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Form 5500 · Retirement plan · POINT LOOKOUT, MO

COLLEGE OF THE OZARKS

The filing calls this plan COLLEGE OF THE OZARKS DEFINED CONTRIBUTION RETIREMENT PLAN.

COLLEGE OF THE OZARKS of POINT LOOKOUT, MO files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 1 other insurer. 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
Insurance company
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 44-0556862 · plan 001 · plan year 2024, filed Sep 16, 2025

Participants at the start of the year
406
Contracts on file
2
Contract value
$8,454,634
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 $8,454,634 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC431December$1,967,579$0
TIAA-CREFAnnuity / GIC142December$6,487,055$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

LINCOLN NATIONAL CORPORATION
Recordkeeping and information management · Custodian · EIN 35-0472300
$140,502
paid directly by the plan
PRIME CAPITAL INV ADVISORS, LLC
INVESTMENT MANAGER · EIN 82-1364595
$83,737
paid directly by the plan
DEMARS PENSION CONSULTING
Accounting and audit · Recordkeeping and information management · EIN 48-0890241
$22,078
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: 296 employees, 8 recordable cases, 0 days away from work.

EmployeesThe company's own average for the year
296
Hours worked
542,575
Recordable cases
8
Days away from work
0

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$72,054,751
Paid out in benefits
$9,422,532
Participants at the start of the year
406
Participants with account balances
431

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

Who runs the plan

RecordkeeperEIN 35-0472300
LINCOLN NATIONAL CORPORATION
Independent accountantEIN 48-0890241
DEMARS PENSION CONSULTING
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

Other plans filed by this employer

Cox Health Medical PlanInsured benefit plan · 1 Schedule A contractRenews ~Jan 1Anthem Medicare Preferred Mapd (Ppo)Insured benefit plan · 1 Schedule A contractRenews ~Jan 1Dental Plan For College Of The OzarksInsured benefit plan · 1 Schedule A contractRenews ~Jul 1plan 503Insured benefit plan · 1 Schedule A contractRenews ~Oct 1Vision PlanInsured benefit plan · 1 Schedule A contractRenews ~Jul 1Deferred Annuity PlanForm 5500-SF filing · no insured Schedule A contracts

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