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Sponsor portfolio

ROBERT CHARLES LESSER & CO., LLC

EIN 52-2334830-Latest filing 2025
Plans
2
Retirement
1
$25.6M assets
Welfare
1
$12K premiums
Participants
246
4800 HAMPDEN LANE, SUITE 710 - BETHESDA, MD 20814240-644-1300
Plans on this EIN
2 filings
#002401k-$25.6M - 139 part#501Mixed-$12K - 110 lives

Benefits portfolio analytics

1 plan / $12K premiums / 110 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$7K
  • Other$4K
  • Life$2K
  • Long-term disability$1K
  • Vision$955
Total $12K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY61%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
  • ADVENTIST HEALTHCARE10%
  • VISION SERVICE PLAN8%
  • SUN LIFE ASSURANCE COMPANY OF CANADA8%
Total $12K5 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • RSC INSURANCE BROKERAGE INC72%
  • CENTERSTONE INSURANCE AND FINANCIAL23%
  • SELMAN & COMPANY, LLC6%
Total $2K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ROBERT CHARLES LESSER & CO., LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

401k

Assets$25.6M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROBERT CHARLES LESSER & CO., LLC (RCLCO) HEALTH AND WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$12K
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ROBERT CHARLES LESSER & CO., LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST401k$25.6M1392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROBERT CHARLES LESSER & CO., LLC (RCLCO) HEALTH AND WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$12K1102025
Retirement plans
Welfare plans
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