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Sponsor portfolioTH

ROGERS GROUP

EIN 35-1418333-mining & metals-Latest filing 2025
Plans
2
Retirement
1
$205.9M assets
Welfare
1
$4.9M premiums
Participants
6,807
421 GREAT CIRCLE ROAD - NASHVILLE, TN 37228615-780-5668rogersgroupincint.comLinkedIn1001-5000 employeesmining & metals
Plans on this EIN
2 filings
#003401k-$205.9M - 3,607 part#501Mixed-$4.9M - 5,166 lives

Benefits portfolio analytics

1 plan / $4.9M premiums / 5,166 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.2M
  • Life$2.9M
  • Short-term disability$2.9M
  • Long-term disability$2.9M
  • Stop-loss$1.7M
Total $4.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA59%
  • BLUE CROSS OF CALIFORNIA34%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY6%
  • CURALINC HEALTHCARE1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $4.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • BROWN & BROWN INSURANCE SERVICES75%
  • DAVID MASSEY25%
Total $779K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ROGERS GROUP, INC.& AFFILIATES RETIREMENT SAVINGS PLAN

401k

Assets$205.9M
Participants3,607
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROGERS GROUP EMPLOYEE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$4.9M
Covered lives5,166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003ROGERS GROUP, INC.& AFFILIATES RETIREMENT SAVINGS PLAN401k$205.9M3,6072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROGERS GROUP EMPLOYEE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$4.9M5,1662025
Retirement plans
Welfare plans
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