PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Roberts and Roberts, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Roberts and Roberts, Inc.

EIN 59-2895927-retail-Latest filing 2025
Plans
3
Retirement
1
$4.6M assets
Health & Benefits
2
$3.4M premiums
Participants
444
1538 METROPOLITAN BLVD - TALLAHASSEE, FL 323087760850-210-0350rrbi.coLinkedIn1-10 employeesretail
Plans on this EIN
3 filings
#001401(k)-$4.6M - 131 part#501Fully insured-$3.4M - 170 lives#502Fully insured-$13K - 143 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

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
  • Dental$61K
  • Vision$15K
  • Life$8K
  • Other$8K
Total $3.4M5 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

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

401(k)

Assets$4.6M
Participants131
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ROBERTS AND ROBERTS, INC. WELFARE BENEFIT PLAN

Fully insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$3.4M
Covered lives170
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

ROBERTS AND ROBERTS, INC. WELFARE BENEFIT PLAN_SUPPLEMENTAL

Fully insured - HUMANA INSURANCE COMPANY

Premiums$13K
Covered lives143
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ROBERTS AND ROBERTS, INC. 401(K) PROFIT SHARING PL401(k)$4.6M1312025
  • ROBERTS AND ROBERTS, INC. 401(K) PROFIT SHARING PL$4.6M
    #001 · 401(k) · 2025131

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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
  • ROBERTS AND ROBERTS, INC. WELFARE BENEFIT PLAN$3.4M
    #501 · Fully insured · BLUE CROSS BLUE SHIELD OF FLORIDA · 2025170
  • ROBERTS AND ROBERTS, INC. WELFARE BENEFIT PLAN_SUPPLEMENTAL$13K
    #502 · Fully insured · HUMANA INSURANCE COMPANY · 2025143
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica