Plan Ledger DOL Form 5500 · updated monthly

Roberts Company, Inc.benefits

Roberts Company, Inc. Disability Plan · HATTIESBURG, MS · plan year 2025

Previously filed as Roberts Company, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$5,786

Roberts Company, Inc.'s benefits plans covered 183 active participants in 2025, providing short-term disability · long-term disability. Insurance brokers and agents were paid $5,786 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $32 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 95% from $122,923 in 2024.

Insurance contracts · 20251
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 183 covered
Brokers & agents paid · 20252
OPTIBEN LLC$3,299
LUNDY REID GUNN$2,487
Also brokered by Optiben LLC4

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 720719149 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.