Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$573K
- Dental$134K
- Vision$134K
- Life$134K
- Short-term disability$134K
Sponsor portfolio
ROUNDSTONE MANAGEMENT, LTD.
EIN 27-0371422insuranceLatest filing 2025
Plans
2
Retirement
1
$13.5M assets
Welfare
1
$707K premiums
Participants
347
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $707K premiums / 250 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- GRANULAR INSURANCE COMPANY81%
- PRINCIPAL LIFE INSURANCE COMPANY19%
Broker market share
Schedule A broker compensation
100%top
- SCHROEDER COVERAGE LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ROUNDSTONE MANAGEMENT, LTD. 401(K) PLAN
401k
Assets$13.5M
Participants208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ROUNDSTONE MANAGEMENT LTD EMPLOYEE BENEFIT PLAN
Fully Insured - GRANULAR INSURANCE COMPANY
Premiums$707K
Covered lives250
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROUNDSTONE MANAGEMENT, LTD. 401(K) PLAN | 401k | $13.5M | 208 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ROUNDSTONE MANAGEMENT LTD EMPLOYEE BENEFIT PLAN | Fully Insured | GRANULAR INSURANCE COMPANY | $707K | 250 | 2025 |
Retirement plans
Welfare plans