ROBERTS COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN
401k plan membership statisitcs for ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN
| Measure | Date | Value |
|---|
| 2021: ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-11-01 | 307 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 311 |
| Total of all active and inactive participants | 2021-11-01 | 311 |
| 2020: ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-11-01 | 265 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 307 |
| Total of all active and inactive participants | 2020-11-01 | 307 |
| 2019: ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-11-01 | 244 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 265 |
| Total of all active and inactive participants | 2019-11-01 | 265 |
| 2018: ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-11-01 | 232 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 244 |
| Total of all active and inactive participants | 2018-11-01 | 244 |
| 2017: ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-11-01 | 231 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 232 |
| Total of all active and inactive participants | 2017-11-01 | 232 |
| 2016: ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-11-01 | 192 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 231 |
| Total of all active and inactive participants | 2016-11-01 | 231 |
| 2015: ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-11-01 | 179 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 192 |
| Total of all active and inactive participants | 2015-11-01 | 192 |
| 2014: ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-11-01 | 174 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 179 |
| Total of all active and inactive participants | 2014-11-01 | 179 |
| 2013: ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-11-01 | 174 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 202 |
| Total of all active and inactive participants | 2013-11-01 | 202 |
| 2012: ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-11-01 | 162 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 174 |
| Total of all active and inactive participants | 2012-11-01 | 174 |
| Total participants | 2012-11-01 | 0 |
| 2011: ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-11-01 | 143 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 162 |
| Total of all active and inactive participants | 2011-11-01 | 162 |
| Total participants | 2011-11-01 | 162 |
| 2010: ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-11-01 | 132 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 143 |
| Total of all active and inactive participants | 2010-11-01 | 143 |
| Total participants | 2010-11-01 | 143 |
| 2009: ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-11-01 | 128 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 132 |
| Number of retired or separated participants receiving benefits | 2009-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 0 |
| Total of all active and inactive participants | 2009-11-01 | 132 |
| Total participants | 2009-11-01 | 132 |
| 2021: ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN 2021 form 5500 responses |
|---|
| 2021-11-01 | Type of plan entity | Single employer plan |
| 2021-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN 2020 form 5500 responses |
|---|
| 2020-11-01 | Type of plan entity | Single employer plan |
| 2020-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN 2019 form 5500 responses |
|---|
| 2019-11-01 | Type of plan entity | Single employer plan |
| 2019-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN 2018 form 5500 responses |
|---|
| 2018-11-01 | Type of plan entity | Single employer plan |
| 2018-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN 2017 form 5500 responses |
|---|
| 2017-11-01 | Type of plan entity | Single employer plan |
| 2017-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN 2016 form 5500 responses |
|---|
| 2016-11-01 | Type of plan entity | Single employer plan |
| 2016-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN 2015 form 5500 responses |
|---|
| 2015-11-01 | Type of plan entity | Single employer plan |
| 2015-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN 2014 form 5500 responses |
|---|
| 2014-11-01 | Type of plan entity | Single employer plan |
| 2014-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN 2013 form 5500 responses |
|---|
| 2013-11-01 | Type of plan entity | Single employer plan |
| 2013-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN 2012 form 5500 responses |
|---|
| 2012-11-01 | Type of plan entity | Single employer plan |
| 2012-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN 2011 form 5500 responses |
|---|
| 2011-11-01 | Type of plan entity | Single employer plan |
| 2011-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN 2010 form 5500 responses |
|---|
| 2010-11-01 | Type of plan entity | Single employer plan |
| 2010-11-01 | Submission has been amended | No |
| 2010-11-01 | This submission is the final filing | No |
| 2010-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-11-01 | Plan is a collectively bargained plan | No |
| 2010-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2010-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: ROBERTS COMPANY, INC. VOLUNTARY GROUP DENTAL PLAN 2009 form 5500 responses |
|---|
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | Submission has been amended | No |
| 2009-11-01 | This submission is the final filing | No |
| 2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-11-01 | Plan is a collectively bargained plan | No |
