ROBERTSON HEATING SUPPLY COMPANY OF OHIO has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING
401k plan membership statisitcs for HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING
| Measure | Date | Value |
|---|
| 2022: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-05-01 | 364 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 383 |
| Number of retired or separated participants receiving benefits | 2022-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-05-01 | 0 |
| Total of all active and inactive participants | 2022-05-01 | 383 |
| 2021: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-05-01 | 219 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 364 |
| Number of retired or separated participants receiving benefits | 2021-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-05-01 | 0 |
| Total of all active and inactive participants | 2021-05-01 | 364 |
| 2020: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-05-01 | 217 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 217 |
| Number of retired or separated participants receiving benefits | 2020-05-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2020-05-01 | 0 |
| Total of all active and inactive participants | 2020-05-01 | 219 |
| 2019: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-05-01 | 207 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 216 |
| Number of retired or separated participants receiving benefits | 2019-05-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-05-01 | 0 |
| Total of all active and inactive participants | 2019-05-01 | 217 |
| 2018: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-05-01 | 204 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-05-01 | 206 |
| Number of retired or separated participants receiving benefits | 2018-05-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-05-01 | 0 |
| Total of all active and inactive participants | 2018-05-01 | 207 |
| 2017: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-05-01 | 206 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 204 |
| Number of retired or separated participants receiving benefits | 2017-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-05-01 | 0 |
| Total of all active and inactive participants | 2017-05-01 | 204 |
| 2016: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-05-01 | 196 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 205 |
| Number of retired or separated participants receiving benefits | 2016-05-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-05-01 | 0 |
| Total of all active and inactive participants | 2016-05-01 | 206 |
| 2015: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-05-01 | 189 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 196 |
| Number of retired or separated participants receiving benefits | 2015-05-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-05-01 | 0 |
| Total of all active and inactive participants | 2015-05-01 | 197 |
| 2014: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-05-01 | 179 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 189 |
| Number of retired or separated participants receiving benefits | 2014-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-05-01 | 0 |
| Total of all active and inactive participants | 2014-05-01 | 189 |
| 2013: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-05-01 | 180 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 179 |
| Number of retired or separated participants receiving benefits | 2013-05-01 | 0 |
| Total of all active and inactive participants | 2013-05-01 | 179 |
| 2012: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-05-01 | 162 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 180 |
| Number of retired or separated participants receiving benefits | 2012-05-01 | 3 |
| Total of all active and inactive participants | 2012-05-01 | 183 |
| 2011: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-05-01 | 163 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 162 |
| Number of retired or separated participants receiving benefits | 2011-05-01 | 5 |
| Total of all active and inactive participants | 2011-05-01 | 167 |
| 2010: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-05-01 | 175 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-05-01 | 163 |
| Number of retired or separated participants receiving benefits | 2010-05-01 | 7 |
| Total of all active and inactive participants | 2010-05-01 | 170 |
| 2009: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-05-01 | 177 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 175 |
| Number of retired or separated participants receiving benefits | 2009-05-01 | 14 |
| Total of all active and inactive participants | 2009-05-01 | 189 |
| 2022: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2022 form 5500 responses |
|---|
| 2022-05-01 | Type of plan entity | Single employer plan |
| 2022-05-01 | Plan funding arrangement – Insurance | Yes |
| 2022-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2021 form 5500 responses |
|---|
| 2021-05-01 | Type of plan entity | Single employer plan |
| 2021-05-01 | Plan funding arrangement – Insurance | Yes |
| 2021-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2020 form 5500 responses |
|---|
| 2020-05-01 | Type of plan entity | Single employer plan |
| 2020-05-01 | Plan funding arrangement – Insurance | Yes |
| 2020-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2019 form 5500 responses |
|---|
| 2019-05-01 | Type of plan entity | Single employer plan |
| 2019-05-01 | Plan funding arrangement – Insurance | Yes |
| 2019-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2018 form 5500 responses |
|---|
| 2018-05-01 | Type of plan entity | Single employer plan |
| 2018-05-01 | Plan funding arrangement – Insurance | Yes |
