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Sponsor portfolio

ROCKPORT ADMINISTRATIVE SERVICES, LLC

EIN 27-2831270-facilities services-Latest filing 2025
Plans
4
Retirement
2
$24.6M assets
Welfare
2
$24.1M premiums
Participants
9,787
505 N BRAND BLVD STE 600 - GLENDALE, CA 91203323-330-6500LinkedIn201-500 employeesfacilities services
Plans on this EIN
4 filings
#002401k-$17.5M - 5,845 part#001401k-$7.2M - 276 part#502Fully Insured-$21.5M - 501 lives#501Mixed-$2.6M - 266 lives

Retirement portfolio analytics

2 plans aggregated / $24.6M assets / 6,121 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • PLAN AND TRUST (#002)71%
  • SERVICES, LLC 401(K) (#001)29%
Total $24.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY100%
Total $24.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)5,845
  • SERVICES, LLC 401(K) (#001)276
Total 6,121Click row to drill in

Benefits portfolio analytics

2 plans / $24.1M premiums / 767 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$949K
  • Vision$949K
Total $2.6M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • AETNA LIFE INSURANCE COMPANY72%
  • KAISER FOUNDATION HEALTH PLAN INC28%
Total $2.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • GROSSMAN INSURANCE SERVICES, INC.81%
  • BROWN & BROWN INSURANCE SERVICES19%
Total $151K2 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

ROCKPORT CLIENTS 401(K) PLAN AND TRUST

401k

Assets$17.5M
Participants5,845
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ROCKPORT ADMINISTRATIVE SERVICES, LLC 401(K) PLAN

401k

Assets$7.2M
Participants276
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ROCKPORT ADMINISTRATIVE SERVICES CLIENTS HEALTH PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$21.5M
Covered lives501
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ROCKPORT ADMINISTRATIVE SERVICES, LLC HEALTH PLAN

Mixed - AETNA LIFE INSURANCE CO.

Premiums$2.6M
Covered lives266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ROCKPORT CLIENTS 401(K) PLAN AND TRUST401k$17.5M5,8452024
001ROCKPORT ADMINISTRATIVE SERVICES, LLC 401(K) PLAN401k$7.2M2762024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ROCKPORT ADMINISTRATIVE SERVICES CLIENTS HEALTH PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$21.5M5012024
501ROCKPORT ADMINISTRATIVE SERVICES, LLC HEALTH PLANMixedAETNA LIFE INSURANCE CO.$2.6M2662025
Retirement plans
Welfare plans
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