Roberts Company, Inc. Health, Life & Disability — Form 5500 plan (Roberts Company, Inc)

Plain-English plan 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 Company, Inc. Health, Life & Disability is a benefit plan reported by Roberts Company, Inc under EIN 72-0719149 and plan number 501. The latest loaded filing year is 2023. The filing reports 500 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Roberts Company, Inc
EIN
72-0719149
Plan number
501
Plan type
2
Location
Hattiesburg, MS
Latest filing year
2023
Participants
500
End-of-year plan assets
not reported in the loaded dataset

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023500C20250528162606NAL0004466227002

Reported financial statement

This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
United Healthcare Services Inc.CLAIMS PROCESSOR$179,365$02023
Cadence Insurance Inc.BROKER$52,407$02023

Related Form 5500 pages