PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Rocky Mountain Institute
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Rocky Mountain Institute

EIN 74-2244146-mechanical or industrial engineering-Latest filing 2025
Plans
3
Retirement
1
$68.8M assets
Health & Benefits
2
$877K premiums
Participants
1,875
2490 JUNCTION PLACE STE 200 - BOULDER, CO 803012167303-245-1003rmico.comLinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
3 filings
#001403(b)-$68.8M - 711 part#501Mixed-$670K - 516 lives#502Fully insured-$207K - 648 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $877K premiums / 1,164 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$494K
  • Dental$341K
  • Life$233K
  • Short-term disability$233K
  • Long-term disability$233K
  • Vision$42K
Total $877K6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

ROCKY MOUNTAIN INSTITUTE TAX SHELTERED ANNUITY PLAN

403(b)

Assets$68.8M
Participants711
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ROCKY MOUNTAIN INSTITUTE HEALTH & WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$670K
Covered lives516
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

ROCKY MOUNTAIN INSTITUTE EAP

Fully insured - MODERN HEALTH

Premiums$207K
Covered lives648
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ROCKY MOUNTAIN INSTITUTE TAX SHELTERED ANNUITY PLAN403(b)$68.8M7112025
  • ROCKY MOUNTAIN INSTITUTE TAX SHELTERED ANNUITY PLAN$68.8M
    #001 · 403(b) · 2025711

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ROCKY MOUNTAIN INSTITUTE HEALTH & WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$670K5162025
#502ROCKY MOUNTAIN INSTITUTE EAPFully insuredMODERN HEALTH$207K6482025
  • ROCKY MOUNTAIN INSTITUTE HEALTH & WELFARE PLAN$670K
    #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 2025516
  • ROCKY MOUNTAIN INSTITUTE EAP$207K
    #502 · Fully insured · MODERN HEALTH · 2025648
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica