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Sponsor portfolioWelfare / HealthEIN 81-3450263

ROBERTS ENERGY

237 ALBANY STREET · SPRINGFIELD, ME 01105
4133772873
Plans filed
1
Years active
2024–2025
Industry
NAICS 48
Latest filing
2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
223
No prior year
Total participants
211
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.9M
ROBERTS ENERGY HEALTH AND WELFARE PLAN
Fully insured223 covered·2 carriers
Primary: BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.8M23.1%
Dental$1.8M23.1%
Vision$1.8M23.1%
Prescription drug$1.8M23.1%
Life$149K1.9%
Short-term disability$149K1.9%
Long-term disability$149K1.9%
Other$149K1.9%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 041045815
HRxDV
$1.8M92.3%11223
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
LSTDLTDOth
$149K7.7%11211

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HP PLANNING LLCSPRINGFIELD, MEBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$47K$19K$66K79.4%1
GCG FINANCIAL LLCHOLYOKE, MAPRINCIPAL LIFE INSURANCE COMPANY$9K$2K$10K12.6%1
CENTRO BENEFITS RESEARCH LLCATLANTA, GAPRINCIPAL LIFE INSURANCE COMPANY$0$6K$6K7.0%1
WEBBER & GRINNELL EMPLOYEE BENEFITSNORTHAMPTON, MAPRINCIPAL LIFE INSURANCE COMPANY$886$0$8861.1%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
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