Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$872K
- Health$850K
- Dental$55K
- Life$38K
- Short-term disability$27K
- Long-term disability$27K
- +1 more
Sponsor portfolioTH
ROBERTSON MARKETING GROUP, INC.
EIN 54-1120799marketing and advertisingLatest filing 2025
Plans
2
Retirement
1
$9.2M assets
Welfare
1
$980K premiums
Participants
367
359 KESLER MILL ROAD - SALEM, VA 24153540-389-0014robertsonmarketing.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $980K premiums / 172 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY87%
- DELTA DENTAL OF CALIFORNIA6%
- COMPANION LIFE INSURANCE COMPANY3%
- BOSTON MUTUAL LIFE INSURANCE COMPANY2%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
- +1 more
Broker market share
Schedule A broker compensation
81%top
- TRUSTPOINT BENEFITS & COMPENSATION81%
- ACCRETIVE ENROLLMENT SERVICES LLC12%
- BENEFICIAL ASSOCIATES, INC.5%
- AP BENEFIT ADVISORS, LLC3%
- MATTHEW E VAHUE0%
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 MARKETING GROUP, INC. SAVINGS PLAN
401k
Assets$9.2M
Participants195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROBERTSON MARKETING GROUP INC BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$980K
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROBERTSON MARKETING GROUP, INC. SAVINGS PLAN | 401k | $9.2M | 195 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROBERTSON MARKETING GROUP INC BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $980K | 172 | 2025 |
Retirement plans
Welfare plans