Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CLARE ROSE, INC.
EIN 11-2036262marketing and advertisingLatest filing 2025
Plans
4
Retirement
3
$22.5M assets
Welfare
1
$18K premiums
Participants
342
100 ROSE EXECUTIVE BLVD. - EAST YAPHANK, NY 11967631-475-1840clarerose.comLinkedIn1-10 employeesmarketing and advertising
Retirement portfolio analytics
3 plans aggregated / $22.5M assets / 188 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $18K premiums / 155 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$9K
- Life$8K
- Other$2K
Carrier market share
Premium dollars by Schedule A carrier
57%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY57%
- COMPANION LIFE INSURANCE COMPANY43%
Broker market share
Schedule A broker compensation
100%top
- CENTERSTONE INSURANCE AND FINANCIAL100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLARE ROSE, INC. PROFIT SHARING AND 401(K) PLAN
401k
Assets$22.5M
Participants188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN
TargetBenefit
Assets$13K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN PENSION PLAN
TraditionalDB
Assets$10K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLARE ROSE HEALTH BENEFIT PLAN
Mixed - MUTUAL OF OMAHA INSURANCE COMPANY
Premiums$18K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLARE ROSE, INC. PROFIT SHARING AND 401(K) PLAN | 401k | $22.5M | 188 | 2024 | |
| 007 | CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN TARGET BENEFIT PLAN | TargetBenefit | $13K | 0 | 2025 | |
| 005 | CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN PENSION PLAN | TraditionalDB | $10K | 0 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLARE ROSE HEALTH BENEFIT PLAN | Mixed | MUTUAL OF OMAHA INSURANCE COMPANY | $18K | 155 | 2025 |
Retirement plans
Welfare plans