PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. RBS HOLDING, 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 86-2089719

RBS HOLDING, LLC

4016 WEST PLANO PKWY · PLANO, TX 75093
2149127720
Plans filed
1
Years active
2023–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$3.7M
No prior year
Persons covered
519
No prior year
Total participants
519
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #505$3.7M
RBS HOLDINGS, LLC. EMPLOYEE BENEFIT PLAN
Fully insured519 covered·3 carriers
Primary: BLUECROSS BLUESHIELD OF TEXAS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.4M43.5%
Dental$3.4M43.5%
Other$359K4.6%
Vision$162K2.1%
Life$162K2.1%
Short-term disability$162K2.1%
Long-term disability$162K2.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HD
$3.4M90.4%11444
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$196K5.3%11168
DEARBORN LIFE INSURANCE COMPANY
EIN 362598882
VLSTDLTDOth
$162K4.3%11519

Broker overview

17 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCDALLAS, TXBLUECROSS BLUESHIELD OF TEXAS, COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY, DEARBORN LIFE INSURANCE COMPANY$222K$7K$229K97.0%1
CAROL A BAKERPLANO, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$1K$0$1K0.6%1
VIRGINIA LEDER-CLARKHIGHLAND VILLAGE, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$600$801$1K0.6%1
NATIONAL ENROLLMENT PARTNERS LLCPROSPER, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$1K$107$1K0.5%1
MICHELE E MARTINPLANO, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$1K$44$1K0.5%1
WILLIAM LEROY VINCENTMANSFIELD, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$758$52$8100.3%1
INGLE BENEFITS LLCCELINA, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$369$0$3690.2%1
SALLY ELIZABETH PARKERARDMORE, OKCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$154$0$1540.1%1
KENNETH NIXROCKWALL, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$132$0$1320.1%1
ARGO EXPRESS LLCSAN ANTONIO, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$92$0$920.0%1
AMARILIS ALTAGRACIA CSIKORTOSSAGINAW, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$50$0$500.0%1
DAVID EVANSSOUTHLAKE, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$41$0$410.0%1
DEACON CHARLES KAVANAUGHTHE COLONY, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$31$7$380.0%1
BRANDY R BYERSFORNEY, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$23$0$230.0%1
WALTER M SEVERNTEXARKANA, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$22$0$220.0%1
PETER DEL INVESTMENTS INCFORNEY, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$20$0$200.0%1
MARC MAURICIO MORROWSPRING, TXCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$14$0$140.0%1

History & trajectory

3 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