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Sponsor portfolio

ROAD & RAIL SERVICES, LLC

EIN 62-1699728-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$1.2M premiums
Participants
3,125
4233 BARDSTOWN ROAD, SUITE 200 - LOUISVILLE, KY 40218502-495-6688roadandrail.comLinkedIn1001-5000 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$4.3M - 1,185 part#501Mixed-$1.2M - 2,809 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 2,809 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$816K
  • Life$816K
  • Short-term disability$816K
  • Long-term disability$816K
  • Other$816K
  • Dental$409K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • PRINCIPAL LIFE INSURANCE COMPANY67%
  • AMERITAS LIFE INSURANCE CORP.33%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • TIMOTHY RAYMOND PEARSE47%
  • ASSUREDPARTNERS47%
  • PROFESSIONAL BENEFIT SERVICES, INC.6%
Total $95K3 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

ROAD & RAIL SERVICES LLC 401K PLAN

401k

Assets$4.3M
Participants1,185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROAD & RAIL SERVICES, LLC WRAP AROUND WELFARE BENEFITS PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives2,809
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROAD & RAIL SERVICES LLC 401K PLAN401k$4.3M1,1852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROAD & RAIL SERVICES, LLC WRAP AROUND WELFARE BENEFITS PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$1.2M2,8092025
Retirement plans
Welfare plans
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