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Form 5500 · Retirement plan · IRVINE, CA

ALORICA, INC.

The filing calls this plan ALORICA 401(K) RETIREMENT PLAN.

ALORICA, INC. of IRVINE, CA'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 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-4740339 · plan 002 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
18,177
Contracts on file
1
Contract value
$16,992,928
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 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY.

The contracts held $16,992,928 at the end of the plan year, as reported on Schedule A.

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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC18,734December$16,992,928$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
ALORICA, INC.
EIN 95-4740339
MERRILL LYNCH, PIERCE, FENNER AND S
Recordkeeping and information management · EIN 13-5674085
$252,592
paid directly by the plan
MORGAN STANLEY
CONSULTANT · EIN 20-8764829
$93,136
paid directly by the plan
BDO USA P.C.
ACCOUNTANT · EIN 13-5381590
$41,500
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.

What the plan holds

Plan assets at year end
$146,466,079
Paid out in benefits
$21,120,832
Participants at the start of the year
18,177
Participants with account balances
3,239

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

Who runs the plan

RecordkeeperEIN 13-5674085
MERRILL LYNCH, PIERCE, FENNER AND S
Independent accountantEIN 13-5381590
BDO USA, P.C.
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$41,500

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

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

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