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Sponsor portfolioTH

THE ROGOSIN INSTITUTE

EIN 13-3184198-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$93.5M assets
Welfare
1
$5.4M premiums
Participants
1,075
504-506 EAST 74TH STREET, 5TH FLOOR - NEW YORK, NY 10021212-249-0485rogosin.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#001403b-$89.3M - 587 part#003403b-$4.2M - 64 part#501Mixed-$5.4M - 67,369 lives

Retirement portfolio analytics

2 plans aggregated / $93.5M assets / 651 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • FOR NON-UNION EMPLOYEES (#001)95%
  • FOR UNION EMPLOYEES (#003)5%
Total $93.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR NON-UNION EMPLOYEES (#001)587
  • FOR UNION EMPLOYEES (#003)64
Total 651Click row to drill in

Benefits portfolio analytics

1 plan / $5.4M premiums / 67,369 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.8M
  • Vision$4.8M
  • Prescription drug$4.8M
  • Dental$324K
  • Other$259K
  • Life$246K
  • +1 more
Total $5.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY89%
  • DELTA DENTAL OF CALIFORNIA6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $5.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC0%
Total $276K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE ROGOSIN INSTITUTE, INC. RETIREMENT PLAN FOR NON-UNION EMPLOYEES

403b

Assets$89.3M
Participants587
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE ROGOSIN INSTITUTE, INC. RETIREMENT PLAN FOR UNION EMPLOYEES

403b

Assets$4.2M
Participants64
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE ROGOSIN INSTITUTE HEALTH AND WELFARE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$5.4M
Covered lives67,369
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE ROGOSIN INSTITUTE, INC. RETIREMENT PLAN FOR NON-UNION EMPLOYEES403b$89.3M5872024
003THE ROGOSIN INSTITUTE, INC. RETIREMENT PLAN FOR UNION EMPLOYEES403b$4.2M642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE ROGOSIN INSTITUTE HEALTH AND WELFARE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$5.4M67,3692025
Retirement plans
Welfare plans
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