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Sponsor portfolio

RE/MAX, LLC

EIN 84-0678065-Latest filing 2025
Plans
2
Retirement
1
$76.4M assets
Welfare
1
$414K premiums
Participants
1,276
5075 SOUTH SYRACUSE STREET - DENVER, CO 80237303-796-3462
Plans on this EIN
2 filings
#002401k-$76.4M - 765 part#501Mixed-$414K - 1,183 lives

Benefits portfolio analytics

1 plan / $414K premiums / 1,183 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$356K
  • Life$298K
  • Long-term disability$298K
  • Vision$58K
Total $414K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA80%
  • VISION SERVICE PLAN14%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
Total $414K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $41K1 slice

Plan deep-dives

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

RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$76.4M
Participants765
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RE/MAX, LLC WELFARE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$414K
Covered lives1,183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN401k$76.4M7652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RE/MAX, LLC WELFARE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$414K1,1832025
Retirement plans
Welfare plans
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