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Sponsor portfolio

RGI MANAGEMENT COMPANY LLC

EIN 83-4061415-Latest filing 2025
Plans
2
Retirement
1
$124.5M assets
Welfare
1
$447K premiums
Participants
2,062
707 EAGLEVIEW BOULEVARD, SUITE 100 - EXTON, PA 19341610-234-7900
Plans on this EIN
2 filings
#002401k-$124.5M - 1,685 part#501Mixed-$447K - 444 lives

Benefits portfolio analytics

1 plan / $447K premiums / 444 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$260K
  • Short-term disability$260K
  • Long-term disability$260K
  • Other$260K
  • Dental$159K
  • Vision$29K
Total $447K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA58%
  • DELTA DENTAL OF CALIFORNIA36%
  • VISION SERVICE PLAN6%
Total $447K3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
  • IMG0%
Total $48K2 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

U.S. DIGESTIVE HEALTH RETIREMENT PLAN

401k

Assets$124.5M
Participants1,685
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RGI MANAGEMENT HEALTH & WELFARE BENEFIT PLAN

Mixed - THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$447K
Covered lives444
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002U.S. DIGESTIVE HEALTH RETIREMENT PLAN401k$124.5M1,6852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RGI MANAGEMENT HEALTH & WELFARE BENEFIT PLANMixedTHE PRUDENTIAL INSURANCE COMPANY OF AMERICA$447K4442025
Retirement plans
Welfare plans
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