Form 5500 · Retirement plan · FORT LAUDERDALE, MI
HBA HEALTH SYSTEMS, LLC
The filing calls this plan HBA HEALTH SYSTEMS, LLC 401(K) RETIREMENT SAVINGS PLAN.
HBA HEALTH SYSTEMS, LLC of FORT LAUDERDALE, MI's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 65-1033991 · plan 001 · plan year 2025, filed Aug 28, 2026
Plan brief
Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with EMPOWER ANNUITY INSURANCE COMPANY.
The contracts held $15,982,619 at the end of the plan year, as reported on Schedule A.
$18,416 in agent commissions is disclosed across the contracts; MORGAN STANLEY SMITH BARNEY 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
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Annuity / GIC | 225 | December | $8,274,107 | $9,534 |
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA | Annuity / GIC | 479 | December | $7,708,512 | $8,882 |
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.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
Who runs the plan
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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