Civic Intelligence

R & R Insurance Services, Inc.

Plan context: R & R Insurance Services Inc. 401K Profit Sharing Plan

EIN 39-1230987 • Waukesha, WI • 74 filings • 12 plans

1581 E. Racine Ave.Waukesha, WI 53186
Current Snapshot

Latest Year

2024

2024 Participants

218

2024 Assets

$58,579,467

2024 Contributions

$4,091,875

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$60,452,234$30,226,117$0199920132024YearValue
$58,579,467Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2991500199920122024YearValue
218Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242218$58,579,467$4,091,875$18,770iApproximate average salary by contribution assumption: employee only about $469,252 at 4% or $312,834 at 6%; with 50% employer match about $312,834 at 4% or $208,556 at 6%; with 100% employer match about $234,626 at 4% or $156,417 at 6%.
R & R Insurance Services Inc. 401K Profit Sharing Plan-213$58,579,467$4,091,875$19,211iApproximate average salary by contribution assumption: employee only about $480,267 at 4% or $320,178 at 6%; with 50% employer match about $320,178 at 4% or $213,452 at 6%; with 100% employer match about $240,134 at 4% or $160,089 at 6%.
R & R Insurance Services Inc. Employee Benefits Plan-218---
20232207$51,863,512$3,905,749$18,868iApproximate average salary by contribution assumption: employee only about $471,709 at 4% or $314,473 at 6%; with 50% employer match about $314,473 at 4% or $209,648 at 6%; with 100% employer match about $235,854 at 4% or $157,236 at 6%.
R & R Insurance Services Inc. 401K Profit Sharing Plan-206$51,863,512$3,905,749$18,960iApproximate average salary by contribution assumption: employee only about $473,999 at 4% or $315,999 at 6%; with 50% employer match about $315,999 at 4% or $210,666 at 6%; with 100% employer match about $236,999 at 4% or $158,000 at 6%.
R & R Insurance Services Inc. Employee Benefits Plan-207---
20222184$47,024,912$3,102,213$16,860iApproximate average salary by contribution assumption: employee only about $421,496 at 4% or $280,998 at 6%; with 50% employer match about $280,998 at 4% or $187,332 at 6%; with 100% employer match about $210,748 at 4% or $140,499 at 6%.
R & R Insurance Services Inc. 401K Profit Sharing Plan-175$47,024,912$3,102,213$17,727iApproximate average salary by contribution assumption: employee only about $443,173 at 4% or $295,449 at 6%; with 50% employer match about $295,449 at 4% or $196,966 at 6%; with 100% employer match about $221,587 at 4% or $147,724 at 6%.
R & R Insurance Services Inc. Employee Benefits Plan-184---
20212183$60,452,234$5,334,885$29,152iApproximate average salary by contribution assumption: employee only about $728,809 at 4% or $485,873 at 6%; with 50% employer match about $485,873 at 4% or $323,915 at 6%; with 100% employer match about $364,405 at 4% or $242,936 at 6%.
R & R Insurance Services Inc. 401K Profit Sharing Plan-179$60,452,234$5,334,885$29,804iApproximate average salary by contribution assumption: employee only about $745,096 at 4% or $496,730 at 6%; with 50% employer match about $496,730 at 4% or $331,154 at 6%; with 100% employer match about $372,548 at 4% or $248,365 at 6%.
R & R Insurance Services Inc. Employee Benefits Plan-183---
20202180$58,839,330$2,893,375$16,074iApproximate average salary by contribution assumption: employee only about $401,858 at 4% or $267,905 at 6%; with 50% employer match about $267,905 at 4% or $178,603 at 6%; with 100% employer match about $200,929 at 4% or $133,953 at 6%.
