Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$928K
- Life$770K
- Vision$200K
- Long-term disability$126K
- Short-term disability$44K
Sponsor portfolio
ROCKET SOFTWARE, INC.
EIN 04-3090800information technology and servicesLatest filing 2024
Plans
2
Retirement
1
$275.6M assets
Welfare
1
$1.3M premiums
Participants
2,471
77 4TH AVENUE - WALTHAM, MA 02451781-577-4321zephyrcorp.comLinkedIn1001-5000 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 1,672 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY85%
- VISION SERVICE PLAN15%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
81%top
- EDGEWOOD PARTNERS INSURANCE CENTER81%
- STEALTH PARTNER GROUP LLC17%
- STEALTH BENEFIT SOLUTIONS LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ROCKET SOFTWARE, INC. 401(K) PLAN
401k
Assets$275.6M
Participants1,589
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROCKET SOFTWARE GROUP INSURANCE BENEFITS PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$1.3M
Covered lives1,672
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROCKET SOFTWARE, INC. 401(K) PLAN | 401k | $275.6M | 1,589 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROCKET SOFTWARE GROUP INSURANCE BENEFITS PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1.3M | 1,672 | 2024 |
Retirement plans
Welfare plans