Form 5500 · Retirement plan · NAPA, CA
CALIFORNIA GROWER FOUNDATION
The filing calls this plan PENSION PLAN FOR AGRICULTURAL EMPLOYEES OF MEMBER ERS OF CGF.
CALIFORNIA GROWER FOUNDATION of NAPA, 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.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2166265 · plan 333 · plan year 2023, filed Sep 20, 2024
Plan brief
Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with UNITED OF OMAHA LIFE INSURANCE COMPANY.
$150,178 in agent commissions is disclosed across the contracts; DIETRICH & ASSOCIATES 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
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Annuity / GIC | 108 | December | $3,017,864 | $150,178 |
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.
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