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Form 5500 · Employee benefit plan · HATTIESBURG, MS

ROBERTS COMPANY, INC.

ROBERTS COMPANY, INC. of HATTIESBURG, MS files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LUNDY R. GUNN JR.. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY. The plan's most recent policy period ended in July.

Benefits broker of record
Plan renews
July

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 72-0719149 · plan 506 · as of Jul 2026

Participants
198
Carriers on file
1
Disclosed commissions
$5,940
Renewal month
July

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability194July$5,940

Questions

Who is ROBERTS COMPANY, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, ROBERTS COMPANY, INC.'s broker of record is LUNDY R. GUNN JR..

What insurance carrier does ROBERTS COMPANY, INC. use?

ROBERTS COMPANY, INC.'s benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY.

When does ROBERTS COMPANY, INC.'s group plan renew?

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

Where does this data come from?

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