PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ROOFLLEN MANAGEMENT, LLC
Sponsor portfolio

ROOFLLEN MANAGEMENT, LLC

EIN 85-3722903-Health Care and Social Assistance-Latest filing 2024
Plans
3
Retirement
1
$3.3M assets
Welfare
2
$1.0M premiums
Participants
413
3530 KRAFT RD, STE 204 - NAPLES, FL 34105239-206-7546
Plans on this EIN
3 filings
#001401k-$3.3M - 82 part#501Self Funded-$818K - 156 lives#502Mixed-$215K - 175 lives

Benefits portfolio analytics

2 plans / $1.0M premiums / 331 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$818K
  • Other$215K
  • Life$33K
Total $1.0M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • UNITEDHEALTHCARE INSURANCE COMPANY79%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY21%
  • AFLAC0%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • DIGITAL INSURANCE LLC77%
  • CENTRO BENEFITS RESEARCH LLC23%
Total $47K2 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

ROOFLLEN MANAGEMENT, LLC 401(K) & PROFIT SHARING PLAN

401k

Assets$3.3M
Participants82
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROOFLLEN MANAGEMENT EMPLOYEE BENEFIT PLAN

Self Funded - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)

Premiums$818K
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ROOFLEN MANAGEMENT, LLC GROUP INSURANCE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$215K
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROOFLLEN MANAGEMENT, LLC 401(K) & PROFIT SHARING PLAN401k$3.3M822024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROOFLLEN MANAGEMENT EMPLOYEE BENEFIT PLANSelf FundedOPTUM HEALTH (UNIMERICA INSURANCE COMPANY)$818K1562024
502ROOFLEN MANAGEMENT, LLC GROUP INSURANCE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$215K1752024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica