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  2. ARLINGTON/ROE & CO., INC.
Sponsor portfolio

ARLINGTON/ROE & CO., INC.

EIN 35-1150545-insurance-Latest filing 2025
Plans
2
Retirement
1
$21.1M assets
Welfare
1
$473K premiums
Participants
521
8888 KEYSTONE CROSSING, SUITE 900 - INDIANAPOLIS, IN 46240317-554-8600arlingtonroe.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#001401k-$21.1M - 285 part#501Fully Insured-$473K - 309 lives

Benefits portfolio analytics

1 plan / $473K premiums / 309 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$149K
  • Dental$130K
  • Life$115K
  • Short-term disability$108K
  • Long-term disability$62K
  • Vision$18K
  • +1 more
Total $473K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY67%
  • DELTA DENTAL OF CALIFORNIA31%
  • TELADOC1%
Total $473K3 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • NFP INSURANCE SERVICES INC82%
  • CENTRO BENEFITS RESEARCH LLC18%
Total $86K2 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

ARLINGTON/ROE & CO., INC. 401(K) PLAN

401k

Assets$21.1M
Participants285
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ARLINGTON/ROE AND CO., INC. WELFARE BENEFIT PLAN

Fully Insured - DELTA DENTAL OF INDIANA

Premiums$473K
Covered lives309
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ARLINGTON/ROE & CO., INC. 401(K) PLAN401k$21.1M2852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ARLINGTON/ROE AND CO., INC. WELFARE BENEFIT PLANFully InsuredDELTA DENTAL OF INDIANA$473K3092025
Retirement plans
Welfare plans
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