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Sponsor portfolioTH

ROARING FORK RESTAURANT GROUP

EIN 39-1917008-Latest filing 2025
Plans
3
Retirement
1
$1.7M assets
Welfare
2
$318K premiums
Participants
306
241 NORTH BROADWAY, SUITE 501 - MILWAUKEE, WI 53202414-962-4200
Plans on this EIN
3 filings
#001401k-$1.7M - 68 part#502Self Funded-$255K - 97 lives#501Mixed-$63K - 74 lives

Benefits portfolio analytics

2 plans / $318K premiums / 171 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$255K
  • Stop-loss$255K
  • Life$54K
  • Short-term disability$54K
  • Long-term disability$54K
  • Other$54K
  • +1 more
Total $318K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • NATIONAL FRANCHISE ASSOCIATION HEALTH PLUS-CELL80%
  • UNITEDHEALTHCARE INSURANCE COMPANY20%
Total $318K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BENECO100%
Total $8K1 slice

Plan deep-dives

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

ROARING FORK, LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.7M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ROARING FORK, LLC

Self Funded - NATIONAL FRANCHISE ASSOCIATION HEALTH PLUS-CELL

Premiums$255K
Covered lives97
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ROARING FORK RESTAURANT GROUP EMPLOYEE BENEFITS PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$63K
Covered lives74
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROARING FORK, LLC 401(K) PROFIT SHARING PLAN & TRUST401k$1.7M682024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ROARING FORK, LLCSelf FundedNATIONAL FRANCHISE ASSOCIATION HEALTH PLUS-CELL$255K972025
501ROARING FORK RESTAURANT GROUP EMPLOYEE BENEFITS PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$63K742025
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