R & R Insurance Services Inc. 401K Profit Sharing Plan-175$58,839,330$2,893,375$16,534iApproximate average salary by contribution assumption: employee only about $413,339 at 4% or $275,560 at 6%; with 50% employer match about $275,560 at 4% or $183,706 at 6%; with 100% employer match about $206,670 at 4% or $137,780 at 6%.
R & R Insurance Services Inc. Employee Benefits Plan-180---
20192186$53,775,157$2,788,870$14,994iApproximate average salary by contribution assumption: employee only about $374,848 at 4% or $249,899 at 6%; with 50% employer match about $249,899 at 4% or $166,599 at 6%; with 100% employer match about $187,424 at 4% or $124,949 at 6%.
R & R Insurance Services Inc. 401K Profit Sharing Plan-181$53,775,157$2,788,870$15,408iApproximate average salary by contribution assumption: employee only about $385,203 at 4% or $256,802 at 6%; with 50% employer match about $256,802 at 4% or $171,201 at 6%; with 100% employer match about $192,602 at 4% or $128,401 at 6%.
R & R Insurance Services Inc. Employee Benefits Plan-186---
20182188$44,610,713$2,628,948$13,984iApproximate average salary by contribution assumption: employee only about $349,594 at 4% or $233,063 at 6%; with 50% employer match about $233,063 at 4% or $155,375 at 6%; with 100% employer match about $174,797 at 4% or $116,531 at 6%.
R & R Insurance Services Inc. 401K Profit Sharing Plan-188$44,610,713$2,628,948$13,984iApproximate average salary by contribution assumption: employee only about $349,594 at 4% or $233,063 at 6%; with 50% employer match about $233,063 at 4% or $155,375 at 6%; with 100% employer match about $174,797 at 4% or $116,531 at 6%.
R & R Insurance Services Inc. Employee Benefits Plan-182---
20172184$47,830,725$3,176,755$17,265iApproximate average salary by contribution assumption: employee only about $431,624 at 4% or $287,750 at 6%; with 50% employer match about $287,750 at 4% or $191,833 at 6%; with 100% employer match about $215,812 at 4% or $143,875 at 6%.
R & R Insurance Services Inc. 401K Profit Sharing Plan-184$47,830,725$3,176,755$17,265iApproximate average salary by contribution assumption: employee only about $431,624 at 4% or $287,750 at 6%; with 50% employer match about $287,750 at 4% or $191,833 at 6%; with 100% employer match about $215,812 at 4% or $143,875 at 6%.
R & R Insurance Services Inc. Employee Benefits Plan-183---
20162180$41,712,090$2,489,248$13,829iApproximate average salary by contribution assumption: employee only about $345,729 at 4% or $230,486 at 6%; with 50% employer match about $230,486 at 4% or $153,657 at 6%; with 100% employer match about $172,864 at 4% or $115,243 at 6%.
R & R Insurance Services Inc. 401K Profit Sharing Plan-179$41,712,090$2,489,248$13,906iApproximate average salary by contribution assumption: employee only about $347,660 at 4% or $231,774 at 6%; with 50% employer match about $231,774 at 4% or $154,516 at 6%; with 100% employer match about $173,830 at 4% or $115,887 at 6%.
R & R Insurance Services Inc. Employee Benefits Plan-180---
20152167$35,077,361$2,752,175$16,480iApproximate average salary by contribution assumption: employee only about $412,002 at 4% or $274,668 at 6%; with 50% employer match about $274,668 at 4% or $183,112 at 6%; with 100% employer match about $206,001 at 4% or $137,334 at 6%.
R & R Insurance Services Inc. 401K Profit Sharing Plan-160$35,077,361$2,752,175$17,201iApproximate average salary by contribution assumption: employee only about $430,027 at 4% or $286,685 at 6%; with 50% employer match about $286,685 at 4% or $191,123 at 6%; with 100% employer match about $215,014 at 4% or $143,342 at 6%.
R & R Insurance Services Inc. Employee Benefits Plan-167---
