Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$255K
- Life$255K
- Dental$248K
- Vision$248K
- Short-term disability$248K
- Long-term disability$248K
Sponsor portfolio
MCCOY-ROCKFORD, INC.
EIN 27-4402329architecture & planningLatest filing 2025
Plans
2
Retirement
1
$17.6M assets
Welfare
1
$261K premiums
Participants
376
6869 OLD KATY ROAD - HOUSTON, TX 77024713-862-4600mccoy-rockford.comLinkedIn201-500 employeesarchitecture & planning
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $261K premiums / 165 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY95%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
Broker market share
Schedule A broker compensation
58%top
- BCI INSURANCE SOLUTIONS, INC.58%
- USI INSURANCE SERVICES LLC41%
- ALLIANT INSURANCE SERVICES, INC.1%
- OPTAVISE, LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MCCOY-ROCKFORD, INC. 401(K) RETIREMENT PLAN
401k
Assets$17.6M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MCCOY-ROCKFORD, INC. HEALTH AND WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$261K
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MCCOY-ROCKFORD, INC. 401(K) RETIREMENT PLAN | 401k | $17.6M | 209 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MCCOY-ROCKFORD, INC. HEALTH AND WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $261K | 165 | 2025 |
Retirement plans
Welfare plans