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Sponsor portfolio

ROCKY VENTURES

EIN 20-2358860-Latest filing 2025
Plans
2
Retirement
1
$515K assets
Welfare
1
$425K premiums
Participants
260
4140 SOUTH MAIN STREET - SALT LAKE CITY, UT 84107866-662-3529
Plans on this EIN
2 filings
#001401k-$515K - 105 part#501Fully Insured-$425K - 155 lives

Benefits portfolio analytics

1 plan / $425K premiums / 155 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$356K
  • Prescription drug$356K
  • Other$45K
  • Life$37K
  • Short-term disability$37K
  • Long-term disability$37K
  • +2 more
Total $425K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA11%
  • STARMOUNT LIFE INSURANCE COMPANY6%
Total $425K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • IMA, INC.100%
Total $29K1 slice

Plan deep-dives

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

DIRTBAG'S 401(K) PLAN

401k

Assets$515K
Participants105
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE FRONT CLIMBING CLUB HEALTH AND WELFARE PLAN

Fully Insured - REGENCE BLUECROSS BLUESHIELD OF UTAH

Premiums$425K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DIRTBAG'S 401(K) PLAN401k$515K1052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE FRONT CLIMBING CLUB HEALTH AND WELFARE PLANFully InsuredREGENCE BLUECROSS BLUESHIELD OF UTAH$425K1552025
Retirement plans
Welfare plans
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