Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$452K
- Dental$127K
- Vision$127K
- Life$43K
- Short-term disability$41K
- Long-term disability$39K
Filings through .
Top hat
Roberts Company, Inc.
EIN 72-0719149Retail TradeLatest filing 2025
Plans
4
Retirement
1
$10.6M assets
Health & Benefits
3
$702K premiums
Participants
1,594
POST OFFICE BOX 16569 - HATTIESBURG, MS 394046569601-545-3411
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Benefits portfolio analytics
3 plans / $702K premiums / 917 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
ROBERTS COMPANY, INC. SAVINGS PLAN AND TRUST
401(k)
Assets$10.6M
Participants677
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ROBERTS COMPANY, INC. HEALTH, LIFE & DISABILITY
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$619K
Covered lives367
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
ROBERTS COMPANY, INC TERM LIFE INSURANCE PLAN
Fully insured - UNITED OF OMAHA LIFE INSURANCE
Premiums$43K
Covered lives367
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506
ROBERTS COMPANY, INC. DISABILITY PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$39K
Covered lives183
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ROBERTS COMPANY, INC. SAVINGS PLAN AND TRUST | 401(k) | $10.6M | 677 | 2025 |
- #002 · 401(k) · 2025677
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ROBERTS COMPANY, INC. HEALTH, LIFE & DISABILITY | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $619K | 367 | 2025 |
| #504 | ROBERTS COMPANY, INC TERM LIFE INSURANCE PLAN | Fully insured | UNITED OF OMAHA LIFE INSURANCE | $43K | 367 | 2025 |
| #506 | ROBERTS COMPANY, INC. DISABILITY PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $39K | 183 | 2025 |
- #501 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 2025367
- #504 · Fully insured · UNITED OF OMAHA LIFE INSURANCE · 2025367
- #506 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025183
Retirement plans
Health & Benefits plans