Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$886K
- Other$306K
- Dental$265K
- Vision$265K
- Life$81K
- Short-term disability$60K
- +1 more
Sponsor portfolio
ROOTS MANAGEMENT GROUP, LLC
EIN 87-0855596real estateLatest filing 2025
Plans
2
Retirement
1
$6.8M assets
Welfare
1
$1.6M premiums
Participants
1,806
1630 W. GUADALUPE RD - GILBERT, AZ 85233480-339-0000rootsmg.comLinkedIn501-1000 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 602 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY57%
- UNITED OF OMAHA LIFE INSURANCE COMPANY22%
- METROPOLITAN LIFE INSURANCE COMPANY17%
- COMBINED INSURANCE COMPANY OF AMERICA5%
Broker market share
Schedule A broker compensation
71%top
- BIG BENEFIT CORP71%
- GIS BENEFITS INC15%
- BRANDON PENKO12%
- BOON CHAPMAN BENEFIT ADMINISTRATORS2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ROOTS MANAGEMENT GROUP 401(K) PLAN
401k
Assets$6.8M
Participants1,176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROOTS MANAGEMENT GROUP, LLC EMPLOYEE HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.6M
Covered lives602
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROOTS MANAGEMENT GROUP 401(K) PLAN | 401k | $6.8M | 1,176 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROOTS MANAGEMENT GROUP, LLC EMPLOYEE HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.6M | 602 | 2025 |
Retirement plans
Welfare plans