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Sponsor portfolioTH

RICHARDSON INVESTMENTS, INC.

EIN 85-0158548-Latest filing 2025
Plans
2
Retirement
1
$4.1M assets
Welfare
1
$411K premiums
Participants
364
PO BOX 3487 - ALBUQUERQUE, NM 87190505-292-0000
Plans on this EIN
2 filings
#003401k-$4.1M - 227 part#503Mixed-$411K - 182 lives

Benefits portfolio analytics

1 plan / $411K premiums / 182 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$349K
  • Prescription drug$349K
  • Dental$49K
  • Vision$10K
  • Life$2K
  • Other$2K
Total $411K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY85%
  • DELTA DENTAL OF CALIFORNIA12%
  • VISION SERVICE PLAN2%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY1%
Total $411K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $3851 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

RICH FORD 401(K) PLAN

401k

Assets$4.1M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

RICHARDSON INVESTMENTS, INC. PREMIUM ONLY PLAN AND WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$411K
Covered lives182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003RICH FORD 401(K) PLAN401k$4.1M2272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503RICHARDSON INVESTMENTS, INC. PREMIUM ONLY PLAN AND WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$411K1822025
Retirement plans
Welfare plans
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