Form 5500 · Employee benefit plan · RALEIGH, NC
ROSEWOOD CORPORATE INVESTMENTS, LLC
ROSEWOOD CORPORATE INVESTMENTS, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 2 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-2911313 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Life, Disability | 90 | September | $9,179 |
| AMERITAS LIFE INSURANCE CORP. | Vision | 121 | September | $811 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 434 | September | $0 |
Questions
Who is ROSEWOOD CORPORATE INVESTMENTS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, ROSEWOOD CORPORATE INVESTMENTS, LLC's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does ROSEWOOD CORPORATE INVESTMENTS, LLC use?
ROSEWOOD CORPORATE INVESTMENTS, LLC's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 3 disclosed carriers.
When does ROSEWOOD CORPORATE INVESTMENTS, LLC's group plan renew?
The most recent Schedule A policy period for ROSEWOOD CORPORATE INVESTMENTS, LLC ended in September. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ROSEWOOD CORPORATE INVESTMENTS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.