Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RSR GROUP, INC.
EIN 59-2958389wholesaleLatest filing 2025
Plans
3
Retirement
2
$410.6M assets
Welfare
1
$502K premiums
Participants
1,454
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $410.6M assets / 1,028 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $502K premiums / 726 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$282K
- Vision$282K
- Life$220K
- Short-term disability$220K
- Long-term disability$220K
- Other$220K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
85%top
- MCGRIFF INSURANCE SERVICES INC85%
- BB&T INSURANCE SERVICES, INC.15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
RSR EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$386.1M
Participants518
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
RSR 401(K) RETIREMENT PLAN
401k
Assets$24.6M
Participants510
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
RSR GROUP, INC. WELFARE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$502K
Covered lives726
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RSR EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $386.1M | 518 | 2025 | |
| 001 | RSR 401(K) RETIREMENT PLAN | 401k | $24.6M | 510 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | RSR GROUP, INC. WELFARE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $502K | 726 | 2024 |
Retirement plans
Welfare plans