Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.5M
- Other$256K
- Life$190K
- Long-term disability$81K
- Short-term disability$75K
Filings through .
Robertson-Ryan & Associates, Inc.
EIN 39-0605130Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$35.3M assets
Health & Benefits
1
$5.8M premiums
Participants
850
PERSONAL AND CONFIDENTIAL 330 E KIL - MILWAUKEE, WI 532023175414-271-3575
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $5.8M premiums / 738 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
ROBERTSON-RYAN & ASSOCIATES, INC. 401(K) SAVINGS PLAN
401(k)
Assets$35.3M
Participants593
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ROBERTSON RYAN & ASSOCIATES, INC. FLEXIBLE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$5.8M
Covered lives738
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-RYAN & ASSOCIATES, INC. 401(K) SAVINGS PLAN | 401(k) | $35.3M | 593 | 2025 |
- #002 · 401(k) · 2025593
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ROBERTSON RYAN & ASSOCIATES, INC. FLEXIBLE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $5.8M | 738 | 2025 |
- #501 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 2025738
Retirement plans
Health & Benefits plans