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Sponsor portfolio

RUMSEY CONSTRUCTION, INC.

EIN 80-0868003-construction-Latest filing 2025
Plans
3
Retirement
2
$22.9M assets
Welfare
1
$63K premiums
Participants
303
4336 MARSH RIDGE RD. - CARROLLTON, TX 75010214-862-1946rumseyinc.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$19.7M - 93 part#001401k-$3.2M - 87 part#501Fully Insured-$63K - 123 lives

Retirement portfolio analytics

2 plans aggregated / $22.9M assets / 180 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • EMPLOYEE STOCK OWNERSHIP (#002)86%
  • PLAN & TRUST (#001)14%
Total $22.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)93
  • PLAN & TRUST (#001)87
Total 180Click row to drill in

Benefits portfolio analytics

1 plan / $63K premiums / 123 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$45K
  • Vision$45K
  • Life$45K
  • Other$45K
  • Health$18K
Total $63K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY71%
  • FRINGE BENEFIT GROUP29%
Total $63K2 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • EA LEGACY LLC50%
  • MARSH & MCLENNAN AGENCY LLC50%
Total $12K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

RUMSEY CONSTRUCTION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$19.7M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RUMSEY CONSTRUCTION, INC. 401(K) PLAN & TRUST

401k

Assets$3.2M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RUMSEY CONSTRUCTION EMPLOYEE BENEFIT PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$63K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RUMSEY CONSTRUCTION EMPLOYEE STOCK OWNERSHIP PLANESOP$19.7M932025
001RUMSEY CONSTRUCTION, INC. 401(K) PLAN & TRUST401k$3.2M872025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RUMSEY CONSTRUCTION EMPLOYEE BENEFIT PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$63K1232024
Retirement plans
Welfare plans
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