Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$476K
- Dental$431K
- Vision$431K
- Long-term disability$431K
- Other$431K
- Health$83K
- +1 more
Sponsor portfolio
ROTARY CORPORATION
EIN 58-0959394consumer goodsLatest filing 2025
Plans
2
Retirement
1
$28.1M assets
Welfare
1
$603K premiums
Participants
859
P.O. BOX 747 - GLENNVILLE, GA 30427912-654-7306rotarycorp.comLinkedIn501-1000 employeesconsumer goods
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $603K premiums / 846 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- METROPOLITAN LIFE INSURANCE COMPANY71%
- TRUSTMARK INSURANCE COMPANY22%
- AFLAC7%
Broker market share
Schedule A broker compensation
89%top
- INSURANCE OFFICE OF AMERICA89%
- VOLUNTARY BENEFITS AT WORK5%
- VBW INSURANCE SERVICES, INC.4%
- JEFFREY VANTERPOOL1%
- BRIAN D ELY1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ROTARY CORPORATION 401(K) PROFIT SHARING PLAN
401k
Assets$28.1M
Participants544
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROTARY CORPORATION FLEXIBLE BENEFITS PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$603K
Covered lives846
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROTARY CORPORATION 401(K) PROFIT SHARING PLAN | 401k | $28.1M | 544 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROTARY CORPORATION FLEXIBLE BENEFITS PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $603K | 846 | 2025 |
Retirement plans
Welfare plans