Form 5500 · Employee benefit plan · EXTON, PA
RGI MANAGEMENT COMPANY LLC
RGI MANAGEMENT COMPANY LLC of EXTON, PA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MERCER HEALTH & BENEFITS LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-4061415 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 401 | December | $14,586 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 157 | December | $12,178 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 164 | December | $10,982 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 403 | December | $2,645 |
| VISION SERVICE PLAN | Vision | 297 | December | $1,283 |
| DELTA DENTAL OF PENNSYLVANIA | Dental | 97 | December | $1,042 |
| DELTA DENTAL OF PENNSYLVANIA | Dental | 390 | December | $0 |
Questions
Who is RGI MANAGEMENT COMPANY LLC's benefits broker?
Per its most recent Form 5500 Schedule A, RGI MANAGEMENT COMPANY LLC's broker of record is MERCER HEALTH & BENEFITS LLC.
What insurance carrier does RGI MANAGEMENT COMPANY LLC use?
RGI MANAGEMENT COMPANY LLC's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 7 disclosed carriers.
When does RGI MANAGEMENT COMPANY LLC's group plan renew?
The most recent Schedule A policy period for RGI MANAGEMENT COMPANY LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from RGI MANAGEMENT COMPANY LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.