The Rose Financial Group, LLC
Indianapolis, IN
The Rose Financial Group, LLC of Indianapolis, IN is the broker of record on 62 Form 5500 Schedule A filings covering 35 employer benefit plans across 16 states, with $134,685 in reported broker commissions (plan year 2025).
Quick answer
The Rose Financial Group, LLC (Indianapolis, IN) is the broker of record for 35 employer benefit plan sponsors on 62 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does The Rose Financial Group, LLC have?
- The Rose Financial Group, LLC is named as broker on Form 5500 Schedule A filings for 35 distinct plan sponsors in 16 states.
- Who are The Rose Financial Group, LLC's largest employer clients?
- By plan participants, the largest include Ncgcare, Inc. (1,227 participants), Patient Accounting Service Center LLC Dba Getixhealth LLC (804 participants) and Alcom, LLC (713 participants).
- How much does The Rose Financial Group, LLC earn in commissions?
- Insurers reported $134,685 in broker commissions and $347,112 in fees paid to The Rose Financial Group, LLC for plan year 2025, per Schedule A Part 1.
- Where is The Rose Financial Group, LLC located?
- The Rose Financial Group, LLC is based in Indianapolis, IN and has employer clients in 16 states.
- How does The Rose Financial Group, LLC rank among benefits brokers in Indiana?
- The Rose Financial Group, LLC ranks #14 by employer clients among the 50 most active benefits brokers based in Indiana.
Source: Fundz verified event record.
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 | 804 | 2025-12-31 |
| Alcom, LLC | ME | 713 | 2025-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Indiana
- Img: 1,569 employer clients, $78,061 reported commissions (Indianapolis)
- Mj Insurance: 237 employer clients, $22,845,399 reported commissions (Carmel)
- Gibson Insurance Agency, Inc.: 139 employer clients, $15,947,948 reported commissions (South Bend)
- Lincoln Financial Advisors: 125 employer clients, $1,710,728 reported commissions (Fort Wayne)
- First Person, Inc: 79 employer clients, $4,946,441 reported commissions (Indianapolis)
- Apex Benefits Group, Inc.: 70 employer clients, $7,009,122 reported commissions (Indianapolis)
- Locascio Hadden & Dennis, LLC: 65 employer clients, $5,217,087 reported commissions (Indianapolis)
- Shepherd Insurance LLC: 59 employer clients, $3,363,971 reported commissions (Carmel)
Form 5500 Schedule A Part 1 (broker of record), 2024 to 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.