Form 5500 · Retirement plan · MILWAUKIE, OR
CLACKAMAS COUNTY CHILDRENS
The filing calls this plan CLACKAMAS COUNTY CHILDRENS COMMISSION 403(B) PLAN.
CLACKAMAS COUNTY CHILDRENS of MILWAUKIE, OR'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.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-0624672 · plan 001 · plan year 2025, filed Jun 12, 2026
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 $1,839,103 at the end of the plan year, as reported on Schedule A.
$13,830 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 August.
Schedule A insurance contracts
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Annuity / GIC | 188 | August | $1,755,830 | $13,830 |
| STANDARD INSURANCE COMPANY | Annuity / GIC | 227 | August | $83,273 | $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
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
The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.
The filing reports that employee contributions were not forwarded to the plan on time (line 4a).
Other plans filed by this employer
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