PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ROQUETTE AMERICA, INC.
Sponsor portfolio

ROQUETTE AMERICA, INC.

EIN 13-3010351-Latest filing 2025
Plans
4
Retirement
2
$171.6M assets
Welfare
2
$1.8M premiums
Participants
1,762
1003 SOUTH 5TH STREET - KEOKUK, IA 526326647319-524-5757LinkedIn11-50 employees
Plans on this EIN
4 filings
#004401k-$140.2M - 627 part#005401k-$31.3M - 274 part#514Mixed-$946K - 1,649 lives#515Mixed-$890K - 1,633 lives

Retirement portfolio analytics

2 plans aggregated / $171.6M assets / 901 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • INC. RETIREMENT SYSTEM (#004)82%
  • BARGAINING UNIT Savings (#005)18%
Total $171.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE100%
Total $171.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT SYSTEM (#004)627
  • BARGAINING UNIT Savings (#005)274
Total 901Click row to drill in

Benefits portfolio analytics

2 plans / $1.8M premiums / 3,282 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$793K
  • Life$683K
  • Long-term disability$683K
  • Vision$98K
Total $890K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY77%
  • RELIASTAR LIFE INSURANCE COMPANY12%
  • EYEMED VISION CARE11%
Total $890K3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • LOCKTON COMPANIES, LLC98%
  • ADP INC2%
Total $99K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

ROQUETTE AMERICA, INC. RETIREMENT SYSTEM

401k

Assets$140.2M
Participants627
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

ROQUETTE AMERICA, INC. BARGAINING UNIT SAVINGS PLAN

401k

Assets$31.3M
Participants274
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#514

ROQUETTE AMERICA, INC. SALARIED & HOURLY NON-BARGAINING UNIT HEALTH & WELFARE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$946K
Covered lives1,649
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

ROQUETTE AMERICA, INC. HEALTH & WELFARE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$890K
Covered lives1,633
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004ROQUETTE AMERICA, INC. RETIREMENT SYSTEM401k$140.2M6272024
005ROQUETTE AMERICA, INC. BARGAINING UNIT SAVINGS PLAN401k$31.3M2742024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
514ROQUETTE AMERICA, INC. SALARIED & HOURLY NON-BARGAINING UNIT HEALTH & WELFARE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$946K1,6492024
515ROQUETTE AMERICA, INC. HEALTH & WELFARE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$890K1,6332025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica