Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$82K
- Vision$82K
- Other$68K
- Life$65K
- Short-term disability$61K
- Long-term disability$61K
Sponsor portfolio
THE ROARK GROUP, INC
EIN 71-0454445printingLatest filing 2025
Plans
2
Retirement
1
$8.2M assets
Welfare
1
$150K premiums
Participants
316
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $150K premiums / 188 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- DELTA DENTAL OF CALIFORNIA55%
- STANDARD INSURANCE COMPANY41%
- USABLE LIFE5%
Broker market share
Schedule A broker compensation
82%top
- BROWN & BROWN INSURANCE SERVICES82%
- STRATEGIC NON-MEDICAL SOLUTIONS LLC16%
- MENARD WURTZ AGENCY INC.1%
- KAREN WOODWARD0%
- KRISTIN HAYES0%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE ROARK GROUP, INC. RETIREMENT PLAN
401k
Assets$8.2M
Participants202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
THE ROARK GROUP
Mixed - DELTA DENTAL OF ARKANSAS
Premiums$150K
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE ROARK GROUP, INC. RETIREMENT PLAN | 401k | $8.2M | 202 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | THE ROARK GROUP | Mixed | DELTA DENTAL OF ARKANSAS | $150K | 188 | 2025 |
Retirement plans
Welfare plans