Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Prescription drug$1.8M
- Dental$193K
- Vision$193K
- Life$193K
- Short-term disability$193K
- +1 more
Sponsor portfolio
ROOSEVELT, INC.
EIN 23-2321666Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
1
$15.8M assets
Welfare
1
$2.0M premiums
Participants
534
1608 WALNUT STREET, SUITE 1400 - PHILADELPHIA, PA 19103215-241-0200rooseveltinnpa.comLinkedIn1-10 employees
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 275 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Broker market share
Schedule A broker compensation
93%top
- CORPORATE SYNERGIES GROUP LLC93%
- AMERIHEALTH ADMINISTRATORS INC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PHILADELPHIA MANAGEMENT CO. 401(K) PLAN
401k
Assets$15.8M
Participants258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PMC PROPERTY GROUP, INC. HEALTH & WELFARE PLAN
Fully Insured - INDEPENDENCE BLUE CROSS
Premiums$2.0M
Covered lives275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHILADELPHIA MANAGEMENT CO. 401(K) PLAN | 401k | $15.8M | 258 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PMC PROPERTY GROUP, INC. HEALTH & WELFARE PLAN | Fully Insured | INDEPENDENCE BLUE CROSS | $2.0M | 275 | 2024 |
Retirement plans
Welfare plans