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Sponsor portfolio

ROCKY MOUNTAIN CHOCOLATE FACTORY

EIN 84-0910696-food production-Latest filing 2025
Plans
2
Retirement
1
$10.7M assets
Welfare
1
$67K premiums
Participants
349
265 TURNER DRIVE - DURANGO, CO 81303970-382-7311rmcf.comLinkedIn51-200 employeesfood production
Plans on this EIN
2 filings
#001401k-$10.7M - 181 part#511Mixed-$67K - 160 lives

Benefits portfolio analytics

1 plan / $67K premiums / 160 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$56K
  • Life$49K
  • Short-term disability$49K
  • Long-term disability$49K
  • Vision$10K
Total $66K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY74%
  • VISION SERVICE PLAN15%
  • ACI SPECIALTY BENEFITS7%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
Total $66K4 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • IMA, INC.88%
  • WATCHTOWER BENEFITS, LLC7%
  • REUBEN WARNER ASSOCIATES, INC.5%
  • WATCHTOWER TECHNOLOGIES INC0%
Total $10K4 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 CHOCOLATE FACTORY, INC. 401(K) PLAN

401k

Assets$10.7M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

ROCKY MOUNTAIN CHOCOLATE FACTORY, INC. EMPLOYEE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$67K
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROCKY MOUNTAIN CHOCOLATE FACTORY, INC. 401(K) PLAN401k$10.7M1812025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511ROCKY MOUNTAIN CHOCOLATE FACTORY, INC. EMPLOYEE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$67K1602025
Retirement plans
Welfare plans
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