Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$71K
- Vision$71K
- Other$29K
- Short-term disability$28K
- Life$24K
- +1 more
Sponsor portfolio
THE A. I. ROOT COMPANY
EIN 34-0496630ManufacturingLatest filing 2025
Plans
2
Retirement
1
$8.0M assets
Welfare
1
$1.3M premiums
Participants
324
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 138 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
- STARMOUNT LIFE INSURANCE COMPANY5%
- LIFE INSURANCE COMPANY OF NORTH AMERICA5%
Broker market share
Schedule A broker compensation
97%top
- THE JAMES B OSWALD COMPANY97%
- CENTRO BENEFITS RESEARCH LLC3%
- WATCHTOWER TECHNOLOGIES INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
THE A. I. ROOT COMPANY EE SVNGS PLAN & TRUST
401k
Assets$8.0M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.3M
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE A. I. ROOT COMPANY EE SVNGS PLAN & TRUST | 401k | $8.0M | 183 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.3M | 138 | 2025 |
Retirement plans
Welfare plans