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Sponsor portfolio

ROUSH HOLDINGS, INC.

EIN 81-4228008-retail-Latest filing 2025
Plans
3
Retirement
2
$204.4M assets
Welfare
1
$2.1M premiums
Participants
1,189
100 WEST SCHROCK ROAD - WESTERVILLE, OH 43081614-882-1535LinkedIn51-200 employeesretail
Plans on this EIN
3 filings
#003ESOP-$179.5M - 472 part#004401k-$24.8M - 481 part#501Fully Insured-$2.1M - 226 lives

Retirement portfolio analytics

2 plans aggregated / $204.4M assets / 953 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • EMPLOYEE STOCK OWNERSHIP (#003)88%
  • HOLDINGS, INC. 401(K) (#004)12%
Total $204.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOLDINGS, INC. 401(K) (#004)481
  • EMPLOYEE STOCK OWNERSHIP (#003)472
Total 953Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 226 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Prescription drug$2.0M
  • Dental$269K
  • Vision$269K
  • Life$269K
  • Long-term disability$269K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • MEDICAL MUTUAL88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Total $2.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • REDTAIL LTD100%
Total $76K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ROUSH HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$179.5M
Participants472
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

ROUSH HOLDINGS, INC. 401(K) PLAN

401k

Assets$24.8M
Participants481
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROUSH HOLDINGS, INC EMPLOYEE BENEFITS PLAN

Fully Insured - MEDICAL MUTUAL

Premiums$2.1M
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ROUSH HOLDINGS EMPLOYEE STOCK OWNERSHIP PLANESOP$179.5M4722025
004ROUSH HOLDINGS, INC. 401(K) PLAN401k$24.8M4812025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROUSH HOLDINGS, INC EMPLOYEE BENEFITS PLANFully InsuredMEDICAL MUTUAL$2.1M2262025
Retirement plans
Welfare plans
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