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Sponsor portfolio

RETAIL CONCEPTS, INC.

EIN 74-2120086-retail-Latest filing 2025
Plans
2
Retirement
1
$8.8M assets
Welfare
1
$221K premiums
Participants
824
10225 MULA ROAD, SUITE 120 - STAFFORD, TX 77477281-340-5000LinkedIn501-1000 employeesretail
Plans on this EIN
2 filings
#003401k-$8.8M - 532 part#501Mixed-$221K - 292 lives

Benefits portfolio analytics

1 plan / $221K premiums / 292 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$221K
  • Dental$175K
  • Vision$175K
  • Life$175K
  • Short-term disability$175K
  • Long-term disability$175K
Total $221K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA79%
  • SUN LIFE ASSURANCE COMPANY OF CANADA21%
Total $221K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $37K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

RETAIL CONCEPTS, INC. 401(K) PLAN

401k

Assets$8.8M
Participants532
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RETAIL CONCEPTS HEALTH AND WELFARE PLAN

Mixed - GUARDIAN LIFE INSURANCE CO OF AMERICA

Premiums$221K
Covered lives292
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003RETAIL CONCEPTS, INC. 401(K) PLAN401k$8.8M5322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RETAIL CONCEPTS HEALTH AND WELFARE PLANMixedGUARDIAN LIFE INSURANCE CO OF AMERICA$221K2922025
Retirement plans
Welfare plans
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