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Sponsor portfolio

ROCA, INC.

EIN 22-3223641-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$3.8M assets
Welfare
1
$2.5M premiums
Participants
457
101 PARK STREET, PO BOX 505766 - CHELSEA, MA 02150617-409-3965rocainc.orgLinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filings
#002403b-$3.8M - 263 part#502Fully Insured-$2.5M - 230 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 230 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$2.3M
  • Long-term disability$170K
  • Other$166K
  • Life$149K
  • Short-term disability$149K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • HARTFORD LIFE AND ACCIDENT6%
  • COMBINED INSURANCE COMPANY OF AMERICA1%
  • EYEMED VISION CARE1%
Total $2.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • RSC INSURANCE BROKERAGE INC62%
  • NEESENROLL18%
  • KEVIN MURPHY10%
  • SELMAN & COMPANY, LLC6%
  • INDIGO INSURANCE SERVICES4%
Total $81K5 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

ROCA 403(B) PLAN

403b

Assets$3.8M
Participants263
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ROCA INC. GROUP HEALTH PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS

Premiums$2.5M
Covered lives230
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ROCA 403(B) PLAN403b$3.8M2632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ROCA INC. GROUP HEALTH PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS$2.5M2302025
Retirement plans
Welfare plans
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