Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.0M
- Prescription drug$3.0M
- Other$343K
- Life$283K
- Short-term disability$283K
- Long-term disability$283K
- +2 more
Sponsor portfolio
TRC ACQUISITION, LLC
EIN 26-2311706Latest filing 2025
Plans
2
Retirement
1
$13.4M assets
Welfare
1
$3.6M premiums
Participants
730
176 LAURIE ELLIS ROAD - WINTERVILLE, NC 28590252-355-9382
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.6M premiums / 690 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- AETNA LIFE INSURANCE COMPANY86%
- UNITED OF OMAHA LIFE INSURANCE COMPANY8%
- METROPOLITAN LIFE INSURANCE COMPANY5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
59%top
- ASSUREDPARTNERS59%
- SMITH BROTHERS INSURANCE LLC15%
- PROFESSIONAL PENSIONS INC11%
- BOSTON INS. EMPLOYEE BNFTS. TRUST10%
- COBBS ALLEN & HALL INC3%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE ROBERTS COMPANY 401(K) RETIREMENT PLAN
401k
Assets$13.4M
Participants491
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE ROBERTS COMPANY HEALTH AND WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$3.6M
Covered lives690
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE ROBERTS COMPANY 401(K) RETIREMENT PLAN | 401k | $13.4M | 491 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE ROBERTS COMPANY HEALTH AND WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $3.6M | 690 | 2025 |
Retirement plans
Welfare plans