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Sponsor portfolio

CG ROXANE, LLC

EIN 68-0207100-Latest filing 2025
Plans
2
Retirement
1
$31.6M assets
Welfare
1
$10.0M premiums
Participants
852
10 PIMENTEL COURT - NOVATO, CA 94949415-339-8200
Plans on this EIN
2 filings
#001401k-$31.6M - 448 part#504Fully Insured-$10.0M - 1,022 lives

Benefits portfolio analytics

1 plan / $10.0M premiums / 1,022 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.8M
  • Dental$9.8M
  • Vision$9.8M
  • Prescription drug$9.8M
  • Short-term disability$133K
  • Long-term disability$64K
  • +2 more
Total $10.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • ANTHEM LIFE INSURANCE COMPANY100%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $10.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $46K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

C.G. ROXANE 401(K) PLAN

401k

Assets$31.6M
Participants448
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

CG ROXANE WATER COMPANY WELFARE BENEFIT PLAN

Fully Insured - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY

Premiums$10.0M
Covered lives1,022
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001C.G. ROXANE 401(K) PLAN401k$31.6M4482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504CG ROXANE WATER COMPANY WELFARE BENEFIT PLANFully InsuredANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$10.0M1,0222025
Retirement plans
Welfare plans
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