Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
ESOP
Fully Insured - KAISER FOUNDATION HEALTH PLAN
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROCK WEST 401 (K) PLAN | 401k | $11.6M | 310 | 2024 | |
| 002 | ROCK WEST EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $8.5M | 326 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROCK WEST COMPOSITES | Fully Insured | KAISER FOUNDATION HEALTH PLAN | $594K | 354 | 2025 |