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Form 5500 · Retirement plan · ST. HELENS, OR

COMMUNITY ACTION TEAM, INC.

The filing calls this plan C.A.T. RETIREMENT AND SAVINGS PLAN.

COMMUNITY ACTION TEAM, INC. of ST. HELENS, OR files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by MINNESOTA LIFE INSURANCE COMPANY. 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 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-0554156 · plan 002 · plan year 2025, filed Sep 8, 2026

Participants at the start of the year
192
Contracts on file
1
Contract value
$1,382,140
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 MINNESOTA LIFE INSURANCE COMPANY.

The contracts held $1,382,140 at the end of the plan year, as reported on Schedule A.

$13,607 in agent commissions is disclosed across the contracts; PREFERRED PRODUCT NETWORK 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
MINNESOTA LIFE INSURANCE COMPANYAnnuity / GIC160December$1,382,140$13,607

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

Plan administrator on the filing
COMMUNITY ACTION TEAM, INC.
EIN 93-0554156
STANCORP FINANCIAL
Claims processing · Recordkeeping and information management · Custodian · EIN 93-1253576
$35,844
paid directly by the plan
PRIME RETIREMENT SOLUTIONS LLC
TPA · EIN 87-3599091
$2,671
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$5,781,746
Paid out in benefits
$647,110
Participants at the start of the year
192
Participants with account balances
160

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

Who runs the plan

RecordkeeperEIN 93-1253576
STANCORP FINANCIAL
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.

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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COMMUNITY ACTION TEAM, INC. — retirement plan: annuity and GIC contracts and agent of record on Schedule A · Form5500Lookup