form5500lookup

Form 5500 · Employee benefit plan · TALLAHASSEE, FL

ROBERTS AND ROBERTS, INC

ROBERTS AND ROBERTS, INC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is EARL BACON AGENCY INC. Coverage is written through BLUE CROSS BLUE SHIELD OF FLORIDA. The plan's most recent policy period ended in February.

Benefits broker of record
Plan renews
February

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-2895927 · plan 501 · as of Jul 2026

Participants
170
Carriers on file
1
Disclosed commissions
$85,330
Renewal month
February

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS BLUE SHIELD OF FLORIDAHealth170February$85,330

Questions

Who is ROBERTS AND ROBERTS, INC's benefits broker?

Per its most recent Form 5500 Schedule A, ROBERTS AND ROBERTS, INC's broker of record is EARL BACON AGENCY INC.

What insurance carrier does ROBERTS AND ROBERTS, INC use?

ROBERTS AND ROBERTS, INC's benefit plan is written through BLUE CROSS BLUE SHIELD OF FLORIDA.

When does ROBERTS AND ROBERTS, INC's group plan renew?

The most recent Schedule A policy period for ROBERTS AND ROBERTS, INC ended in February. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ROBERTS AND ROBERTS, INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.