PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Rheovest HR, LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Rheovest HR, LLC

EIN 83-1202345-oil & energy-Latest filing 2025
Plans
3
Retirement
1
$9.4M assets
Health & Benefits
2
$1.7M premiums
Participants
632
3090 STAGE COACH RD. - KEITHVILLE, LA 71078318-865-8568rheovest.comLinkedIn51-200 employeesoil & energy
Plans on this EIN
3 filings
#001401(k)-$9.4M - 251 part#501Fully insured-$1.5M - 160 lives#502Fully insured-$194K - 221 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $1.7M premiums / 381 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$194K
  • Vision$194K
  • Life$194K
  • Long-term disability$194K
Total $1.7M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

RHEOVEST HR, LLC 401(K) PLAN

401(k)

Assets$9.4M
Participants251
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

RHEOVEST HR, LLC HEALTH & WELFARE PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.5M
Covered lives160
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

RHEOVEST HR, LLC BENEFITS PLAN

Fully insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$194K
Covered lives221
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001RHEOVEST HR, LLC 401(K) PLAN401(k)$9.4M2512025
  • RHEOVEST HR, LLC 401(K) PLAN$9.4M
    #001 · 401(k) · 2025251

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501RHEOVEST HR, LLC HEALTH & WELFARE PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$1.5M1602025
#502RHEOVEST HR, LLC BENEFITS PLANFully insuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$194K2212025
  • RHEOVEST HR, LLC HEALTH & WELFARE PLAN$1.5M
    #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025160
  • RHEOVEST HR, LLC BENEFITS PLAN$194K
    #502 · Fully insured · EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA · 2025221
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica