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Sponsor portfolioWelfare / HealthEIN 61-1418802
ROCKBRIDGE CAPITAL LLC, EMPLOYEE BENEFIT PLAN
d/b/a ROCKBRIDGE CAPITAL LLC
4124 WORTH AVENUE, SUITE 200 · COLUMBUS, OH 43219
6142462400
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$306K
No prior year
Persons covered
259
No prior year
Total participants
119
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $186K | 21.7% | |
| Life | $184K | 21.4% | |
| Short-term disability | $184K | 21.4% | |
| Long-term disability | $184K | 21.4% | |
| Dental | $99K | 11.6% | |
| Vision | $21K | 2.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LSTDLTDOth | $184K | 60.1% | 1 | 1 | 121 |
EIN 310685339 | D | $99K | 32.4% | 1 | 1 | 259 |
EIN 061227840 | V | $21K | 6.9% | 1 | 1 | 77 |
EIN 731016728 | Oth | $2K | 0.6% | 1 | 1 | 20 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | BLUE BELL, PA | UNUM LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN, DELTA DENTAL OF OHIO | $21K | $4K | $25K | 99.1% | 1 |
| CHARLES BACKUS | ASTOR, FL | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $232 | $0 | $232 | 0.9% | 1 |
History & trajectory
5 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