PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ROSEN'S DIVERSIFIED, INC.
Sponsor portfolioTH

ROSEN'S DIVERSIFIED, INC.

EIN 41-1224625-Latest filing 2025
Plans
3
Retirement
2
$212.3M assets
Welfare
1
$3.5M premiums
Participants
9,104
2600 EAGAN WOODS DRIVE, SUITE 300 - EAGAN, MN 55121651-552-8230
Plans on this EIN
3 filings
#002401k-$209.7M - 4,095 part#003401k-$2.6M - 507 part#501Mixed-$3.5M - 4,502 lives

Retirement portfolio analytics

2 plans aggregated / $212.3M assets / 4,602 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • 401(K) RETIREMENT PLAN (#002)99%
  • 401(K) RETIREMENT PLAN (#003)1%
Total $212.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)4,095
  • 401(K) RETIREMENT PLAN (#003)507
Total 4,602Click row to drill in

Benefits portfolio analytics

1 plan / $3.5M premiums / 4,502 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$3.1M
  • Long-term disability$2.7M
  • Other$2.7M
  • Vision$456K
Total $3.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • HARTFORD LIFE AND ACCIDENT76%
  • VISION SERVICE PLAN13%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA11%
Total $3.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • LOCKTON COMPANIES, LLC55%
  • BCINSOURCING, LLC45%
Total $719K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ROSEN'S DIVERSIFIED 401(K) RETIREMENT PLAN

401k

Assets$209.7M
Participants4,095
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ROSEN'S DIVERSIFIED UNION EMPLOYEES 401(K) RETIREMENT PLAN

401k

Assets$2.6M
Participants507
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROSEN'S DIVERSIFIED, INC. EMPLOYEE BENEFIT WRAP PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$3.5M
Covered lives4,502
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ROSEN'S DIVERSIFIED 401(K) RETIREMENT PLAN401k$209.7M4,0952024
003ROSEN'S DIVERSIFIED UNION EMPLOYEES 401(K) RETIREMENT PLAN401k$2.6M5072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROSEN'S DIVERSIFIED, INC. EMPLOYEE BENEFIT WRAP PLANMixedHARTFORD LIFE AND ACCIDENT$3.5M4,5022025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica