PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. THE RDI CORPORATION

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 31-0961669

THE RDI CORPORATION

4500 LAKE FORREST DRIVE · BLUE ASH, OH 45242
5139845927
Plans filed
2
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$517K
No prior year
Persons covered
556
No prior year
Total participants
175
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$517K
THE RDI CORPORATION EMPLOYEE BENEFITS PLAN
Mixed556 covered·6 carriers
Primary: RELIANCE STANDARD
Plan #510$0
THE RDI CORPORATION FLEXIBLE SPENDING BENEFITS PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$294K56.0%
Dental$149K28.5%
Short-term disability$35K6.6%
Vision$32K6.2%
Life$7K1.4%
Other$7K1.4%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
SL
$172K33.2%11138
DELTA DENTAL OF CALIFORNIA
EIN 310685339
D
$149K28.9%11556
HCC LIFE INSURANCE COMPANY
EIN 351817054
SL
$122K23.6%11194
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
STD
$35K6.7%11107
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$32K6.3%11404
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LOth
$7K1.4%11175

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCDAYTON, OHRELIANCE STANDARD, HARTFORD, FIDELITY SECURITY INSURNACE COMPANY, UNITED OF OMAHA, DENTAL OF OHIO$43K$2K$45K96.3%1
C2 CENTRIC LLCGRAND RAPIDS, MITOKIO MARINE HCC$1K$0$1K2.6%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILUNITED OF OMAHA$0$518$5181.1%1

History & trajectory

11 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