PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ROBERTSON CONSTRUCTION SERVICES, LLC
Sponsor portfolio

ROBERTSON CONSTRUCTION SERVICES, LLC

EIN 31-1502538-construction-Latest filing 2025
Plans
3
Retirement
2
$7.1M assets
Welfare
1
$1.7M premiums
Participants
507
1801 THORNWOOD DRIVE - HEATH, OH 43056740-929-1000LinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#002ProfitSharing-$4.3M - 149 part#001ESOP-$2.8M - 182 part#501Fully Insured-$1.7M - 176 lives

Retirement portfolio analytics

2 plans aggregated / $7.1M assets / 331 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • CONTRACTORS RETIREMENT PLAN (#002)60%
  • EMPLOYEE STOCK OWNERSHIP (#001)40%
Total $7.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#001)182
  • CONTRACTORS RETIREMENT PLAN (#002)149
Total 331Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 176 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Dental$303K
  • Vision$303K
  • Life$303K
  • Short-term disability$303K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • MEDICAL MUTUAL82%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA18%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • MARSH & MCLENNAN AGENCY LLC95%
  • WATCHTOWER BENEFITS, LLC5%
Total $90K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE CONTRACTORS RETIREMENT PLAN

ProfitSharing

Assets$4.3M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ROBERTSON CONSTRUCTION SERVICES EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$2.8M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROBERTSON CONSTRUCTION SERVICES, LLC WELFARE PLAN (GUARDIAN)

Fully Insured - MEDICAL MUTUAL

Premiums$1.7M
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE CONTRACTORS RETIREMENT PLANProfitSharing$4.3M1492024
001ROBERTSON CONSTRUCTION SERVICES EMPLOYEE STOCK OWNERSHIP PLANESOP$2.8M1822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROBERTSON CONSTRUCTION SERVICES, LLC WELFARE PLAN (GUARDIAN)Fully InsuredMEDICAL MUTUAL$1.7M1762025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica