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Sponsor portfolioWelfare / HealthEIN 39-1223580

G.D. ROBERTS & COMPANY, INC.

100 CONTINENTAL DR. · COLUMBUS, WI 53925
9206233979
Plans filed
1
Years active
2025–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$908K
No prior year
Persons covered
158
No prior year
Total participants
100
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$908K
G.D. ROBERTS & CO., INC. BENEFIT WRAP PLAN
Mixed158 covered·3 carriers
Primary: DEAN HEALTH PLAN INC

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$892K97.5%
Life$8K0.9%
Other$8K0.9%
Vision$8K0.8%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
DEAN HEALTH PLAN INC
EIN 391535024
H
$892K98.3%11158
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
LOth
$8K0.9%11102
VISION SERVICE PLAN
EIN 061227840
V
$8K0.8%1162

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
R & R INSURANCE SERVICES INCWAUKESHA, WIPRINCIPAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN$1K$0$1K91.7%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILPRINCIPAL LIFE INSURANCE COMPANY$0$129$1298.3%1
M3 INSURANCE SOLUTIONS INCMADISON, WIDEAN HEALTH PLAN INC$0$0$00.0%1

Policy details

Latest year, by plan
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