Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.4M
- Life$1.1M
- Short-term disability$1.1M
- Long-term disability$1.1M
- Vision$161K
Sponsor portfolioTH
THE ROBINS & MORTON GROUP
EIN 63-1076743constructionLatest filing 2025
Plans
2
Retirement
1
$221.7M assets
Welfare
1
$1.6M premiums
Participants
2,882
400 SHADES CREEK PARKWAY - BIRMINGHAM, AL 35209205-870-1000robinsmorton.comLinkedIn1001-5000 employeesconstruction
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 1,252 covered livesCarrier market share
Premium dollars by Schedule A carrier
69%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA69%
- METROPOLITAN LIFE INSURANCE COMPANY19%
- VISION SERVICE PLAN10%
- UPMC HEALTH OPTIONS2%
- ZURICH AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE ROBINS & MORTON RETIREMENT SAVINGS PLAN
401k
Assets$221.7M
Participants1,855
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROBINS & MORTON EMPLOYEE BENEFIT PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$1.6M
Covered lives1,252
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE ROBINS & MORTON RETIREMENT SAVINGS PLAN | 401k | $221.7M | 1,855 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROBINS & MORTON EMPLOYEE BENEFIT PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $1.6M | 1,252 | 2025 |
Retirement plans
Welfare plans