Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROOM & BOARD, INC.
EIN 41-1384146retailLatest filing 2025
Plans
3
Retirement
2
$167.9M assets
Welfare
1
$13.2M premiums
Participants
3,314
4600 OLSON MEMORIAL HIGHWAY - MINNEAPOLIS, MN 55422763-588-7525roomandboard.comLinkedIn1001-5000 employeesretail
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $167.9M assets / 2,298 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $13.2M premiums / 1,311 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$13.1M
- Health$12.4M
- Prescription drug$12.4M
- Life$626K
- Long-term disability$626K
- Vision$91K
Carrier market share
Premium dollars by Schedule A carrier
94%top
- HEALTHPARTNERS INSURANCE COMPANY94%
- HARTFORD LIFE AND ACCIDENT5%
- MODERN HEALTH1%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
71%top
- MARSH & MCLENNAN AGENCY LLC71%
- WATCHTOWER BENEFITS, LLC18%
- GIBSON INSURANCE AGENCY, INC.11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ROOM & BOARD 401(K) PLAN
401k
Assets$157.2M
Participants1,369
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROOM & BOARD EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$10.7M
Participants929
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
ROOM & BOARD, INC. WELFARE BENEFITS WRAP PLAN
Mixed - HEALTHPARTNERS INSURANCE COMPANY, INC.
Premiums$13.2M
Covered lives1,311
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROOM & BOARD 401(K) PLAN | 401k | $157.2M | 1,369 | 2024 | |
| 002 | ROOM & BOARD EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $10.7M | 929 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | ROOM & BOARD, INC. WELFARE BENEFITS WRAP PLAN | Mixed | HEALTHPARTNERS INSURANCE COMPANY, INC. | $13.2M | 1,311 | 2025 |
Retirement plans
Welfare plans