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Sponsor portfolio

RUOFF MORTGAGE COMPANY, INC.

EIN 35-1616238-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$40.7M assets
Welfare
1
$787K premiums
Participants
1,181
1670 MAGNAVOX WAY - FORT WAYNE, IN 46804260-999-6200LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$40.7M - 734 part#501Mixed-$787K - 809 lives

Benefits portfolio analytics

1 plan / $787K premiums / 809 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$436K
  • Life$389K
  • Short-term disability$389K
  • Long-term disability$389K
  • Dental$303K
  • Vision$47K
Total $787K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY49%
  • DELTA DENTAL OF CALIFORNIA39%
  • EYEMED VISION CARE6%
  • HEALTHJOY5%
  • CROSSWINDS COUNSELING1%
Total $787K5 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • MJ INSURANCE86%
  • STEALTH PARTNER GROUP LLC11%
  • AMWINS3%
Total $136K3 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

RUOFF MORTGAGE COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$40.7M
Participants734
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RUOFF MORTGAGE COMPANY, INC. WELFARE BENEFIT PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$787K
Covered lives809
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RUOFF MORTGAGE COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$40.7M7342025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RUOFF MORTGAGE COMPANY, INC. WELFARE BENEFIT PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$787K8092025
Retirement plans
Welfare plans
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