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Sponsor portfolio

ROSENBOOM MACHINE & TOOL, INC.

EIN 42-1258906-machinery-Latest filing 2025
Plans
5
Retirement
1
$38.1M assets
Welfare
4
$7.3M premiums
Participants
2,253
1530 WESTERN AVE, PO BOX 280 - SHELDON, IA 51201712-324-4854rosenboom.comLinkedIn501-1000 employeesmachinery
Plans on this EIN
5 filings
#001401k-$38.1M - 829 part#511Fully Insured-$5.6M - 499 lives#501Fully Insured-$1.3M - 152 lives#505Fully Insured-$294K - 623 lives#512Fully Insured-$165K - 157 lives

Benefits portfolio analytics

4 plans / $7.3M premiums / 1,431 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.5M
  • Dental$461K
  • Vision$459K
  • Life$459K
  • Short-term disability$459K
  • Long-term disability$165K
  • +1 more
Total $7.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • BLUE CROSS OF CALIFORNIA76%
  • SIDECAR HEALTH INSURANCE COMPANY17%
  • PRINCIPAL LIFE INSURANCE COMPANY4%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Total $7.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
29%top
  • ACRISURE LLC29%
  • GROUP BENEFITS LTD25%
  • E. KINKADE DBA KAMINSKY & ASSOC20%
  • N/A16%
  • GA SOLUTIONS LLC10%
Total $151K5 slices

Plan deep-dives

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

ROSENBOOM MACHINE & TOOL INC RETIREMENT PLAN & TRUST

401k

Assets$38.1M
Participants829
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

ROSENBOOM MACHINE & TOOL INC. EMPLOYEE MEDICAL & DENTAL BENEFIT PLAN

Fully Insured - WELLMARK BC/BS OF IOWA

Premiums$5.6M
Covered lives499
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ROSENBOOM MACHINE & TOOL, INC. EMPLOYEE HEALTH CARE PLAN

Fully Insured - SIDECAR HEALTH INSURANCE COMPANY

Premiums$1.3M
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

ROSENBOOM MACHINE & TOOL, INC. EMPLOYEE LIFE & VISION INSURANCE

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$294K
Covered lives623
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

ROSENBOOM MACHINE & TOOL, INC. SECTION 125 PREMIUM ONLY PLAN

Fully Insured - GUARDIAN LIFE INSURANCE COMPANY

Premiums$165K
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROSENBOOM MACHINE & TOOL INC RETIREMENT PLAN & TRUST401k$38.1M8292024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
511ROSENBOOM MACHINE & TOOL INC. EMPLOYEE MEDICAL & DENTAL BENEFIT PLANFully InsuredWELLMARK BC/BS OF IOWA$5.6M4992025
501ROSENBOOM MACHINE & TOOL, INC. EMPLOYEE HEALTH CARE PLANFully InsuredSIDECAR HEALTH INSURANCE COMPANY$1.3M1522025
505ROSENBOOM MACHINE & TOOL, INC. EMPLOYEE LIFE & VISION INSURANCEFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$294K6232025
512ROSENBOOM MACHINE & TOOL, INC. SECTION 125 PREMIUM ONLY PLANFully InsuredGUARDIAN LIFE INSURANCE COMPANY$165K1572025
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