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Form 5500 · Retirement plan · ANKENY, IA

CASEY'S GENERAL STORES INC.

The filing calls this plan CASEY'S GENERAL STORES 401(K) PLAN.

CASEY'S GENERAL STORES INC. of ANKENY, IA'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
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 42-0935283 · plan 002 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
38,041
Contracts on file
2
Contract value
$44,719,623
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles, all with PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $44,719,623 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
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC38,025December$32,686,571$0
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC38,025December$12,033,052$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

PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$630,160
paid directly by the plan
MMA SECURITIES LLC
INVESTMENT ADVISORY · EIN 22-3570392
$49,849
paid directly by the plan
WILSHIRE ADVISORS LLC
INVESTMENT ADVISORY · EIN 95-2755361
$0
paid directly by the plan

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

Reported to OSHA

Reported to OSHA for 2025: 1,034 employees, 4 recordable cases, 0 days away from work.

EmployeesThe company's own average for the year
1,034
Hours worked
1,622,840
Recordable cases
4
Days away from work
0

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$514,363,741
Paid out in benefits
$56,843,976
Participants at the start of the year
38,041
Participants with account balances
7,056

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

Who runs the plan

Independent accountantEIN 20-0694403
UHY LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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