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Sponsor portfolio

RKD GROUP, LLC

EIN 47-5152075-philanthropy-Latest filing 2025
Plans
2
Retirement
1
$38.8M assets
Welfare
1
$480K premiums
Participants
1,164
2701 DALLAS PARKWAY, SUITE 650 - PLANO, TX 75093508-474-2141rkdgroup.comLinkedIn201-500 employeesphilanthropy
Plans on this EIN
2 filings
#001401k-$38.8M - 656 part#502Mixed-$480K - 562 lives

Benefits portfolio analytics

1 plan / $480K premiums / 562 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$417K
  • Other$417K
  • Short-term disability$396K
  • Long-term disability$396K
  • Vision$63K
Total $480K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY83%
  • EYEMED VISION CARE13%
  • BOSTON MUTUAL LIFE INSURANCE COMPANY4%
Total $480K3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • GALLAGHER BENEFIT SERVICES, INC.98%
  • STEPHEN SNOW2%
  • ACCESS ENROLL0%
Total $47K3 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

RKD GROUP, LLC 401(K) PLAN

401k

Assets$38.8M
Participants656
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

RKD GROUP, LLC. HEALTH AND WELFARE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$480K
Covered lives562
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RKD GROUP, LLC 401(K) PLAN401k$38.8M6562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502RKD GROUP, LLC. HEALTH AND WELFARE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$480K5622025
Retirement plans
Welfare plans
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