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Sponsor portfolioTH

REAL FOUNDATIONS, INC.

EIN 75-2880162-non-profit organization management-Latest filing 2024
Plans
2
Retirement
1
$31.4M assets
Welfare
1
$531K premiums
Participants
296
5050 QUORUM DR SUITE 700 - DALLAS, TX 75254646-825-7984real-foundation.orgLinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$31.4M - 176 part#501Fully Insured-$531K - 123 lives

Benefits portfolio analytics

1 plan / $531K premiums / 123 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$518K
  • Dental$336K
  • Vision$336K
  • Life$336K
  • Short-term disability$336K
  • Long-term disability$336K
  • +1 more
Total $531K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA63%
  • STANDARD INSURANCE COMPANY18%
  • PETERSEN INTERNATIONAL UNDERWRITERS9%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • TELADOC2%
Total $531K5 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • MARSH & MCLENNAN AGENCY LLC57%
  • WESTON BRYAN14%
  • REED HEADLEY SCHNITTKER12%
  • KEVIN M PAILET10%
  • VIRGINIA LEDER-CLARK2%
  • +3 more
Total $90K8 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

REAL FOUNDATIONS, INC. 401(K) PLAN

401k

Assets$31.4M
Participants176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

REAL FOUNDATIONS, INC. WELFARE BENEFITS PLAN

Fully Insured - GUARDIAN LIFE INSURANCE COMPANY

Premiums$531K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001REAL FOUNDATIONS, INC. 401(K) PLAN401k$31.4M1762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501REAL FOUNDATIONS, INC. WELFARE BENEFITS PLANFully InsuredGUARDIAN LIFE INSURANCE COMPANY$531K1232024
Retirement plans
Welfare plans
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