Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$51K
- Short-term disability$51K
Sponsor portfolio
ROCKY MOUNTAIN WINDOW DISTRIBUTORS
EIN 56-2442146Retail TradeLatest filing 2024
Plans
2
Retirement
1
$3.4M assets
Welfare
1
$51K premiums
Participants
256
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $51K premiums / 106 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
75%top
- CHRISTENSEN, DANIEL75%
- ODELL, DAVIS19%
- NYLIFE SECURITIES LLC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ROCKY MOUNTAIN WINDOW DISTRIBUTORS 401(K) PLAN
401k
Assets$3.4M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROCKY MOUNTAIN WINDOW DISTRIBUTORS SHORT TERM DISABILITY INSURANCE
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$51K
Covered lives106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROCKY MOUNTAIN WINDOW DISTRIBUTORS 401(K) PLAN | 401k | $3.4M | 130 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROCKY MOUNTAIN WINDOW DISTRIBUTORS SHORT TERM DISABILITY INSURANCE | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $51K | 106 | 2024 |
Retirement plans
Welfare plans