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Sponsor portfolio

ROBSON COMMUNITIES, INC.

EIN 86-0665522-real estate-Latest filing 2024
Plans
3
Retirement
2
$59.3M assets
Welfare
1
$1.3M premiums
Participants
1,909
9532 EAST RIGGS ROAD - SUN LAKES, AZ 85248480-895-4329robson.comLinkedIn1001-5000 employeesreal estate
Plans on this EIN
3 filings
#001401k-$51.5M - 714 part#002401k-$7.8M - 612 part#501Mixed-$1.3M - 1,049 lives

Retirement portfolio analytics

2 plans aggregated / $59.3M assets / 1,326 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • PLAN & TRUST (#001)87%
  • 401(K) RETIREMENT PLAN (#002)13%
Total $59.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • CHARLES SCHWAB & CO., INC.100%
Total $59.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)714
  • 401(K) RETIREMENT PLAN (#002)612
Total 1,326Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 1,049 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.0M
  • Stop-loss$1.0M
  • Other$1.0M
  • Life$210K
  • Vision$79K
Total $1.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY78%
  • RELIASTAR LIFE INSURANCE COMPANY16%
  • VISION SERVICE PLAN6%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $5781 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST

401k

Assets$51.5M
Participants714
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROBSON COMMUNITIES, INC. HOMEOWNERS ASSOCIATIONS 401(K) RETIREMENT PLAN

401k

Assets$7.8M
Participants612
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROBSON COMMUNITIES HEALTH CARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives1,049
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST401k$51.5M7142024
002ROBSON COMMUNITIES, INC. HOMEOWNERS ASSOCIATIONS 401(K) RETIREMENT PLAN401k$7.8M6122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROBSON COMMUNITIES HEALTH CARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.3M1,0492024
Retirement plans
Welfare plans
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