form5500lookup

Form 5500 · Retirement plan · VALLEY STREAM, NY

EMERALD HEALTHCARE, LLC

The filing calls this plan EMERALD HEALTHCARE, LLC 401(K) PLAN.

EMERALD HEALTHCARE, LLC of VALLEY STREAM, NY files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by PRINCIPAL 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 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 30-0961801 · plan 001 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
5,398
Contracts on file
2
Contract value
$304,430
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles, all with PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $304,430 at the end of the plan year, as reported on Schedule A.

$1,158 in agent commissions is disclosed across the contracts; PARK AVENUE SECURITIES, LLC 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
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC6,699December$226,021$758
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC6,699December$78,409$400

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
SBSF
EIN 27-3232902
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$49,270
paid directly by the plan
SIDE BY SIDE FINANCIALS INC.
Contract administrator · EIN 27-3232902
$0
paid directly by the plan
ORENDA RETIREMENT LLC
Contract administrator · EIN 36-4877979
$6,005
paid directly by the plan
PARK AVENUE SECURITIES
OTHER SERVICES · EIN 13-4023176
$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
$3,162,869
Paid out in benefits
$124,008
Participants at the start of the year
5,398
Participants with account balances
173

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

Who runs the plan

Independent accountantEIN 04-3499945
CARON & BLETZER, PLLC
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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