Form 5500 · Employee benefit plan · GILBERT, AZ
ROOTS MANAGEMENT GROUP, LLC
ROOTS MANAGEMENT GROUP, LLC of GILBERT, AZ files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is DWC - THE 401(K) EXPERTS. Coverage is written through TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-0855596 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | — | 758 | December | $0 |
Questions
Who is ROOTS MANAGEMENT GROUP, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, ROOTS MANAGEMENT GROUP, LLC's broker of record is DWC - THE 401(K) EXPERTS.
What insurance carrier does ROOTS MANAGEMENT GROUP, LLC use?
ROOTS MANAGEMENT GROUP, LLC's benefit plan is written through TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY.
When does ROOTS MANAGEMENT GROUP, LLC's group plan renew?
The most recent Schedule A policy period for ROOTS MANAGEMENT GROUP, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ROOTS MANAGEMENT GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.