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Sponsor portfolioTH

A.J. ROSE MANUFACTURING CO.

EIN 34-0843927-automotive-Latest filing 2025
Plans
3
Retirement
2
$45.7M assets
Welfare
1
$4.2M premiums
Participants
817
38000 CHESTER RD - AVON, OH 440111086440-934-2857ajrose.comLinkedIn201-500 employeesautomotive
Plans on this EIN
3 filings
#001401k-$25.8M - 169 part#003401k-$19.9M - 327 part#502Fully Insured-$4.2M - 388 lives

Retirement portfolio analytics

2 plans aggregated / $45.7M assets / 496 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • FOR NON-UNION EMPLOYEES (#001)56%
  • FOR UNION EMPLOYEES (#003)44%
Total $45.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR UNION EMPLOYEES (#003)327
  • FOR NON-UNION EMPLOYEES (#001)169
Total 496Click row to drill in

Benefits portfolio analytics

1 plan / $4.2M premiums / 388 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Prescription drug$3.9M
  • Dental$106K
  • Other$102K
  • Short-term disability$97K
  • Life$42K
  • +1 more
Total $4.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • MEDICAL MUTUAL92%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • DELTA DENTAL OF CALIFORNIA3%
Total $4.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • CORPORATE PLANS, LLC91%
  • NATIONAL BENEFIT CENTER9%
Total $21K2 slices

Plan deep-dives

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

A.J. ROSE RETIREMENT AND 401(K) PLAN FOR NON-UNION EMPLOYEES

401k

Assets$25.8M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

A.J. ROSE MFG. CO. 401(K) PLAN FOR UNION EMPLOYEES

401k

Assets$19.9M
Participants327
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

A. J. ROSE MANUFACTURING CO. EMPLOYEE BENEFIT PLAN

Fully Insured - MEDICAL MUTUAL

Premiums$4.2M
Covered lives388
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001A.J. ROSE RETIREMENT AND 401(K) PLAN FOR NON-UNION EMPLOYEES401k$25.8M1692025
003A.J. ROSE MFG. CO. 401(K) PLAN FOR UNION EMPLOYEES401k$19.9M3272025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502A. J. ROSE MANUFACTURING CO. EMPLOYEE BENEFIT PLANFully InsuredMEDICAL MUTUAL$4.2M3882024
Retirement plans
Welfare plans
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