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Form 5500 · Retirement plan · MANTUA, OH

HATTIE LARLHAM CENTER FOR CHILDREN WITH DISABILITIES DBA HATTIE LARLHA

The filing calls this plan HATTIE LARLHAM 403(B) RETIREMENT SAVINGS PLAN.

HATTIE LARLHAM CENTER FOR CHILDREN WITH DISABILITIES DBA HATTIE LARLHA of MANTUA, OH files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract 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)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-0963865 · plan 002 · plan year 2024, filed Sep 23, 2025

Participants at the start of the year
982
Contracts on file
1
Contract value
$1,035,152
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 PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $1,035,152 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 December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC1,107December$1,035,152$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
HATTIE LARLHAM CENTER FOR CHILDREN WITH DISABILITIES DBA HATTIE LARLHA
EIN 34-0963865
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$93,248
paid directly by the plan
CAPFINANCIAL PARTNERS LLC
INVESTMENT ADVISORY · EIN 26-0058143
$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
$14,157,286
Paid out in benefits
$1,249,973
Participants at the start of the year
982
Participants with account balances
385

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

Who runs the plan

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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