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Sponsor portfolio

ROETZEL & ANDRESS, LPA

EIN 34-1245415-law practice-Latest filing 2025
Plans
4
Retirement
1
$138.9M assets
Welfare
3
$482K premiums
Participants
1,161
222 SOUTH MAIN STREET, SUITE 400 - AKRON, OH 443081516330-376-2700cowdenlaw.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
4 filings
#002401k-$138.9M - 483 part#502Fully Insured-$321K - 314 lives#501Mixed-$162K - 242 lives#503Self Funded-0 lives

Benefits portfolio analytics

3 plans / $482K premiums / 556 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$321K
  • Long-term disability$321K
  • Other$321K
  • Dental$162K
Total $482K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA66%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA34%
Total $482K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE FEDELI GROUP100%
Total $39K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE ROETZEL & ANDRESS 401(K) PLAN

401k

Assets$138.9M
Participants483
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ROETZEL & ANDRESS EMPLOYEE GROUP AD&D, LIFE, AND LTD PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$321K
Covered lives314
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ROETZEL & ANDRESS EMPLOYEES HEALTH PLAN

Mixed - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$162K
Covered lives242
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

ROETZEL & ANDRESS HEALTH CARE REIMBURSEMENT FLEXIBLE SPENDING ACCOUNT

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE ROETZEL & ANDRESS 401(K) PLAN401k$138.9M4832024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ROETZEL & ANDRESS EMPLOYEE GROUP AD&D, LIFE, AND LTD PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$321K3142025
501ROETZEL & ANDRESS EMPLOYEES HEALTH PLANMixedGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$162K2422025
503ROETZEL & ANDRESS HEALTH CARE REIMBURSEMENT FLEXIBLE SPENDING ACCOUNTSelf Funded-$002025
Retirement plans
Welfare plans
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