Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$726K
- Prescription drug$726K
- Dental$93K
- Life$93K
- Short-term disability$93K
- Long-term disability$93K
- +2 more
Sponsor portfolio
ROSEWOOD CORPORATE INVESTMENTS, LLC
EIN 26-2911313facilities servicesLatest filing 2025
Plans
2
Retirement
1
$2.7M assets
Welfare
1
$828K premiums
Participants
402
150 PENMARC DRIVE, SUITE 110 - RALEIGH, NC 27603919-600-6160LinkedIn1-10 employeesfacilities services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $828K premiums / 434 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- UNITEDHEALTHCARE INSURANCE COMPANY88%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
- AMERITAS LIFE INSURANCE CORP.1%
Broker market share
Schedule A broker compensation
65%top
- MCGRIFF INSURANCE SERVICES INC65%
- MARSH & MCLENNAN AGENCY LLC35%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ROSEWOOD FAMILY OF COMPANIES 401(K) RETIREMENT PLAN
401k
Assets$2.7M
Participants314
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROSEWOOD CORPORATE INVESTMENTS, LLC HEALTH & WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$828K
Covered lives434
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROSEWOOD FAMILY OF COMPANIES 401(K) RETIREMENT PLAN | 401k | $2.7M | 314 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROSEWOOD CORPORATE INVESTMENTS, LLC HEALTH & WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $828K | 434 | 2025 |
Retirement plans
Welfare plans