PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JOY ROCKWELL ENTERPRISES INC.
Sponsor portfolio

JOY ROCKWELL ENTERPRISES INC.

EIN 59-3451625-printing-Latest filing 2025
Plans
2
Retirement
1
$3.0M assets
Welfare
1
$441K premiums
Participants
626
2145 SUNNYDALE BLVD. BUILDING 102 - CLEARWATER, FL 33765800-628-1804LinkedIn201-500 employeesprinting
Plans on this EIN
2 filings
#001401k-$3.0M - 398 part#501Fully Insured-$441K - 244 lives

Benefits portfolio analytics

1 plan / $441K premiums / 244 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$317K
  • Health$306K
  • Dental$99K
  • Vision$99K
  • Short-term disability$16K
  • Other$11K
  • +1 more
Total $441K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY3%
Total $441K3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • THE NICHOLAS GROUP CLEARWATER INC98%
  • VARIOUS - SEE ATTACHED2%
Total $71K2 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

JOY ROCKWELL ENTERPRISES INC 401K PLAN

401k

Assets$3.0M
Participants398
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JOY ROCKWELL ENTERPRISES, INC. HEALTH & WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$441K
Covered lives244
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JOY ROCKWELL ENTERPRISES INC 401K PLAN401k$3.0M3982025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JOY ROCKWELL ENTERPRISES, INC. HEALTH & WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$441K2442024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica