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Sponsor portfolioTH

ROONEY HOLDINGS INC.

EIN 73-1237809-Latest filing 2025
Plans
2
Retirement
1
$150.7M assets
Welfare
1
$4.8M premiums
Participants
5,670
5601 S 122ND EAST AVE - TULSA, OK 741466912918-583-6900
Plans on this EIN
2 filings
#002401k-$150.7M - 2,832 part#501Mixed-$4.8M - 2,838 lives

Benefits portfolio analytics

1 plan / $4.8M premiums / 2,838 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$3.2M
  • Other$1.6M
Total $4.8M2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY72%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA27%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Total $4.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • ROONEY INSURANCE AGENCY INC98%
  • RENEE MCKNIGHT2%
Total $381K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ROONEY HOLDINGS, INC. 401(K) SAVINGS PLAN

401k

Assets$150.7M
Participants2,832
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROONEY HOLDINGS INC.

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$4.8M
Covered lives2,838
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ROONEY HOLDINGS, INC. 401(K) SAVINGS PLAN401k$150.7M2,8322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROONEY HOLDINGS INC.MixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$4.8M2,8382025
Retirement plans
Welfare plans
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