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Sponsor portfolioTH

ROBERTET, INC.

EIN 22-2273649-Latest filing 2025
Plans
2
Retirement
1
$111.9M assets
Welfare
1
$2.6M premiums
Participants
943
400 INTERNATIONAL DRIVE - MOUNT OLIVE, NJ 07828201-337-7100
Plans on this EIN
2 filings
#001401k-$111.9M - 529 part#502Fully Insured-$2.6M - 775 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 775 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Vision$1.5M
  • Prescription drug$1.5M
  • Short-term disability$604K
  • Dental$468K
  • Other$451K
  • +2 more
Total $2.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY56%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA26%
  • DELTA DENTAL OF CALIFORNIA18%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $2.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
34%top
  • KERRIGAN, THOMAS B34%
  • BROWN & BROWN INSURANCE SERVICES26%
  • AP BENEFIT ADVISORS, LLC24%
  • JAMES R NELLIGAN & ASSOCIATES LLC7%
  • ASSUREDPARTNERS5%
  • +2 more
Total $327K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ROBERTET USA 401(K) PLAN

401k

Assets$111.9M
Participants529
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ROBERTET, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.6M
Covered lives775
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROBERTET USA 401(K) PLAN401k$111.9M5292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ROBERTET, INC. EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.6M7752025
Retirement plans
Welfare plans
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