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Sponsor portfolioWelfare / HealthEIN 63-1076743
THE ROBINS & MORTON GROUP
400 SHADES CREEK PARKWAY · BIRMINGHAM, AL 35209
2058701000
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
1,252
No prior year
Total participants
1,027
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $1.4M | 29.3% | |
| Life | $1.1M | 22.5% | |
| Short-term disability | $1.1M | 22.5% | |
| Long-term disability | $1.1M | 22.5% | |
| Vision | $161K | 3.3% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 221211670 | LSTDLTDOth | $1.1M | 68.9% | 1 | 1 | 1,102 |
EIN 135581829 | Oth | $300K | 18.9% | 1 | 1 | 1,252 |
EIN 061227840 | V | $161K | 10.1% | 1 | 1 | 1,012 |
EIN 631007625 | Oth | $32K | 2.0% | 1 | 1 | 928 |
EIN 364233459 | $0 | 0.0% | 1 | 1 | 1,027 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | ATLANTA, GA | PRUDENTIAL INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY, VISION SERVICE PLAN | $245K | $58K | $303K | 99.9% | 1 |
| IMG | INDIANAPOLIS, IN | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $207 | $207 | 0.1% | 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