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  2. ROECHLING MEDICAL ROCHESTER, LLC
Sponsor portfolio

ROECHLING MEDICAL ROCHESTER, LLC

EIN 45-5284944-Latest filing 2025
Plans
2
Retirement
1
$25.1M assets
Welfare
1
$211K premiums
Participants
804
999 RIDGEWAY AVENUE - ROCHESTER, NY 14615585-254-2000LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$25.1M - 616 part#501Mixed-$211K - 210 lives

Benefits portfolio analytics

1 plan / $211K premiums / 210 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$211K
  • Short-term disability$211K
  • Long-term disability$211K
  • Other$211K
Total $211K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $211K1 slice

Broker market share

Schedule A broker compensation

Split broker
94%top
  • GALLAGHER BENEFIT SERVICES, INC.94%
  • BRADLEY K BIEL3%
  • NATL. ENROLLMT. PARTNERS GEN. AGY.3%
Total $38K3 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

ROECHLING MEDICAL 401(K) PLAN

401k

Assets$25.1M
Participants616
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROECHLING MEDICAL ROCHESTER, LLC

Mixed - SUN LIFE AND HEALTH INSURANCE COMPANY U.S.

Premiums$211K
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROECHLING MEDICAL 401(K) PLAN401k$25.1M6162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROECHLING MEDICAL ROCHESTER, LLCMixedSUN LIFE AND HEALTH INSURANCE COMPANY U.S.$211K2102025
Retirement plans
Welfare plans
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