Form 5500 · Employee benefit plan · WESTERVILLE, OH
ROUSH HOLDINGS, INC
The filing calls this plan ROUSH HOLDINGS, INC EMPLOYEE BENEFITS PLAN.
ROUSH HOLDINGS, INC of WESTERVILLE, OH insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is REDTAIL LTD. Coverage is written through MEDICAL MUTUAL and 1 other carrier. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-4228008 · plan 501 · plan year 2026, filed Jul 1, 2026
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 2 insured contracts covering health, dental, vision, life and disability; the largest, with MEDICAL MUTUAL, covers 145 people.
Reported premium across the insured contracts is $2,222,110, with $61,776 in disclosed broker commissions — about 2.8% of premium.
The most recent policy period ended in March, and the plan year ends March 31. Group contracts typically renew on that annual cycle.
REDTAIL LTD is the broker of record on all 2 contracts.
Two carriers split the book: MEDICAL MUTUAL and THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| MEDICAL MUTUAL | Health | 145 | Apr 1, 2026 | $1,952,712 | $43,573 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 225 | Apr 1, 2026 | $269,398 | $18,203 |
Premium and claims on this contract
MEDICAL MUTUAL, contract 0150597-01. For the contract year on this filing, the carrier reported $1,952,712 in premium earned and $1,357,851 in claims incurred. Dividing one by the other gives 70%.
- MEDICAL MUTUAL, contract 0150597-01 reported $280,163 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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