PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. RISI, INC.
Sponsor portfolio

RISI, INC.

EIN 51-0396095-Information-Latest filing 2024
Plans
8
Retirement
1
$34.0M assets
Welfare
7
$2.7M premiums
Participants
399
1 VAN DE GRAAF DRIVE, SUITE 601 - BURLINGTON, MA 01803800-835-5097
Plans on this EIN
8 filings
#001401k-$34.0M - 241 part#501Fully Insured-$2.4M - 301 lives#502Fully Insured-$202K - 127 lives#507Fully Insured-$48K - 155 lives#506Fully Insured-$40K - 155 lives#504Fully Insured-$38K - 155 lives#505Fully Insured-$17K - 81 lives#503Fully Insured-$15K - 110 lives

Benefits portfolio analytics

7 plans / $2.7M premiums / 1,084 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Dental$202K
  • Life$55K
  • Long-term disability$48K
  • Short-term disability$40K
  • Other$38K
  • +1 more
Total $2.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • HARVARD PILGRIM HEALTH CARE87%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY13%
Total $2.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • USI INSURANCE SERVICES LLC78%
  • AON CONSULTING INC22%
Total $129K2 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

FASTMARKETS SAVINGS AND INVESTMENT PLAN

401k

Assets$34.0M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RISI / FASTMARKETS EMPLOYEE BENEFITS PLAN

Fully Insured - HARVARD PILGRIM HEALTH CARE

Premiums$2.4M
Covered lives301
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

RISI FASTMARKETS DENTAL

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$202K
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

RISI FASTMARKETS LTD

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$48K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

RISI FASTMARKETS SHORT TERM DISABILITY

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$40K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

RISI FASTMARKETS LIFE

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$38K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

RISI FASTMARKETS VOL LIFE

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$17K
Covered lives81
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

RISI FASTMARKETS VISION

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$15K
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FASTMARKETS SAVINGS AND INVESTMENT PLAN401k$34.0M2412024

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RISI / FASTMARKETS EMPLOYEE BENEFITS PLANFully InsuredHARVARD PILGRIM HEALTH CARE$2.4M3012024
502RISI FASTMARKETS DENTALFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$202K1272024
507RISI FASTMARKETS LTDFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$48K1552024
506RISI FASTMARKETS SHORT TERM DISABILITYFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$40K1552024
504RISI FASTMARKETS LIFEFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$38K1552024
505RISI FASTMARKETS VOL LIFEFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$17K812024
503RISI FASTMARKETS VISIONFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$15K1102024
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