Rogers Benefit Group, Inc. 401(k) Plan (terminated 2023): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2023. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Rogers Benefit Group, Inc. 401(k) Plan Facts (plan year 2023)

Plan name
ROGERS BENEFIT GROUP, INC. CASH OR DEFERRED PROFIT SHARING PLAN
Plan type
401(k) and profit sharing
Plan sponsor
ROGERS BENEFIT GROUP, INC.
Participants
361
Former employees with a balance
0
Employer contributions
$1,087 in plan year 2023 (100% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2023 – Nov 24, 2023
Plan established
Jan 1, 1983
— Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2023 (Jan 1, 2023 – Nov 24, 2023), filed Jul 15, 2024. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $1,087 went into the plan in contributions, $1,087 of it from the employer (100%).
  • $128.0 million was paid out to participants.
  • Investment and other income added $6.03 million.

How the Rogers Benefit Group, Inc. 401(k) changed, 2018–2023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2018371$107.9 million$3.11 million$5.99 million
2019370$130.1 million$3.45 million$9.20 million
2020370$139.4 million$3.38 million$9.08 million
2021368$159.2 million$3.49 million$6.62 million
2022350$122.3 million$4.79 million$19.9 million
2023 (final)361$0$1,087$128.0 million

Rogers Benefit Group, Inc. 401(k) Contact Information

Phone
602-850-8866
Mailing address
5110 N 40TH STREET SUITE 234, PHOENIX AZ 85018
Plan sponsor
ROGERS BENEFIT GROUP, INC.
Employer identification number (EIN)
41-1596522
Plan number
001

Questions about the Rogers Benefit Group, Inc. 401(k)

Is the Rogers Benefit Group, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2023.

Does Rogers Benefit Group, Inc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $1,087 in employer contributions for plan year 2023.

Does the Rogers Benefit Group, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Rogers Benefit Group, Inc 401(k) plan?

361 participants at the start of plan year 2023.

Who manages the Rogers Benefit Group, Inc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

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