20144169$34,981,492$2,138,348$12,653iApproximate average salary by contribution assumption: employee only about $316,324 at 4% or $210,882 at 6%; with 50% employer match about $210,882 at 4% or $140,588 at 6%; with 100% employer match about $158,162 at 4% or $105,441 at 6%.
R & R Insurance Services Inc. 401K Profit Sharing Plan-169$34,981,492$2,138,348$12,653iApproximate average salary by contribution assumption: employee only about $316,324 at 4% or $210,882 at 6%; with 50% employer match about $210,882 at 4% or $140,588 at 6%; with 100% employer match about $158,162 at 4% or $105,441 at 6%.
R & R Insurance Services Inc. Employee Benefits Plan-169---
R&R INSURANCE SERVICES INC. GROUP LIFE AND WEEKLY DISABILITY-0---
R&R INSURANCE SERVICES INC. LONG TERM DISABILITY INSURANCE-0---
20139299$30,729,212$1,777,855$5,946iApproximate average salary by contribution assumption: employee only about $148,650 at 4% or $99,100 at 6%; with 50% employer match about $99,100 at 4% or $66,067 at 6%; with 100% employer match about $74,325 at 4% or $49,550 at 6%.
R & R Insurance Services Inc. 401K Profit Sharing Plan-151$30,729,212$1,777,855$11,774iApproximate average salary by contribution assumption: employee only about $294,347 at 4% or $196,231 at 6%; with 50% employer match about $196,231 at 4% or $130,821 at 6%; with 100% employer match about $147,173 at 4% or $98,116 at 6%.
R & R INSURANCE SERVICES, INC. FLEX BENEFIT PLAN-0---
R & R Insurance Services Inc. Health Reimbursement Arrangement Plan-0---
R&R INSURANCE SERVICES INC. LONG TERM DISABILITY INSURANCE-117---
R&R INSURANCE SERVICES INC. GROUP LIFE AND WEEKLY DISABILITY-144---
R & R Insurance Services Inc. Employee Benefits Plan-299---
R&R INSURANCE SERVICES, INC. LONG TERM DISABILITY INSURANCE-116---
R&R INSURANCE SERVICES, INC. GROUP LIFE AND WEEKLY DISABILITY-144---
R & R Insurance Services Inc. Employee Benefits Plan-298---
20126299$25,947,604$1,666,245$5,573iApproximate average salary by contribution assumption: employee only about $139,318 at 4% or $92,879 at 6%; with 50% employer match about $92,879 at 4% or $61,919 at 6%; with 100% employer match about $69,659 at 4% or $46,439 at 6%.
R & R Insurance Services Inc. 401K Profit Sharing Plan-146$25,947,604$1,666,245$11,413iApproximate average salary by contribution assumption: employee only about $285,316 at 4% or $190,211 at 6%; with 50% employer match about $190,211 at 4% or $126,807 at 6%; with 100% employer match about $142,658 at 4% or $95,105 at 6%.
R & R INSURANCE SERVICES, INC. FLEX BENEFIT PLAN-68---
R & R Insurance Services Inc. Health Reimbursement Arrangement Plan-85---
R&R INSURANCE SERVICES, INC. LONG TERM DISABILITY INSURANCE-116---
R&R INSURANCE SERVICES, INC. GROUP LIFE AND WEEKLY DISABILITY-144---
R & R Insurance Services Inc. Employee Benefits Plan-299---
20116299$22,674,752$2,272,358$7,600iApproximate average salary by contribution assumption: employee only about $189,996 at 4% or $126,664 at 6%; with 50% employer match about $126,664 at 4% or $84,443 at 6%; with 100% employer match about $94,998 at 4% or $63,332 at 6%.
R & R Insurance Services Inc. 401K Profit Sharing Plan-164$22,674,752$2,272,358$13,856iApproximate average salary by contribution assumption: employee only about $346,396 at 4% or $230,931 at 6%; with 50% employer match about $230,931 at 4% or $153,954 at 6%; with 100% employer match about $173,198 at 4% or $115,465 at 6%.
R & R Insurance Services Inc. Health Reimbursement Arrangement Plan-89---
R & R INSURANCE SERVICES, INC. FLEX BENEFIT PLAN-67---
R&R INSURANCE SERVICES, INC. LONG TERM DISABILITY INSURANCE-113---
R&R INSURANCE SERVICES, INC. GROUP LIFE AND WEEKLY DISABILITY-143---
