Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Prescription drug$1.4M
- Other$208K
- Dental$190K
- Vision$190K
- Life$190K
- +2 more
Sponsor portfolio
ROGERS, LOVELOCK & FRITZ, INC.
EIN 59-1873834Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$40.5M assets
Welfare
1
$1.6M premiums
Participants
229
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 166 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- UNITEDHEALTHCARE INSURANCE COMPANY87%
- SUN LIFE ASSURANCE COMPANY OF CANADA12%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
98%top
- MARSH & MCLENNAN AGENCY LLC98%
- VARIOUS - SEE ATTACHED2%
- ROGER BOUCHARD INSURANCE INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PROFIT SHARING PLAN FOR THE EMPLOYEES OF ROGERS, LOVELOCK & FRITZ, INC.
401k
Assets$40.5M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROGERS, LOVELOCK & FRITZ, INC. HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.6M
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PROFIT SHARING PLAN FOR THE EMPLOYEES OF ROGERS, LOVELOCK & FRITZ, INC. | 401k | $40.5M | 138 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROGERS, LOVELOCK & FRITZ, INC. HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.6M | 166 | 2024 |
Retirement plans
Welfare plans