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Sponsor portfolio

ROSE COMPANIES EMPLOYER, LLC

EIN 81-3982831-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
1
$36.1M assets
Welfare
1
$2.8M premiums
Participants
394
6000 FREEDOM SQUARE DR STE 500 - INDEPENDENCE, OH 441316925216-393-8028
Plans on this EIN
2 filings
#002401k-$36.1M - 305 part#501Fully Insured-$2.8M - 195 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 195 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Prescription drug$2.7M
  • Dental$131K
  • Vision$28K
Total $2.8M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • KAISER FOUNDATION HEALTH PLAN INC5%
  • DELTA DENTAL OF CALIFORNIA5%
  • VISION SERVICE PLAN1%
  • ANTHEM LIFE INSURANCE COMPANY0%
Total $2.8M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE JAMES B OSWALD COMPANY100%
Total $68K1 slice

Plan deep-dives

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

ROSE COMPANIES EMPLOYER 401(K) PLAN

401k

Assets$36.1M
Participants305
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROSE COMPANIES EMPLOYER HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.8M
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ROSE COMPANIES EMPLOYER 401(K) PLAN401k$36.1M3052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROSE COMPANIES EMPLOYER HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.8M1952024
Retirement plans
Welfare plans
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