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  2. RAY, DOUGLAS, ANN AND PATRICK INC.
Sponsor portfolio

RAY, DOUGLAS, ANN AND PATRICK INC.

EIN 68-0366849-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
1
$3.6M assets
Welfare
1
$1.6M premiums
Participants
303
1420 SOUTH MILLS AVE., M - LODI, CA 95242209-333-3400
Plans on this EIN
2 filings
#001401k-$3.6M - 156 part#502Fully Insured-$1.6M - 204 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 204 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$101K
  • Life$43K
  • Vision$13K
  • Other$4K
Total $1.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • BLUE CROSS OF CALIFORNIA68%
  • KAISER FOUNDATION HEALTH PLAN INC22%
  • DELTA DENTAL OF CALIFORNIA6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • VISION SERVICE PLAN1%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • ACRISURE LLC92%
  • FILICE INSURANCE AGENCY8%
Total $99K2 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

RPM COMPANY 401(K) PLAN

401k

Assets$3.6M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

RPM COMPANY CONSOLIDATED WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.6M
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RPM COMPANY 401(K) PLAN401k$3.6M1562025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502RPM COMPANY CONSOLIDATED WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.6M2042025
Retirement plans
Welfare plans
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