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Sponsor portfolioTH

CONCENTRIC ROCKFORD INC.

EIN 36-3262177-electrical/electronic manufacturing-Latest filing 2025
Plans
4
Retirement
2
$48.1M assets
Welfare
2
$374K premiums
Participants
827
2222 15TH STREET - ROCKFORD, IL 61104815-387-4400LinkedIn501-1000 employeeselectrical/electronic manufacturing
Plans on this EIN
4 filings
#002TraditionalDB-$30.0M - 470 part#003401k-$18.1M - 232 part#502Mixed-$374K - 251 lives#511Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $48.1M assets / 702 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • INC. EMPLOYEES' PENSION (#002)62%
  • EMPLOYEES' 401(K) Savings (#003)38%
Total $48.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. EMPLOYEES' PENSION (#002)470
  • EMPLOYEES' 401(K) Savings (#003)232
Total 702Click row to drill in

Benefits portfolio analytics

2 plans / $374K premiums / 251 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$184K
  • Dental$82K
  • Other$59K
  • Long-term disability$39K
  • Life$34K
  • Vision$9K
Total $374K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • GERBER LIFE INSURANCE COMPANY49%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY26%
  • DELTA DENTAL OF CALIFORNIA22%
  • PROTEC INSURANCE COMPANY3%
Total $374K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CMR BENEFITS GROUP INC100%
Total $10K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CONCENTRIC ROCKFORD INC. EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$30.0M
Participants470
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CONCENTRIC ROCKFORD INC. EMPLOYEES' 401(K) SAVINGS PLAN

401k

Assets$18.1M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CONCENTRIC ROCKFORD INC. GROUP INSURANCE PLAN

Mixed - GERBER LIFE INSURANCE CO.

Premiums$374K
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

CONCENTRIC ROCKFORD INC. DENTAL INSURANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CONCENTRIC ROCKFORD INC. EMPLOYEES' PENSION PLANTraditionalDB$30.0M4702024
003CONCENTRIC ROCKFORD INC. EMPLOYEES' 401(K) SAVINGS PLAN401k$18.1M2322024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CONCENTRIC ROCKFORD INC. GROUP INSURANCE PLANMixedGERBER LIFE INSURANCE CO.$374K2512025
511CONCENTRIC ROCKFORD INC. DENTAL INSURANCE PLANSelf Funded-$002024
Retirement plans
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