form5500lookup

Form 5500 · Retirement plan · NASHVILLE, TN

ROGERS GROUP, INC.

The filing calls this plan ROGERS GROUP, INC.& AFFILIATES RETIREMENT SAVINGS PLAN.

ROGERS GROUP, INC. of NASHVILLE, TN's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-1418333 · plan 003 · plan year 2023, filed Oct 11, 2024

Participants at the start of the year
3,046
Contracts on file
1
Contract value
—
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC0December—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
ROGERS GROUP, INC.
EIN 35-1418333
SCHWAB RETIREMENT PLAN SERVICES,INC
Recordkeeping and information management · EIN 34-1479833
$119,830
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 1,349 employees, 18 recordable cases, 544 days away from work.

EmployeesThe company's own average for the year
1,349
Hours worked
2,697,600
Recordable cases
18
Days away from work
544
Establishments filed under this EIN
6

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$179,404,779
Paid out in benefits
$22,799,748
Participants at the start of the year
3,046
Participants with account balances
3,137

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 34-1479833
SCHWAB RETIREMENT PLAN SERVICES,INC
Independent accountantEIN 62-0713250
KRAFTCPAS PLLC
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

Other plans filed by this employer

More employer plans in Tennessee — largest plans, brokers, carriers and renewal months.