PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. ROI REVOLUTION, INC.

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 26-1645011

ROI REVOLUTION, INC.

4401 ATLANTIC AVENUE · RALEIGH, NC 27604
9198004209
Plans filed
1
Years active
2017–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
205
No prior year
Total participants
96
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.3M
ROI REVOLUTION, INC. EMPLOYEE BENEFITS PLAN
Fully insured205 covered·3 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.2M31.3%
Health$1.2M29.5%
Prescription drug$1.2M29.5%
Dental$83K2.1%
Vision$83K2.1%
Life$70K1.8%
Short-term disability$70K1.8%
Long-term disability$70K1.8%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 560894904
HRxOth
$1.2M88.3%11153
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DV
$83K6.3%11205
USABLE LIFE
EIN 710505232
LSTDLTDOth
$70K5.3%1193

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
TREVOR M. BEAVERRALEIGH, NCBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$95K$0$95K84.9%1
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAUSABLE LIFE, METROPOLITAN LIFE INSURANCE COMPANY$11K$1K$12K10.8%1
MOSAIC GROUP SERVICESDURHAM, NCUSABLE LIFE$5K$0$5K4.2%1

History & trajectory

9 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