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  2. ROCKLAND TRUST COMPANY
Sponsor portfolioTH

ROCKLAND TRUST COMPANY

EIN 04-1782600-banking-Latest filing 2025
Plans
9
Retirement
2
$309.7M assets
Welfare
7
$3.2M premiums
Participants
18,148
288 UNION ST - ROCKLAND, MA 023701803800-826-6100rocklandtrust.comLinkedIn1001-5000 employeesbanking
Plans on this EIN
9 filings
#002401k-$300.0M - 2,416 part#005TraditionalDB-$9.7M - 137 part#516Fully Insured-$1.9M - 2,298 lives#503Fully Insured-$1.1M - 2,153 lives#515Fully Insured-$289K - 1,556 lives#501Unknown-0 lives#505Fully Insured-3,731 lives#513Unknown-0 lives#514Unknown-0 lives

Retirement portfolio analytics

2 plans aggregated / $309.7M assets / 2,553 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • AND STOCK OWNERSHIP (#002)97%
  • BLUE HILLS BANK (#005)3%
Total $309.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
97%top
  • ADP BROKER-DEALER97%
  • (Not disclosed)3%
Total $309.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND STOCK OWNERSHIP (#002)2,416
  • BLUE HILLS BANK (#005)137
Total 2,553Click row to drill in

Benefits portfolio analytics

7 plans / $3.2M premiums / 9,738 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.0M
  • Life$581K
  • Long-term disability$386K
  • Vision$289K
Total $3.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA91%
  • EYEMED VISION CARE9%
  • DELTA DENTAL OF CALIFORNIA0%
Total $3.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • BALDWIN KRYSTYN SHERMAN PARTNERS100%
  • IMG0%
Total $178K2 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
Welfare#516

MA PAID FAMILY AND MEDICAL LEAVE PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$1.9M
Covered lives2,298
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$1.1M
Covered lives2,153
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$289K
Covered lives1,556
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 lives3,731
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 plans2

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

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
516MA PAID FAMILY AND MEDICAL LEAVE PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$1.9M2,2982025
503LIFE LONG TERM DISABILITY FOR EMPLOYEES OF ROCKLAND TRUST COMPANYFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$1.1M2,1532025
515VISION PLAN FOR ROCKLAND TRUST EMPLOYEESFully InsuredEYEMED VISION CARE$289K1,5562025
501ROCKLAND TRUST COMPANY FLEXIBLE BENEFITS PLANUnknown-$002025
505DENTAL PLAN FOR EMPLOYEES OF ROCKLAND TRUST COMPANYFully InsuredDELTA DENTAL OF MASSACHUSETTS$03,7312025
513EMPLOYEE ASSISTANCE PROGRAM FOR EMPLOYEES OF ROCKLAND TRUSTUnknown-$002025
514ROCKLAND TRUST HEALTH REIMBURSEMENT ARRANGEMENT PLANUnknown-$002025
Retirement plans
Welfare plans
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