PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. THE BENJAMIN ROSE INSTITUTE

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 34-0714482

THE BENJAMIN ROSE INSTITUTE

11890 FAIRHILL ROAD · CLEVELAND, OH 441201053
2163731602
Plans filed
1
Years active
2015–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$688K
No prior year
Persons covered
136
No prior year
Total participants
66
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #510$688K
THE BENJAMIN ROSE INSTITUTE FLEXIBLE BENEFITS PLAN
Fully insured136 covered·4 carriers
Primary: MSL CAPTIVE SOLUTIONS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$570K34.6%
Stop-loss$570K34.6%
Long-term disability$119K7.2%
Life$102K6.2%
Other$102K6.2%
Dental$80K4.9%
Vision$80K4.9%
Short-term disability$22K1.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
MSL CAPTIVE SOLUTIONS
EIN 844377882
HSL
$570K82.8%1166
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DVLLTDOth
$80K11.6%11136
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
LSTDLTDOth
$22K3.2%1164
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620331200
LTD
$17K2.4%119

Broker overview

9 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ADVANTAGE CONSULTANTS AGENCY INCAURORA, OHSUN LIFE ASSURANCE COMPANY OF CANADA, AMERICAN HERITAGE LIFE INSURANCE COMPANY$11K$0$11K45.1%1
NFP INSURANCE SERVICES INCATLANTA, GAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$3K$2K$6K23.1%1
DMC BENEFITS INCWESTLAKE, OHSUN LIFE ASSURANCE COMPANY OF CANADA$4K$0$4K14.7%1
HUDOCK EUGENESOLON, OHAMERICAN HERITAGE LIFE INSURANCE COMPANY$3K$0$3K14.2%1
BOSTON THOMAS WHARTVILLE, OHAMERICAN HERITAGE LIFE INSURANCE COMPANY$265$0$2651.1%1
HUDOCK LAURATWINSBURG, OHAMERICAN HERITAGE LIFE INSURANCE COMPANY$262$0$2621.1%1
SOUTHEAST INC. STE 200ATLANTA, GAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$98$15$1130.5%1
DONNA I TROXELLCROSS FORK, PAAMERICAN HERITAGE LIFE INSURANCE COMPANY$30$0$300.1%1
BENEFIT ENROLLMENT SVCS INCWESTLAKE, OHAMERICAN HERITAGE LIFE INSURANCE COMPANY$18$0$180.1%1

History & trajectory

11 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
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