# ROOTS MANAGEMENT GROUP, LLC EMPLOYEE HEALTH AND WELFARE PLAN

Health and welfare plan sponsored by **ROOTS MANAGEMENT GROUP, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | ROOTS MANAGEMENT GROUP, LLC |
| EIN | 870855596 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | ADDISON, TX |
| Industry | real estate |
| Funding | fully insured |
| Total premiums | $1.6M |
| Participants | 630 |
| Persons covered | 602 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health |
| MUTUAL OF OMAHA INSURANCE COMPANY | Life, Other, STD, LTD |
| METLIFE LEGAL PLANS | Dental, Vision |
| COMBINED INSURANCE COMPANY OF AMERICA | Other |

## Brokers

| Broker | Placed with |
|---|---|
| BIG BENEFIT CORP | CIGNA HEALTH AND LIFE INSURANCE COMPANY |
| BIG BENEFIT CORP | METROPOLITAN LIFE INSURANCE COMPANY |
| GIS BENEFITS INC | METROPOLITAN LIFE INSURANCE COMPANY |
| BOON CHAPMAN BENEFIT ADMINISTRATORS | METROPOLITAN LIFE INSURANCE COMPANY |
| BRANDON PENKO | COMBINED INSURANCE COMPANY |
| BIG BENEFIT CORP | COMBINED INSURANCE COMPANY |
| GIS BENEFITS INC | COMBINED INSURANCE COMPANY |
| BIG BENEFIT CORP | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| GIS BENEFITS INC | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| BRANDON PENKO | UNITED OF OMAHA LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/870855596-501
- Cite as: PlanOptica, https://planoptica.com/welfare/870855596-501
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