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Sponsor portfolio

RAY STONE INCORPORATED

EIN 94-1736828-Latest filing 2025
Plans
2
Retirement
1
$8.0M assets
Welfare
1
$1.4M premiums
Participants
370
550 HOWE AVE., SUITE 100 - SACRAMENTO, CA 95825916-649-7500raystoneapartments.comLinkedIn51-200 employees
Plans on this EIN
2 filings
#001401k-$8.0M - 195 part#501Mixed-$1.4M - 175 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 175 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Other$30K
  • Life$27K
  • Vision$13K
  • Long-term disability$8K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CPAS96%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
  • EYEMED VISION CARE1%
  • SUTTER HEALTH PLAN0%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • ROBERT KENNEDY92%
  • USI INSURANCE SERVICES LLC8%
Total $75K2 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

RSI 401K PLAN

401k

Assets$8.0M
Participants195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RAY STONE INCORPORATED WELFARE BENEFITS PLAN

Mixed - GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CPAS

Premiums$1.4M
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RSI 401K PLAN401k$8.0M1952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RAY STONE INCORPORATED WELFARE BENEFITS PLANMixedGROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CPAS$1.4M1752025
Retirement plans
Welfare plans
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