Form 5500 · Retirement plan · ALBANY, NY
HOMESTEAD FUNDING CORP.
The filing calls this plan HOMESTEAD FUNDING CORP. 401(K) PLAN.
HOMESTEAD FUNDING CORP. of ALBANY, NY files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by NATIONWIDE 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.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 14-1770243 · plan 001 · plan year 2025, filed Aug 24, 2026
Plan brief
Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with NATIONWIDE LIFE INSURANCE COMPANY.
The contracts held $874,973 at the end of the plan year, as reported on Schedule A.
$1,108 in agent commissions is disclosed across the contracts; MORGAN STANLEY SMITH BARNEY 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 |
|---|---|---|---|---|---|
| NATIONWIDE LIFE INSURANCE COMPANY | Annuity / GIC | — | December | $874,973 | $1,108 |
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. The service providers are 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.
Other plans filed by this employer
More employer plans in New York — largest plans, brokers, carriers and renewal months.