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Sponsor portfolioWelfare / HealthEIN 59-2895927
ROBERTS AND ROBERTS, INC
1538 METROPOLITAN BLVD · TALLAHASSEE, FL 323083775
8502100350
- Plans filed
- 2
- Years active
- 2016–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$3.4M
No prior year
Persons covered
313
No prior year
Total participants
313
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 |
|---|---|---|---|
| Health | $3.4M | 98.8% | |
| Vision | $13K | 0.4% | |
| Life | $13K | 0.4% | |
| Other | $13K | 0.4% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 592015694 | H | $3.4M | 99.6% | 1 | 1 | 170 |
EIN 391263473 | VLOth | $13K | 0.4% | 1 | 1 | 143 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| EARL BACON AGENCY INC | TALLAHASSEE, FL | BLUE CROSS BLUE SHIELD OF FLORIDA | $85K | $0 | $85K | 98.0% | 1 |
| EMERAL COAST BENEFIT ADVISORS LLC | LYNN HAVEN, FL | HUMANA INSURANCE COMPANY | $2K | $0 | $2K | 1.8% | 1 |
| CENTERSTONE INSURANCE AND FINANCIAL | DALLAS, TX | HUMANA INSURANCE COMPANY | $192 | $0 | $192 | 0.2% | 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