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Sponsor portfolio

JRBT, P.C.

EIN 74-2533381-Latest filing 2025
Plans
2
Retirement
1
$18.5M assets
Welfare
1
$1.3M premiums
Participants
289
5400 BOSQUE BLVD, SUITE 600 - WACO, TX 76710254-776-4190
Plans on this EIN
2 filings
#001401k-$18.5M - 172 part#501Fully Insured-$1.3M - 144 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 144 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Other$208K
  • Dental$172K
  • Vision$172K
  • Life$172K
  • Long-term disability$172K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
  • AFLAC3%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • INSURORS OF TEXAS91%
  • SCHROEDER SERVICES GROUP LLC5%
  • INSURORS OF TEXAS GENERAL AGCY LTD1%
  • MP INNOVATIVE SOLUTIONS INC1%
  • JAMES A COX1%
  • +3 more
Total $66K8 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

JRBT 401(K) PLAN

401k

Assets$18.5M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JRBT, P.C. CAFETERIA PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.3M
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JRBT 401(K) PLAN401k$18.5M1722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JRBT, P.C. CAFETERIA PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.3M1442025
Retirement plans
Welfare plans
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