Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.4M
- Prescription drug$3.4M
- Dental$243K
- Vision$239K
- Life$102K
- Long-term disability$102K
- +1 more
Sponsor portfolio
ROTH CAPITAL PARTNERS, LLC
EIN 33-0947643investment bankingLatest filing 2025
Plans
2
Retirement
1
$65.0M assets
Welfare
1
$3.8M premiums
Participants
503
888 SAN CLEMENTE DRIVE - NEWPORT BEACH, CA 92660949-720-5700roth.comLinkedIn201-500 employeesinvestment banking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.8M premiums / 410 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
- SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION0%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY 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
ROTH CAPITAL PARTNERS, LLC 401(K) PLAN
401k
Assets$65.0M
Participants278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROTH CAPITAL PARTNERS EMPLOYEE BENEFITS PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$3.8M
Covered lives410
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROTH CAPITAL PARTNERS, LLC 401(K) PLAN | 401k | $65.0M | 278 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROTH CAPITAL PARTNERS EMPLOYEE BENEFITS PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $3.8M | 410 | 2025 |
Retirement plans
Welfare plans