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Sponsor portfolioTH

ROCKFORD UNIVERSITY

EIN 36-2167842-religious institutions-Latest filing 2024
Plans
2
Retirement
1
$37.4M assets
Welfare
1
$1.9M premiums
Participants
590
5050 E STATE ST - ROCKFORD, IL 61108815-394-4376LinkedIn1-10 employeesreligious institutions
Plans on this EIN
2 filings
#001403b-$37.4M - 466 part#502Fully Insured-$1.9M - 218 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 218 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Life$163K
  • Long-term disability$163K
  • Other$163K
  • Dental$84K
  • Vision$84K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • DEARBORN LIFE INSURANCE COMPANY4%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • COTTINGHAM & BUTLER100%
Total $98K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ROCKFORD UNIVERSITY RETIREMENT SAVINGS PLAN

403b

Assets$37.4M
Participants466
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ROCKFORD UNIVERSITY HEALTHCARE & LIFE INSURANCE PLAN

Fully Insured - HEALTH CARE SERVICES CORPORATION

Premiums$1.9M
Covered lives218
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROCKFORD UNIVERSITY RETIREMENT SAVINGS PLAN403b$37.4M4662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ROCKFORD UNIVERSITY HEALTHCARE & LIFE INSURANCE PLANFully InsuredHEALTH CARE SERVICES CORPORATION$1.9M2182024
Retirement plans
Welfare plans
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