PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. ROLLER BEARING COMPANY OF AMERICA
Sponsor portfolioTH

ROLLER BEARING COMPANY OF AMERICA

EIN 13-3426227-aviation & aerospace-Latest filing 2025
Plans
4
Retirement
2
$289.7M assets
Welfare
2
$7.1M premiums
Participants
8,054
102 WILLENBROCK ROAD - OXFORD, CT 06478203-267-7001rbcbearings.comLinkedIn1001-5000 employeesaviation & aerospace
Plans on this EIN
4 filings
#004401k-$280.4M - 3,909 part#047TraditionalDB-$9.3M - 36 part#501Mixed-$6.7M - 3,931 lives#511Fully Insured-$407K - 165 lives

Retirement portfolio analytics

2 plans aggregated / $289.7M assets / 3,945 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • OF AMERICA 401(K) (#004)97%
  • INC. UNION PENSION (#047)3%
Total $289.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
97%top
  • THE VANGUARD GROUP, INC.97%
  • (Not disclosed)3%
Total $289.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OF AMERICA 401(K) (#004)3,909
  • INC. UNION PENSION (#047)36
Total 3,945Click row to drill in

Benefits portfolio analytics

2 plans / $7.1M premiums / 4,096 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.8M
  • Life$3.7M
  • Short-term disability$3.7M
  • Long-term disability$3.7M
  • Dental$2.4M
  • Vision$493K
  • +2 more
Total $7.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • HARTFORD LIFE AND ACCIDENT53%
  • DELTA DENTAL OF CALIFORNIA34%
  • EYEMED VISION CARE7%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
  • HUMANA INSURANCE COMPANY2%
  • +2 more
Total $7.1M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $572K1 slice

Plan deep-dives

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

ROLLER BEARING COMPANY OF AMERICA 401(K) PLAN

401k

Assets$280.4M
Participants3,909
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#047

ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLAN

TraditionalDB

Assets$9.3M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROLLER BEARING COMPANY OF AMERICA, INC. - WELFARE BENEFIT PLANS

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$6.7M
Covered lives3,931
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

ROLLER BEARING COMPANY OF AMERICA, INC. RETIREE BENEFIT PLANS

Fully Insured - BENISTAR / EXPRESS SCRIPTS, INC.

Premiums$407K
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004ROLLER BEARING COMPANY OF AMERICA 401(K) PLAN401k$280.4M3,9092024
047ROLLER BEARING COMPANY OF AMERICA, INC. UNION PENSION PLANTraditionalDB$9.3M362024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROLLER BEARING COMPANY OF AMERICA, INC. - WELFARE BENEFIT PLANSMixedHARTFORD LIFE AND ACCIDENT$6.7M3,9312025
511ROLLER BEARING COMPANY OF AMERICA, INC. RETIREE BENEFIT PLANSFully InsuredBENISTAR / EXPRESS SCRIPTS, INC.$407K1652025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, 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
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica