form5500lookup

Form 5500 · Retirement plan · HOUSTON, TX

INTERFAITH MINISTRIES FOR GREATER HOUSTON

The filing calls this plan INTERFAITH MINISTRIES FOR GREATER HOUSTON 403(B) PLAN.

INTERFAITH MINISTRIES FOR GREATER HOUSTON of HOUSTON, TX's retirement plan holds 1 insurance-company contract (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
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-1488102 · plan 002 · plan year 2025, filed Aug 26, 2026

Participants at the start of the year
339
Contracts on file
1
Contract value
$86,315
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 $86,315 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 / GIC133December$86,315$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

WELLTH ADVISORY SERVICES, LLC
SERVICE PROVIDER · EIN 99-2539506
$22,540
paid directly by the plan
ONEAMERICA RETIREMENT SERVICES, LLC
Recordkeeping and information management · EIN 46-5378846
$15,396
paid directly by the plan
VOYA FINANCIAL SERVICES
SERVICE PROVIDER · EIN 71-0294708
$2,010
paid directly by the plan
MATRIX TRUST COMPANY
Custodian · Investment advisory · EIN 75-3182674
$0
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$4,868,761
Paid out in benefits
$1,855,928
Participants at the start of the year
339
Participants with account balances
133

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

Who runs the plan

RecordkeeperEIN 46-5378846
ONEAMERICA RETIREMENT SERVICES, LLC
Accountant's opinion (Schedule H, line 3a)
Unmodified

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 Texas — largest plans, brokers, carriers and renewal months.