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Form 5500 · Retirement plan · PHOENIX, AZ

JONES, SKELTON & HOCHULI, P.L.C.

The filing calls this plan JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN.

JONES, SKELTON & HOCHULI, P.L.C. of PHOENIX, AZ files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by STANDARD 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
Insurance company
STANDARD INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-0447591 · plan 001 · plan year 2024, filed Oct 13, 2025

Participants at the start of the year
199
Contracts on file
1
Contract value
$3,577,881
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 STANDARD INSURANCE COMPANY.

The contracts held $3,577,881 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
STANDARD INSURANCE COMPANYAnnuity / GIC197December$3,577,881$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

STANCORP FINANCIAL GROUP
Claims processing · Recordkeeping and information management · Custodian · EIN 93-1253576
$51,069
paid directly by the plan
CAMBRIDGE INVESTMENT RESEARCH, INC.
Named on Schedule C · EIN 42-1445429
$40,027
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
$54,267,562
Paid out in benefits
$4,139,850
Participants at the start of the year
199
Participants with account balances
197

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

Who runs the plan

RecordkeeperEIN 93-1253576
STANCORP FINANCIAL GROUP
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

plan 502Insured benefit plan · 4 Schedule A contractsRenews ~Jan 1Non-Core 401(K) PlanForm 5500-SF filing · no insured Schedule A contracts

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