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Sponsor portfolio

THE RFA GROUP, INC.

EIN 47-5512830-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$39.9M assets
Welfare
1
$203K premiums
Participants
1,083
12986 VALLEY VIEW ROAD - EDEN PRAIRIE, MN 55344952-843-2700rfagroupinc.comLinkedIn501-1000 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$39.9M - 639 part#506Mixed-$203K - 444 lives

Benefits portfolio analytics

1 plan / $203K premiums / 444 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$177K
  • Short-term disability$177K
  • Long-term disability$177K
  • Other$177K
  • Vision$26K
Total $203K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA87%
  • EYEMED VISION CARE13%
Total $203K2 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • DIGITAL INSURANCE LLC93%
  • CENTRO BENEFITS RESEARCH LLC7%
Total $40K2 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

THE RFA GROUP RETIREMENT SAVINGS PLAN

401k

Assets$39.9M
Participants639
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

THE RFA GROUP WELFARE BENEFITS PLAN

Mixed - GUARDIAN

Premiums$203K
Covered lives444
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE RFA GROUP RETIREMENT SAVINGS PLAN401k$39.9M6392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506THE RFA GROUP WELFARE BENEFITS PLANMixedGUARDIAN$203K4442025
Retirement plans
Welfare plans
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