Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$61K
- Long-term disability$61K
- Other$61K
- Vision$21K
- Dental$18K
Sponsor portfolioTH
IRWIN R. ROSE & COMPANY, LLC
EIN 27-0950641Latest filing 2025
Plans
2
Retirement
1
$16.6M assets
Welfare
1
$82K premiums
Participants
490
8801 RIVER CROSSING BLVD., STE 340 - INDIANAPOLIS, IN 46240317-844-8825
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $82K premiums / 256 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA74%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA22%
- DELTA DENTAL OF CALIFORNIA4%
Broker market share
Schedule A broker compensation
35%top
- TOTALIS BENEFITS35%
- IRWIN R. ROSE & COMPANY LLC35%
- MJ INSURANCE25%
- ENROLLEASE4%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
IRWIN R. ROSE & COMPANY, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$16.6M
Participants234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
IRWIN R. ROSE & COMPANY, LLC GROUP INSURANCE PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$82K
Covered lives256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | IRWIN R. ROSE & COMPANY, LLC 401(K) PROFIT SHARING PLAN | 401k | $16.6M | 234 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | IRWIN R. ROSE & COMPANY, LLC GROUP INSURANCE PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $82K | 256 | 2025 |
Retirement plans
Welfare plans