Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$255K
- Life$192K
- Short-term disability$192K
- Long-term disability$192K
- Vision$29K
Sponsor portfolioTH
CHAS ROBERTS AIR CONDITIONING INC
EIN 86-0113254constructionLatest filing 2025
Plans
2
Retirement
1
$29.2M assets
Welfare
1
$283K premiums
Participants
1,490
9828 NORTH 19TH AVENUE - PHOENIX, AZ 85021602-328-4435chasroberts.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $283K premiums / 698 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA90%
- SIGHTCARE, INC.10%
Broker market share
Schedule A broker compensation
93%top
- LOVITT AND TOUCHE, INC.93%
- MARSH & MCLENNAN AGENCY LLC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN
401k
Assets$29.2M
Participants792
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHAS ROBERTS AIR CONDITIONING INC
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$283K
Covered lives698
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN | 401k | $29.2M | 792 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHAS ROBERTS AIR CONDITIONING INC | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $283K | 698 | 2025 |
Retirement plans
Welfare plans