| 2009-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-11-01 | Plan benefit arrangement – Insurance | Yes |
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 136420808 |
| Policy instance | 1 |
| Insurance contract or identification number | 136420808 | | Number of Individuals Covered | 311 | | Insurance policy start date | 2021-11-01 | | Insurance policy end date | 2022-10-31 | | Total amount of commissions paid to insurance broker | USD $10,875 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $108,751 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,875 | | Insurance broker organization code? | 3 |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 136420808 |
| Policy instance | 1 |
| Insurance contract or identification number | 136420808 | | Number of Individuals Covered | 307 | | Insurance policy start date | 2020-11-01 | | Insurance policy end date | 2021-10-31 | | Total amount of commissions paid to insurance broker | USD $10,188 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $101,876 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,188 | | Insurance broker organization code? | 3 |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 136420808 |
| Policy instance | 1 |
| Insurance contract or identification number | 136420808 | | Number of Individuals Covered | 265 | | Insurance policy start date | 2019-11-01 | | Insurance policy end date | 2020-10-31 | | Total amount of commissions paid to insurance broker | USD $8,901 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $89,014 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,901 | | Insurance broker organization code? | 3 |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 136420808 |
| Policy instance | 1 |
| Insurance contract or identification number | 136420808 | | Number of Individuals Covered | 244 | | Insurance policy start date | 2018-11-01 | | Insurance policy end date | 2019-10-31 | | Total amount of commissions paid to insurance broker | USD $8,706 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $87,056 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,706 | | Insurance broker organization code? | 3 |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5486461 |
| Policy instance | 1 |
| Insurance contract or identification number | 5486461 | | Number of Individuals Covered | 232 | | Insurance policy start date | 2017-11-01 | | Insurance policy end date | 2018-10-31 | | Total amount of commissions paid to insurance broker | USD $4,129 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $82,553 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 230032 |
| Policy instance | 1 |
| Insurance contract or identification number | 230032 | | Number of Individuals Covered | 179 | | Insurance policy start date | 2014-11-01 | | Insurance policy end date | 2015-10-31 | | Total amount of commissions paid to insurance broker | USD $3,042 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $66,921 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,042 | | Insurance broker organization code? | 3 | | Insurance broker name | BANCORPSOUTH INSURANCE SERVICES INC |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 230032 |
| Policy instance | 1 |
| Insurance contract or identification number | 230032 | | Number of Individuals Covered | 202 | | Insurance policy start date | 2013-11-01 | | Insurance policy end date | 2014-10-31 | | Total amount of commissions paid to insurance broker | USD $3,647 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $76,577 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,647 | | Insurance broker organization code? | 3 | | Insurance broker name | BANCORPSOUTH INS SERV |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 230032 |
| Policy instance | 1 |
| Insurance contract or identification number | 230032 | | Number of Individuals Covered | 174 | | Insurance policy start date | 2012-11-01 | | Insurance policy end date | 2013-10-31 | | Total amount of commissions paid to insurance broker | USD $991 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $18,223 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $991 | | Insurance broker organization code? | 3 | | Insurance broker name | BANCORPSOUTH INSURANCE SERVICES INC |
|
| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 454-2282-00 |
| Policy instance | 2 |
| Insurance contract or identification number | 454-2282-00 | | Number of Individuals Covered | 168 | | Insurance policy start date | 2012-11-01 | | Insurance policy end date | 2013-11-01 | | Total amount of commissions paid to insurance broker | USD $2,933 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $53,317 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,933 | | Insurance broker organization code? | 3 | | Insurance broker name | BANCORPSOUTH INS SERV |
|
| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 454-2282-00 |
| Policy instance | 1 |
| Insurance contract or identification number | 454-2282-00 | | Number of Individuals Covered | 162 | | Insurance policy start date | 2011-11-01 | | Insurance policy end date | 2012-11-01 | | Total amount of commissions paid to insurance broker | USD $4,396 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $66,141 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 454-2282-00 |
| Policy instance | 1 |
| Insurance contract or identification number | 454-2282-00 | | Number of Individuals Covered | 143 | | Insurance policy start date | 2010-11-01 | | Insurance policy end date | 2011-10-31 | | Total amount of commissions paid to insurance broker | USD $3,216 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $60,372 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
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