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Sponsor portfolio

ROCKY MOUNTAIN ATV/MC

EIN 87-0463073-automotive-Latest filing 2025
Plans
3
Retirement
2
$133.7M assets
Welfare
1
$4.3M premiums
Participants
1,652
1551 W AMERICAN WAY - PAYSON, UT 84651800-336-5437rockymountainatvmc.comLinkedIn501-1000 employeesautomotive
Plans on this EIN
3 filings
#002ESOP-$119.8M - 598 part#001401k-$13.9M - 685 part#501Fully Insured-$4.3M - 746 lives

Retirement portfolio analytics

2 plans aggregated / $133.7M assets / 1,283 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • EMPLOYEE STOCK OWNERSHIP (#002)90%
  • ATV, INC. 401(K) (#001)10%
Total $133.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ATV, INC. 401(K) (#001)685
  • EMPLOYEE STOCK OWNERSHIP (#002)598
Total 1,283Click row to drill in

Benefits portfolio analytics

1 plan / $4.3M premiums / 746 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Prescription drug$3.9M
  • Dental$347K
  • Vision$347K
  • Life$347K
  • Other$347K
Total $4.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • SELECTHEALTH92%
  • SUN LIFE ASSURANCE COMPANY OF CANADA8%
Total $4.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • HUB INTERNATIONAL MIDWEST LIMITED72%
  • ALLIANT INSURANCE SERVICES, INC.28%
Total $205K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ROCKY MOUNTAIN ATV, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$119.8M
Participants598
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ROCKY MOUNTAIN ATV, INC. 401(K) PLAN

401k

Assets$13.9M
Participants685
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROCKY MOUNTAIN ATV INC WELFARE BENEFIT PLAN

Fully Insured - SELECT HEALTH

Premiums$4.3M
Covered lives746
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ROCKY MOUNTAIN ATV, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$119.8M5982024
001ROCKY MOUNTAIN ATV, INC. 401(K) PLAN401k$13.9M6852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROCKY MOUNTAIN ATV INC WELFARE BENEFIT PLANFully InsuredSELECT HEALTH$4.3M7462025
Retirement plans
Welfare plans
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