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Sponsor portfolioWelfare / HealthEIN 27-2018562
ROBERTSON CAPITAL LLC
229 HEYMANN BOULEVARD · LAFAYETTE, LA 70503
3372056988
- Plans filed
- 2
- Years active
- 2023–2024
- Industry
- NAICS 55
- Latest filing
- 2024
Total premiums (latest)
$1.3M
No prior year
Persons covered
320
No prior year
Total participants
182
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.3M | 49.5% | |
| Prescription drug | $1.3M | 49.5% | |
| Life | $14K | 0.5% | |
| Other | $14K | 0.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 237384555 | HRx | $1.3M | 98.9% | 1 | 1 | 221 |
EIN 010278678 | LOth | $14K | 1.1% | 1 | 1 | 99 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | BATON ROUGE, LA | BLUE CROSS AND BLUE SHIELD OF LOUISIANA, UNUM LIFE INSURANCE COMPANY OF AMERICA | $47K | $31K | $78K | 100.0% | 2 |
History & trajectory
2 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