How many benefit plans does Roberts And Roberts, Inc report on Form 5500?

Roberts And Roberts, Inc (EIN 59-2895927) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Roberts And Roberts, Inc?

The Employer Identification Number (EIN) reported for Roberts And Roberts, Inc is 59-2895927.

What is the latest Form 5500 filing year for Roberts And Roberts, Inc?

The latest loaded Form 5500 filing year for Roberts And Roberts, Inc is 2023.

Roberts And Roberts, Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Roberts And Roberts, Inc (EIN 59-2895927) is a plan sponsor located in Tallahassee, FL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 59-2895927
Location: Tallahassee, FL
Loaded plans: 2
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Roberts And Roberts, Inc

2 loaded plans.
Plans cover 312 reported participants.
0 of 2 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assetsNot reported

Total reported assetsNot reported

Total reported participants312

Total reported liabilitiesNot reported

Financial-statement amounts are not reported in the loaded dataset for this company's plans yet.

Data coverage

Plans with financial statements0 / 2 ()

Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Participants per plan156Average across loaded plans

Loaded plans2

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Roberts And Roberts, Inc. Welfare Benefit Plannot reported in the loaded dataset
Plan #501 · 172 participants · 2023
2
Roberts And Roberts, Inc. Welfare Benefit Plan_supplementalnot reported in the loaded dataset
Plan #502 · 140 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Roberts And Roberts, Inc. Open one for its full reported snapshot.

2023
Roberts And Roberts, Inc. Welfare Benefit Plan172 participants · 2No schedules
View filing →
2023
Roberts And Roberts, Inc. Welfare Benefit Plan_supplemental140 participants · 2No schedules
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Roberts And Roberts, Inc report on Form 5500?: Roberts And Roberts, Inc (EIN 59-2895927) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Roberts And Roberts, Inc?: The Employer Identification Number (EIN) reported for Roberts And Roberts, Inc is 59-2895927.
What is the latest Form 5500 filing year for Roberts And Roberts, Inc?: The latest loaded Form 5500 filing year for Roberts And Roberts, Inc is 2023.