PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. BRG REALTY GROUP, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 20-2916184

BRG REALTY GROUP, LLC

7265 KENWOOD ROAD, SUITE 111 · CINCINNATI, OH 45236
5139365960
Plans filed
2
Years active
2018–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
267
No prior year
Total participants
389
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$1.8M
BRG REALTY GROUP, LLC EMPLOYEE HEALTH AND WELFARE PLAN
Fully insured267 covered·3 carriers
Primary: COMMUNITY INSURANCE COMPANY
Plan #501$0
BRG REALTY GROUP, LLC HEALTH REIMBURSEMENT ARRANGEMENT
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.6M32.1%
Dental$1.6M32.1%
Vision$1.6M32.1%
Other$76K1.5%
Life$48K0.9%
Short-term disability$36K0.7%
Long-term disability$33K0.6%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
COMMUNITY INSURANCE COMPANY
EIN 311440175
HDV
$1.6M91.9%11267
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LSTDLTDOth
$133K7.4%17203
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$12K0.7%1148

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDCINCINNATI, OHRELIANCE STANDARD LIFE INSURANCE COMPANY, COMMUNITY INSURANCE COMPANY, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$58K$12K$70K92.4%1
HORAN ASSOCIATES INC.CINCINNATI, OHCOMMUNITY INSURANCE COMPANY$3K$0$3K4.4%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILRELIANCE STANDARD LIFE INSURANCE COMPANY$2K$0$2K2.6%1
ERIC SMOOTCINCINNATI, OHPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$354$0$3540.5%1

History & trajectory

8 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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