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  2. RINCON RESEARCH CORPORATION
Sponsor portfolio

RINCON RESEARCH CORPORATION

EIN 86-0465180-defense & space-Latest filing 2025
Plans
3
Retirement
2
$294.0M assets
Welfare
1
$528K premiums
Participants
1,329
101 NORTH WILMOT ROAD, SUITE 101 - TUCSON, AZ 85711520-519-4600rincon.comLinkedIn201-500 employeesdefense & space
Plans on this EIN
3 filings
#002401k-$161.5M - 470 part#004ESOP-$132.5M - 472 part#501Mixed-$528K - 387 lives

Retirement portfolio analytics

2 plans aggregated / $294.0M assets / 942 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • RESEARCH CORPORATION 401(K) (#002)55%
  • MONEY PURCHASE PENSION (#004)45%
Total $294.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
55%top
  • T ROWE PRICE RPS INC55%
  • (Not disclosed)45%
Total $294.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MONEY PURCHASE PENSION (#004)472
  • RESEARCH CORPORATION 401(K) (#002)470
Total 942Click row to drill in

Benefits portfolio analytics

1 plan / $528K premiums / 387 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$312K
  • Life$269K
  • Short-term disability$269K
  • Long-term disability$269K
  • Health$162K
  • Prescription drug$162K
  • +1 more
Total $528K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA59%
  • UNITEDHEALTHCARE INSURANCE COMPANY31%
  • VISION SERVICE PLAN10%
  • HARTFORD LIFE AND ACCIDENT0%
Total $528K4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • LOVITT AND TOUCHE, INC.97%
  • MARSH & MCLENNAN AGENCY LLC3%
Total $57K2 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

RINCON RESEARCH CORPORATION 401(K) PLAN

401k

Assets$161.5M
Participants470
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

RINCON RESEARCH CORPORATION MONEY PURCHASE PENSION PLAN

ESOP

Assets$132.5M
Participants472
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RINCON RESEARCH CORPORATION HEALTH & WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$528K
Covered lives387
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RINCON RESEARCH CORPORATION 401(K) PLAN401k$161.5M4702024
004RINCON RESEARCH CORPORATION MONEY PURCHASE PENSION PLANESOP$132.5M4722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RINCON RESEARCH CORPORATION HEALTH & WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$528K3872025
Retirement plans
Welfare plans
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