form5500lookup

Form 5500 · Retirement plan · DENVER, CO

BOA TECHNOLOGY INC.

The filing calls this plan BOA RETIREMENT SAVINGS PLAN.

BOA TECHNOLOGY INC. of DENVER, CO files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by AMERICAN UNITED 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)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 84-1473751 · plan 001 · plan year 2024, filed Jul 28, 2025

Participants at the start of the year
184
Contracts on file
1
Contract value
$131,283
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 AMERICAN UNITED LIFE INSURANCE COMPANY.

The contracts held $131,283 at the end of the plan year, as reported on Schedule A.

$55,729 in agent commissions is disclosed across the contracts; NORTHWESTERN MUTUAL INVESTMENT is the agent of record.

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
AMERICAN UNITED LIFE INSURANCE COMPANYAnnuity / GIC184December$131,283$55,729

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
BOA TECHNOLOGY INC.
EIN 84-1473751
AMERICAN UNITED LIFE INSURANCE CO
Recordkeeping and information management · EIN 35-0145825
$304
paid directly by the plan
RT JONES CAPITAL EQUITIES MGMT INC
Named on Schedule C · EIN 20-1090152
$5,740
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
$21,197,043
Paid out in benefits
$2,147,866
Participants at the start of the year
184
Participants with account balances
184

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

Who runs the plan

RecordkeeperEIN 35-0145825
AMERICAN UNITED LIFE INSURANCE CO
Independent accountantEIN 39-0758449
WIPFLI 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.

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