Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RUBICON LLC
EIN 72-0927730chemicalsLatest filing 2025
Plans
3
Retirement
2
$392.9M assets
Welfare
1
$828K premiums
Participants
1,971
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $392.9M assets / 1,194 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
55%top
- (Not disclosed)55%
- CHARLES SCHWAB & CO., INC.45%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $828K premiums / 748 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$485K
- Life$469K
- Long-term disability$255K
- Vision$87K
Carrier market share
Premium dollars by Schedule A carrier
89%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY89%
- VISION SERVICE PLAN11%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
- REUBEN WARNER ASSOCIATES, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RUBICON LLC RETIREMENT PLAN
TraditionalDB
Assets$216.8M
Participants638
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RUBICON LLC SAVINGS PLAN FOR SALARIED EMPLOYEES
401k
Assets$176.1M
Participants556
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
RUBICON LLC EMPLOYEE BENEFIT HEALTH & WELFARE PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$828K
Covered lives748
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RUBICON LLC RETIREMENT PLAN | TraditionalDB | $216.8M | 638 | 2024 | |
| 002 | RUBICON LLC SAVINGS PLAN FOR SALARIED EMPLOYEES | 401k | $176.1M | 556 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | RUBICON LLC EMPLOYEE BENEFIT HEALTH & WELFARE PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $828K | 748 | 2025 |
Retirement plans
Welfare plans