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Sponsor portfolio

THE ROSE

EIN 76-0193812-Latest filing 2025
Plans
2
Retirement
1
$4.0M assets
Welfare
1
$906K premiums
Participants
271
12700 NORTH FEATHERWOOD DRIVE, SUITE 260 - HOUSTON, TX 77034281-464-5121
Plans on this EIN
2 filings
#001401k-$4.0M - 154 part#501Fully Insured-$906K - 123 lives

Benefits portfolio analytics

1 plan / $906K premiums / 123 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$795K
  • Dental$795K
  • Prescription drug$795K
  • Other$102K
  • Life$69K
  • Short-term disability$69K
  • +2 more
Total $906K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA8%
  • AFLAC4%
  • DEARBORN LIFE INSURANCE COMPANY1%
Total $906K4 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • GALLAGHER BENEFIT SERVICES, INC.83%
  • GBS SPECIALTY MARKETS, LLC17%
Total $55K2 slices

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 ROSE 401(K) PLAN

401k

Assets$4.0M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE ROSE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$906K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE ROSE 401(K) PLAN401k$4.0M1542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE ROSE HEALTH AND WELFARE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$906K1232025
Retirement plans
Welfare plans
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