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Sponsor portfolioWelfare / HealthEIN 06-1735341
ROARK CAPITAL MANAGEMENT LLC
1180 PEACHTREE ST NE · ATLANTA, GA 30309
4049787078
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$3.3M
No prior year
Persons covered
432
No prior year
Total participants
150
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $3.2M | 32.0% | |
| Vision | $3.2M | 32.0% | |
| Health | $3.2M | 31.9% | |
| Life | $139K | 1.4% | |
| Other | $139K | 1.4% | |
| Long-term disability | $130K | 1.3% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HDV | $3.2M | 95.4% | 1 | 1 | 432 |
EIN 010278678 | LLTDOth | $139K | 4.2% | 1 | 2 | 150 |
EIN 720977315 | DV | $13K | 0.4% | 1 | 1 | 0 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER | HOUSTON, TX | UNITEDHEALTHCARE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $39K | $148K | $187K | 100.0% | 1 |
History & trajectory
3 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan