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  2. Ross & Yerger Insurance, Inc.
  • Retirement analytics
  • Benefits analytics
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Filings through Oct 24, 2026.

Ross & Yerger Insurance, Inc.

EIN 64-0947389-insurance-Latest filing 2025
Plans
3
Retirement
2
$97.0M assets
Health & Benefits
1
$747K premiums
Participants
618
PO BOX 1139 - JACKSON, MS 39215601-944-0836rossandyerger.comLinkedIn51-200 employeesinsurance
Plans on this EIN
3 filings
#005401(k)-$59.5M - 227 part#004ESOP-$37.5M - 217 part#501Mixed-$747K - 351 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $97.0M assets / 444 participants

Assets by plan

Share of aggregate retirement assets

  • INSURANCE, INC. 401(K) (#005)$59.5M
  • INSURANCE, INC. ESOP (#004)$37.5M
Total $97.0MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • EPIC RETIREMENT PLAN SERVICES$59.5M
  • (Not disclosed)$37.5M
Total $97.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • INSURANCE, INC. 401(K) (#005)227
  • INSURANCE, INC. ESOP (#004)217
Total 444Select a row to open it

Benefits portfolio analytics

1 plan / $747K premiums / 351 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$304K
  • Dental$123K
  • Long-term disability$115K
  • Life$109K
  • Other$42K
  • Short-term disability$33K
  • +1 more
Total $747K7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#005

ROSS & YERGER INSURANCE, INC. 401(K) PLAN

401(k)

Assets$59.5M
Participants227
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

ROSS & YERGER INSURANCE, INC. ESOP

ESOP

Assets$37.5M
Participants217
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ROSS & YERGER INSURANCE, INC. EMPLOYEE HEALTH BENEFIT PLAN

Mixed - SWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP.

Premiums$747K
Covered lives351
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#005ROSS & YERGER INSURANCE, INC. 401(K) PLAN401(k)$59.5M2272025
#004ROSS & YERGER INSURANCE, INC. ESOPESOP$37.5M2172025
  • ROSS & YERGER INSURANCE, INC. 401(K) PLAN$59.5M
    #005 · 401(k) · 2025227
  • ROSS & YERGER INSURANCE, INC. ESOP$37.5M
    #004 · ESOP · 2025217

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ROSS & YERGER INSURANCE, INC. EMPLOYEE HEALTH BENEFIT PLANMixedSWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP.$747K3512025
  • ROSS & YERGER INSURANCE, INC. EMPLOYEE HEALTH BENEFIT PLAN$747K
    #501 · Mixed · SWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP. · 2025351
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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