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Sponsor portfolio

ROTELLA'S ITALIAN BAKERY, INC.

EIN 47-0489748-food production-Latest filing 2025
Plans
4
Retirement
1
$20.6M assets
Welfare
3
$190K premiums
Participants
1,004
6949 SOUTH 108TH STREET - LAVISTA, NE 68128402-592-6600rotellasbakery.comLinkedIn201-500 employeesfood production
Plans on this EIN
4 filings
#001401k-$20.6M - 521 part#505Fully Insured-$135K - 429 lives#502Fully Insured-$32K - 495 lives#501Mixed-$23K - 483 lives

Benefits portfolio analytics

3 plans / $190K premiums / 1,407 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$135K
  • Dental$32K
  • Life$23K
  • Other$23K
Total $190K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY83%
  • AMERITAS LIFE INSURANCE CORP.17%
Total $190K2 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • NAVSAV HOLDINGS II, LLC46%
  • NAVSAV HOLDING II, LLC38%
  • HUB INTERNATIONAL MIDWEST LIMITED16%
Total $17K3 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

ROTELLA'S ITALIAN BAKERY, INC. PROFIT SHARING 401(K) PLAN

401k

Assets$20.6M
Participants521
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

ROELLA'S ITALIAN BAKERY, INC-SHORT TERM DISABILITY

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$135K
Covered lives429
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ROTELLA'S ITALIAN BAKERY, INC-DENTAL PLAN

Fully Insured - AMERITAS LIFE INSURANCE CORPORATION

Premiums$32K
Covered lives495
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ROTELLAS ITALIAN BAKERY, INC. -HEALTH, LIFE, & ADD

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$23K
Covered lives483
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROTELLA'S ITALIAN BAKERY, INC. PROFIT SHARING 401(K) PLAN401k$20.6M5212024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
505ROELLA'S ITALIAN BAKERY, INC-SHORT TERM DISABILITYFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$135K4292025
502ROTELLA'S ITALIAN BAKERY, INC-DENTAL PLANFully InsuredAMERITAS LIFE INSURANCE CORPORATION$32K4952025
501ROTELLAS ITALIAN BAKERY, INC. -HEALTH, LIFE, & ADDMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$23K4832025
Retirement plans
Welfare plans
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