R & R Insurance Services Inc. Employee Benefits Plan-299---
20106299$21,916,955$1,726,986$5,776iApproximate average salary by contribution assumption: employee only about $144,397 at 4% or $96,265 at 6%; with 50% employer match about $96,265 at 4% or $64,176 at 6%; with 100% employer match about $72,198 at 4% or $48,132 at 6%.
R & R Insurance Services Inc. 401K Profit Sharing Plan-150$21,916,955$1,726,986$11,513iApproximate average salary by contribution assumption: employee only about $287,831 at 4% or $191,887 at 6%; with 50% employer match about $191,887 at 4% or $127,925 at 6%; with 100% employer match about $143,916 at 4% or $95,944 at 6%.
R & R Insurance Services Inc. Health Reimbursement Arrangement Plan-102---
R & R INSURANCE SERVICES, INC. FLEX BENEFIT PLAN-71---
R&R INSURANCE SERVICES, INC. LONG TERM DISABILITY INSURANCE-113---
R&R INSURANCE SERVICES, INC. GROUP LIFE AND WEEKLY DISABILITY-146---
R & R Insurance Services Inc. Employee Benefits Plan-299---
20093157$19,173,198$1,182,558$7,532iApproximate average salary by contribution assumption: employee only about $188,305 at 4% or $125,537 at 6%; with 50% employer match about $125,537 at 4% or $83,691 at 6%; with 100% employer match about $94,153 at 4% or $62,768 at 6%.
R & R Insurance Services Inc. 401K Profit Sharing Plan-157$19,173,198$1,182,558$7,532iApproximate average salary by contribution assumption: employee only about $188,305 at 4% or $125,537 at 6%; with 50% employer match about $125,537 at 4% or $83,691 at 6%; with 100% employer match about $94,153 at 4% or $62,768 at 6%.
R & R Insurance Services Inc. Health Reimbursement Arrangement Plan-105---
R & R INSURANCE SERVICES, INC. FLEX BENEFIT PLAN-74---
20083160$14,959,842$1,931,485$12,072iApproximate average salary by contribution assumption: employee only about $301,795 at 4% or $201,196 at 6%; with 50% employer match about $201,196 at 4% or $134,131 at 6%; with 100% employer match about $150,897 at 4% or $100,598 at 6%.
R & R Insurance Services Inc. 401K Profit Sharing Plan-160$14,959,842$1,931,485$12,072iApproximate average salary by contribution assumption: employee only about $301,795 at 4% or $201,196 at 6%; with 50% employer match about $201,196 at 4% or $134,131 at 6%; with 100% employer match about $150,897 at 4% or $100,598 at 6%.
R & R Insurance Services Inc. Health Reimbursement Arrangement Plan-101---
R & R INSURANCE SERVICES, INC. FLEX BENEFIT PLAN-73---
20073150$19,825,525$1,734,715$11,565iApproximate average salary by contribution assumption: employee only about $289,119 at 4% or $192,746 at 6%; with 50% employer match about $192,746 at 4% or $128,497 at 6%; with 100% employer match about $144,560 at 4% or $96,373 at 6%.
R & R Insurance Services Inc. 401K Profit Sharing Plan-150$19,825,525$1,734,715$11,565iApproximate average salary by contribution assumption: employee only about $289,119 at 4% or $192,746 at 6%; with 50% employer match about $192,746 at 4% or $128,497 at 6%; with 100% employer match about $144,560 at 4% or $96,373 at 6%.
R & R INSURANCE SERVICES, INC. FLEX BENEFIT PLAN-61---
R & R Insurance Services Inc. Health Reimbursement Arrangement Plan-98---
20063138$17,317,387$1,628,802$11,803iApproximate average salary by contribution assumption: employee only about $295,073 at 4% or $196,715 at 6%; with 50% employer match about $196,715 at 4% or $131,143 at 6%; with 100% employer match about $147,536 at 4% or $98,358 at 6%.
R & R Insurance Services Inc. 401K Profit Sharing Plan-138$17,317,387$1,628,802$11,803iApproximate average salary by contribution assumption: employee only about $295,073 at 4% or $196,715 at 6%; with 50% employer match about $196,715 at 4% or $131,143 at 6%; with 100% employer match about $147,536 at 4% or $98,358 at 6%.
