PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. ROCHESTER MANAGEMENT, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 16-1556654

ROCHESTER MANAGEMENT, INC.

249 NORTON VILLAGE LANE · ROCHESTER, NY 14609
5857672442
Plans filed
1
Years active
2015–2024
Industry
NAICS 53
Latest filing
2024
Total premiums (latest)
$1.3M
No prior year
Persons covered
136
No prior year
Total participants
137
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.3M
EMPLOYEE BENEFIT PLAN OF ROCHESTER MANAGEMENT, INC.
Fully insured136 covered·4 carriers
Primary: EXCELLUS BLUE CROSS BLUE SHIELD

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.2M45.1%
Prescription drug$1.1M42.3%
Life$67K2.5%
Short-term disability$67K2.5%
Long-term disability$67K2.5%
Other$67K2.5%
Dental$54K2.1%
Vision$10K0.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 150329043
HRxD
$1.2M88.4%1290
MVP HEALTH CARE
EIN 141640868
H
$76K5.7%1126
COMPANION LIFE INSURANCE COMPANY
EIN 131595128
LSTDLTDOth
$67K5.1%11136
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
V
$10K0.8%1167

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ASSUREDPARTNERSWHITE PLAINS, NYCOMPANION LIFE INSURANCE COMPANY, EXCELLUS BLUE CROSS BLUE SHIELD, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, MVP HEALTHCARE$63K$4K$67K100.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica