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Sponsor portfolio

THE RODERICK GROUP

EIN 20-3036399-Latest filing 2025
Plans
2
Retirement
1
$20.8M assets
Welfare
1
$5.7M premiums
Participants
721
1500 WEST CARROLL AVENUE, SUITE 300 - CHICAGO, IL 60607312-795-1400LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$20.8M - 432 part#501Fully Insured-$5.7M - 552 lives

Benefits portfolio analytics

1 plan / $5.7M premiums / 552 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.2M
  • Prescription drug$5.2M
  • Dental$556K
  • Vision$556K
  • Life$556K
  • Short-term disability$556K
  • +2 more
Total $5.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Total $5.7M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $73K1 slice

Plan deep-dives

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

ARDMORE RODERICK 401(K) PLAN

401k

Assets$20.8M
Participants432
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE RODERICK GROUP DBA ARDMORE RODERICK

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$5.7M
Covered lives552
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ARDMORE RODERICK 401(K) PLAN401k$20.8M4322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE RODERICK GROUP DBA ARDMORE RODERICKFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$5.7M5522025
Retirement plans
Welfare plans
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