Plan Ledger DOL Form 5500 · updated monthly

Rocket Software Inc.benefits

Rocket Software Group Insurance Benefits Plan · WALTHAM, MA · plan year 2025

Broker compensation reported · 2025
$391,945

Rocket Software Inc.'s benefits plans covered 1,199 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $391,945 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $327 per covered person, above the median for employer plans that report broker pay. Broker pay rose 45% from $271,207 in 2024.

Insurance contracts · 20258
FEDERAL INSURANCE COMPANYpremiums n/a · 3,258 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 1,199 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · ltdpremiums n/a · 1,199 covered
VISION SERVICE PLAN · visionpremiums n/a · 939 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 336 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 155 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 210 covered
RELIANCE STANDARD LIFE INSURANCE CENTERpremiums n/a · 148 covered
Brokers & agents paid · 20256
EDGEWOOD PARTNERS INSURANCE CENTER$255,835 · incl $38,245 fees
STEALTH PARTNER GROUP, LLC$102,014
STEALTH PARNTER GROUP, LLC$22,806
EDGEWOOD PARTNERS CENTER$2,811 · incl $2,811 fees
Also brokered by Edgewood Partners Insurance Center5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 043090800 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.