Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$981K
- Dental$981K
- Life$51K
- Short-term disability$51K
- Long-term disability$51K
- Other$51K
- +1 more
Sponsor portfolio
WALLACE ROBERTS & TODD, LLC
EIN 23-1615241Latest filing 2025
Plans
2
Retirement
1
$19.6M assets
Welfare
1
$1.0M premiums
Participants
323
123 S. BROAD STREET, SUITE 1450 - PHILADELPHIA, PA 19109215-732-5215
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.0M premiums / 116 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
100%top
- CORPORATE SYNERGIES GROUP LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WALLACE ROBERTS & TODD, L.L.C. 401(K) PLAN
401k
Assets$19.6M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
WALLACE ROBERTS & TODD LLC HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.0M
Covered lives116
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WALLACE ROBERTS & TODD, L.L.C. 401(K) PLAN | 401k | $19.6M | 220 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | WALLACE ROBERTS & TODD LLC HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.0M | 116 | 2025 |
Retirement plans
Welfare plans