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Form 5500 · Retirement plan · ANNANDALE, VA

INVERNESS TECHNOLOGIES, INC.

The filing calls this plan INVERNESS TECHNOLOGIES, INC. 401(K) PLAN.

INVERNESS TECHNOLOGIES, INC. of ANNANDALE, VA'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)
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 54-2056535 · plan 001 · plan year 2025, filed Sep 10, 2026

Participants at the start of the year
114
Contracts on file
1
Contract value
$4,456,384
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.

The contracts held $4,456,384 at the end of the plan year, as reported on Schedule A.

$148,885 in agent commissions is disclosed across the contracts; NORTHWESTERN MUTUAL INVESTMENT SERV is the agent of record.

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 COMPANYAnnuity / GIC80December$4,456,384$148,885

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
INVERNESS TECHNOLOGIES, INC.
EIN 54-2056535

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
$4,469,035
Paid out in benefits
$1,104,822
Participants at the start of the year
114
Participants with account balances
80

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

Who runs the plan

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.

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