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Form 5500 · Retirement plan · CARLSBAD, NM

CONSTRUCTORS INCORPORATED

The filing calls this plan CONSTRUCTORS, INCORPORATED 401(K) PLAN.

CONSTRUCTORS INCORPORATED of CARLSBAD, NM files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by TRANSAMERICA FINANCIAL 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)
ALTON N GREEN
Insurance company
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 85-0135619 · plan 001 · plan year 2024, filed Oct 14, 2025

Participants at the start of the year
411
Contracts on file
1
Contract value
$683,196
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 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY.

The contracts held $683,196 at the end of the plan year, as reported on Schedule A.

$18,978 in agent commissions is disclosed across the contracts; ALTON N GREEN 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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC304December$683,196$18,978

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
CONSTRUCTORS INCORPORATED
EIN 85-0135619
LEAFHOUSE FINANCIAL ADVISORS, LLC
INVESTMENT AD VISORY - PL · EIN 26-4311657
$5,545
paid directly by the plan
CETERA FINANCIAL GROUP
BROKER · EIN 30-0588666
—
paid directly by the plan
TRANSAMERICA FINANCIAL LIFE INS CO
Recordkeeping and information management · EIN 36-6071399
$55,050
paid directly by the plan
CI CONSTRUCTION SERVICES INC
Named on Schedule C · EIN 38-3985677
$1,833
paid directly by the plan
PENSION PLANNING CONSULTANTS, INC.
Recordkeeping and information management · EIN 85-0402842
$10,650
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.

Reported to OSHA

Reported to OSHA for 2025: 320 employees, 3 recordable cases, 226 days away from work.

EmployeesThe company's own average for the year
320
Hours worked
813,552
Recordable cases
3
Days away from work
226

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$10,586,363
Paid out in benefits
$513,443
Participants at the start of the year
411
Participants with account balances
304

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

Who runs the plan

RecordkeeperEIN 36-6071399
TRANSAMERICA FINANCIAL LIFE INS CO
Independent accountantEIN 75-2393478
WHITLEY PENN LLP
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

Welfare Benefit PlanInsured benefit plan · 2 Schedule A contractsRenews ~Jan 1Welfare Benefit PlanInsured benefit plan · 1 Schedule A contractRenews ~Feb 1

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