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Sponsor portfolioWelfare / HealthEIN 34-1245415
ROETZEL & ANDRESS, LPA
222 SOUTH MAIN STREET, SUITE 400 · AKRON, OH 443081516
3303762700
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$482K
No prior year
Persons covered
556
No prior year
Total participants
678
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #502$321K
ROETZEL & ANDRESS EMPLOYEE GROUP AD&D, LIFE, AND LTD PLAN
Fully insured314 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #501$162K
ROETZEL & ANDRESS EMPLOYEES HEALTH PLAN
Mixed242 covered·1 carrier
Primary: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #503$0
ROETZEL & ANDRESS HEALTH CARE REIMBURSEMENT FLEXIBLE SPENDING ACCOUNT
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $321K | 28.5% | |
| Long-term disability | $321K | 28.5% | |
| Other | $321K | 28.5% | |
| Dental | $162K | 14.4% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LLTDOth | $321K | 66.5% | 1 | 1 | 314 |
EIN 135123390 | D | $162K | 33.5% | 1 | 1 | 242 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE FEDELI GROUP | CLEVELAND, OH | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNUM LIFE INSURANCE COMPANY OF AMERICA | $36K | $3K | $39K | 100.0% | 2 |
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