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Sponsor portfolioWelfare / HealthEIN 47-2602560
SBR MANAGEMENT LLC
d/b/a ROBERTS COMMUNITIES AND RESORTS
16427 NORTH SCOTTSDALE ROAD · SCOTTSDALE, AZ 85254
4804258696
- Plans filed
- 2
- Years active
- 2018–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$113K
No prior year
Persons covered
175
No prior year
Total participants
175
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 |
|---|---|---|---|
| Dental | $113K | 16.7% | |
| Vision | $113K | 16.7% | |
| Life | $113K | 16.7% | |
| Short-term disability | $113K | 16.7% | |
| Long-term disability | $113K | 16.7% | |
| Other | $113K | 16.7% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135123390 | DVLSTDLTDOth | $113K | 100.0% | 1 | 1 | 175 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | LOS ANGELES, CA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $11K | $3K | $13K | 76.7% | 1 |
| HUB INTERNATIONAL MIDWEST LIMITED | PHOENIX, AZ | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $4K | $0 | $4K | 23.3% | 1 |
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