Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.4M
- Prescription drug$4.4M
- Dental$364K
- Life$364K
- Long-term disability$364K
- Other$364K
- +1 more
Sponsor portfolio
RQI PARTNERS, LLC
EIN 83-0935798Latest filing 2025
Plans
2
Retirement
1
$17.4M assets
Welfare
1
$4.8M premiums
Participants
598
7272 GREENVILLE AVENUE, SUITE P2020 - DALLAS, TX 75232800-594-9935
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.8M premiums / 773 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- UNITEDHEALTHCARE INSURANCE COMPANY91%
- METROPOLITAN LIFE INSURANCE COMPANY8%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RQI PARTNERS RETIREMENT AND INVESTMENT PLAN
401k
Assets$17.4M
Participants269
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
RQI PARTNERS WELFARE BENEFITS PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$4.8M
Covered lives773
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RQI PARTNERS RETIREMENT AND INVESTMENT PLAN | 401k | $17.4M | 269 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | RQI PARTNERS WELFARE BENEFITS PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $4.8M | 773 | 2025 |
Retirement plans
Welfare plans