Form 5500 · Employee benefit plan · COLUMBUS, OH
ROCKBRIDGE CAPITAL LLC, EMPLOYEE BENEFIT PLAN
ROCKBRIDGE CAPITAL LLC, EMPLOYEE BENEFIT PLAN of COLUMBUS, OH files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 61-1418802 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 121 | December | $15,564 |
| DELTA DENTAL OF OHIO | Dental | 259 | December | $4,655 |
| VISION SERVICE PLAN | Vision | 77 | December | $1,138 |
| PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | — | 20 | December | $232 |
Questions
Who is ROCKBRIDGE CAPITAL LLC, EMPLOYEE BENEFIT PLAN's benefits broker?
Per its most recent Form 5500 Schedule A, ROCKBRIDGE CAPITAL LLC, EMPLOYEE BENEFIT PLAN's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does ROCKBRIDGE CAPITAL LLC, EMPLOYEE BENEFIT PLAN use?
ROCKBRIDGE CAPITAL LLC, EMPLOYEE BENEFIT PLAN's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 4 disclosed carriers.
When does ROCKBRIDGE CAPITAL LLC, EMPLOYEE BENEFIT PLAN's group plan renew?
The most recent Schedule A policy period for ROCKBRIDGE CAPITAL LLC, EMPLOYEE BENEFIT PLAN ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ROCKBRIDGE CAPITAL LLC, EMPLOYEE BENEFIT PLAN's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.