Plan Ledger DOL Form 5500 · updated monthly

Rockbridge Capital LLC, Employee Benefit Planbenefits

Rockbridge Capital LLC, Employee Benefit Plan · COLUMBUS, OH · plan year 2025

Broker compensation reported · 2025
$25,266

Rockbridge Capital LLC, Employee Benefit Plan's benefits plans covered 119 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $99,121. Insurance brokers and agents were paid $25,266 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 25.5% of premiums. That is $212 per covered person, above the median for employer plans that report broker pay. Broker pay fell 11% from $28,486 in 2024.

Insurance contracts · 20254
DELTA DENTAL OF OHIO · dental$99K · 259 covered
VISION SERVICE PLAN · visionpremiums n/a · 77 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 121 covered
Brokers & agents paid · 20252
LOCKTON COMPANIES, LLC$25,034 · incl $3,677 fees
Individual agent · names withheld$232

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Lockton5
Banner Health AZ$3,486,058
Peraton, Inc. VA$2,031,509
Dollar Tree, Inc. VA$1,645,687

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 611418802 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.