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  2. RECON MANAGEMENT SERVICES, INC.
Sponsor portfolio

RECON MANAGEMENT SERVICES, INC.

EIN 72-1290983-mechanical or industrial engineering-Latest filing 2025
Plans
3
Retirement
2
$72.8M assets
Welfare
1
$9.2M premiums
Participants
2,279
1907 RUTH STREET - SULPHUR, LA 70663337-583-1228recon-group.comLinkedIn501-1000 employeesmechanical or industrial engineering
Plans on this EIN
3 filings
#001401k-$60.7M - 867 part#002ESOP-$12.1M - 751 part#501Fully Insured-$9.2M - 1,093 lives

Retirement portfolio analytics

2 plans aggregated / $72.8M assets / 1,618 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • RECON 401K PLAN (#001)83%
  • EMPLOYEE STOCK OWNERSHIP (#002)17%
Total $72.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
83%top
  • AMERICAN UNITED LIFE INSURANCE CO83%
  • (Not disclosed)17%
Total $72.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RECON 401K PLAN (#001)867
  • EMPLOYEE STOCK OWNERSHIP (#002)751
Total 1,618Click row to drill in

Benefits portfolio analytics

1 plan / $9.2M premiums / 1,093 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.6M
  • Other$1.0M
  • Life$947K
  • Short-term disability$947K
  • Long-term disability$947K
  • Dental$605K
  • +1 more
Total $9.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • BLUE CROSS OF CALIFORNIA82%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY10%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $9.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • HUB INTERNATIONAL MIDWEST LIMITED47%
  • GREGORY BENEFITS & CONULTING LLC34%
  • GIS BENEFITS INC13%
  • GROUP INSURANCE SERVICES INC3%
  • FMLASOURCE INC2%
Total $569K5 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

RECON 401K PLAN

401k

Assets$60.7M
Participants867
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RECON MANAGEMENT SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$12.1M
Participants751
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RECON MANAGEMENT SERVICES INC EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF LOUISIANA

Premiums$9.2M
Covered lives1,093
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RECON 401K PLAN401k$60.7M8672024
002RECON MANAGEMENT SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$12.1M7512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RECON MANAGEMENT SERVICES INC EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF LOUISIANA$9.2M1,0932025
Retirement plans
Welfare plans
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