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Sponsor portfolioTH

ROCHESTER MIDLAND CORPORATION

EIN 16-0612150-chemicals-Latest filing 2025
Plans
3
Retirement
2
$28.9M assets
Welfare
1
$2.3M premiums
Participants
1,005
155 PARAGON DRIVE - ROCHESTER, NY 14624585-336-2200rochestermidland.comLinkedIn201-500 employeeschemicals
Plans on this EIN
3 filings
#002401k-$28.4M - 401 part#003ESOP-$481K - 281 part#520Fully Insured-$2.3M - 323 lives

Retirement portfolio analytics

2 plans aggregated / $28.9M assets / 682 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • DEFERRAL AND DEFER (#002)98%
  • EMPLOYEE STOCK OWNERSHIP (#003)2%
Total $28.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
98%top
  • STIFEL NICOLAUS & CO INC98%
  • (Not disclosed)2%
Total $28.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFERRAL AND DEFER (#002)401
  • EMPLOYEE STOCK OWNERSHIP (#003)281
Total 682Click row to drill in

Benefits portfolio analytics

1 plan / $2.3M premiums / 323 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Other$159K
  • Dental$125K
  • Short-term disability$83K
  • Life$37K
  • +2 more
Total $2.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY14%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
  • VISION SERVICE PLAN1%
  • HEALTH AND HUMAN RESOURCE CENTER0%
Total $2.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • BROWN & BROWN INSURANCE SERVICES99%
  • STRATEGIC NON-MEDICAL SOLUTION1%
  • ALLIANCE FINANCIAL NETWORK0%
Total $152K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ROCHESTER MIDLAND CORPORATION 401(K) SALARY DEFERRAL AND DEFER

401k

Assets$28.4M
Participants401
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ROCHESTER MIDLAND CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$481K
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

ROCHESTER MIDLAND CORPORATION WELFARE BENEFITS PLAN

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$2.3M
Covered lives323
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ROCHESTER MIDLAND CORPORATION 401(K) SALARY DEFERRAL AND DEFER401k$28.4M4012024
003ROCHESTER MIDLAND CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$481K2812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520ROCHESTER MIDLAND CORPORATION WELFARE BENEFITS PLANFully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$2.3M3232025
Retirement plans
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