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Sponsor portfolio

RO-ZAP ENTERPRISES, INC.

EIN 14-1638813-retail-Latest filing 2025
Plans
3
Retirement
1
$16.3M assets
Welfare
2
$1.9M premiums
Participants
854
128 STATE ROUTE 28 - KINGSTON, NY 12401518-796-8426LinkedIn51-200 employeesretail
Plans on this EIN
3 filings
#001401k-$16.3M - 413 part#501Fully Insured-$1.7M - 203 lives#502Fully Insured-$158K - 238 lives

Benefits portfolio analytics

2 plans / $1.9M premiums / 441 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$232K
  • Vision$232K
  • Life$232K
  • Short-term disability$232K
  • Long-term disability$232K
  • Other$232K
Total $232K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $232K1 slice

Broker market share

Schedule A broker compensation

Split broker
72%top
  • MARSHALL & STERLING EMPLOYEE BENEFI72%
  • FNA INSURANCE SERVICES INC28%
Total $42K2 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

RO-ZAP ENTERPRISES, INC. PROFIT SHARING 401(K) PLAN

401k

Assets$16.3M
Participants413
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RO-ZAP ENTERPRISES, INC. MEDICAL PLAN

Fully Insured - CAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN, INC.

Premiums$1.7M
Covered lives203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

RO-ZAP ENTERPRISES, INC. DENTAL-VISION-ANCILLARY PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$158K
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RO-ZAP ENTERPRISES, INC. PROFIT SHARING 401(K) PLAN401k$16.3M4132024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RO-ZAP ENTERPRISES, INC. MEDICAL PLANFully InsuredCAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN, INC.$1.7M2032025
502RO-ZAP ENTERPRISES, INC. DENTAL-VISION-ANCILLARY PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$158K2382025
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