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Sponsor portfolio

ROKT US CORP

EIN 46-4610539-Latest filing 2025
Plans
2
Retirement
1
$19.6M assets
Welfare
1
$5.0M premiums
Participants
988
175 VARICK STREET, LEVEL 10 - NEW YORK, NY 10014646-693-7411
Plans on this EIN
2 filings
#001401k-$19.6M - 618 part#501Fully Insured-$5.0M - 545 lives

Benefits portfolio analytics

1 plan / $5.0M premiums / 545 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.7M
  • Prescription drug$5.7M
  • Dental$532K
  • Vision$532K
  • Life$532K
  • Short-term disability$532K
  • +2 more
Total $6.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNITEDHEALTHCARE INSURANCE COMPANY92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • MODERN HEALTH0%
Total $6.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BENNIE INSURANCE, LLC100%
Total $222K1 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

ROKT US CORP 401(K) PLAN

401k

Assets$19.6M
Participants618
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROKT US CORP. EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.0M
Covered lives545
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROKT US CORP 401(K) PLAN401k$19.6M6182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROKT US CORP. EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$5.0M5452025
Retirement plans
Welfare plans
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