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Sponsor portfolioTH

ROSE ASSOCIATES, INC.

EIN 13-2796845-real estate-Latest filing 2025
Plans
6
Retirement
2
$56.2M assets
Welfare
4
$404K premiums
Participants
1,628
777 THIRD AVENUE, 6TH FLOOR - NEW YORK, NY 10017212-210-6666rosenyc.comLinkedIn201-500 employeesreal estate
Plans on this EIN
6 filings
#002401k-$28.1M - 535 part#001TraditionalDB-$28.1M - 120 part#502Fully Insured-$200K - 505 lives#503Fully Insured-$181K - 314 lives#504Fully Insured-$23K - 329 lives#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $56.2M assets / 655 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • ASSOCIATES, INC. 401(K) (#002)50%
  • INC. PENSION TRUST (#001)50%
Total $56.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
50%top
  • MERRILL LYNCH PIERCE FENNER & SMITH50%
  • WILMINGTON TRUST50%
Total $56.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATES, INC. 401(K) (#002)535
  • INC. PENSION TRUST (#001)120
Total 655Click row to drill in

Benefits portfolio analytics

4 plans / $404K premiums / 1,148 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$200K
  • Long-term disability$91K
  • Life$91K
  • Other$62K
  • Vision$23K
Total $404K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • METROPOLITAN LIFE INSURANCE COMPANY49%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY45%
  • EYEMED VISION CARE6%
Total $404K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $33K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ROSE ASSOCIATES, INC. 401(K) PLAN

401k

Assets$28.1M
Participants535
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ROSE ASSOCIATES, INC. PENSION TRUST

TraditionalDB

Assets$28.1M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ROSE ASSOCIATES, INC. DENTAL PLAN

Fully Insured - METROPOLITAN LIFE INSRUANCE COMPANY

Premiums$200K
Covered lives505
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

ROSE ASSOCIATES, INC. LIFE INSURANCE AND AD&D PLAN

Fully Insured - FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$181K
Covered lives314
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

ROSE ASSOCIATES, INC. VISION PLAN

Fully Insured - EYEMED VISION CARE

Premiums$23K
Covered lives329
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ROSE ASSOCIATES, INC. HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ROSE ASSOCIATES, INC. 401(K) PLAN401k$28.1M5352024
001ROSE ASSOCIATES, INC. PENSION TRUSTTraditionalDB$28.1M1202024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ROSE ASSOCIATES, INC. DENTAL PLANFully InsuredMETROPOLITAN LIFE INSRUANCE COMPANY$200K5052025
503ROSE ASSOCIATES, INC. LIFE INSURANCE AND AD&D PLANFully InsuredFIRST RELIANCE STANDARD LIFE INSURANCE COMPANY$181K3142025
504ROSE ASSOCIATES, INC. VISION PLANFully InsuredEYEMED VISION CARE$23K3292025
501ROSE ASSOCIATES, INC. HEALTH PLANSelf Funded-$002025
Retirement plans
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