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
Sponsor portfolio
ROBERTSON HEATING SUPPLY OF OHIO
EIN 34-0660433Latest filing 2025
Plans
4
Retirement
1
$48.4M assets
Welfare
3
$1.4M premiums
Participants
834
Benefits portfolio analytics
3 plans / $1.4M premiums / 422 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- AULTCARE INSURANCE COMPANY91%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
53%top
- BENEFITS AND INSURANCE CONCEPTS LLC53%
- THE JAMES B OSWALD COMPANY24%
- CENTRO BENEFITS RESEARCH LLC16%
- DIANA GILLESPIE4%
- MORRIS FINANCIAL GROUP2%
- +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#002
ROBERTSON HEATING SUPPLY COMPANY 401(K) PROFIT SHARING PLAN
401k
Assets$48.4M
Participants447
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING
Self Funded - AULTCARE INSURANCE COMPANY
Premiums$1.3M
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
ROBERTSON HEATING SUPPLY CO LONG TERM DISABILITY PLAN
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$89K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
ROBERTSON HEATING SUPPLY COMPANY WELFARE BENEFIT PLAN
Fully Insured - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY
Premiums$35K
Covered lives183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROBERTSON HEATING SUPPLY COMPANY 401(K) PROFIT SHARING PLAN | 401k | $48.4M | 447 | 2024 |
Welfare plans3
| 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 |
Retirement plans
Welfare plans