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Form 5500 · Retirement plan · LAKESIDE, CA

BARONA BAND OF MISSION INDIANS

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

BARONA BAND OF MISSION INDIANS of LAKESIDE, CA's retirement plan holds 2 insurance-company contracts (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
Insurance company
NEW YORK LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0687849 · plan 001 · plan year 2024, filed Oct 10, 2025

Participants at the start of the year
2,546
Contracts on file
2
Contract value
$7,420,591
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with NEW YORK LIFE INSURANCE COMPANY.

The contracts held $7,420,591 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
NEW YORK LIFE INSURANCE COMPANYAnnuity / GIC2,180December$4,058,507$0
TRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC2,180December$3,362,084$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

TRANSAMERICA RETIREMENT SOLUTIONS
Claims processing · Recordkeeping and information management · EIN 13-3689044
$49,184
paid directly by the plan
NATIONAL FINANCIAL SERVICES
SECURITIES BROKER · EIN 04-3523567
$0
paid directly by the plan
DUFFY KRUSPODIN LLP
Accounting and audit · EIN 95-4244393
$22,627
paid directly by the plan
MORGAN STANLEY
Recordkeeping and information management · EIN 26-4310632
$159,244
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$134,089,553
Paid out in benefits
$11,466,738
Participants at the start of the year
2,546
Participants with account balances
2,180

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

Who runs the plan

RecordkeeperEIN 26-4310632
MORGAN STANLEY
Independent accountantEIN 95-4244393
DUFFY KRUSPODIN, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$22,627

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

The Barona Group Health PlanInsured benefit plan · 8 Schedule A contractsRenews ~Apr 1

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