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Form 5500 · Retirement plan · BOWLING GREEN, KY

HOUCHENS INDUSTRIES, INC.

The filing calls this plan HOUCHENS INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN.

HOUCHENS INDUSTRIES, INC. of BOWLING GREEN, KY files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by VOYA RETIREMENT INSURANCE AND ANNUITY 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 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-2505350 · plan 001 · plan year 2025, filed Apr 13, 2026

Participants at the start of the year
19,422
Contracts on file
1
Contract value
$2,032,979
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 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.

The contracts held $2,032,979 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
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC14December$2,032,979$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
HOUCHENS INDUSTRIES, INC.
EIN 20-2505350

The plan administrator is from line 3a of the main form. We publish company names only.

What the plan holds

Plan assets at year end
$2,640,129,838
Paid out in benefits
$115,319,222
Participants at the start of the year
19,422
Participants with account balances
19,746

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

Who runs the plan

Independent accountantEIN 44-0160260
FORVIS MAZARS, LLP
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.

Other plans filed by this employer

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