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Form 5500 · Retirement plan · DUNCAN, OK

FERGUSON, REDELSPERGER & BRADLEY, P.C.

The filing calls this plan FERGUSON, REDELSPERGER & BRADLEY P.C. EMPLOYEE'S SALARY REDUCTION PLAN.

FERGUSON, REDELSPERGER & BRADLEY, P.C. of DUNCAN, OK 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)
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 73-1030808 · plan 002 · plan year 2025, filed Feb 24, 2026

Participants at the start of the year
12
Contracts on file
1
Contract value
$2,361,995
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 JOHN HANCOCK LIFE INSURANCE COMPANY.

The contracts held $2,361,995 at the end of the plan year, as reported on Schedule A.

$6,613 in agent commissions is disclosed across the contracts; MORGAN STANLEY INSURANCE SERVICES 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
JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC12December$136,321$6,613

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

What the plan holds

Plan assets at year end
$2,453,929
Paid out in benefits
$1,692,321
Participants at the start of the year
12
Participants with account balances
12

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

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.

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