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Form 5500 · Employee benefit plan · ATLANTA, GA

ROARK CAPITAL MANAGEMENT LLC

ROARK CAPITAL MANAGEMENT LLC of ATLANTA, GA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is EDGEWOOD PARTNERS INSURANCE CENTER. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 06-1735341 · plan 501 · as of Jul 2026

Participants
139
Carriers on file
4
Disclosed commissions
$38,626
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision432December$19,465
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability150December$18,034
UNUM LIFE INSURANCE COMPANY OF AMERICALife26December$1,127
STARMOUNT LIFE INSURANCE COMPANYDental, Vision0December$0

Questions

Who is ROARK CAPITAL MANAGEMENT LLC's benefits broker?

Per its most recent Form 5500 Schedule A, ROARK CAPITAL MANAGEMENT LLC's broker of record is EDGEWOOD PARTNERS INSURANCE CENTER.

What insurance carrier does ROARK CAPITAL MANAGEMENT LLC use?

ROARK CAPITAL MANAGEMENT LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 4 disclosed carriers.

When does ROARK CAPITAL MANAGEMENT LLC's group plan renew?

The most recent Schedule A policy period for ROARK CAPITAL MANAGEMENT LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ROARK CAPITAL MANAGEMENT LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.