R & R INSURANCE SERVICES, INC. FLEX BENEFIT PLAN-66---
R & R Insurance Services Inc. Health Reimbursement Arrangement Plan-105---
20052104$14,091,087$1,262,024$12,135iApproximate average salary by contribution assumption: employee only about $303,371 at 4% or $202,247 at 6%; with 50% employer match about $202,247 at 4% or $134,832 at 6%; with 100% employer match about $151,686 at 4% or $101,124 at 6%.
R & R Insurance Services Inc. 401K Profit Sharing Plan-104$14,091,087$1,262,024$12,135iApproximate average salary by contribution assumption: employee only about $303,371 at 4% or $202,247 at 6%; with 50% employer match about $202,247 at 4% or $134,832 at 6%; with 100% employer match about $151,686 at 4% or $101,124 at 6%.
R & R INSURANCE SERVICES, INC. FLEX BENEFIT PLAN-57---
2004299$12,135,894$1,223,228$12,356iApproximate average salary by contribution assumption: employee only about $308,896 at 4% or $205,931 at 6%; with 50% employer match about $205,931 at 4% or $137,287 at 6%; with 100% employer match about $154,448 at 4% or $102,965 at 6%.
R & R Insurance Services Inc. 401K Profit Sharing Plan-99$12,135,894$1,223,228$12,356iApproximate average salary by contribution assumption: employee only about $308,896 at 4% or $205,931 at 6%; with 50% employer match about $205,931 at 4% or $137,287 at 6%; with 100% employer match about $154,448 at 4% or $102,965 at 6%.
R & R INSURANCE SERVICES, INC. FLEX BENEFIT PLAN-52---
20032100$9,858,280$1,117,419$11,174iApproximate average salary by contribution assumption: employee only about $279,355 at 4% or $186,237 at 6%; with 50% employer match about $186,237 at 4% or $124,158 at 6%; with 100% employer match about $139,677 at 4% or $93,118 at 6%.
R & R Insurance Services Inc. 401K Profit Sharing Plan-100$9,858,280$1,117,419$11,174iApproximate average salary by contribution assumption: employee only about $279,355 at 4% or $186,237 at 6%; with 50% employer match about $186,237 at 4% or $124,158 at 6%; with 100% employer match about $139,677 at 4% or $93,118 at 6%.
R & R INSURANCE SERVICES, INC. FLEX BENEFIT PLAN-62---
2002298$7,155,587$1,065,623$10,874iApproximate average salary by contribution assumption: employee only about $271,843 at 4% or $181,228 at 6%; with 50% employer match about $181,228 at 4% or $120,819 at 6%; with 100% employer match about $135,921 at 4% or $90,614 at 6%.
R & R Insurance Services Inc. 401K Profit Sharing Plan-98$7,155,587$1,065,623$10,874iApproximate average salary by contribution assumption: employee only about $271,843 at 4% or $181,228 at 6%; with 50% employer match about $181,228 at 4% or $120,819 at 6%; with 100% employer match about $135,921 at 4% or $90,614 at 6%.
R & R Insurance Services Inc. Employee Benefits Plan-60---
2001179$0$0-
R & R Insurance Services Inc. 401K Profit Sharing Plan-79---
2000172$0$0-
R & R Insurance Services Inc. 401K Profit Sharing Plan-72---
1999160$9,073,161$1,297,155$21,619iApproximate average salary by contribution assumption: employee only about $540,481 at 4% or $360,321 at 6%; with 50% employer match about $360,321 at 4% or $240,214 at 6%; with 100% employer match about $270,241 at 4% or $180,160 at 6%.
R & R Insurance Services Inc. 401K Profit Sharing Plan-60$9,073,161$1,297,155$21,619iApproximate average salary by contribution assumption: employee only about $540,481 at 4% or $360,321 at 6%; with 50% employer match about $360,321 at 4% or $240,214 at 6%; with 100% employer match about $270,241 at 4% or $180,160 at 6%.