Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$101K
- Life$90K
- Long-term disability$90K
- Health$24K
- Vision$20K
Sponsor portfolioTH
THE ROSEWOOD CORPORATION
EIN 75-1997613investment managementLatest filing 2024
Plans
2
Retirement
1
$79.4M assets
Welfare
1
$145K premiums
Participants
477
2101 CEDAR SPRINGS ROAD, SUITE 1600 - DALLAS, TX 75201214-849-9058rosewd.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $145K premiums / 154 covered livesCarrier market share
Premium dollars by Schedule A carrier
62%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY62%
- QBE INSURANCE16%
- VISION SERVICE PLAN14%
- MAGELLAN HEALTHCARE6%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
86%top
- BROWN & BROWN INSURANCE SERVICES86%
- GCG FINANCIAL LLC11%
- ARDENT SOLUTIONS LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
ROSEWOOD 401(K) PLAN
401k
Assets$79.4M
Participants334
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROSEWOOD SELECT PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$145K
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | ROSEWOOD 401(K) PLAN | 401k | $79.4M | 334 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROSEWOOD SELECT PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $145K | 154 | 2024 |
Retirement plans
Welfare plans