PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FISHER RETIREMENT SOLUTIONS, LLC
Sponsor portfolio

FISHER RETIREMENT SOLUTIONS, LLC

EIN 99-2188878-Latest filing 2025
Plans
2
Retirement
1
$25.3M assets
Welfare
1
$2.7M premiums
Participants
262
6404 INTERNATIONAL PARKWAY, SUITE 1100 - PLANO, TX 75093844-238-1247
Plans on this EIN
2 filings
#001401k-$25.3M - 133 part#501Fully Insured-$2.7M - 194 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 194 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Dental$333K
  • Vision$333K
  • Life$333K
  • Short-term disability$333K
  • +2 more
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY80%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
  • KAISER FOUNDATION HEALTH PLAN INC8%
Total $2.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • BENNIE INSURANCE, LLC52%
  • PROFESSIONAL GROUP PLANS INC48%
Total $216K2 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

FISHER RETIREMENT SOLUTIONS, LLC 401(K) PLAN

401k

Assets$25.3M
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FISHER RETIREMENT SOLUTIONS, LLC HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.7M
Covered lives194
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FISHER RETIREMENT SOLUTIONS, LLC 401(K) PLAN401k$25.3M1332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FISHER RETIREMENT SOLUTIONS, LLC HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.7M1942025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica