Rocket Software Inc.
Overview
Rocket Software Inc. sponsors a self-funded health plan that covered 1,199 participants in plan year 2025, up 33% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,199 · prior year 902
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Rocket Software Group Insurance Benefits Plan, plan 501 (1,199 participants)
- Broker compensation
- $392K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Reliance Standard Life Insurance Company | Life, Long-term disability, Voluntary Accidental Death and Dismember, Voluntary Critical Illness, Voluntary Group | 1,199 | $1.4M | $360K |
| Vision Service Plan | Vision | 939 | $226K | $4K |
| Reliance Standard Life Insurance Center | Voluntary Hospital | 148 | $72K | $19K |
| Federal Insurance Company | Accidental Death and Dismemberment | 3,258 | $24K | $8K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,199 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Rocket Software Inc.
- Sponsor EIN
- 04-3090800
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 04-3090800 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Rocket Software, Inc. 401(k) Plan
- Type
- 401(k) plan
- Participants
- 1,589
About this data
Source: Rocket Software Inc.'s Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Rocket Software Inc..