Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$892K
- Life$8K
- Other$8K
- Vision$8K
Sponsor portfolio
G. D. ROBERTS & COMPANY, INC.
EIN 39-1223580mechanical or industrial engineeringLatest filing 2025
Plans
2
Retirement
1
$3.1M assets
Welfare
1
$908K premiums
Participants
224
100 CONTINENTAL DR - COLUMBUS, WI 53925920-623-3979robertsmfgwi.comLinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $908K premiums / 158 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- DEAN HEALTH PLAN INC98%
- PRINCIPAL LIFE INSURANCE COMPANY1%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
92%top
- R & R INSURANCE SERVICES INC92%
- WATCHTOWER BENEFITS, LLC8%
- M3 INSURANCE SOLUTIONS INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
G. D. ROBERTS & COMPANY, INC. 401(K) PS PLAN
401k
Assets$3.1M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
G.D. ROBERTS & CO., INC. BENEFIT WRAP PLAN
Mixed - DEAN HEALTH PLAN INC
Premiums$908K
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | G. D. ROBERTS & COMPANY, INC. 401(K) PS PLAN | 401k | $3.1M | 124 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | G.D. ROBERTS & CO., INC. BENEFIT WRAP PLAN | Mixed | DEAN HEALTH PLAN INC | $908K | 158 | 2025 |
Retirement plans
Welfare plans