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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 typePremiumShareDistribution
Life$321K28.5%
Long-term disability$321K28.5%
Other$321K28.5%
Dental$162K14.4%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$321K66.5%11314
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
D
$162K33.5%11242

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE FEDELI GROUPCLEVELAND, OHGUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNUM LIFE INSURANCE COMPANY OF AMERICA$36K$3K$39K100.0%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
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