form5500lookup

Form 5500 · Retirement plan · BUFFALO, NY

INDEPENDENT HEALTH ASSOCIATION, INC.

The filing calls this plan INDEPENDENT HEALTH ASSOCIATION INC DEFINED BENEFIT PLAN AND TRUST.

INDEPENDENT HEALTH ASSOCIATION, INC. of BUFFALO, NY files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by NATIONAL 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.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 16-1080163 · plan 001 · plan year 2025, filed Jul 31, 2026

Participants at the start of the year
507
Contracts on file
1
Contract value
—
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 NATIONAL 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 December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC1December—$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
INDEPENDENT HEALTH ASSOCIATION, INC.
EIN 16-1080163
FEDERATED INVESTMENT COUNSELING
Named on Schedule C · EIN 51-0316187
$30,507
paid directly by the plan
F.L. PUTNAM INVESTMENT MANAGEMENT C
Named on Schedule C · EIN 01-0403356
$16,320
paid directly by the plan
ACRISURE EAST INSURANCE SVCS, LLC
Named on Schedule C · EIN 92-1417552
$15,875
paid directly by the plan
MORGAN STANLEY SMITH BARNEY LLC
Named on Schedule C · EIN 11-3658445
$15,821
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

Plan assets at year end
$89,448,645
Paid out in benefits
$12,145,459
Participants at the start of the year
507

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

Who runs the plan

Independent accountantEIN 04-3728817
TRONCONI SEGARRA & ASSOCIATES LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

Other plans filed by this employer

More employer plans in New York — largest plans, brokers, carriers and renewal months.