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Sponsor portfolio

ROB GRAHAM ENTERPRISES, LLC

EIN 84-4646932-marketing and advertising-Latest filing 2025
Plans
3
Retirement
2
$551K assets
Welfare
1
$902K premiums
Participants
108
1033 DR. MARTIN LUTHER KING ST. N - ST. PETERSBURG, FL 33701727-639-2520robgrahamenterprises.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
3 filings
#002CashBalance-$539K - 29 part#003ProfitSharing-$12K - 10 part#502Fully Insured-$902K - 250 lives

Retirement portfolio analytics

2 plans aggregated / $551K assets / 39 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • CASH BALANCE PENSION (#002)98%
  • GRAHAM RETIREMENT PLAN (#003)2%
Total $551KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#002)29
  • GRAHAM RETIREMENT PLAN (#003)10
Total 39Click row to drill in

Benefits portfolio analytics

1 plan / $902K premiums / 250 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$902K
  • Dental$902K
  • Vision$902K
  • Short-term disability$902K
Total $902K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $902K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ENROLLEASE100%
Total $54K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ROB GRAHAM CASH BALANCE PENSION PLAN

CashBalance

Assets$539K
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ROB GRAHAM RETIREMENT PLAN

ProfitSharing

Assets$12K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ROB GRAHAM ENTERPRISES, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$902K
Covered lives250
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ROB GRAHAM CASH BALANCE PENSION PLANCashBalance$539K292024
003ROB GRAHAM RETIREMENT PLANProfitSharing$12K102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ROB GRAHAM ENTERPRISES, LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$902K2502025
Retirement plans
Welfare plans
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