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Sponsor portfolio

ROCKY MOUNTAIN INSTITUTE

EIN 74-2244146-mechanical or industrial engineering-Latest filing 2024
Plans
3
Retirement
1
$55.4M assets
Welfare
2
$903K premiums
Participants
1,440
2490 JUNCTION PLACE STE 200 - BOULDER, CO 803012167303-245-1003rmico.comLinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
3 filings
#001403b-$55.4M - 766 part#501Mixed-$685K - 609 lives#502Fully Insured-$218K - 100 lives

Benefits portfolio analytics

2 plans / $903K premiums / 709 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$534K
  • Dental$327K
  • Life$294K
  • Short-term disability$294K
  • Long-term disability$294K
  • Vision$42K
Total $903K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
39%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY39%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA33%
  • MODERN HEALTH24%
  • VISION SERVICE PLAN5%
Total $903K4 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • LOCKTON COMPANIES, LLC50%
  • BROWN & BROWN INSURANCE SERVICES41%
  • HAYS COMPANIES, INC.9%
Total $15K3 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

ROCKY MOUNTAIN INSTITUTE TAX SHELTERED ANNUITY PLAN

403b

Assets$55.4M
Participants766
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROCKY MOUNTAIN INSTITUTE HEALTH & WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$685K
Covered lives609
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ROCKY MOUNTAIN INSTITUTE EAP

Fully Insured - MODERN HEALTH

Premiums$218K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROCKY MOUNTAIN INSTITUTE TAX SHELTERED ANNUITY PLAN403b$55.4M7662024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROCKY MOUNTAIN INSTITUTE HEALTH & WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$685K6092024
502ROCKY MOUNTAIN INSTITUTE EAPFully InsuredMODERN HEALTH$218K1002024
Retirement plans
Welfare plans
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