Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$123K
- Short-term disability$57K
- Long-term disability$49K
- Other$48K
- Life$44K
- Vision$18K
Sponsor portfolio
REALTERM US, INC.
EIN 52-2097545real estateLatest filing 2025
Plans
2
Retirement
1
$24.2M assets
Welfare
1
$295K premiums
Participants
382
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $295K premiums / 181 covered livesCarrier market share
Premium dollars by Schedule A carrier
51%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY51%
- UNITED CONCORDIA INSURANCE COMPANY42%
- VISION SERVICE PLAN6%
- ZURICH AMERICAN INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
89%top
- CBIZ BENEFITS & INSURANCE SERVICES89%
- FMLASOURCE INC10%
- CORNERSTONE INSURANCE & FINANCIAL1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
REALTERM US, INC. 401(K) PLAN
401k
Assets$24.2M
Participants201
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
REALTERM US, INC. EMPLOYEE BENEFITS PLAN
Mixed - UNITED CONCORDIA INSURANCE COMPANY
Premiums$295K
Covered lives181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | REALTERM US, INC. 401(K) PLAN | 401k | $24.2M | 201 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | REALTERM US, INC. EMPLOYEE BENEFITS PLAN | Mixed | UNITED CONCORDIA INSURANCE COMPANY | $295K | 181 | 2025 |
Retirement plans
Welfare plans