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Form 5500 · Retirement plan · GRAND RAPIDS, MI

D. A. BLODGETT - ST. JOHN'S

The filing calls this plan D. A. BLODGETT - ST. JOHN'S 403(B) PLAN.

D. A. BLODGETT - ST. JOHN'S of GRAND RAPIDS, MI's retirement plan holds 1 insurance-company contract (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 38-1358163 · plan 002 · plan year 2024, filed Oct 7, 2025

Participants at the start of the year
332
Contracts on file
1
Contract value
$623,833
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 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.

The contracts held $623,833 at the end of the plan year, as reported on Schedule A.

$6,233 in agent commissions is disclosed across the contracts; LINCOLN - APS 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 / GIC23December$623,833$6,233

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
D. A. BLODGETT - ST. JOHN'S
EIN 38-1358163
ALERUS FINANCIAL, N.A.
Recordkeeping and information management · Investment advisory · EIN 45-6062081
$45,170
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: 163 employees, 11 recordable cases, 23 days away from work.

EmployeesThe company's own average for the year
163
Hours worked
274,179
Recordable cases
11
Days away from work
23

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$11,025,697
Paid out in benefits
$1,132,776
Participants at the start of the year
332
Participants with account balances
262

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

Who runs the plan

RecordkeeperEIN 45-6062081
ALERUS FINANCIAL, N.A.
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).

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