Plan Ledger DOL Form 5500 · updated monthly

Rock Oak Capital Partnersbenefits

Rock Oak Capital Partners Employee Benefits Plan · SUMMERVILLE, SC · plan year 2025

Broker compensation reported · 2025
$12,443

Rock Oak Capital Partners's benefits plans covered 315 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $12,443 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $40 per covered person, in the bottom quarter of employer plans that report broker pay.

Insurance contracts · 20253
HCC LIFE INSURANCE COMPANYpremiums n/a · 198 covered
HCC LIFE INSURANCE COMPANY · healthpremiums n/a · 198 covered
GUARDIAN LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 315 covered
Brokers & agents paid · 20252
0009K726$5,419 · incl $5,419 fees
Also brokered by Watchtower Benefits LLC5
Versiti Inc. WI$42,578
Oneida Nation WI$41,521

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 824991820 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.