Form 5500 · Retirement plan · DRAPER, UT
CADDIS CAPITAL MANAGEMENT, INC.
The filing calls this plan CADDIS CAPITAL MANAGEMENT 401(K) PLAN.
CADDIS CAPITAL MANAGEMENT, INC. of DRAPER, UT files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by STANDARD 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.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 84-2978102 · plan 001 · plan year 2025, filed Sep 15, 2026
Plan brief
Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with STANDARD 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 November.
Schedule A insurance contracts
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| STANDARD INSURANCE COMPANY | Annuity / GIC | 0 | November | — | $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.
Administrator and service providers
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
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
Who runs the plan
From Schedule H of this filing.
This plan filed under the Department of Labor's voluntary program for late filings.
Other plans filed by this employer
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