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  2. Room & Board, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Room & Board, Inc.

EIN 41-1384146-retail-Latest filing 2025
Plans
3
Retirement
2
$292.7M assets
Health & Benefits
1
$13.2M premiums
Participants
3,315
4600 OLSON MEMORIAL HWY763-588-7525roomandboard.comLinkedIn1001-5000 employeesretail
Plans on this EIN
3 filings
#001401(k)-$178.7M - 1,368 part#002ESOP-$114.0M - 931 part#510Mixed-$13.2M - 1,311 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $292.7M assets / 2,299 participants

Assets by plan

Share of aggregate retirement assets

  • & BOARD 401(K) (#001)$178.7M
  • EMPLOYEE STOCK OWNERSHIP (#002)$114.0M
Total $292.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • & BOARD 401(K) (#001)1,368
  • EMPLOYEE STOCK OWNERSHIP (#002)931
Total 2,299Select a row to open it

Benefits portfolio analytics

1 plan / $13.2M premiums / 1,311 covered lives

Coverage 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
Total $13.2M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

ROOM & BOARD 401(K) PLAN

401(k)

Assets$178.7M
Participants1,368
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

ROOM & BOARD EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$114.0M
Participants931
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510

ROOM & BOARD, INC. WELFARE BENEFITS WRAP PLAN

Mixed - HEALTHPARTNERS INSURANCE COMPANY, INC.

Premiums$13.2M
Covered lives1,311
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ROOM & BOARD 401(K) PLAN401(k)$178.7M1,3682025
#002ROOM & BOARD EMPLOYEE STOCK OWNERSHIP PLANESOP$114.0M9312025
  • ROOM & BOARD 401(K) PLAN$178.7M
    #001 · 401(k) · 20251,368
  • ROOM & BOARD EMPLOYEE STOCK OWNERSHIP PLAN$114.0M
    #002 · ESOP · 2025931

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#510ROOM & BOARD, INC. WELFARE BENEFITS WRAP PLANMixedHEALTHPARTNERS INSURANCE COMPANY, INC.$13.2M1,3112025
  • ROOM & BOARD, INC. WELFARE BENEFITS WRAP PLAN$13.2M
    #510 · Mixed · HEALTHPARTNERS INSURANCE COMPANY, INC. · 20251,311
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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