Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$398K
- Dental$170K
- Vision$170K
- Life$170K
- Long-term disability$170K
- Other$37K
Sponsor portfolioTH
RISEMARK HOLDINGS, LLC
EIN 81-3131289medical practiceLatest filing 2025
Plans
4
Retirement
1
$7.1M assets
Welfare
3
$1.9M premiums
Participants
544
Benefits portfolio analytics
3 plans / $1.9M premiums / 533 covered livesCarrier market share
Premium dollars by Schedule A carrier
66%top
- UNITED STATES FIRE INSURANCE COMPANY66%
- PRINCIPAL LIFE INSURANCE COMPANY28%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
60%top
- SWARTZBAUGH-FARBER & ASSOCIATES INC60%
- GIS BENEFITS INC25%
- ALKEME INSURANCE SERVICES INC15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RISEMARK 401(K) PROFIT SHARING PLAN
401k
Assets$7.1M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
RISEMARK HOLDINGS MEDICAL PLAN
Fully Insured - BLUECROSS BLUE SHIELD OF NEBRASKA
Premiums$1.3M
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
RISEMARK HOLDINGS, LLC EMPLOYEE BENEFIT PLAN
Mixed - CRUM & FORSTER
Premiums$605K
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
RISEMARK HOLDINGS DENTAL VISION LIFE AND DISABILITY PLANS
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$57K
Covered lives135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RISEMARK 401(K) PROFIT SHARING PLAN | 401k | $7.1M | 164 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | RISEMARK HOLDINGS MEDICAL PLAN | Fully Insured | BLUECROSS BLUE SHIELD OF NEBRASKA | $1.3M | 169 | 2024 | |
| 501 | RISEMARK HOLDINGS, LLC EMPLOYEE BENEFIT PLAN | Mixed | CRUM & FORSTER | $605K | 229 | 2025 | |
| 509 | RISEMARK HOLDINGS DENTAL VISION LIFE AND DISABILITY PLANS | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $57K | 135 | 2024 |
Retirement plans
Welfare plans