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| Plan Name | RMI 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | RISK MANAGEMENT INSURANCE SERVICES, INC. |
| Employer identification number (EIN): | 930963384 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about RISK MANAGEMENT INSURANCE SERVICES, INC.
| Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
| Incorporation Date: | 1987-12-23 |
| Company Identification Number: | 9936980 |
| Legal Registered Office Address: |
5200 SW MEADOWS ROAD SUITE 150 LAKE OSWEGO United States of America (USA) 97035 |
More information about RISK MANAGEMENT INSURANCE SERVICES, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-02-01 | LYNN FROESCHER | 2024-09-03 | ||
| 001 | 2022-02-01 | LYNN FROESCHER | 2023-05-30 | ||
| 001 | 2021-02-01 | LYNN FROESCHER | 2022-07-29 | ||
| 001 | 2020-02-01 | LYNN FROESCHER | 2021-07-14 | ||
| 001 | 2019-02-01 | LYNN FROESCHER | 2020-04-14 | ||
| 001 | 2018-02-01 | LYNN FROESCHER | 2019-07-10 | ||
| 001 | 2017-02-01 | LYNN FROESCHER | 2018-07-17 | ||
| 001 | 2016-02-01 |
| Measure | Date | Value |
|---|---|---|
| 2025: RMI 401(K) PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-07-08 | 4 |
| Total number of particpants at end of year | 2025-07-08 | 4 |
| Number of Participants With Account Balances | 2025-07-08 | 3 |
| 2024: RMI 401(K) PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-09-03 | 4 |
| Total number of particpants at end of year | 2024-09-03 | 4 |
| Number of Participants With Account Balances | 2024-09-03 | 4 |
| Measure | Date | Value |
|---|---|---|
| 2025 : RMI 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-08 | 104537 |
| Net assets as of the end of the plan year | 2025-07-08 | 862453 |
| Total assets as of the beginning of the plan year | 2025-07-08 | 699279 |
| Value of plan covered by a fidelity bond | 2025-07-08 | 385000 |
| Participant contributions to plan in this plan year | 2025-07-08 | 31761 |
| Other expenses paid from plan in this plan year | 2025-07-08 | 0 |
| Other contributions to plan in this plan year | 2025-07-08 | 0 |
| Other income to plan in this plan year | 2025-07-08 | 180782 |
| Plan net income in this plan year | 2025-07-08 | 163174 |
| Net assets as of the end of the plan year | 2025-07-08 | 862453 |
| Net assets as of the beginning of the plan year | 2025-07-08 | 699279 |
| Employer contributions to plan in this plan year | 2025-07-08 | 55168 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-08 | 215 |
| 2024 : RMI 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-09-03 | 80 |
| Net assets as of the end of the plan year | 2024-09-03 | 699279 |
| Total assets as of the beginning of the plan year | 2024-09-03 | 496151 |
| Value of plan covered by a fidelity bond | 2024-09-03 | 385000 |
| Participant contributions to plan in this plan year | 2024-09-03 | 32485 |
| Other income to plan in this plan year | 2024-09-03 | 116862 |
| Plan net income in this plan year | 2024-09-03 | 203128 |
| Net assets as of the end of the plan year | 2024-09-03 | 699279 |
| Net assets as of the beginning of the plan year | 2024-09-03 | 496151 |
| Employer contributions to plan in this plan year | 2024-09-03 | 53861 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-03 | 80 |