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Sponsor portfolioWelfare / HealthEIN 26-2311706

TRC ACQUISITION, LLC

176 LAURIE ELLIS ROAD · WINTERVILLE, NC 28590
2523559382
Plans filed
1
Years active
2015–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$3.6M
No prior year
Persons covered
690
No prior year
Total participants
239
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.6M
THE ROBERTS COMPANY HEALTH AND WELFARE PLAN
Fully insured690 covered·4 carriers
Primary: AETNA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.0M40.0%
Prescription drug$3.0M40.0%
Other$343K4.5%
Life$283K3.7%
Short-term disability$283K3.7%
Long-term disability$283K3.7%
Dental$160K2.1%
Vision$160K2.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRx
$3.0M85.8%11409
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$283K8.0%11239
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DV
$160K4.5%11690
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$60K1.7%1157

Broker overview

10 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ASSUREDPARTNERSBLUE BELL, PAUNITED OF OMAHA LIFE INSURANCE COMPANY$42K$36K$79K59.2%1
SMITH BROTHERS INSURANCE LLCGLASTONBURY, CTMETROPOLITAN LIFE INSURANCE COMPANY, COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$20K$0$20K14.8%1
PROFESSIONAL PENSIONS INCWALLINGFORD, CTUNITED OF OMAHA LIFE INSURANCE COMPANY$0$14K$14K10.6%1
BOSTON INS. EMPLOYEE BNFTS. TRUSTWALLINGFORD, CTMETROPOLITAN LIFE INSURANCE COMPANY$0$13K$13K9.6%1
COBBS ALLEN & HALL INCBIRMINGHAM, ALCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$4K$0$4K2.7%1
THE ROBERT TAYLOR GROUP & OTHERSLELAND, NCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$2K$144$2K1.5%1
ROBERT WALSHWEATOGUE, CTCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$403$462$8650.7%1
MARY-JOYCE LICATANORTH KINGSTOWN, RICOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$480$109$5890.4%1
DAN HENRY SINGLEY IIIMOUNTAIN BRK, ALCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$298$0$2980.2%1
CATHLEEN A. DESROSIERSANDOVER, CTCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$215$19$2340.2%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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