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$125K
  • Vision$119K
  • Life$119K
  • Other$119K
Total $244K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • BLUE CROSS OF CALIFORNIA51%
  • DEARBORN LIFE INSURANCE COMPANY49%
Total $244K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $14K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RE INVESTMENTS 401(K) PLAN

401k

Assets$8.7M
Participants378
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RE INVESTMENT COMPANY LLC HEALTH & WELFARE PLAN

Mixed - BLUECROSS BLUESHIELD OF MONTANA

Premiums$244K
Covered lives372
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RE INVESTMENTS 401(K) PLAN401k$8.7M3782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RE INVESTMENT COMPANY LLC HEALTH & WELFARE PLANMixedBLUECROSS BLUESHIELD OF MONTANA$244K3722025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica