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Sponsor portfolio

ROBERTS AND ROBERTS, INC

EIN 59-2895927-retail-Latest filing 2025
Plans
3
Retirement
1
$3.5M assets
Welfare
2
$3.4M premiums
Participants
437
1538 METROPOLITAN BLVD - TALLAHASSEE, FL 323083775850-210-0350rrbi.coLinkedIn1-10 employeesretail
Plans on this EIN
3 filings
#001401k-$3.5M - 124 part#501Fully Insured-$3.4M - 170 lives#502Fully Insured-$13K - 143 lives

Benefits portfolio analytics

2 plans / $3.4M premiums / 313 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Vision$13K
  • Life$13K
  • Other$13K
Total $3.4M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • BLUE CROSS OF CALIFORNIA100%
  • HUMANA INSURANCE COMPANY0%
Total $3.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • EARL BACON AGENCY INC98%
  • EMERAL COAST BENEFIT ADVISORS LLC2%
  • CENTERSTONE INSURANCE AND FINANCIAL0%
Total $87K3 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

ROBERTS AND ROBERTS, INC. 401(K) PROFIT SHARING PL

401k

Assets$3.5M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROBERTS AND ROBERTS, INC. WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$3.4M
Covered lives170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ROBERTS AND ROBERTS, INC. WELFARE BENEFIT PLAN_SUPPLEMENTAL

Fully Insured - HUMANA INSURANCE COMPANY

Premiums$13K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROBERTS AND ROBERTS, INC. 401(K) PROFIT SHARING PL401k$3.5M1242024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROBERTS AND ROBERTS, INC. WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$3.4M1702025
502ROBERTS AND ROBERTS, INC. WELFARE BENEFIT PLAN_SUPPLEMENTALFully InsuredHUMANA INSURANCE COMPANY$13K1432025
Retirement plans
Welfare plans
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