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Sponsor portfolioWelfare / HealthEIN 34-0660433
ROBERTSON HEATING SUPPLY OF OHIO
PO BOX 2448 · ALLIANCE, OH 446010448
3308219180
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 42
- Latest filing
- 2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
422
No prior year
Total participants
387
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$1.3M
HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING
Self-funded239 covered·1 carrier
Primary: AULTCARE INSURANCE COMPANY
Plan #504$89K
ROBERTSON HEATING SUPPLY CO LONG TERM DISABILITY PLAN
Fully insured0 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #505$35K
ROBERTSON HEATING SUPPLY COMPANY WELFARE BENEFIT PLAN
Fully insured183 covered·1 carrier
Primary: COLONIAL LIFE & ACCIDENT INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.3M | 29.2% | |
| Prescription drug | $1.3M | 29.2% | |
| Stop-loss | $1.3M | 29.2% | |
| Life | $124K | 2.8% | |
| Long-term disability | $124K | 2.8% | |
| Dental | $89K | 2.0% | |
| Vision | $89K | 2.0% | |
| Other | $89K | 2.0% | |
| Short-term disability | $35K | 0.8% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 341624818 | HRxSL | $1.3M | 91.3% | 1 | 1 | 239 |
EIN 135123390 | DVLLTDOth | $89K | 6.2% | 1 | 1 | 0 |
EIN 570144607 | LSTDLTD | $35K | 2.5% | 1 | 1 | 183 |
Broker overview
20 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BENEFITS AND INSURANCE CONCEPTS LLC | — | AULTCARE INSURANCE COMPANY | $47K | $0 | $47K | 53.0% | 1 |
| THE JAMES B OSWALD COMPANY | CLEVELAND, OH | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $9K | $11K | $21K | 23.6% | 1 |
| CENTRO BENEFITS RESEARCH LLC | KIRKWOOD, MO | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $14K | $0 | $14K | 15.8% | 1 |
| DIANA GILLESPIE | KENT, OH | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $18 | $3K | 3.5% | 1 |
| MORRIS FINANCIAL GROUP | SALEM, OH | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 1.7% | 1 |
| MICHAEL R ACKERMAN | FORT WASHINGTON, PA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $606 | $0 | $606 | 0.7% | 1 |
| CAROL JANE RILEY | SALEM, OH | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $482 | $0 | $482 | 0.5% | 1 |
| CHRISTOPHER L MOLDAS | KENT, OH | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $355 | $0 | $355 | 0.4% | 1 |
| DANEEN MARIE PURPURA | N. ROYALTON, OH | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $310 | $13 | $323 | 0.4% | 1 |
| DANIELLE LEE SWAIN | TALLMADGE, OH | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $288 | $0 | $288 | 0.3% | 1 |
| JT PREMIER HOLDINGS LLC | GRAND RAPIDS, MI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $55 | $58 | 0.1% | 1 |
| TODD J STRBIK | HASLETT, MI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $53 | $0 | $53 | 0.1% | 1 |
| JEREMY SAMPSEL | GRAND RAPIDS, MI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $3 | $6 | 0.0% | 1 |
| TREVOR JOSEPH PHILLIPS | THOMAS, WV | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.0% | 1 |
| JOSEPH CRAIG TACKETT | NICHOLASVILLE, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.0% | 1 |
| D STEVEN SMELCER | LIMA, OH | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | $0 | $0 | 0.0% | 1 |
| NORTHWEST ENROLLX LLC | MAUMEE, OH | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | $0 | $0 | 0.0% | 1 |
| REGINA SCHMUTTE | LEXINGTON, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | $0 | $0 | 0.0% | 1 |
| PAUL EDWARD KOONTZ | MORGANTOWN, WV | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | $0 | $0 | 0.0% | 1 |
| ROBERT BERNARD SCHMUTTE | LEXINGTON, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | $0 | $0 | 0.0% | 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