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Sponsor portfolio

RM DISTRIBUTORS, LLC

EIN 93-1293592-Latest filing 2025
Plans
2
Retirement
1
$21.9M assets
Welfare
1
$295K premiums
Participants
772
7000 N CUTTER CIRCLE ROAD - PORTLAND, OR 97217503-735-2300LinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$21.9M - 480 part#501Mixed-$295K - 589 lives

Benefits portfolio analytics

1 plan / $295K premiums / 589 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$243K
  • Vision$46K
  • Life$6K
  • Other$6K
Total $295K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA84%
  • AMERITAS LIFE INSURANCE CORP.16%
Total $295K2 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • BEVCAP MANAGEMENT LLC72%
  • PROFESSIONAL GROUP PLANS INC28%
Total $8K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MALETIS BEVERAGE 401(K) RETIREMENT PLAN

401k

Assets$21.9M
Participants480
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RM DISTRIBUTORS, LLC DBA MALETIS BEVERAGE EMPLOYEE HEALTH PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$295K
Covered lives589
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MALETIS BEVERAGE 401(K) RETIREMENT PLAN401k$21.9M4802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RM DISTRIBUTORS, LLC DBA MALETIS BEVERAGE EMPLOYEE HEALTH PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$295K5892025
Retirement plans
Welfare plans
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