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Sponsor portfolioWelfare / HealthEIN 45-4862460

RISE COMPANIES CORP.

11 DUPONT CIRCLE NW · WASHINGTON, DC 20036
2025840550
Plans filed
2
Years active
2020–2024
Industry
NAICS 53
Latest filing
2024
Total premiums (latest)
$944K
No prior year
Persons covered
474
No prior year
Total participants
485
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$475K
RISE COMPANIES CORP. FUNDRISE HEALTH & WELFARE EMPLOYEE BENEFIT PLAN
Fully insured241 covered·1 carrier
Primary: GUARDIAN LIFE INSURANCE COMPANY
Plan #502$469K
RISE COMPANIES CORP. GROUP MEDICAL PLAN
Fully insured233 covered·2 carriers
Primary: OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$475K14.3%
Vision$475K14.3%
Life$475K14.3%
Short-term disability$475K14.3%
Long-term disability$475K14.3%
Other$475K14.3%
Stop-loss$466K14.1%
Health$3K0.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$475K50.3%11241
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 521996029
SL
$466K49.4%11233
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
H
$3K0.3%111

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ARMFIELD HARRISON & THOMASBETHESDA, MDGUARDIAN LIFE INSURANCE COMPANY$33K$13K$47K60.2%1
ACRISURE LLCGRAND RAPIDS, MIGUARDIAN LIFE INSURANCE COMPANY$21K$4K$25K32.7%1
THE BALDWIN GROUP WEST LLCMOUNT AIRY, MDGUARDIAN LIFE INSURANCE COMPANY$6K$0$6K7.1%1

History & trajectory

5 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
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