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Sponsor portfolio

RIDER LEVETT BUCKNALL LTD

EIN 99-0292243-Latest filing 2025
Plans
2
Retirement
1
$23.5M assets
Welfare
1
$2.8M premiums
Participants
472
4343 EAST CAMELBACK ROAD, SUITE 350 - PHOENIX, AZ 85018602-443-4848
Plans on this EIN
2 filings
#001401k-$23.5M - 265 part#510Fully Insured-$2.8M - 380 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 380 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Other$430K
  • Dental$412K
  • Vision$412K
  • Life$412K
  • +2 more
Total $2.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • UNITEDHEALTHCARE INSURANCE COMPANY68%
  • UNIVERSITY HEALTH ALLIANCE17%
  • METROPOLITAN LIFE INSURANCE COMPANY16%
Total $2.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • BROWN & BROWN INSURANCE SERVICES83%
  • GIS BENEFITS INC16%
  • MJ INSURANCE1%
Total $177K3 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

RIDER LEVETT BUCKNALL LTD 401(K) PROFIT SHARING PLAN

401k

Assets$23.5M
Participants265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

RIDER LEVETT BUCKNALL LTD WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.8M
Covered lives380
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RIDER LEVETT BUCKNALL LTD 401(K) PROFIT SHARING PLAN401k$23.5M2652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510RIDER LEVETT BUCKNALL LTD WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.8M3802025
Retirement plans
Welfare plans
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