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Sponsor portfolioTH

ROCKLER COMPANIES, INC.

EIN 41-0758047-retail-Latest filing 2025
Plans
2
Retirement
1
$31.9M assets
Welfare
1
$201K premiums
Participants
1,034
4365 WILLOW DRIVE - MEDINA, MN 55340763-478-8364rockler.comLinkedIn501-1000 employeesretail
Plans on this EIN
2 filings
#001401k-$31.9M - 795 part#501Mixed-$201K - 263 lives

Benefits portfolio analytics

1 plan / $201K premiums / 263 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$182K
  • Life$153K
  • Long-term disability$153K
  • Vision$19K
Total $201K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA90%
  • EYEMED VISION CARE10%
Total $201K2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • USI INSURANCE SERVICES LLC94%
  • MARC A GROVE6%
Total $28K2 slices

Plan deep-dives

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

ROCKLER COMPANIES, INC. 401(K) AND PROFIT SHARING PLAN

401k

Assets$31.9M
Participants795
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROCKLER COMPANIES HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$201K
Covered lives263
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROCKLER COMPANIES, INC. 401(K) AND PROFIT SHARING PLAN401k$31.9M7952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROCKLER COMPANIES HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$201K2632025
Retirement plans
Welfare plans
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