The Rose Financial Group, LLC
Indianapolis, IN
The Rose Financial Group, LLC of Indianapolis, IN is the broker of record on 37 Form 5500 Schedule A filings covering 34 employer benefit plans across 15 states, with $49,787 in reported broker commissions (plan year 2025).
Employer clients
Plan sponsors naming The Rose Financial Group, LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Ncgcare, Inc. | VA | 1,227 | 2024-12-31 |
| Patient Accounting Service Center LLC Dba Getixhealth LLC | TX | 817 | 2024-12-31 |
| Shearwater Health | TN | 582 | 2024-12-31 |
Know who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Indiana
Form 5500 Schedule A Part 1 (broker of record), 2024–2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.