Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RSM PUERTO RICO
EIN 66-0388756Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$10.5M assets
Welfare
1
$1.2M premiums
Participants
448
PO BOX 10528 - SAN JUAN, PR 00918787-751-6164
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $10.5M assets / 276 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.2M premiums / 172 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$1.2M
- Vision$1.2M
- Life$1.2M
- Prescription drug$1.2M
Carrier market share
Premium dollars by Schedule A carrier
100%top
- TRIPLE S SALUD, INC.100%
Broker market share
Schedule A broker compensation
100%top
- CGF INSURANCE 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
RSM PUERTO RICO 1081. 01 RETIREMENT PLAN
ProfitSharing
Assets$5.7M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#014
RSM PUERTO RICO PROFIT SHARING RETIREMENT PLAN
ProfitSharing
Assets$4.8M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
RSM PUERTO RICO HEALTH PLAN
Fully Insured - TRIPLE-S SALUD INC
Premiums$1.2M
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RSM PUERTO RICO 1081. 01 RETIREMENT PLAN | ProfitSharing | $5.7M | 266 | 2025 | |
| 014 | RSM PUERTO RICO PROFIT SHARING RETIREMENT PLAN | ProfitSharing | $4.8M | 10 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | RSM PUERTO RICO HEALTH PLAN | Fully Insured | TRIPLE-S SALUD INC | $1.2M | 172 | 2025 |
Retirement plans
Welfare plans