form5500lookup

Form 5500 · Retirement plan · WASHINGTON, DC

BEVERIDGE & DIAMOND, P.C.

The filing calls this plan BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'A'.

BEVERIDGE & DIAMOND, P.C. of WASHINGTON, DC files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by METROPOLITAN LIFE INSURANCE COMPANY. 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 52-1247549 · plan 001 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
187
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 METROPOLITAN LIFE INSURANCE 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
METROPOLITAN LIFE INSURANCE COMPANY—2December—$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
$49,863
paid directly by the plan
NATIONAL FINANCIAL SERVICES
SECURITIES BROKER · EIN 04-3523567
$0
paid directly by the plan
UBS FINANCIAL SERVICES, INC.
INVESTMENT ADVISOR · EIN 13-2638166
$94,211
paid directly by the plan
MID ATLANTIC CAPITAL CORPORATION
SECURITIES BROKER · EIN 25-1409618
$0
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
$136,518,745
Paid out in benefits
$10,984,767
Participants at the start of the year
187
Participants with account balances
190

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

Who runs the plan

RecordkeeperEIN 13-3689044
TRANSAMERICA RETIREMENT SOLUTIONS
Independent accountantEIN 30-1413443
BAKER TILLY US LLP
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 District of Columbia — largest plans, brokers, carriers and renewal months.