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
Sponsor portfolioTH
ROBERTS COMPANY, INC
EIN 72-0719149Latest filing 2025
Plans
4
Retirement
1
$9.3M assets
Welfare
3
$702K premiums
Participants
1,634
1612 ADELINE STREET - HATTIESBURG, MS 39404601-545-3411
Benefits portfolio analytics
3 plans / $702K premiums / 917 covered livesCarrier market share
Premium dollars by Schedule A carrier
64%top
- UNITEDHEALTHCARE INSURANCE COMPANY64%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA18%
- UNITED OF OMAHA LIFE INSURANCE COMPANY17%
Broker market share
Schedule A broker compensation
81%top
- BXS INSURANCE INC81%
- OPTIBEN LLC8%
- LUNDY R GUNN JR7%
- GALLAGHER BENEFIT SERVICES, INC.4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ROBERTS COMPANY, INC. SAVINGS PLAN AND TRUST
401k
Assets$9.3M
Participants717
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROBERTS COMPANY, INC. HEALTH, LIFE & DISABILITY
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$619K
Covered lives367
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
ROBERTS COMPANY, INC TERM LIFE INSURANCE PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE
Premiums$43K
Covered lives367
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
ROBERTS COMPANY, INC. DISABILITY PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$39K
Covered lives183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROBERTS COMPANY, INC. SAVINGS PLAN AND TRUST | 401k | $9.3M | 717 | 2024 |
Welfare plans3
| 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 |
Retirement plans
Welfare plans