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Sponsor portfolio

REGIONAL MANAGEMENT CORP.

EIN 57-0847115-Latest filing 2025
Plans
2
Retirement
1
$42.6M assets
Welfare
1
$15.4M premiums
Participants
4,090
979 BATESVILLE ROAD, SUITE B - GREER, SC 29651864-448-7400
Plans on this EIN
2 filings
#001401k-$42.6M - 1,936 part#503Mixed-$15.4M - 2,287 lives

Benefits portfolio analytics

1 plan / $15.4M premiums / 2,287 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$13.9M
  • Other$856K
  • Life$431K
  • Short-term disability$352K
  • Long-term disability$138K
  • Vision$130K
Total $15.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITEDHEALTHCARE INSURANCE COMPANY87%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
  • KAISER FOUNDATION HEALTH PLAN INC3%
  • EYEMED VISION CARE1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $15.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • MARSH & MCLENNAN AGENCY LLC70%
  • WORKPLACE SOLUTIONS, INC.29%
  • AON CONSULTING INC1%
Total $188K3 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

REGIONAL MANAGEMENT CORP. SAVINGS & INVESTMENT PLAN

401k

Assets$42.6M
Participants1,936
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

REGIONAL MANAGEMENT CORP. HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$15.4M
Covered lives2,287
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001REGIONAL MANAGEMENT CORP. SAVINGS & INVESTMENT PLAN401k$42.6M1,9362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503REGIONAL MANAGEMENT CORP. HEALTH AND WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$15.4M2,2872025
Retirement plans
Welfare plans
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