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Sponsor portfolio

EAGLE ROCK MANAGEMENT, LLC

EIN 20-1892195-Latest filing 2025
Plans
2
Retirement
1
$2.2M assets
Welfare
1
$1.1M premiums
Participants
397
1670 OLD COUNTRY ROAD, SUITE 227 - PLAINVIEW, NY 11803800-338-4015
Plans on this EIN
2 filings
#001401k-$2.2M - 84 part#501Fully Insured-$1.1M - 313 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 313 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$994K
  • Health$869K
  • Prescription drug$869K
  • Dental$146K
  • Vision$146K
  • Life$125K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY89%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK11%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • THE HOTALING GROUP63%
  • AMWINS25%
  • HOTALING INSURANCE SERVICES7%
  • ACRISURE LLC4%
Total $143K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EAGLE ROCK MANAGEMENT LLC 401(K) P/S PLAN

401k

Assets$2.2M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EAGLE ROCK MANAGEMENT

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives313
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EAGLE ROCK MANAGEMENT LLC 401(K) P/S PLAN401k$2.2M842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EAGLE ROCK MANAGEMENTFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.1M3132025
Retirement plans
Welfare plans
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