Insurance carrier

ROUNDSTONE

Total premium: $3.5M
Filings: 8
Sponsors: 8
Covered lives: 705
Market share: 0.00%

health: 3drug: 1stopLoss: 7

Funding-model mix

The strategic axis. Fully-insured carriers underwrite the risk; ASO/self-funded carriers admin only. MEWA = multi-employer welfare arrangement.

Mixed360.0%
Fully insured240.0%

Benefit-line mix

Contract counts by benefit type. Monoline carriers concentrate in one wedge; full-suite carriers spread across many.

Stop-loss763.6%
Health327.3%
Prescription drug19.1%

Top states · with penetration index

Plan count by state. Index > 1.0 means over-indexed vs the national share; the carrier dominates that state.

State	Plans	Premium	State share	Index
VA	1	$491K	0.0%	9.18x
OH	1	$639K	0.0%	1.54x
LA	1	$312K	0.1%	25.42x
GA	1	$1.1M	0.0%	3.04x
CA	1	$435K	0.0%	2.55x

Top industries by premium

NAICS-2 sectors where this carrier writes the most welfare premium.

Sponsor-size mix

Plan count by total participants. Mid-market sales motion vs jumbo enterprise looks completely different.

Prospect-flag exposure · vs market baseline

Share of ROUNDSTONE's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-5 of 5 sponsors where ROUNDSTONE is the primary carrier (latest filing per plan)

Sponsor	Loc	Premium	Covered	Funding	Broker
MOORE, INGRAM, JOHNSON, & STEELE LLP MOORE, INGRAM, JOHNSON, & STEELE WELFARE BENEFIT PLAN	GA	$1.1M	245	fully insured	HUB INTERNATIONAL GULF SOUTH
AMERICAN FINE SINTER CO., LTD. AMERICAN FINE SINTER CO., LTD. HEALTH AND WELFARE PLAN	OH	$639K	259	fully insured	MUTUAL HEALTH SERVICES
ABLE MOVING AND STORAGE INC. ABLE MOVING WELFARE BENEFIT PLAN	VA	$491K	104	mixed	HILB GROUP OF MARYLAND
MASHBURN TRANSPORTATION SERVICES MASHBURN TRANSPORTATION SERVICES EMPLOYEE BENEFITS PLAN	CA	$435K	95	mixed	FIRST SOLUTIONS INSURANCE SERVICES
PHARMA SAFE INDUSTRIAL SERVICES, INC PHARMA SAFE HEALTH AND WELFARE BENEFITS PLAN	LA	$312K	90	mixed	HUB INTERNATIONAL MIDWEST LIMITED

State

Plans

Premium

State share

Index

$491K

0.0%

9.18x

$639K

0.0%

1.54x

$312K

0.1%

25.42x

$1.1M

0.0%

3.04x

$435K

0.0%

2.55x

Sponsor

Loc

Premium

Covered

Funding

Broker

MOORE, INGRAM, JOHNSON, & STEELE LLP

MOORE, INGRAM, JOHNSON, & STEELE WELFARE BENEFIT PLAN

$1.1M

245

fully insured

HUB INTERNATIONAL GULF SOUTH

AMERICAN FINE SINTER CO., LTD.

AMERICAN FINE SINTER CO., LTD. HEALTH AND WELFARE PLAN

$639K

259

fully insured

MUTUAL HEALTH SERVICES

ABLE MOVING AND STORAGE INC.

ABLE MOVING WELFARE BENEFIT PLAN

$491K

104

mixed

HILB GROUP OF MARYLAND

MASHBURN TRANSPORTATION SERVICES

MASHBURN TRANSPORTATION SERVICES EMPLOYEE BENEFITS PLAN

$435K

mixed

FIRST SOLUTIONS INSURANCE SERVICES

PHARMA SAFE INDUSTRIAL SERVICES, INC

PHARMA SAFE HEALTH AND WELFARE BENEFITS PLAN

$312K

mixed

HUB INTERNATIONAL MIDWEST LIMITED