Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $237.3M assets / 4,386 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $3.5M premiums / 4,502 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Mixed - HARTFORD LIFE AND ACCIDENT
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ROSEN'S DIVERSIFIED 401(K) RETIREMENT PLAN | 401(k) | $235.0M | 3,985 | 2025 |
| #003 | ROSEN'S DIVERSIFIED UNION EMPLOYEES 401(K) RETIREMENT PLAN | 401(k) | $2.3M | 401 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ROSEN'S DIVERSIFIED, INC. EMPLOYEE BENEFIT WRAP PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $3.5M | 4,502 | 2025 |