Robeson Health Care Corporation Retirement Savings Plan — Form 5500 plan (Robeson Health Care Corporation)
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, Robeson Health Care Corporation Retirement Savings Plan is a benefit plan reported by Robeson Health Care Corporation under EIN 58-1622664 and plan number 001. The latest loaded filing year is 2023. The filing reports 400 participants and $8,145,910 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robeson Health Care Corporation
- EIN
- 58-1622664
- Plan number
- 001
- Plan type
- 2
- Location
- Pembroke, NC
- Latest filing year
- 2023
- Participants
- 400
- End-of-year plan assets
- $8,145,910
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 400 | H, C | 20250410160259NAL0033730992001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,145,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,145,910
- Net assets (BOY)
- $7,725,157
Income & contributions
- Employer contributions
- $292,959
- Participant contributions
- $517,042
- Total contributions
- $831,769
- Total income / additions
- $2,006,193
Expenses & distributions
- Benefits paid
- $1,558,087
- Administrative expenses
- $27,353
- Total expenses
- $1,585,440
- Net increase / (decrease)
- $420,753
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $27,353 | $0 | 2023 |
| Osaic Wealth Inc | OTHER SERVICES | $0 | $9,164 | 2023 |
| Fsc Securities Corporation | OTHER SERVICES | $0 | $8,502 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Robeson Health Care Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Pembroke, NC
- Principal Life Insurance Company — Schedule C compensation
- Osaic Wealth Inc — Schedule C compensation
- Fsc Securities Corporation — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation