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Form 5500 · Retirement plan · SOUTHLAKE, TX

IMMUNOTEK BIO CENTERS, LLC

The filing calls this plan IMMUNOTEK BIO CENTERS, LLC 401(K) SAVINGS PLAN.

IMMUNOTEK BIO CENTERS, LLC of SOUTHLAKE, TX'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.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Juneas filed for plan year 2026

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-3136583 · plan 001 · plan year 2026, filed Jul 1, 2026

Participants at the start of the year
239
Contracts on file
2
Contract value
—
Plan year end
June

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles, all with PRINCIPAL LIFE INSURANCE COMPANY.

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 June.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRINCIPAL LIFE INSURANCE COMPANY—0June—$0
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC0June—$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
IMMUNOTEK BIO CENTERS, LLC
EIN 46-3136583
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$17,657
paid directly by the plan
CREATIVE PLANNING, LLC
INV ADV, PARTICIPANTS · EIN 84-4519624
$0
paid directly by the plan
CREATIVE PLANNING, LLC
INVESTMENT ADVISORY · EIN 43-1270780
$6,493
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

Paid out in benefits
$6,686,255
Participants at the start of the year
239

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

Who runs the plan

Independent accountantEIN 87-1363769
EISNERAMPER LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

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