Sponsor portfolio

ROTORK CONTROLS INC

EIN 11-2135246mechanical or industrial engineeringLatest filing 2025

Plans

Retirement

$72.3M assets

Welfare

$7.1M premiums

Participants

1,205

675 MILE CROSSING BOULEVARD - ROCHESTER, NY 14624585-247-2304LinkedIn51-200 employeesmechanical or industrial engineering

Plans on this EIN

3 filings

#003401k-$51.9M - 608 part #001TraditionalDB-$20.4M - 190 part #501Fully Insured-$7.1M - 703 lives

Retirement portfolio analytics

2 plans aggregated / $72.3M assets / 798 participants

Assets by plan

Share of aggregate retirement assets

72%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $7.1M premiums / 703 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$6.8M
Health$6.3M
Prescription drug$6.3M
Life$431K
Short-term disability$431K
Long-term disability$431K
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

88%top

AETNA LIFE INSURANCE COMPANY88%
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
DELTA DENTAL OF CALIFORNIA5%
UNUM LIFE INSURANCE COMPANY OF AMERICA1%
METROPOLITAN LIFE INSURANCE COMPANY1%

Broker market share

Schedule A broker compensation

Single broker

100%top

USI INSURANCE SERVICES LLC100%

Plan deep-dives

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

Retirement#003

ROTORK 401(K) PLAN

401k

Assets$51.9M

Participants608

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001