Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $31.0M assets / 778 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $2.3M premiums / 323 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
Fully insured - EXCELLUS BLUE CROSS BLUE SHIELD
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ROCHESTER MIDLAND CORPORATION 401(K) SALARY DEFERRAL AND DEFER | 401(k) | $30.7M | 476 | 2025 |
| #003 | ROCHESTER MIDLAND CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $318K | 302 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #520 | ROCHESTER MIDLAND CORPORATION WELFARE BENEFITS PLAN | Fully insured | EXCELLUS BLUE CROSS BLUE SHIELD | $2.3M | 323 | 2025 |