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Sponsor portfolioTH

ROCHESTER MANAGEMENT, INC.

EIN 16-1556654-facilities services-Latest filing 2024
Plans
2
Retirement
1
$9.3M assets
Welfare
1
$1.3M premiums
Participants
270
249 NORTON VILLAGE LANE - ROCHESTER, NY 14609585-467-2442rochestermanagement.comLinkedIn51-200 employeesfacilities services
Plans on this EIN
2 filings
#002401k-$9.3M - 133 part#501Fully Insured-$1.3M - 136 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 136 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.1M
  • Life$67K
  • Short-term disability$67K
  • Long-term disability$67K
  • Other$67K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • MVP HEALTH CARE6%
  • COMPANION LIFE INSURANCE COMPANY5%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $67K1 slice

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 MANAGEMENT INC. SAVINGS PLAN

401k

Assets$9.3M
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPLOYEE BENEFIT PLAN OF ROCHESTER MANAGEMENT, INC.

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$1.3M
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ROCHESTER MANAGEMENT INC. SAVINGS PLAN401k$9.3M1332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPLOYEE BENEFIT PLAN OF ROCHESTER MANAGEMENT, INC.Fully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$1.3M1362024
Retirement plans
Welfare plans
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