| 2018-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2017 form 5500 responses |
|---|
| 2017-05-01 | Type of plan entity | Single employer plan |
| 2017-05-01 | Plan funding arrangement – Insurance | Yes |
| 2017-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2016 form 5500 responses |
|---|
| 2016-05-01 | Type of plan entity | Single employer plan |
| 2016-05-01 | Plan funding arrangement – Insurance | Yes |
| 2016-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2015 form 5500 responses |
|---|
| 2015-05-01 | Type of plan entity | Single employer plan |
| 2015-05-01 | Plan funding arrangement – Insurance | Yes |
| 2015-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2014 form 5500 responses |
|---|
| 2014-05-01 | Type of plan entity | Single employer plan |
| 2014-05-01 | Submission has been amended | No |
| 2014-05-01 | This submission is the final filing | No |
| 2014-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-05-01 | Plan is a collectively bargained plan | No |
| 2014-05-01 | Plan funding arrangement – Insurance | Yes |
| 2014-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2013 form 5500 responses |
|---|
| 2013-05-01 | Type of plan entity | Single employer plan |
| 2013-05-01 | Plan funding arrangement – Insurance | Yes |
| 2013-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2012 form 5500 responses |
|---|
| 2012-05-01 | Type of plan entity | Single employer plan |
| 2012-05-01 | Plan funding arrangement – Insurance | Yes |
| 2012-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2011 form 5500 responses |
|---|
| 2011-05-01 | Type of plan entity | Single employer plan |
| 2011-05-01 | Plan funding arrangement – Insurance | Yes |
| 2011-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2010 form 5500 responses |
|---|
| 2010-05-01 | Type of plan entity | Single employer plan |
| 2010-05-01 | Plan funding arrangement – Insurance | Yes |
| 2010-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2009 form 5500 responses |
|---|
| 2009-05-01 | Type of plan entity | Single employer plan |
| 2009-05-01 | Plan funding arrangement – Insurance | Yes |
| 2009-05-01 | Plan benefit arrangement – Insurance | Yes |
| MCKINLEY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77216 ) |
| Policy contract number | 25510 |
| Policy instance | 1 |
| Insurance contract or identification number | 25510 | | Number of Individuals Covered | 383 | | Insurance policy start date | 2022-05-01 | | Insurance policy end date | 2023-04-30 | | Total amount of commissions paid to insurance broker | USD $40,772 | | Total amount of fees paid to insurance company | USD $116,811 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $939,190 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $40,772 | | Amount paid for insurance broker fees | 116811 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | | Insurance broker organization code? | 3 |
|
| AULTCARE (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 25510 |
| Policy instance | 1 |
| Insurance contract or identification number | 25510 | | Number of Individuals Covered | 365 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-04-30 | | Total amount of commissions paid to insurance broker | USD $44,038 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $942,360 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $44,038 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | | Insurance broker organization code? | 3 |
|
| AULTCARE (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 25510 |
| Policy instance | 1 |
| Insurance contract or identification number | 25510 | | Number of Individuals Covered | 356 | | Insurance policy start date | 2020-05-01 | | Insurance policy end date | 2021-04-30 | | Total amount of commissions paid to insurance broker | USD $42,909 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $868,153 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $42,909 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | | Insurance broker organization code? | 3 |
|
| AULTCARE (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 25510 |
| Policy instance | 1 |
| Insurance contract or identification number | 25510 | | Number of Individuals Covered | 370 | | Insurance policy start date | 2019-05-01 | | Insurance policy end date | 2020-04-30 | | Total amount of commissions paid to insurance broker | USD $40,343 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $832,402 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $40,343 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | | Insurance broker organization code? | 3 |
|
| AULTCARE (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 25510 |
| Policy instance | 1 |
| Insurance contract or identification number | 25510 | | Number of Individuals Covered | 349 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2019-04-30 | | Total amount of commissions paid to insurance broker | USD $42,281 | | Total amount of fees paid to insurance company | USD $102,597 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $600,771 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $42,281 | | Amount paid for insurance broker fees | 102597 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | | Insurance broker organization code? | 3 |
|
| AULTCARE (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 25510 |
| Policy instance | 1 |
| Insurance contract or identification number | 25510 | | Number of Individuals Covered | 375 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $51,669 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $682,193 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $51,669 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFITS & INSURANCE CONCEPTS, LLC |
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