Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Rose Associates, Inc.
EIN 13-2796845real estateLatest filing 2025
Plans
6
Retirement
2
$63.7M assets
Health & Benefits
4
$404K premiums
Participants
1,758
777 3RD AVENUE, 6TH FLOOR - NEW YORK, NY 100171307212-210-6666rosenyc.comLinkedIn201-500 employeesreal estate
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $63.7M assets / 785 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- WILMINGTON TRUST$29.7M
Participants by plan
Active + retired + deferred vested
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
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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#002
ROSE ASSOCIATES, INC. 401(K) PLAN
401(k)
Assets$34.0M
Participants667
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
ROSE ASSOCIATES, INC. PENSION TRUST
Traditional DB
Assets$29.7M
Participants118
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
ROSE ASSOCIATES, INC. DENTAL PLAN
Fully insured - METROPOLITAN LIFE INSRUANCE COMPANY
Premiums$200K
Covered lives505
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
ROSE ASSOCIATES, INC. LIFE INSURANCE AND AD&D PLAN
Fully insured - FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$181K
Covered lives314
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
ROSE ASSOCIATES, INC. VISION PLAN
Fully insured - EYEMED VISION CARE
Premiums$23K
Covered lives329
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
ROSE ASSOCIATES, INC. HEALTH PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ROSE ASSOCIATES, INC. 401(K) PLAN | 401(k) | $34.0M | 667 | 2025 |
| #001 | ROSE ASSOCIATES, INC. PENSION TRUST | Traditional DB | $29.7M | 118 | 2025 |
- #002 · 401(k) · 2025667
- #001 · Traditional DB · 2025118
Health & Benefits plans
4 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | ROSE ASSOCIATES, INC. DENTAL PLAN | Fully insured | METROPOLITAN LIFE INSRUANCE COMPANY | $200K | 505 | 2025 |
| #503 | ROSE ASSOCIATES, INC. LIFE INSURANCE AND AD&D PLAN | Fully insured | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $181K | 314 | 2025 |
| #504 | ROSE ASSOCIATES, INC. VISION PLAN | Fully insured | EYEMED VISION CARE | $23K | 329 | 2025 |
| #501 | ROSE ASSOCIATES, INC. HEALTH PLAN | Self-funded | - | $0 | 0 | 2025 |
- #502 · Fully insured · METROPOLITAN LIFE INSRUANCE COMPANY · 2025505
- #503 · Fully insured · FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY · 2025314
- #504 · Fully insured · EYEMED VISION CARE · 2025329
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans