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Sponsor portfolioTH

RODEY DICKASON SLOAN AKIN & ROBB PA

EIN 85-0216511-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
5
Retirement
1
$116.4M assets
Welfare
4
$1.8M premiums
Participants
588
PO BOX 1888 - ALBUQUERQUE, NM 87103505-765-5900
Plans on this EIN
5 filings
#001401k-$116.4M - 216 part#507Fully Insured-$1.7M - 174 lives#504Fully Insured-$75K - 113 lives#503Fully Insured-$69K - 113 lives#508Fully Insured-$15K - 59 lives

Benefits portfolio analytics

4 plans / $1.8M premiums / 459 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$94K
  • Long-term disability$75K
  • Life$69K
  • Short-term disability$15K
  • Vision$14K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
  • DELTA DENTAL OF CALIFORNIA5%
  • VISION SERVICE PLAN1%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • HUB INTERNATIONAL MIDWEST LIMITED91%
  • OROPEZA, NOAH9%
Total $90K2 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

RODEY DICKASON SLOAN AKIN & ROBB PA EMPLOYEES' TAX-DEFERRED RETIREMENT PLAN AND TRUST

401k

Assets$116.4M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

RODEY DICKASON SLOAN AKIN & ROBB PA EMPLOYEE HEALTH PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF NEW MEXICO

Premiums$1.7M
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

LONG-TERM DISABILITY PLAN FOR THE BENEFIT OF EMPLOYEES OF RODEY DICKASON SLOAN AKIN & ROBB PA

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$75K
Covered lives113
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

EMPLOYEE BENEFIT LIFE INSURANCE FOR EMPLOYEES OF RODEY DICKASON SLOAN AKIN & ROBB PA

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$69K
Covered lives113
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

SHORT-TERM DISABILITY PLAN FOR THE BENEFIT OFEMPLOYEES OF RODEY DICKASON SLOAN AKIN & ROBB PA

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$15K
Covered lives59
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RODEY DICKASON SLOAN AKIN & ROBB PA EMPLOYEES' TAX-DEFERRED RETIREMENT PLAN AND TRUST401k$116.4M2162025

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
507RODEY DICKASON SLOAN AKIN & ROBB PA EMPLOYEE HEALTH PLANFully InsuredBLUE CROSS BLUE SHIELD OF NEW MEXICO$1.7M1742025
504LONG-TERM DISABILITY PLAN FOR THE BENEFIT OF EMPLOYEES OF RODEY DICKASON SLOAN AKIN & ROBB PAFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$75K1132025
503EMPLOYEE BENEFIT LIFE INSURANCE FOR EMPLOYEES OF RODEY DICKASON SLOAN AKIN & ROBB PAFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$69K1132025
508SHORT-TERM DISABILITY PLAN FOR THE BENEFIT OFEMPLOYEES OF RODEY DICKASON SLOAN AKIN & ROBB PAFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$15K592025
Retirement plans
Welfare plans
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