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Sponsor portfolio

L J ROGERS, INC.

EIN 20-5964198-Latest filing 2025
Plans
3
Retirement
1
$4.7M assets
Welfare
2
$227K premiums
Participants
430
7723 OAKWOOD STREET EXT - MEBANE, NC 27302919-304-8782
Plans on this EIN
3 filings
#001401k-$4.7M - 158 part#503Fully Insured-$227K - 176 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $227K premiums / 176 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$113K
  • Life$64K
  • Dental$51K
  • Long-term disability$31K
  • Short-term disability$20K
  • Vision$12K
Total $227K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $227K1 slice

Broker market share

Schedule A broker compensation

Split broker
47%top
  • GALLAGHER BENEFIT SERVICES, INC.47%
  • MARSH & MCLENNAN AGENCY LLC36%
  • GIS BENEFITS INC17%
Total $38K3 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

L.J. ROGERS, INC. EMPLOYEES SAVINGS TRUST

401k

Assets$4.7M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

L J ROGERS, INC. DENTAL, LIFE, AND DISABILITY PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$227K
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

L J ROGERS, INC. EMPLOYEE MEDICAL PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001L.J. ROGERS, INC. EMPLOYEES SAVINGS TRUST401k$4.7M1582024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503L J ROGERS, INC. DENTAL, LIFE, AND DISABILITY PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$227K1762025
501L J ROGERS, INC. EMPLOYEE MEDICAL PLANSelf Funded-$002025
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