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Sponsor portfolio

ROBERTS OXYGEN COMPANY, INC.

EIN 52-0822869-wholesale-Latest filing 2025
Plans
3
Retirement
2
$210.7M assets
Welfare
1
$1.8M premiums
Participants
1,980
P.O. BOX 5507 - ROCKVILLE, MD 20855301-315-9090robertsoxygen.comLinkedIn201-500 employeeswholesale
Plans on this EIN
3 filings
#002ProfitSharing-$201.1M - 873 part#003401k-$9.6M - 534 part#503Self Funded-$1.8M - 573 lives

Retirement portfolio analytics

2 plans aggregated / $210.7M assets / 1,407 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • PROFIT SHARING PLAN (#002)95%
  • OXYGEN COMPANY 401(K) (#003)5%
Total $210.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
95%top
  • (Not disclosed)95%
  • JOHN HANCOCK LIFE INSURANCE COMPANY5%
Total $210.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)873
  • OXYGEN COMPANY 401(K) (#003)534
Total 1,407Click row to drill in

Benefits portfolio analytics

1 plan / $1.8M premiums / 573 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$1.8M
  • Vision$1.8M
  • Life$1.8M
  • Prescription drug$1.8M
  • Stop-loss$1.8M
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SYMETRA LIFE INSURANCE COMPANY100%
Total $1.8M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $32K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ROBERTS OXYGEN COMPANY, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$201.1M
Participants873
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ROBERTS OXYGEN COMPANY 401(K) PLAN

401k

Assets$9.6M
Participants534
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ROBERTS OXYGEN COMPANY, INC. HEALTH CARE PLAN

Self Funded - SYMETRA LIFE INSURANCE

Premiums$1.8M
Covered lives573
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ROBERTS OXYGEN COMPANY, INC. PROFIT SHARING PLANProfitSharing$201.1M8732024
003ROBERTS OXYGEN COMPANY 401(K) PLAN401k$9.6M5342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ROBERTS OXYGEN COMPANY, INC. HEALTH CARE PLANSelf FundedSYMETRA LIFE INSURANCE$1.8M5732025
Retirement plans
Welfare plans
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