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Sponsor portfolioWelfare / HealthEIN 33-0909536
T.E. ROBERTS, INC.
17771 MITCHELL N. · IRVINE, CA 92614
7146690072
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$891K
No prior year
Persons covered
129
No prior year
Total participants
119
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $805K | 39.5% | |
| Prescription drug | $805K | 39.5% | |
| Dental | $86K | 4.2% | |
| Vision | $86K | 4.2% | |
| Life | $86K | 4.2% | |
| Long-term disability | $86K | 4.2% | |
| Other | $86K | 4.2% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | HRx | $805K | 90.4% | 1 | 1 | 129 |
EIN 135123390 | DVLLTDOth | $86K | 9.6% | 1 | 1 | 118 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | RIVERSIDE, CA | BLUE CROSS OF CALIFORNIA, THE GUARDIAN LIFE INSURANCE OF AMERICA | $52K | $4K | $56K | 92.9% | 1 |
| REUBEN WARNER ASSOCIATES, INC. | WEST LAKE VILLAGE, CA | THE GUARDIAN LIFE INSURANCE OF AMERICA | $4K | $0 | $4K | 7.1% | 1 |
History & trajectory
4 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