Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$3.2M
- Vision$3.2M
- Health$3.2M
- Life$139K
- Other$139K
- Long-term disability$130K
Sponsor portfolio
ROARK CAPITAL MANAGEMENT LLC
EIN 06-1735341Latest filing 2025
Plans
2
Retirement
1
$43.9M assets
Welfare
1
$3.3M premiums
Participants
330
1180 PEACHTREE ST NE, SUITE 2500 - ATLANTA, GA 30309404-978-7078
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.3M premiums / 432 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- UNITEDHEALTHCARE INSURANCE COMPANY95%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
- STARMOUNT LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- EDGEWOOD PARTNERS INSURANCE CENTER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ROARK CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$43.9M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROARK CAPITAL MANAGEMENT HEALTH & WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.3M
Covered lives432
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROARK CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $43.9M | 180 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROARK CAPITAL MANAGEMENT HEALTH & WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.3M | 432 | 2025 |
Retirement plans
Welfare plans