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Sponsor portfolioWelfare / HealthEIN 41-0763427

THE JOHN ROBERTS COMPANY

9687 EAST RIVER ROAD · COON RAPIDS, MN 55433
7637555500
Plans filed
1
Years active
2015–2024
Industry
NAICS 32
Latest filing
2024
Total premiums (latest)
$1.6M
No prior year
Persons covered
237
No prior year
Total participants
203
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.6M
THE JOHN ROBERTS COMPANY WELFARE BENEFITS PLAN
Mixed237 covered·3 carriers
Primary: MEDICA INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.4M70.9%
Life$146K7.2%
Short-term disability$146K7.2%
Long-term disability$146K7.2%
Other$146K7.2%
Vision$5K0.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
MEDICA INSURANCE COMPANY
EIN 411490988
H
$1.4M90.5%11237
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$146K9.2%11182
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$5K0.3%11113

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCMINNEAPOLIS, MNMEDICA INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, FIDELITY SECURITY LIFE INSURANCE COMPANY$9K$9K$18K100.0%1

History & trajectory

10 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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