Assets by plan
Share of aggregate retirement assets
Filings through .
Clare Rose, Inc.
EIN 11-2036262marketing and advertisingLatest filing 2025
Plans
4
Retirement
3
$24.3M assets
Health & Benefits
1
$18K premiums
Participants
343
100 ROSE EXECUTIVE BLVD. - EAST YAPHANK, NY 11967631-775-3903clarerose.comLinkedIn1-10 employeesmarketing and advertising
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $24.3M assets / 189 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $18K premiums / 155 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$9K
- Life$8K
- Other$2K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CLARE ROSE, INC. PROFIT SHARING AND 401(K) PLAN
401(k)
Assets$24.3M
Participants189
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#007
CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN
Target benefit
Assets$13K
Participants0
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN PENSION PLAN
Traditional DB
Assets$10K
Participants0
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CLARE ROSE HEALTH BENEFIT PLAN
Mixed - MUTUAL OF OMAHA INSURANCE COMPANY
Premiums$18K
Covered lives155
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CLARE ROSE, INC. PROFIT SHARING AND 401(K) PLAN | 401(k) | $24.3M | 189 | 2025 |
| #007 | CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN | Target benefit | $13K | 0 | 2025 |
| #005 | CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN PENSION PLAN | Traditional DB | $10K | 0 | 2025 |
- #001 · 401(k) · 2025189
- #007 · Target benefit · 20250
- #005 · Traditional DB · 20250
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CLARE ROSE HEALTH BENEFIT PLAN | Mixed | MUTUAL OF OMAHA INSURANCE COMPANY | $18K | 155 | 2025 |
- #501 · Mixed · MUTUAL OF OMAHA INSURANCE COMPANY · 2025155
Retirement plans
Health & Benefits plans