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Sponsor portfolioTH

ROSEDALE BANK

EIN 52-0465075-Latest filing 2025
Plans
2
Retirement
1
$24.0M assets
Welfare
1
$202K premiums
Participants
321
9616 BELAIR ROAD - BALTIMORE, MD 21236410-668-4400
Plans on this EIN
2 filings
#002401k-$24.0M - 178 part#502Mixed-$202K - 176 lives

Benefits portfolio analytics

1 plan / $202K premiums / 176 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$72K
  • Life$62K
  • Dental$54K
  • Long-term disability$34K
  • Short-term disability$29K
  • Vision$14K
Total $202K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY62%
  • UNITED CONCORDIA INSURANCE COMPANY27%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • JANUS ASSOCIATES, INC. DBA BHS4%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Total $202K5 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • VARNEY & COMPANY BENEFITS ADVISORS87%
  • LEAVITT GROUP10%
  • TRIBRIDGE PARTNERS LLC2%
  • MARY THERESA FISHER1%
  • HILB GROUP OF NEW ENGLAND0%
Total $29K5 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

ROSEDALE FEDERAL SAVINGS & LOAN ASSOCIATION 401(K) RETIREMENT PLAN

401k

Assets$24.0M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ROSEDALE BANK HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNITED CONCORDIA INSURANCE COMPANY

Premiums$202K
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ROSEDALE FEDERAL SAVINGS & LOAN ASSOCIATION 401(K) RETIREMENT PLAN401k$24.0M1782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ROSEDALE BANK HEALTH AND WELFARE BENEFIT PLANMixedUNITED CONCORDIA INSURANCE COMPANY$202K1762025
Retirement plans
Welfare plans
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