Carrier market share
Premium dollars by Schedule A carrier
100%top
- BLUE CROSS OF CALIFORNIA100%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Sponsor portfolioTH
RMB CAPITAL MANAGEMENT, LLC
EIN 59-3792751Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$40.2M assets
Welfare
1
$233K premiums
Participants
220
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $233K premiums / 303 covered livesMulti-vendor
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RMB CAPITAL MANAGEMENT, LLC SAVINGS PLAN
401k
Assets$40.2M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
RMB CAPITAL MANAGEMENT, LLC EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$233K
Covered lives303
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RMB CAPITAL MANAGEMENT, LLC SAVINGS PLAN | 401k | $40.2M | 220 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | RMB CAPITAL MANAGEMENT, LLC EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $233K | 303 | 2024 |
Retirement plans
Welfare plans