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Sponsor portfolio

RODGERS BUILDERS, INC.

EIN 56-0798195-construction-Latest filing 2025
Plans
2
Retirement
1
$68.1M assets
Welfare
1
$336K premiums
Participants
654
5701 NORTH SHARON AMITY ROAD - CHARLOTTE, NC 28215704-537-6044rodgersbuilders.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#001401k-$68.1M - 369 part#504Mixed-$336K - 525 lives

Benefits portfolio analytics

1 plan / $336K premiums / 525 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$304K
  • Life$291K
  • Long-term disability$291K
  • Vision$32K
Total $336K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • HARTFORD LIFE AND ACCIDENT87%
  • AMERITAS LIFE INSURANCE CORP.10%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD4%
Total $336K3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • MARSH & MCLENNAN AGENCY LLC93%
  • MCGRIFF INSURANCE SERVICES INC7%
Total $53K2 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

RODGERS BUILDERS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$68.1M
Participants369
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

RODGERS BUILDERS, INC. HEALTH AND WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$336K
Covered lives525
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RODGERS BUILDERS, INC. 401(K) PROFIT SHARING PLAN401k$68.1M3692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504RODGERS BUILDERS, INC. HEALTH AND WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$336K5252025
Retirement plans
Welfare plans
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