form5500lookup

Form 5500 · Retirement plan · FT LAUDERDALE, FL

EDUSERVE, INC.

The filing calls this plan EDUSERVE/CSUSA RETIREMENT PLAN.

EDUSERVE, INC. of FT LAUDERDALE, FL files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by AMERICAN UNITED 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
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-4481053 · plan 001 · plan year 2024, filed Feb 6, 2026

Participants at the start of the year
8,384
Contracts on file
1
Contract value
—
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 AMERICAN UNITED LIFE INSURANCE COMPANY.

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
AMERICAN UNITED LIFE INSURANCE COMPANYAnnuity / GIC0December—$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
FIDUCIARY CONSULTING GROUP, INC.
EIN 20-2807852
ONEAMERICA RETIREMENT SERVICES, LLC
Recordkeeping and information management · EIN 46-5378846
$258,854
paid directly by the plan
FIDUCIARY CONSULTING GROUP
Plan administrator · EIN 20-2807852
$142,193
paid directly by the plan
UBS FINANCIAL SERVICES
INVESTMENT ADVISOR · EIN 13-2638166
$85,316
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
$83,999,031
Paid out in benefits
$7,361,873
Participants at the start of the year
8,384
Participants with account balances
5,346

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

Who runs the plan

RecordkeeperEIN 46-5378846
ONEAMERICA RETIREMENT SERVICES, LLC
Independent accountantEIN 22-2428965
CITRIN COOPERMAN & COMPANY, 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).

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