form5500lookup

Form 5500 · Retirement plan · POTTSVILLE, PA

D.G. YUENGLING & SON, INC.

The filing calls this plan D.G. YUENGLING & SON, INC. HOURLY RATE EMPLOYEES' PENSION PLAN.

D.G. YUENGLING & SON, INC. of POTTSVILLE, PA files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by JOHN HANCOCK 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)
Not disclosed
Insurance company
JOHN HANCOCK LIFE INSURANCE COMPANY
Contract year ends
Marchas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-1244850 · plan 001 · plan year 2025, filed Jan 7, 2026

Participants at the start of the year
153
Contracts on file
1
Contract value
$8,342,154
Plan year end
March

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with JOHN HANCOCK LIFE INSURANCE COMPANY.

The contracts held $8,342,154 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 March.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC68March$8,342,154$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

Plan administrator on the filing
ADMINISTRATIVE COMMITTEE
EIN 23-2098818
KATHMERE CAPITAL MANAGEMENT
Named on Schedule C · EIN 81-1449683
$0
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
$8,424,221
Paid out in benefits
$8,581,723
Participants at the start of the year
153

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

Who runs the plan

Independent accountantEIN 23-1311005
BOYER & RITTER, LLC
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

Other plans filed by this employer

D.G. Yuengling & Son, Inc. Benefit PlanInsured benefit plan · 5 Schedule A contractsRenews ~Jan 1401(K) Savings And Profit-Sharing PlanRetirement plan · 1 Schedule A contract

More employer plans in Pennsylvania — largest plans, brokers, carriers and renewal months.