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Sponsor portfolio

R & B DISTRIBUTORS LLC

EIN 95-3355162-wholesale-Latest filing 2025
Plans
3
Retirement
2
$33.6M assets
Welfare
1
$747K premiums
Participants
703
2110 S PARCO AVE - ONTARIO, CA 91761909-750-2901rbdist.comLinkedIn51-200 employeeswholesale
Plans on this EIN
3 filings
#002401k-$18.2M - 264 part#001401k-$15.4M - 213 part#501Fully Insured-$747K - 226 lives

Retirement portfolio analytics

2 plans aggregated / $33.6M assets / 477 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • B DISTRIBUTORS LLC (#002)54%
  • PROFIT SHARING PLAN (#001)46%
Total $33.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • UNITED PLANNERS FINANCIAL SERVICES100%
Total $33.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • B DISTRIBUTORS LLC (#002)264
  • PROFIT SHARING PLAN (#001)213
Total 477Click row to drill in

Benefits portfolio analytics

1 plan / $747K premiums / 226 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$747K
  • Dental$130K
  • Vision$130K
  • Life$130K
  • Short-term disability$130K
  • Long-term disability$130K
  • +1 more
Total $747K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • KAISER FOUNDATION HEALTH PLAN INC83%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA17%
Total $747K2 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • J GARD BENEFIT CONSULTANTS LLC75%
  • AMWINS25%
Total $64K2 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

R & B DISTRIBUTORS LLC

401k

Assets$18.2M
Participants264
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

R & B WHOLESALE DIST INC. 401(K) PROFIT SHARING PLAN

401k

Assets$15.4M
Participants213
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

R & B WHOLESALE DISTRIBUTORS INC WELFARE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$747K
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002R & B DISTRIBUTORS LLC401k$18.2M2642025
001R & B WHOLESALE DIST INC. 401(K) PROFIT SHARING PLAN401k$15.4M2132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501R & B WHOLESALE DISTRIBUTORS INC WELFARE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$747K2262025
Retirement plans
Welfare plans
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