Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.5M
- Other$243K
- Life$181K
- Long-term disability$64K
- Short-term disability$55K
Sponsor portfolio
ROBERTSON RYAN & ASSOCIATES, INC.
EIN 39-0605130Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$29.4M assets
Welfare
1
$4.8M premiums
Participants
707
PERSONAL AND CONFIDENTIAL, 330 E KILBOURN AVE STE 650 - MILWAUKEE, WI 532023175414-271-3575
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.8M premiums / 578 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- UNITEDHEALTHCARE INSURANCE COMPANY94%
- SUN LIFE ASSURANCE COMPANY OF CANADA4%
- UNITED OF OMAHA LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
100%top
- ROBERTSON RYAN & ASSOCIATES100%
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-RYAN & ASSOCIATES, INC. 401K SAVINGS PLAN
401k
Assets$29.4M
Participants441
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROBERTSON RYAN & ASSOCIATES, INC. FLEXIBLE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$4.8M
Covered lives578
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROBERTSON-RYAN & ASSOCIATES, INC. 401K SAVINGS PLAN | 401k | $29.4M | 441 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROBERTSON RYAN & ASSOCIATES, INC. FLEXIBLE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $4.8M | 578 | 2024 |
Retirement plans
Welfare plans