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Sponsor portfolio

ROANE TRANSPORTATION SERVICES, LLC

EIN 62-1641082-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$3.3M assets
Welfare
1
$957K premiums
Participants
324
284 CARDIFF VALLEY ROAD - ROCKWOOD, TN 37854865-354-3288roanetrans.comLinkedIn51-200 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$3.3M - 193 part#501Fully Insured-$957K - 134 lives

Benefits portfolio analytics

1 plan / $957K premiums / 134 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$821K
  • Dental$821K
  • Vision$821K
  • Prescription drug$821K
  • Other$136K
  • Life$127K
  • +2 more
Total $957K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY13%
  • MED INVESTORS DEVELOPMENT, LLC DBA ONE TO ONE HEALTH1%
Total $957K3 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • ROBERT FABRIZIO58%
  • THE BALDWIN GROUP WEST LLC29%
  • BALDWIN KRYSTYN SHERMAN PARTNERS13%
Total $65K3 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

ROANE TRANSPORTATION SERVICES RETIREMENT SAVINGS PLAN

401k

Assets$3.3M
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROANE TRANSPORTATION SERVICES, LLC EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF TENNESSEE

Premiums$957K
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROANE TRANSPORTATION SERVICES RETIREMENT SAVINGS PLAN401k$3.3M1932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROANE TRANSPORTATION SERVICES, LLC EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF TENNESSEE$957K1342025
Retirement plans
Welfare plans
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