Plan5500

Roberts Oxygen Company, Inc. Health Care Plan — Form 5500 plan (Roberts Oxygen 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 Oxygen Company, Inc. Health Care Plan is a benefit plan reported by Roberts Oxygen Company, Inc. under EIN 52-0822869 and plan number 503. The latest loaded filing year is 2023. The filing reports 516 participants and $750,461 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Roberts Oxygen Company, Inc.
EIN
52-0822869
Plan number
503
Plan type
2
Location
Rockville, MD
Latest filing year
2023
Participants
516
End-of-year plan assets
$750,461

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023516H, C20250112213547NAL0017311265001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$750,461
Net assets (EOY)
$750,461
Net assets (BOY)
$1,583,851

Income & contributions

Employer contributions
$8,171,344
Participant contributions
$820,779
Total contributions
$8,992,123
Total income / additions
$8,992,123

Expenses & distributions

Benefits paid
$9,503,808
Administrative expenses
$321,705
Total expenses
$9,825,513
Net increase / (decrease)
-$833,390

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Allegiance Benefit Plan Mgmt, Inc.CONTRACT$195,612not reported in the loaded dataset2023
Usi Insurance Services NationalCONTRACT$52,500not reported in the loaded dataset2023
NavitusCONTRACT$43,278not reported in the loaded dataset2023

Related Form 5500 pages