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Form 5500 · Retirement plan · MIRA LOMA, CA

CHRISTIAN BROTHERS HEATING & AIR CONDITIONING, INC.

The filing calls this plan CHRISTIAN BROTHERS HEATING & AIR CONDITIONING, INC. CONTRACTORS & EMPLOYEES 401(K) PLAN.

CHRISTIAN BROTHERS HEATING & AIR CONDITIONING, INC. of MIRA LOMA, 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.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0193531 · plan 002 · plan year 2024, filed Oct 20, 2025

Participants at the start of the year
294
Contracts on file
1
Contract value
$3,552,166
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 JOHN HANCOCK LIFE INSURANCE COMPANY.

The contracts held $3,552,166 at the end of the plan year, as reported on Schedule A.

$17,844 in agent commissions is disclosed across the contracts; HUB INTERNATIONAL 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
JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC207December$3,552,166$17,844

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

CLIFTONLARSONALLEN LLP
Accounting and audit · EIN 41-0746749
$17,850
paid directly by the plan
PENSION BENEFITS UNLIMITED, INC.
Contract administrator · EIN 33-0499726
$8,355
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
$3,740,239
Paid out in benefits
$740,256
Participants at the start of the year
294
Participants with account balances
198

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

Who runs the plan

Independent accountantEIN 41-0746749
CLIFTONLARSONALLEN 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.

This plan filed under the Department of Labor's voluntary program for late filings.

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