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Sponsor portfolio

BENEFIT AND RISK MANAGEMENT SERVICES, INC.

EIN 68-0306908-Latest filing 2025
Plans
2
Retirement
1
$12.6M assets
Welfare
1
$113K premiums
Participants
551
80 IRON POINT CIR STE 200 - FOLSOM, CA 956308593916-467-1400
Plans on this EIN
2 filings
#001401k-$12.6M - 301 part#501Mixed-$113K - 249 lives

Benefits portfolio analytics

1 plan / $113K premiums / 249 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$113K
  • Life$74K
Total $113K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA65%
  • ANTHEM LIFE INSURANCE COMPANY35%
Total $113K2 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

BENEFIT AND RISK MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$12.6M
Participants301
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BENEFIT AND RISK MANAGEMENT SERVICES, INC. WELFARE

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$113K
Covered lives249
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BENEFIT AND RISK MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$12.6M3012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BENEFIT AND RISK MANAGEMENT SERVICES, INC. WELFAREMixedSUN LIFE ASSURANCE COMPANY OF CANADA$113K2492025
Retirement plans
Welfare plans
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