Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$570K
- Stop-loss$570K
- Long-term disability$119K
- Life$102K
- Other$102K
- Dental$80K
- +2 more
Sponsor portfolio
THE BENJAMIN ROSE INSTITUTE
EIN 34-0714482Latest filing 2025
Plans
2
Retirement
1
$7.1M assets
Welfare
1
$688K premiums
Participants
201
11890 FAIRHILL ROAD - CLEVELAND, OH 441201053216-373-1602
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $688K premiums / 136 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- MSL CAPTIVE SOLUTIONS83%
- SUN LIFE ASSURANCE COMPANY OF CANADA12%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY3%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
45%top
- ADVANTAGE CONSULTANTS AGENCY INC45%
- NFP INSURANCE SERVICES INC23%
- DMC BENEFITS INC15%
- HUDOCK EUGENE14%
- BOSTON THOMAS W1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
THE BENJAMIN ROSE INSTITUTE 401(K) PLAN
401k
Assets$7.1M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
THE BENJAMIN ROSE INSTITUTE FLEXIBLE BENEFITS PLAN
Fully Insured - MSL CAPTIVE SOLUTIONS
Premiums$688K
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | THE BENJAMIN ROSE INSTITUTE 401(K) PLAN | 401k | $7.1M | 135 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | THE BENJAMIN ROSE INSTITUTE FLEXIBLE BENEFITS PLAN | Fully Insured | MSL CAPTIVE SOLUTIONS | $688K | 136 | 2025 |
Retirement plans
Welfare plans