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Sponsor portfolioTH

ROCKLAND FEDERAL CREDIT UNION

EIN 04-1782360-banking-Latest filing 2025
Plans
2
Retirement
1
$28.7M assets
Welfare
1
$111K premiums
Participants
640
241 UNION STREET - ROCKLAND, MA 023701825781-878-0232rfcu.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#001401k-$28.7M - 409 part#511Mixed-$111K - 201 lives

Benefits portfolio analytics

1 plan / $111K premiums / 201 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$90K
  • Long-term disability$90K
  • Other$90K
  • Vision$21K
Total $111K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY81%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA19%
Total $111K2 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • CU BENEFITS ALLIANCE71%
  • DIGITAL INSURANCE LLC29%
Total $16K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ROCKLAND FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN

401k

Assets$28.7M
Participants409
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

ROCKLAND FEDERAL CREDIT UNION HEALTH AND DENTAL PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$111K
Covered lives201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROCKLAND FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN401k$28.7M4092025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511ROCKLAND FEDERAL CREDIT UNION HEALTH AND DENTAL PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$111K2012025
Retirement plans
Welfare plans
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