Form 5500 · Employee benefit plan · ROCKY RIVER, OH
ROUNDSTONE MANAGEMENT, LTD.
ROUNDSTONE MANAGEMENT, LTD.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is OSAIC WEALTH, INC.. Coverage is written through VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-0371422 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | — | 208 | December | $31,733 |
Questions
Who is ROUNDSTONE MANAGEMENT, LTD.'s benefits broker?
Per its most recent Form 5500 Schedule A, ROUNDSTONE MANAGEMENT, LTD.'s broker of record is OSAIC WEALTH, INC..
What insurance carrier does ROUNDSTONE MANAGEMENT, LTD. use?
ROUNDSTONE MANAGEMENT, LTD.'s benefit plan is written through VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.
When does ROUNDSTONE MANAGEMENT, LTD.'s group plan renew?
The most recent Schedule A policy period for ROUNDSTONE MANAGEMENT, LTD. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ROUNDSTONE MANAGEMENT, LTD.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.