2023 Form 5500 filing — Roberts Oxygen Company, Inc. Health Care Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250112213547NAL0017311265001) for Roberts Oxygen Company, Inc. Health Care Plan, reported by Roberts Oxygen Company, Inc. under EIN 52-0822869 and plan number 503. It reports 516 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250112213547NAL0017311265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roberts Oxygen Company, Inc.
- EIN
- 52-0822869
- Plan number
- 503
- Location
- Rockville, MD
- Participants
- 516
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $750,461
- Net assets (EOY)
- $750,461
- Employer contributions
- $8,171,344
- Participant contributions
- $820,779
- Total income / additions
- $8,992,123
- Benefits paid
- $9,503,808
- Administrative expenses
- $321,705
- Total expenses
- $9,825,513
- Net increase / (decrease)
- -$833,390
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Allegiance Benefit Plan Mgmt, Inc. | CONTRACT | $195,612 | not reported in the loaded dataset |
| Usi Insurance Services National | CONTRACT | $52,500 | not reported in the loaded dataset |
| Navitus | CONTRACT | $43,278 | not reported in the loaded dataset |