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
Sponsor portfolio
ROSS & YERGER INSURANCE, INC.
EIN 64-0947389insuranceLatest filing 2025
Plans
2
Retirement
1
$84.7M assets
Welfare
1
$747K premiums
Participants
353
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $747K premiums / 351 covered livesCarrier market share
Premium dollars by Schedule A carrier
41%top
- WESTPORT INSURANCE CORPORATION41%
- LIFE INSURANCE COMPANY OF NORTH AMERICA37%
- METROPOLITAN LIFE INSURANCE COMPANY16%
- VISION SERVICE PLAN3%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- ROSS & YERGER INSURANCE INC100%
- EMPLOYEE NAVIGATOR, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
ROSS & YERGER INSURANCE, INC. KSOP
ESOP
Assets$84.7M
Participants179
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROSS & YERGER INSURANCE, INC. EMPLOYEE HEALTH BENEFIT PLAN
Mixed - SWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP.
Premiums$747K
Covered lives351
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | ROSS & YERGER INSURANCE, INC. KSOP | ESOP | $84.7M | 179 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROSS & YERGER INSURANCE, INC. EMPLOYEE HEALTH BENEFIT PLAN | Mixed | SWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP. | $747K | 351 | 2025 |
Retirement plans
Welfare plans