Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Prescription drug$1.3M
- Stop-loss$1.3M
- Life$124K
- Long-term disability$124K
- Dental$89K
- +3 more
Filings through .
Robertson Heating Supply Company of Ohio
EIN 34-0660433Wholesale TradeLatest filing 2025
Plans
4
Retirement
1
$53.5M assets
Health & Benefits
3
$1.4M premiums
Participants
846
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Benefits portfolio analytics
3 plans / $1.4M premiums / 422 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
ROBERTSON HEATING SUPPLY COMPANY 401(K) PROFIT SHARING PLAN
401(k)
Assets$53.5M
Participants459
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING
Self-funded - AULTCARE INSURANCE COMPANY
Premiums$1.3M
Covered lives239
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
ROBERTSON HEATING SUPPLY CO LONG TERM DISABILITY PLAN
Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$89K
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
ROBERTSON HEATING SUPPLY COMPANY WELFARE BENEFIT PLAN
Fully insured - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY
Premiums$35K
Covered lives183
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ROBERTSON HEATING SUPPLY COMPANY 401(K) PROFIT SHARING PLAN | 401(k) | $53.5M | 459 | 2025 |
- #002 · 401(k) · 2025459
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING | Self-funded | AULTCARE INSURANCE COMPANY | $1.3M | 239 | 2025 |
| #504 | ROBERTSON HEATING SUPPLY CO LONG TERM DISABILITY PLAN | Fully insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $89K | 0 | 2025 |
| #505 | ROBERTSON HEATING SUPPLY COMPANY WELFARE BENEFIT PLAN | Fully insured | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35K | 183 | 2025 |
- #501 · Self-funded · AULTCARE INSURANCE COMPANY · 2025239
- #504 · Fully insured · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 20250
- #505 · Fully insured · COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · 2025183
Retirement plans
Health & Benefits plans