Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$1.3M
- Vision$1.3M
- Prescription drug$1.3M
- Other$90K
- Life$86K
- +2 more
Sponsor portfolio
ROOF ABOVE, INC.
EIN 56-1837620non-profit organization managementLatest filing 2025
Plans
4
Retirement
1
$2.2M assets
Welfare
3
$1.4M premiums
Participants
760
1210 NORTH TRYON STREET - CHARLOTTE, NC 28206704-334-3187roofabove.orgLinkedIn201-500 employeesnon-profit organization management
Benefits portfolio analytics
3 plans / $1.4M premiums / 442 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- UNITEDHEALTHCARE INSURANCE COMPANY93%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- FIRSTCAROLINACARE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
94%top
- GALLAGHER BENEFIT SERVICES, INC.94%
- THE CASON GROUP INC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ROOF ABOVE 403(B) PLAN
ProfitSharing
Assets$2.2M
Participants318
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROOF ABOVE HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.3M
Covered lives75
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
ROOF ABOVE, INC. LIFE AND DISABILITY PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$86K
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
PLAN 503 ROOF ABOVE, INC. EAP PLAN
Fully Insured - ATRIUM HEALTH EMPLOYEE ASSISTANCE PROGRAM
Premiums$3K
Covered lives191
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROOF ABOVE 403(B) PLAN | ProfitSharing | $2.2M | 318 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROOF ABOVE HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.3M | 75 | 2025 | |
| 502 | ROOF ABOVE, INC. LIFE AND DISABILITY PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $86K | 176 | 2025 | |
| 503 | PLAN 503 ROOF ABOVE, INC. EAP PLAN | Fully Insured | ATRIUM HEALTH EMPLOYEE ASSISTANCE PROGRAM | $3K | 191 | 2025 |
Retirement plans
Welfare plans