Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Dental$148K
- Life$119K
- Other$119K
- Long-term disability$58K
- Short-term disability$27K
- +1 more
Sponsor portfolio
RICH & CARTMILL, INC.
EIN 73-0737979insuranceLatest filing 2025
Plans
2
Retirement
1
$16.2M assets
Welfare
1
$2.5M premiums
Participants
416
2738 E. 51ST STREET, STE 400 - TULSA, OK 741056227918-743-8811rcins.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 278 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- UNITED OF OMAHA LIFE INSURANCE COMPANY8%
- DELTA DENTAL OF CALIFORNIA6%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- RICH & CARTMILL, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
RICH & CARTMILL, INC. 401(K) PLAN
401k
Assets$16.2M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
RICH & CARTMILL, INC. WELFARE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA
Premiums$2.5M
Covered lives278
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RICH & CARTMILL, INC. 401(K) PLAN | 401k | $16.2M | 138 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | RICH & CARTMILL, INC. WELFARE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF OKLAHOMA | $2.5M | 278 | 2025 |
Retirement plans
Welfare plans