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Sponsor portfolio

EDWARD ROSE BUILDING ENTERPRISE, L.L.C DBA EDWARD ROSE & SONS

EIN 84-3810548-real estate-Latest filing 2025
Plans
2
Retirement
1
$104.6M assets
Welfare
1
$2.3M premiums
Participants
5,619
38525 WOODWARD AVENUE - BLOOMFIELD HILLS, MI 48304248-686-5500edwardrose.netLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#001401k-$104.6M - 3,128 part#502Mixed-$2.3M - 2,485 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 2,485 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.3M
  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • Dental$873K
  • Vision$135K
Total $2.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY55%
  • DELTA DENTAL OF CALIFORNIA37%
  • EYEMED VISION CARE6%
  • CURALINC HEALTHCARE2%
Total $2.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • LOCKTON COMPANIES, LLC92%
  • UKG INC5%
  • THE ULTIMATE SOFTWARE GROUP3%
Total $361K3 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

EDWARD ROSE BUILDING ENTERPRISE 401(K) PLAN

401k

Assets$104.6M
Participants3,128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

EDWARD ROSE BUILDING ENTERPRISE FLEXIBLE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$2.3M
Covered lives2,485
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EDWARD ROSE BUILDING ENTERPRISE 401(K) PLAN401k$104.6M3,1282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502EDWARD ROSE BUILDING ENTERPRISE FLEXIBLE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$2.3M2,4852025
Retirement plans
Welfare plans
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