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Form 5500 · Retirement plan · BOSTON, MA

LYONS GROUP LTD.

The filing calls this plan LYONS GROUP 401(K) PLAN.

LYONS GROUP LTD. of BOSTON, MA files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by TRANSAMERICA 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)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2707878 · plan 001 · plan year 2024, filed Oct 14, 2025

Participants at the start of the year
1,517
Contracts on file
1
Contract value
$103,842
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 TRANSAMERICA LIFE INSURANCE COMPANY.

The contracts held $103,842 at the end of the plan year, as reported on Schedule A.

$10,434 in agent commissions is disclosed across the contracts; MMA SECURITIES LLC 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
TRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC160December$103,842$10,434

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
LYONS GROUP LTD.
EIN 04-2707878
TRANSAMERICA LIFE INSURANCE CO.
Recordkeeping and information management · EIN 39-0989781
$8,975
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
$7,963,633
Paid out in benefits
$391,799
Participants at the start of the year
1,517
Participants with account balances
160

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

Who runs the plan

RecordkeeperEIN 39-0989781
TRANSAMERICA LIFE INSURANCE CO.
Independent accountantEIN 13-5381590
BDO USA, P.C.
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.

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

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