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HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 401k Plan overview

Plan NameHOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING
Plan identification number 501

HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

ROBERTSON HEATING SUPPLY COMPANY OF OHIO has sponsored the creation of one or more 401k plans.

Company Name:ROBERTSON HEATING SUPPLY COMPANY OF OHIO
Employer identification number (EIN):340660433
NAIC Classification:423700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012024-05-01SUSAN J. NEIL
5012023-05-01
5012023-05-01SUSAN J. NEIL
5012022-05-01
5012022-05-01SUSAN J. NEIL
5012021-05-01
5012021-05-01SUSAN J. NEIL
5012020-05-01
5012019-05-01
5012018-05-01
5012017-05-01SUSAN J. NEIL SUSAN J. NEIL2018-12-13
5012016-05-01SUSAN J. NEIL SUSAN J. NEIL2017-11-08
5012015-05-01SUSAN J. NEIL SUSAN J. NEIL2016-11-10
5012014-05-01SUSAN NEIL SUSAN NEIL2015-10-19
5012013-05-01SUSAN J. NEIL SUSAN J. NEIL2014-09-16
5012012-05-01SUSAN J. NEIL SUSAN J. NEIL2013-09-20
5012011-05-01SUSAN J. NEIL SUSAN J. NEIL2012-09-24
5012010-05-01SUSAN J. NEIL SUSAN J. NEIL2011-09-30
5012009-05-01SUSAN J. NEIL SUSAN J. NEIL2010-11-24

Form 5500 Responses for HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING

2023: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2023 form 5500 responses
2023-05-01Type of plan entitySingle employer plan
2023-05-01Plan funding arrangement – InsuranceYes
2023-05-01Plan funding arrangement – General assets of the sponsorYes
2023-05-01Plan benefit arrangement – InsuranceYes
2023-05-01Plan benefit arrangement – General assets of the sponsorYes
2022: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2022 form 5500 responses
2022-05-01Type of plan entitySingle employer plan
2022-05-01Plan funding arrangement – InsuranceYes
2022-05-01Plan funding arrangement – General assets of the sponsorYes
2022-05-01Plan benefit arrangement – InsuranceYes
2022-05-01Plan benefit arrangement – General assets of the sponsorYes
2021: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2021 form 5500 responses
2021-05-01Type of plan entitySingle employer plan
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan funding arrangement – General assets of the sponsorYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-05-01Plan benefit arrangement – General assets of the sponsorYes
2020: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan funding arrangement – General assets of the sponsorYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement – General assets of the sponsorYes
2019: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan funding arrangement – General assets of the sponsorYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement – General assets of the sponsorYes
2018: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan funding arrangement – General assets of the sponsorYes
2018-05-01Plan benefit arrangement – InsuranceYes
2018-05-01Plan benefit arrangement – General assets of the sponsorYes
2017: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – General assets of the sponsorYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement – General assets of the sponsorYes
2016: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – General assets of the sponsorYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement – General assets of the sponsorYes
2015: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – General assets of the sponsorYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement – General assets of the sponsorYes
2014: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – General assets of the sponsorYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement – General assets of the sponsorYes
2013: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – General assets of the sponsorYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement – General assets of the sponsorYes
2012: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan benefit arrangement – InsuranceYes
2011: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan benefit arrangement – InsuranceYes
2010: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2010 form 5500 responses
2010-05-01Type of plan entitySingle employer plan
2010-05-01Plan funding arrangement – InsuranceYes
2010-05-01Plan benefit arrangement – InsuranceYes
2009: HOSPITAL & SURGICAL PLAN FOR EMPLOYEES OF ROBERTSON HEATING 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MCKINLEY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77216 )
Policy contract number25510
Policy instance 1
Insurance contract or identification number25510
Number of Individuals Covered238
Insurance policy start date2023-05-01
Insurance policy end date2024-04-30
Total amount of commissions paid to insurance brokerUSD $50,969
Total amount of fees paid to insurance companyUSD $139,202
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,232,533
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MCKINLEY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77216 )
Policy contract number25510
Policy instance 1
AULTCARE (National Association of Insurance Commissioners NAIC id number: 77216 )
Policy contract number25510
Policy instance 1
AULTCARE (National Association of Insurance Commissioners NAIC id number: 77216 )
Policy contract number25510
Policy instance 1
AULTCARE (National Association of Insurance Commissioners NAIC id number: 77216 )
Policy contract number25510
Policy instance 1
AULTCARE (National Association of Insurance Commissioners NAIC id number: 77216 )
Policy contract number25510
Policy instance 1
AULTCARE (National Association of Insurance Commissioners NAIC id number: 77216 )
Policy contract number25510
Policy instance 1

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