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Sponsor portfolioTH

BERNARD ROBINSON & COMPANY, LLP

EIN 56-0571159-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$38.3M assets
Welfare
1
$984K premiums
Participants
410
1501 HIGHWOODS BLVD., SUITE 300 - GREENSBORO, NC 27410336-294-4494
Plans on this EIN
2 filings
#001401k-$38.3M - 212 part#501Fully Insured-$984K - 198 lives

Benefits portfolio analytics

1 plan / $984K premiums / 198 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$639K
  • Prescription drug$639K
  • Dental$134K
  • Short-term disability$97K
  • Long-term disability$37K
  • Other$33K
  • +2 more
Total $984K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY65%
  • USABLE LIFE17%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY14%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • BLUE CROSS OF CALIFORNIA2%
Total $984K5 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • MARSH & MCLENNAN AGENCY LLC50%
  • MCGRIFF INSURANCE SERVICES INC37%
  • MOSAIC GROUP SERVICES12%
  • DREW M. LAMB1%
  • WATCHTOWER BENEFITS, LLC0%
Total $104K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BERNARD ROBINSON & COMPANY, LLP 401(K) AND PROFIT SHARING RETIREMENT PLAN

401k

Assets$38.3M
Participants212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BERNARD ROBINSON & COMPANY LLP HEALTH & WELFARE PLAN

Fully Insured - CIGNA

Premiums$984K
Covered lives198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BERNARD ROBINSON & COMPANY, LLP 401(K) AND PROFIT SHARING RETIREMENT PLAN401k$38.3M2122025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BERNARD ROBINSON & COMPANY LLP HEALTH & WELFARE PLANFully InsuredCIGNA$984K1982025
Retirement plans
Welfare plans
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