Assets by plan
Share of aggregate retirement assets
86%top
Sponsor portfolioTH
ROBINSON, INC.
EIN 39-1212475mechanical or industrial engineeringLatest filing 2025
Plans
3
Retirement
2
$333.8M assets
Welfare
1
$1.1M premiums
Participants
2,048
1740 EISENHOWER DRIVE - DEPERE, WI 54115920-617-3330robinsoninc.comLinkedIn501-1000 employeesmechanical or industrial engineering
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $333.8M assets / 1,422 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
86%top
- (Not disclosed)86%
- AMERICAN UNITED LIFE INSURANCE CO14%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.1M premiums / 626 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$747K
- Life$521K
- Short-term disability$521K
- Long-term disability$521K
- Dental$352K
- Vision$45K
Carrier market share
Premium dollars by Schedule A carrier
46%top
- AFLAC46%
- DELTA DENTAL OF CALIFORNIA31%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY20%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
72%top
- TIC INC72%
- BROWN AND BROWN OF FLORIDA, INC.28%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ROBINSON INC. ESOP PLAN & TRUST
ESOP
Assets$288.7M
Participants497
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ROBINSON 401(K) PROFIT SHARING PLAN
401k
Assets$45.2M
Participants925
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROBINSON, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN
Mixed - CONTINENTAL AMERICAN INSURANCE COMPANY
Premiums$1.1M
Covered lives626
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROBINSON INC. ESOP PLAN & TRUST | ESOP | $288.7M | 497 | 2025 | |
| 001 | ROBINSON 401(K) PROFIT SHARING PLAN | 401k | $45.2M | 925 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROBINSON, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN | Mixed | CONTINENTAL AMERICAN INSURANCE COMPANY | $1.1M | 626 | 2024 |
Retirement plans
Welfare plans