Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$108K
- Vision$108K
- Life$108K
- Other$108K
Sponsor portfolio
RIO BANK
EIN 74-2331408bankingLatest filing 2025
Plans
3
Retirement
1
$12.9M assets
Welfare
2
$108K premiums
Participants
664
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $108K premiums / 431 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
56%top
- RELATION INSURANCE SERVICES OF CA56%
- GIS BENEFITS INC36%
- HIGGINBOTHAM INS AGENCY INC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RIO BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN
ESOP
Assets$12.9M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#504
RIO BANK HEALTH AND WELFARE BENEFITS PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$108K
Covered lives431
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#501
RIO BANK EMPLOYEE BENEFITS
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RIO BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | ESOP | $12.9M | 250 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | RIO BANK HEALTH AND WELFARE BENEFITS PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $108K | 431 | 2025 | |
| 501 | RIO BANK EMPLOYEE BENEFITS | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans