Original filing (PDF)20251028130711NAL0006913809001

HALEY ROBERTS AGENCY

Name: HALEY ROBERTS AGENCY — HALEY ROBERTS AGENCY GCF BENEFIT PLAN, Form 5500 (2024)
Creator: HALEY ROBERTS AGENCY

Form 5500-SF

FILING_RECEIVED

HALEY ROBERTS AGENCY GCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HALEY ROBERTS AGENCY.

Plan sponsor

Name

HALEY ROBERTS AGENCY

EIN

82-1767238

Address

815 LOVE AVE · TIFTON, GA · 31794

Phone

(229) 382-5825

Industry

Finance & Insurancesee all

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PREMIER LAB BILLING INC.

PREMIER SCREENING LLC 401(K) PROFIT SHARING PLAN & TRUST

$4K · 2 participants

MILLENNIUM BROKERS

MILLENNIUM BROKERS MCF BENEFIT PLAN

$4K · 8 participants

ALL SERVICE INS. AGENCY

ALL SERVICE INS. AGENCY MCF BENEFIT PLAN

$4K · 7 participants

MB HEALTH INSURANCE CONSULTING, LLC

MB HEALTH INSURANCE CONSULTING, LLC MCF BENEFIT PLAN

$4K · 11 participants

CHC MANUFACTURING INC

CHC MANUFACTURING INC SOCA BENEFIT PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.