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Sponsor portfolio

THE ROCKMONT MOTOR COMPANY

EIN 52-0463215-Latest filing 2025
Plans
2
Retirement
1
$18.6M assets
Welfare
1
$6.4M premiums
Participants
1,851
807 ROCKVILLE PIKE - ROCKVILLE, MD 20852301-424-5900ourismanrockmont.comLinkedIn501-1000 employees
Plans on this EIN
2 filings
#001401k-$18.6M - 1,242 part#502Fully Insured-$6.4M - 909 lives

Benefits portfolio analytics

1 plan / $6.4M premiums / 909 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.4M
  • Vision$4.5M
  • Prescription drug$4.5M
  • Short-term disability$1.9M
  • Long-term disability$1.9M
  • Other$1.9M
Total $6.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • BLUE CROSS OF CALIFORNIA70%
  • AMERICAN FIDELITY ASSURANCE COMPANY30%
Total $6.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • WANADA BUSINESS SERVICES CORP.48%
  • ASSURANCE AGENCY LTD33%
  • MADS INSURANCE AGENCY18%
  • MARSH & MCLENNAN AGENCY LLC1%
Total $334K4 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

OURISMAN AUTOMOTIVE 401(K) PLAN

401k

Assets$18.6M
Participants1,242
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

RBOURISMAN HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC

Premiums$6.4M
Covered lives909
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OURISMAN AUTOMOTIVE 401(K) PLAN401k$18.6M1,2422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502RBOURISMAN HEALTH AND WELFARE BENEFITS PLANFully InsuredCAREFIRST BLUECHOICE, INC$6.4M9092025
Retirement plans
Welfare plans
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