Form 5500 · Retirement plan · SPRINGFIELD, OR
HEAD START OF LANE COUNTY
The filing calls this plan HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN.
HEAD START OF LANE COUNTY of SPRINGFIELD, OR'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 93-0728229 · plan 001 · plan year 2024, filed Mar 18, 2025
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 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.
The contracts held $899,479 at the end of the plan year, as reported on Schedule A.
$5,617 in agent commissions is disclosed across the contracts; LINCOLN FINANCIAL ADVISORS 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 June.
Schedule A insurance contracts
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Annuity / GIC | 69 | June | $736,899 | $5,617 |
| AMERICAN UNITED LIFE INSURANCE COMPANY | Annuity / GIC | 387 | June | $162,580 | $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.
Administrator and service providers
Named on Schedule C of this filing. We publish company names only.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
Who runs the plan
The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.
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