401k Plan data: ROBERTSON & MARKOWITZ ADVERTISING EMPLOYEE GROUP HEALTH PLAN plan

ROBERTSON & MARKOWITZ ADVERTISING EMPLOYEE GROUP HEALTH PLAN 401k Plan overview

Plan Name	ROBERTSON & MARKOWITZ ADVERTISING EMPLOYEE GROUP HEALTH PLAN
Plan identification number	501

ROBERTSON & MARKOWITZ ADVERTISING EMPLOYEE GROUP HEALTH PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision)

401k Sponsoring company profile

ROBERTSON & MARKOWITZ ADVERTISING has sponsored the creation of one or more 401k plans.

Company Name: ROBERTSON & MARKOWITZ ADVERTISING

Employer identification number (EIN): 581906184

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERTSON & MARKOWITZ ADVERTISING EMPLOYEE GROUP HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2022-10-01 TED ROBERTSON 2024-07-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2022-10-01	TED ROBERTSON	2024-07-29

Plan Statistics for ROBERTSON & MARKOWITZ ADVERTISING EMPLOYEE GROUP HEALTH PLAN

401k plan membership statisitcs for ROBERTSON & MARKOWITZ ADVERTISING EMPLOYEE GROUP HEALTH PLAN

Measure Date Value
2022: ROBERTSON & MARKOWITZ ADVERTISING EMPLOYEE GROUP HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year 2022-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-10-01 5
Total of all active and inactive participants 2022-10-01 5

Measure	Date	Value
2022: ROBERTSON & MARKOWITZ ADVERTISING EMPLOYEE GROUP HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year	2022-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-10-01	5
Total of all active and inactive participants	2022-10-01	5

Form 5500 Responses for ROBERTSON & MARKOWITZ ADVERTISING EMPLOYEE GROUP HEALTH PLAN

2022: ROBERTSON & MARKOWITZ ADVERTISING EMPLOYEE GROUP HEALTH PLAN 2022 form 5500 responses
2022-10-01	Type of plan entity	Single employer plan
2022-10-01	Submission has been amended	Yes
2022-10-01	This submission is the final filing	No
2022-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-10-01	Plan is a collectively bargained plan	No
2022-10-01	Plan funding arrangement – Insurance	Yes
2022-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-10-01	Plan benefit arrangement – Insurance	Yes
2022-10-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

ALLIED NATIONAL COMPANIES (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

NOT PROVIDED

Policy instance

Insurance contract or identification number	NOT PROVIDED
Number of Individuals Covered	5
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

Potentially related plans

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Company Name:	ROBERTSON & MARKOWITZ ADVERTISING
Employer identification number (EIN):	581906184
NAIC Classification:	541800