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Sponsor portfolioWelfare / HealthEIN 75-2644998

ROBERTSON OPPORTUNITY CAPITAL

8117 PRESTON RD WEST TOWER 675 · DALLAS, TX 75225
9727135070
Plans filed
1
Years active
2021–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$66K
No prior year
Persons covered
6
No prior year
Total participants
6
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$66K
ROBERTSON OPPORTUNITY CAPITAL EMPLOYEE BENEFIT PLAN
Fully insured6 covered·2 carriers
Primary: ALL SAVERS INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$60K46.0%
Stop-loss$60K46.0%
Dental$5K4.0%
Vision$5K4.0%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 351665915
HDVSL
$66K100.0%126

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EBENCONCEPTS COMPANYGREENSBORO, NCALL SAVERS INSURANCE COMPANY$1K$0$1K100.0%1

History & trajectory

5 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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