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Sponsor portfolioWelfare / HealthEIN 95-1904354
ROBERT A SMITH, INC.
24500 CALABASAS ROAD · CALABASAS, CA 91302
8183463144
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 44
- Latest filing
- 2025
Total premiums (latest)
$863K
No prior year
Persons covered
141
No prior year
Total participants
115
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 |
|---|---|---|---|
| Health | $804K | 37.6% | |
| Prescription drug | $653K | 30.6% | |
| Other | $207K | 9.7% | |
| Short-term disability | $150K | 7.0% | |
| Long-term disability | $150K | 7.0% | |
| Dental | $59K | 2.8% | |
| Vision | $57K | 2.6% | |
| Life | $57K | 2.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRxD | $656K | 76.0% | 1 | 2 | 106 |
EIN 730714500 | HSTDLTDOth | $150K | 17.4% | 1 | 1 | 65 |
EIN 420127290 | DVLOth | $51K | 5.9% | 1 | 1 | 141 |
EIN 135123390 | DVLOth | $6K | 0.7% | 1 | 1 | 21 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DIGITAL INSURANCE LLC | ATLANTA, GA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, PRINCIPAL LIFE INSURANCE COMPANY, CALIFORNIA DENTAL NETWORK, INC., CALIFORNIA PHYSICIANS' SERVICE | $5K | $45K | $50K | 95.0% | 1 |
| CENTRO BENEFITS RESEARCH LLC | KIRKWOOD, MO | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, PRINCIPAL LIFE INSURANCE COMPANY | $305 | $2K | $2K | 4.7% | 1 |
| COMPREHENSIVE FINANCIAL & INSURANCE | PLACENTIA, CA | AMERICAN FIDELITY ASSURANCE COMPANY | $153 | $0 | $153 | 0.3% | 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