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Sponsor portfolio

THE RICHARDS GROUP, INC.

EIN 75-1212662-Latest filing 2025
Plans
2
Retirement
1
$187.9M assets
Welfare
1
$49K premiums
Participants
853
2700 COMMERCE STREET, SUITE 100A - DALLAS, TX 75226214-891-5700
Plans on this EIN
2 filings
#001ProfitSharing-$187.9M - 674 part#501Mixed-$49K - 179 lives

Benefits portfolio analytics

1 plan / $49K premiums / 179 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$30K
  • Life$27K
  • Vision$19K
Total $49K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • SYMETRA LIFE INSURANCE COMPANY56%
  • UNITED HEALTHCARE INSURANCE COMPANY39%
  • UNITEDHEALTHCARE INSURANCE COMPANY5%
Total $49K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $8K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TRG 401(K) AND PROFIT SHARING PLAN

ProfitSharing

Assets$187.9M
Participants674
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE RICHARDS GROUP, INC. EMPLOYEE HEALTH AND WELFARE PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$49K
Covered lives179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRG 401(K) AND PROFIT SHARING PLANProfitSharing$187.9M6742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE RICHARDS GROUP, INC. EMPLOYEE HEALTH AND WELFARE PLANMixedSYMETRA LIFE INSURANCE COMPANY$49K1792025
Retirement plans
Welfare plans
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