Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$186K
- Life$184K
- Short-term disability$184K
- Long-term disability$184K
- Dental$99K
- Vision$21K
Sponsor portfolio
ROCKBRIDGE CAPITAL LLC, EMPLOYEE BENEFIT PLAN
EIN 61-1418802Latest filing 2025
Plans
2
Retirement
1
$35.9M assets
Welfare
1
$306K premiums
Participants
280
4124 WORTH AVENUE, SUITE 200 - COLUMBUS, OH 43219614-246-2400
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $306K premiums / 259 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA60%
- DELTA DENTAL OF CALIFORNIA32%
- VISION SERVICE PLAN7%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Broker market share
Schedule A broker compensation
99%top
- LOCKTON COMPANIES, LLC99%
- CHARLES BACKUS1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ROCKBRIDGE CAPITAL LLC 401K PLAN
401k
Assets$35.9M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROCKBRIDGE CAPITAL LLC, EMPLOYEE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$306K
Covered lives259
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROCKBRIDGE CAPITAL LLC 401K PLAN | 401k | $35.9M | 161 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROCKBRIDGE CAPITAL LLC, EMPLOYEE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $306K | 259 | 2025 |
Retirement plans
Welfare plans