Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.1M
- Vision$1.1M
- Health$1.0M
- Life$122K
- Short-term disability$105K
- Other$24K
Sponsor portfolio
WAL-ROSE, INC.
EIN 59-3317838constructionLatest filing 2025
Plans
2
Retirement
1
$1.3M assets
Welfare
1
$1.1M premiums
Participants
474
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 318 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- UNITEDHEALTHCARE INSURANCE COMPANY89%
- STANDARD INSURANCE COMPANY9%
- SUN LIFE ASSURANCE COMPANY OF CANADA2%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
94%top
- HUB INTERNATIONAL MIDWEST LIMITED94%
- CORPORATE SYNERGIES GROUP LLC4%
- VISION HR AGENCY INC2%
- COOPER SIMS NELSON & MOSLEY INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WAL-ROSE, INC. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.3M
Participants238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WAL-ROSE, INC. HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.1M
Covered lives318
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WAL-ROSE, INC. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.3M | 238 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WAL-ROSE, INC. HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.1M | 318 | 2025 |
Retirement plans
Welfare plans