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  2. ROCKLAND TRUST COMPANY
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ROCKLAND TRUST COMPANY

EIN 04-1782600-banking-Latest filing 2025
Plans
10
Retirement
3
$315.4M assets
Welfare
7
$2.6M premiums
Participants
14,975
288 UNION STREET - ROCKLAND, MA 02370800-826-6100rocklandtrust.comLinkedIn1001-5000 employeesbanking
Plans on this EIN
10 filings
#002401k-$300.0M - 2,416 part#005TraditionalDB-$9.7M - 137 part#008TraditionalDB-$5.7M - 58 part#516Fully Insured-$1.5M - 1,851 lives#503Fully Insured-$867K - 1,682 lives#515Fully Insured-$207K - 1,266 lives#501Unknown-0 lives#505Fully Insured-2,985 lives#513Unknown-0 lives#514Unknown-0 lives

Retirement portfolio analytics

3 plans aggregated / $315.4M assets / 2,611 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • AND STOCK OWNERSHIP (#002)95%
  • BLUE HILLS BANK (#005)3%
  • DEFINED BENEFIT PENSION (#008)2%
Total $315.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
95%top
  • ADP BROKER-DEALER95%
  • (Not disclosed)5%
Total $315.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND STOCK OWNERSHIP (#002)2,416
  • BLUE HILLS BANK (#005)137
  • DEFINED BENEFIT PENSION (#008)58
Total 2,611Click row to drill in

Benefits portfolio analytics

7 plans / $2.6M premiums / 7,784 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Life$474K
  • Long-term disability$315K
  • Vision$207K
Total $2.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA92%
  • EYEMED VISION CARE8%
  • DELTA DENTAL OF CALIFORNIA0%
Total $2.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • BALDWIN KRYSTYN SHERMAN PARTNERS100%
  • IMG0%
Total $109K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ROCKLAND TRUST CO EE SAVINGS PS AND STOCK OWNERSHIP PLAN

401k

Assets$300.0M
Participants2,416
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

SBERA PENSION PLAN AS ADOPTED BY BLUE HILLS BANK

TraditionalDB

Assets$9.7M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

THE PEOPLES BANK DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$5.7M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#516

MA PAID FAMILY AND MEDICAL LEAVE PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$1.5M
Covered lives1,851
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

LIFE LONG TERM DISABILITY FOR EMPLOYEES OF ROCKLAND TRUST COMPANY

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$867K
Covered lives1,682
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

VISION PLAN FOR ROCKLAND TRUST EMPLOYEES

Fully Insured - EYEMED VISION CARE

Premiums$207K
Covered lives1,266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ROCKLAND TRUST COMPANY FLEXIBLE BENEFITS PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

DENTAL PLAN FOR EMPLOYEES OF ROCKLAND TRUST COMPANY

Fully Insured - DELTA DENTAL OF MASSACHUSETTS

Premiums$0
Covered lives2,985
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

EMPLOYEE ASSISTANCE PROGRAM FOR EMPLOYEES OF ROCKLAND TRUST

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514

ROCKLAND TRUST HEALTH REIMBURSEMENT ARRANGEMENT PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002ROCKLAND TRUST CO EE SAVINGS PS AND STOCK OWNERSHIP PLAN401k$300.0M2,4162024
005SBERA PENSION PLAN AS ADOPTED BY BLUE HILLS BANKTraditionalDB$9.7M1372024
008THE PEOPLES BANK DEFINED BENEFIT PENSION PLANTraditionalDB$5.7M582025

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
516MA PAID FAMILY AND MEDICAL LEAVE PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$1.5M1,8512024
503LIFE LONG TERM DISABILITY FOR EMPLOYEES OF ROCKLAND TRUST COMPANYFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$867K1,6822024
515VISION PLAN FOR ROCKLAND TRUST EMPLOYEESFully InsuredEYEMED VISION CARE$207K1,2662024
501ROCKLAND TRUST COMPANY FLEXIBLE BENEFITS PLANUnknown-$002024
505DENTAL PLAN FOR EMPLOYEES OF ROCKLAND TRUST COMPANYFully InsuredDELTA DENTAL OF MASSACHUSETTS$02,9852024
513EMPLOYEE ASSISTANCE PROGRAM FOR EMPLOYEES OF ROCKLAND TRUSTUnknown-$002024
514ROCKLAND TRUST HEALTH REIMBURSEMENT ARRANGEMENT PLANUnknown-$002024
Retirement plans
Welfare plans
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