How many employer clients does Retirement Benefit Solutions have?

Retirement Benefit Solutions is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.

Who are Retirement Benefit Solutions's largest employer clients?

By plan participants, the largest include Umgc Ventures, Inc. (10 participants).

Where is Retirement Benefit Solutions located?

Retirement Benefit Solutions is based in Herndon, VA and has employer clients in 2 states.

Benefits Intelligence/Broker Directory/Virginia

Retirement Benefit Solutions

Herndon, VA

Retirement Benefit Solutions of Herndon, VA is the broker of record on 6 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $0 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

plan year 2025

Reported fees

$22,055

Quick answer

Retirement Benefit Solutions (Herndon, VA) is the broker of record for 3 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Retirement Benefit Solutions have?: Retirement Benefit Solutions is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Retirement Benefit Solutions's largest employer clients?: By plan participants, the largest include Umgc Ventures, Inc. (10 participants).
Where is Retirement Benefit Solutions located?: Retirement Benefit Solutions is based in Herndon, VA and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Retirement Benefit Solutions on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
Umgc Ventures, Inc.	MD	10	2025-12-31

2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.