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Sponsor portfolio

ROBBINS RESEARCH INTERNATIONAL, INC.

EIN 33-0261517-professional training & coaching-Latest filing 2025
Plans
2
Retirement
1
$16.7M assets
Welfare
1
$3.1M premiums
Participants
811
5230 CARROL CANYON ROAD, SUITE 306 - SAN DIEGO, CA 92126800-445-8183tonyrobbins.comLinkedIn51-200 employeesprofessional training & coaching
Plans on this EIN
2 filings
#001401k-$16.7M - 524 part#510Fully Insured-$3.1M - 279 lives

Benefits portfolio analytics

1 plan / $3.1M premiums / 279 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Dental$2.9M
  • Vision$2.9M
  • Prescription drug$2.9M
  • Long-term disability$74K
  • Life$72K
  • +2 more
Total $3.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • AFLAC0%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $3.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MARSH & MCLENNAN AGENCY LLC99%
  • VARIOUS - SEE ATTACHMENT1%
Total $136K2 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

ROBBINS RESEARCH INTERNATIONAL, INC. 401(K) PLAN

401k

Assets$16.7M
Participants524
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

ROBBINS RESEARCH INTERNATIONAL, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.1M
Covered lives279
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROBBINS RESEARCH INTERNATIONAL, INC. 401(K) PLAN401k$16.7M5242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510ROBBINS RESEARCH INTERNATIONAL, INC. EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.1M2792025
Retirement plans
Welfare plans
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