Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.1M
- Life$908K
- Long-term disability$330K
- Vision$226K
Sponsor portfolio
ROCKET SOFTWARE INC.
EIN 04-3090800information technology and servicesLatest filing 2025
Plans
2
Retirement
1
$275.6M assets
Welfare
1
$1.7M premiums
Participants
2,788
77 4TH AVENUE - WALTHAM, MA 02451781-577-4321zephyrcorp.comLinkedIn1001-5000 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 3,258 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY85%
- VISION SERVICE PLAN13%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Broker market share
Schedule A broker compensation
66%top
- EDGEWOOD PARTNERS INSURANCE CENTER66%
- STEALTH PARTNER GROUP LLC32%
- REUBEN WARNER ASSOCIATES, INC.1%
- USI INSURANCE SERVICES LLC1%
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$1.7M
Covered lives3,258
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 | $1.7M | 3,258 | 2025 |
Retirement plans
Welfare plans