Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$83K
- Vision$83K
- Long-term disability$83K
Sponsor portfolio
RBT CPA'S
EIN 14-1604297accountingLatest filing 2025
Plans
2
Retirement
1
$8.4M assets
Welfare
1
$1.7M premiums
Participants
308
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 171 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- MVP HEALTH CARE95%
- METROPOLITAN LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
94%top
- MARSHALL & STERLING EMPLOYEE BENEFI94%
- FNA INSURANCE SERVICES INC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RBT CPAS, LLP 401(K) PROFIT SHARING PLAN
401k
Assets$8.4M
Participants134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
RBT CPA'S WELFARE BENEFIT PLAN
Fully Insured - MVP HEALTH SERVICES CORP
Premiums$1.7M
Covered lives171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RBT CPAS, LLP 401(K) PROFIT SHARING PLAN | 401k | $8.4M | 134 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | RBT CPA'S WELFARE BENEFIT PLAN | Fully Insured | MVP HEALTH SERVICES CORP | $1.7M | 171 | 2025 |
Retirement plans
Welfare plans