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Sponsor portfolio

ROSE CAY MARITIME

EIN 87-1887753-management consulting-Latest filing 2025
Plans
2
Retirement
1
$4.6M assets
Welfare
1
$2.3M premiums
Participants
287
1321 UPLAND DRIVE, STE. 20183 - HOUSTON, TX 77043508-873-5000thedoveagency.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$4.6M - 159 part#501Fully Insured-$2.3M - 176 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 176 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Dental$2.0M
  • Vision$2.0M
  • Prescription drug$2.0M
  • Other$269K
  • Life$239K
  • +2 more
Total $2.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY88%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA12%
Total $2.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LOCKTON COMPANIES, LLC99%
  • PAYCHEX INSURANCE AGENCY, INC.1%
Total $74K2 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

ROSE CAY MARITIME 401(K) PLAN

401k

Assets$4.6M
Participants159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DOVE CAY, LLC HEALTH & WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.3M
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROSE CAY MARITIME 401(K) PLAN401k$4.6M1592025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DOVE CAY, LLC HEALTH & WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.3M1762024
Retirement plans
Welfare plans
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