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Sponsor portfolioTH

ROOSEVELT PAPER COMPANY

EIN 23-1514696-paper & forest products-Latest filing 2024
Plans
2
Retirement
1
$51.9M assets
Welfare
1
$852K premiums
Participants
572
ONE ROOSEVELT DRIVE - MT. LAUREL, NJ 08054856-303-4100rooseveltpaper.comLinkedIn201-500 employeespaper & forest products
Plans on this EIN
2 filings
#002401k-$51.9M - 343 part#501Mixed-$852K - 228 lives

Benefits portfolio analytics

1 plan / $852K premiums / 228 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$708K
  • Life$145K
  • Short-term disability$145K
  • Long-term disability$145K
  • Other$145K
Total $852K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • AETNA LIFE INSURANCE COMPANY83%
  • AMERICAN UNITED LIFE INSURANCE COMPANY17%
Total $852K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CBIZ BENEFITS & INSURANCE SERVICES100%
Total $26K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ROOSEVELT PAPER COMPANY 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$51.9M
Participants343
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELFARE PLAN OF THE ROOSEVELT PAPER COMPANY

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$852K
Covered lives228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ROOSEVELT PAPER COMPANY 401(K) RETIREMENT SAVINGS PLAN401k$51.9M3432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELFARE PLAN OF THE ROOSEVELT PAPER COMPANYMixedAETNA LIFE INSURANCE COMPANY$852K2282024
Retirement plans
Welfare plans
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