Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$721K
- Other$237K
- Dental$215K
- Vision$215K
- Life$215K
- Short-term disability$215K
- +1 more
Sponsor portfolio
ROCK OAK CAPITAL PARTNERS
EIN 82-4991820Latest filing 2025
Plans
2
Retirement
1
$4.4M assets
Welfare
1
$958K premiums
Participants
696
201 SIGMA DRIVE, SUITE 300 - SUMMERVILLE, SC 29486843-594-3245
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $958K premiums / 315 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- HCC LIFE INSURANCE COMPANY78%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA22%
Broker market share
Schedule A broker compensation
56%top
- WATCHTOWER BENEFITS, LLC56%
- 0009K72644%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ROCK OAK SERVICES GROUP, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$4.4M
Participants381
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROCK OAK CAPITAL PARTNERS EMPLOYEE BENEFITS PLAN
Fully Insured - HCC LIFE INSURANCE COMPANY
Premiums$958K
Covered lives315
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROCK OAK SERVICES GROUP, LLC 401(K) PROFIT SHARING PLAN | 401k | $4.4M | 381 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROCK OAK CAPITAL PARTNERS EMPLOYEE BENEFITS PLAN | Fully Insured | HCC LIFE INSURANCE COMPANY | $958K | 315 | 2025 |
Retirement plans
Welfare plans