2023 Form 5500 filing — Robeson Health Care Corporation Retirement Savings 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 20250410160259NAL0033730992001) for Robeson Health Care Corporation Retirement Savings Plan, reported by Robeson Health Care Corporation under EIN 58-1622664 and plan number 001. It reports 400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410160259NAL0033730992001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Robeson Health Care Corporation
- EIN
- 58-1622664
- Plan number
- 001
- Location
- Pembroke, NC
- Participants
- 400
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,145,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,145,910
- Employer contributions
- $292,959
- Participant contributions
- $517,042
- Total income / additions
- $2,006,193
- Benefits paid
- $1,558,087
- Administrative expenses
- $27,353
- Total expenses
- $1,585,440
- Net increase / (decrease)
- $420,753
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $27,353 | $0 |
| Osaic Wealth Inc | OTHER SERVICES | $0 | $9,164 |
| Fsc Securities Corporation | OTHER SERVICES | $0 | $8,502 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |