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Form 5500 · Retirement plan · GRAND RAPIDS, MI

CHRISTIAN REST HOME ASSOCIATION EDISON CHRISTIAN LIFE SERVICES

The filing calls this plan CHRISTIAN REST HOME ASSOCIATION TAX DEFERRED ANNUITY PLAN.

CHRISTIAN REST HOME ASSOCIATION EDISON CHRISTIAN LIFE SERVICES of GRAND RAPIDS, MI'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)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 38-1237795 · plan 001 · plan year 2024, filed Oct 20, 2025

Participants at the start of the year
271
Contracts on file
2
Contract value
$4,404,526
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.

The contracts held $4,404,526 at the end of the plan year, as reported on Schedule A.

$20,190 in agent commissions is disclosed across the contracts; OSAIC FA INC 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC111December$3,109,692$16,284
RIVERSOURCE LIFE INSURANCE COMPANYAnnuity / GIC4December$23,176$3,906

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

LINCOLN NATIONAL CORPORATION
Contract administrator · EIN 35-1140070
$61
paid directly by the plan
AMERIPRISE FINANCIAL
SERVICE PROVIDER · EIN 41-0973005
$0
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
$8,742,552
Paid out in benefits
$1,595,371
Participants at the start of the year
271
Participants with account balances
112

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

Who runs the plan

Independent accountantEIN 38-2621598
MONROE SWEERIS & TROMP PLC
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.

More employer plans in Michigan — largest plans, brokers, carriers and renewal months.