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Form 5500 · Retirement plan · MT. PLEASANT, PA

INTERVALA, LLC

The filing calls this plan INTERVALA, LLC 401(K) RETIREMENT PLAN.

INTERVALA, LLC of MT. PLEASANT, PA files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by JOHN HANCOCK 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)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-0760901 · plan 001 · plan year 2024, filed Oct 14, 2025

Participants at the start of the year
601
Contracts on file
1
Disclosed commissions
$10,391
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 JOHN HANCOCK LIFE INSURANCE COMPANY.

$10,391 in agent commissions is disclosed across the 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
JOHN HANCOCK LIFE INSURANCE COMPANY—469December—$10,391

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
INTERVALA, LLC
EIN 81-0760901
JOHN HANCOCK LIFE INSURANCE COMPANY
Recordkeeping and information management · EIN 01-0233346
$11,628
paid directly by the plan
HEFREN-TILLOTSON, INC.
INVESTMENT ADVISOR · EIN 25-1121408
$0
paid directly by the plan
METRO BENEFITS, INC.
Contract administrator · EIN 25-1541083
$0
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
$22,155,103
Paid out in benefits
$2,667,790
Participants at the start of the year
601
Participants with account balances
459

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

Who runs the plan

RecordkeeperEIN 01-0233346
JOHN HANCOCK LIFE INSURANCE COMPANY
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.

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