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Sponsor portfolio

ROOD, RIDDLE & PARTNERS, PSC

EIN 61-0993798-Latest filing 2025
Plans
2
Retirement
1
$38.1M assets
Welfare
1
$3.0M premiums
Participants
793
2150 GEORGETOWN RD - LEXINGTON, KY 40511859-233-0371
Plans on this EIN
2 filings
#001401k-$38.1M - 396 part#501Fully Insured-$3.0M - 469 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 469 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Vision$2.7M
  • Life$186K
  • Long-term disability$186K
  • Other$186K
  • Dental$143K
Total $3.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • ANTHEM LIFE INSURANCE COMPANY89%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • DELTA DENTAL OF CALIFORNIA5%
Total $3.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • MARSH & MCLENNAN AGENCY LLC58%
  • MCGRIFF INSURANCE SERVICES INC31%
  • THE BENEFIT COMPANY INC12%
Total $106K3 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

ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN

401k

Assets$38.1M
Participants396
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROOD, RIDDLE & PARTNERS, PSC WELFARE BENEFITS PLAN

Fully Insured - ANTHEM HEALTH PLANS OF KENTUCKY, INC.

Premiums$3.0M
Covered lives469
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN401k$38.1M3962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROOD, RIDDLE & PARTNERS, PSC WELFARE BENEFITS PLANFully InsuredANTHEM HEALTH PLANS OF KENTUCKY, INC.$3.0M4692025
Retirement plans
Welfare plans
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