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Form 5500 · Retirement plan · KISSIMMEE, FL

KINGWOOD ORLANDO REUNION RESORT,LLC

The filing calls this plan KINGWOOD REUNION RESORT 401(K) PLAN.

KINGWOOD ORLANDO REUNION RESORT,LLC of KISSIMMEE, FL'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
Insurance company
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Contract year ends
Aprilas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-2315866 · plan 001 · plan year 2024, filed Jan 14, 2026

Participants at the start of the year
380
Contracts on file
1
Contract value
—
Plan year end
April

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with THE LINCOLN 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 April.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC0April—$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
KINGWOOD ORLANDO REUNION RESORT,LLC
EIN 83-2315866
JULY BUSINESS SERVICES
Recordkeeping and information management · EIN 74-2715820
$41,109
paid directly by the plan
CPS INVESTMENT ADVISORS
Investment advisory · EIN 59-2030217
$37,188
paid directly by the plan
LINCOLN NATIONAL CORPORATION
Contract administrator · EIN 35-1140070
$19,919
paid directly by the plan
CARR RIGGS & INGRAM, LLC
Accounting and audit · EIN 72-1396621
$19,500
paid directly by the plan
PURVIS GRAY AND COMPANY
Accounting and audit · EIN 59-0548468
$8,000
paid directly by the plan
PERVIS GRAY AND COMPANY
Accounting and audit · EIN 59-0548468
$8,000
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
$5,796,316
Paid out in benefits
$536,816
Participants at the start of the year
380
Participants with account balances
325

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

Who runs the plan

RecordkeeperEIN 74-2715820
JULY BUSINESS SERVICES
Independent accountantEIN 59-0548468
PURVIS, GRAY AND COMPANY, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$27,500

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

Other plans filed by this employer

Employee Benefits PlanInsured benefit plan · 2 Schedule A contractsRenews ~Feb 1

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