Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$805K
- Prescription drug$805K
- Dental$86K
- Vision$86K
- Life$86K
- Long-term disability$86K
- +1 more
Sponsor portfolio
T.E. ROBERTS, INC.
EIN 33-0909536Latest filing 2025
Plans
2
Retirement
1
$14.6M assets
Welfare
1
$891K premiums
Participants
257
17771 MITCHELL N. - IRVINE, CA 92614714-669-0072
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $891K premiums / 129 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Broker market share
Schedule A broker compensation
93%top
- HUB INTERNATIONAL MIDWEST LIMITED93%
- REUBEN WARNER ASSOCIATES, INC.7%
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
401k
Assets$14.6M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
T.E. ROBERTS WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$891K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE CONTRACTORS RETIREMENT PLAN | 401k | $14.6M | 138 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | T.E. ROBERTS WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $891K | 129 | 2025 |
Retirement plans
Welfare plans