Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$432K
- Dental$323K
- Vision$323K
- Other$190K
- Short-term disability$132K
- Long-term disability$132K
- +1 more
Sponsor portfolio
ROUX ASSOCIATES, INC.
EIN 11-2579482Latest filing 2025
Plans
2
Retirement
1
$109.6M assets
Welfare
1
$772K premiums
Participants
987
209 SHAFTER ST - ISLANDIA, NY 11749631-232-2600
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $772K premiums / 403 covered livesCarrier market share
Premium dollars by Schedule A carrier
66%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA66%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY34%
Broker market share
Schedule A broker compensation
49%top
- MARSH & MCLENNAN AGENCY LLC49%
- MID ATLANTIC BENEFITS GROUP LLC37%
- JAMES R NELLIGAN & ASSOCIATES LLC13%
- MCCLELLEN, DAVID1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ROUX ASSOCIATES, INC. PROFIT SHARING/401K PLAN
401k
Assets$109.6M
Participants581
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROUX ASSOCIATES, INC. BENEFIT PLAN
Fully Insured - PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY
Premiums$772K
Covered lives403
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROUX ASSOCIATES, INC. PROFIT SHARING/401K PLAN | 401k | $109.6M | 581 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROUX ASSOCIATES, INC. BENEFIT PLAN | Fully Insured | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $772K | 403 | 2025 |
Retirement plans
Welfare plans