PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ROOKWOOD PROPERTIES, INC.
Sponsor portfolio

ROOKWOOD PROPERTIES, INC.

EIN 31-0724388-real estate-Latest filing 2025
Plans
2
Retirement
1
$7.4M assets
Welfare
1
$984K premiums
Participants
223
8160 CORPORATE PARK DRIVE, SUITE 220 - CINCINNATI, OH 45242513-469-6589rookwoodproperties.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$7.4M - 122 part#501Fully Insured-$984K - 168 lives

Benefits portfolio analytics

1 plan / $984K premiums / 168 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$926K
  • Dental$926K
  • Vision$926K
  • Life$57K
  • Short-term disability$57K
  • Long-term disability$57K
  • +1 more
Total $984K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • HARTFORD LIFE AND ACCIDENT6%
Total $984K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LANG FINANCIAL GROUP, INC.100%
Total $38K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ROOKWOOD PROPERTIES EMPLOYEE RETIREMENT PLAN

401k

Assets$7.4M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROOKWOOD PROPERTIES, INC. BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$984K
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROOKWOOD PROPERTIES EMPLOYEE RETIREMENT PLAN401k$7.4M1222025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROOKWOOD PROPERTIES, INC. BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$984K1682025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica