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Sponsor portfolioWelfare / HealthEIN 82-4991820
ROCK OAK CAPITAL PARTNERS
201 SIGMA DRIVE · SUMMERVILLE, SC 29486
8435943245
- Plans filed
- 3
- Years active
- 2019–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$958K
No prior year
Persons covered
315
No prior year
Total participants
315
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$958K
ROCK OAK CAPITAL PARTNERS EMPLOYEE BENEFITS PLAN
Fully insured315 covered·2 carriers
Primary: HCC LIFE INSURANCE COMPANY
Plan #503$62K
ROCK OAK SERVICES GROUP DENTAL
Fully insured110 covered·1 carrier
Primary: DELTA DENTAL OF ILLINOIS
Plan #502$15K
ROCK OAK SERVICES GROUP LTD
Fully insured52 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $721K | 35.4% | |
| Other | $237K | 11.7% | |
| Dental | $215K | 10.6% | |
| Vision | $215K | 10.6% | |
| Life | $215K | 10.6% | |
| Short-term disability | $215K | 10.6% | |
| Long-term disability | $215K | 10.6% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 351817054 | HOth | $742K | 77.5% | 1 | 2 | 198 |
EIN 135123390 | DVLSTDLTDOth | $215K | 22.5% | 1 | 1 | 315 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| WATCHTOWER BENEFITS, LLC | CHICAGO, IL | GUARDIAN LIFE INSURANCE COMPANY | $7K | $0 | $7K | 56.4% | 1 |
| 0009K726 | — | GUARDIAN LIFE INSURANCE COMPANY | $0 | $5K | $5K | 43.6% | 1 |
History & trajectory
7 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