PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ROSE VILLA INC
Sponsor portfolio

ROSE VILLA INC

EIN 93-0471873-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$7.5M assets
Welfare
1
$703K premiums
Participants
416
13505 SE RIVER RD - PORTLAND, OR 972228097503-654-3171
Plans on this EIN
2 filings
#002403b-$7.5M - 281 part#501Fully Insured-$703K - 135 lives

Benefits portfolio analytics

1 plan / $703K premiums / 135 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$632K
  • Prescription drug$632K
  • Other$63K
  • Dental$61K
  • Life$61K
  • Vision$7K
  • +1 more
Total $703K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • EYEMED VISION CARE1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $703K4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • PCF INSURANCE SERVICES OF THE WEST98%
  • MARGARET BRYANT1%
  • KAREN CLAY KUNKLER0%
  • HEARTSEASE LLC0%
  • WORKSITE BENEFITS GROUP INC0%
  • +2 more
Total $7K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ROSE VILLA INC 403(B) PLAN

403b

Assets$7.5M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROSE VILLA INC. WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$703K
Covered lives135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ROSE VILLA INC 403(B) PLAN403b$7.5M2812025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROSE VILLA INC. WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$703K1352024
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