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Sponsor portfolioWelfare / HealthEIN 86-0113254
CHAS ROBERTS AIR CONDITIONING INC
9828 NORTH 19TH AVENUE · PHOENIX, AZ 85021
6023284435
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$283K
No prior year
Persons covered
698
No prior year
Total participants
698
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 | $255K | 29.6% | |
| Life | $192K | 22.3% | |
| Short-term disability | $192K | 22.3% | |
| Long-term disability | $192K | 22.3% | |
| Vision | $29K | 3.4% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LSTDLTDOth | $255K | 89.8% | 1 | 2 | 698 |
EIN 860805459 | V | $29K | 10.2% | 1 | 1 | 369 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOVITT AND TOUCHE, INC. | TEMPE, AZ | UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $30K | $7K | $37K | 92.8% | 1 |
| MARSH & MCLENNAN AGENCY LLC | SCOTTSDALE, AZ | SIGHTCARE, INC. | $3K | $0 | $3K | 7.2% | 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