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  2. RINCON RESEARCH CORPORATION
Sponsor portfolio

RINCON RESEARCH CORPORATION

EIN 86-0465180-defense & space-Latest filing 2024
Plans
3
Retirement
2
$294.0M assets
Welfare
1
$620K premiums
Participants
1,311
101 NORTH WILMOT ROAD, SUITE 101 - TUCSON, AZ 857113300520-519-4717rincon.comLinkedIn201-500 employeesdefense & space
Plans on this EIN
3 filings
#002401k-$161.5M - 470 part#004ESOP-$132.5M - 472 part#501Mixed-$620K - 369 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 / $620K premiums / 369 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$465K
  • Life$463K
  • Short-term disability$463K
  • Long-term disability$463K
  • Health$155K
  • Prescription drug$155K
Total $620K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA75%
  • UNITEDHEALTHCARE INSURANCE COMPANY25%
  • HARTFORD LIFE AND ACCIDENT0%
Total $620K3 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • LOVITT AND TOUCHE, INC.88%
  • THE NIA GROUP11%
  • MARSH & MCLENNAN AGENCY LLC0%
Total $57K3 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 - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$620K
Covered lives369
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 PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$620K3692024
Retirement plans
Welfare plans
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