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Sponsor portfolio

ROTTERDAM VENTURES, INC.

EIN 22-1865964-real estate-Latest filing 2025
Plans
3
Retirement
2
$20.9M assets
Welfare
1
$2.4M premiums
Participants
423
220 HARBORSIDE DRIVE, SUITE 300 - SCHENECTADY, NY 12305518-356-4445LinkedIn51-200 employeesreal estate
Plans on this EIN
3 filings
#002401k-$17.2M - 168 part#001TraditionalDB-$3.6M - 71 part#504Mixed-$2.4M - 184 lives

Retirement portfolio analytics

2 plans aggregated / $20.9M assets / 239 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • INC. EMPLOYEES Savings (#002)83%
  • INC. EMPLOYEES' PENSION (#001)17%
Total $20.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
83%top
  • MORGAN STANLEY SMITH BARNEY83%
  • (Not disclosed)17%
Total $20.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. EMPLOYEES Savings (#002)168
  • INC. EMPLOYEES' PENSION (#001)71
Total 239Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 184 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$155K
  • Vision$155K
  • Life$155K
  • Long-term disability$155K
  • Other$155K
Total $2.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • MVP HEALTH CARE93%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
Total $2.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • ACRISURE LLC92%
  • GCG FINANCIAL LLC8%
Total $90K2 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

ROTTERDAM VENTURES, INC. EMPLOYEES SAVINGS PLAN

401k

Assets$17.2M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ROTTERDAM VENTURES, INC. EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$3.6M
Participants71
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

ROTTERDAM VENTURES, INC. WELFARE BENEFIT PLAN

Mixed - MVP HEALTH CARE

Premiums$2.4M
Covered lives184
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ROTTERDAM VENTURES, INC. EMPLOYEES SAVINGS PLAN401k$17.2M1682025
001ROTTERDAM VENTURES, INC. EMPLOYEES' PENSION PLANTraditionalDB$3.6M712025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504ROTTERDAM VENTURES, INC. WELFARE BENEFIT PLANMixedMVP HEALTH CARE$2.4M1842025
Retirement plans
Welfare plans
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