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Form 5500 · Retirement plan · LUBBOCK, TX

MADERA RESIDENTIAL

The filing calls this plan MADERA RESIDENTIAL 401(K) PLAN.

MADERA RESIDENTIAL of LUBBOCK, TX files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by TRANSAMERICA FINANCIAL 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 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-2458512 · plan 001 · plan year 2025, filed Aug 3, 2026

Participants at the start of the year
551
Contracts on file
1
Contract value
$230,548
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 FINANCIAL LIFE INSURANCE COMPANY.

The contracts held $230,548 at the end of the plan year, as reported on Schedule A.

$44,990 in agent commissions is disclosed across the contracts; BRIAN PITANIELLO 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 FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC238December$230,548$44,990

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
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN 42-1484983
TRANSAMERICA FINANCIAL LIFE INS
Recordkeeping and information management · EIN 36-6071399
$64,685
paid directly by the plan
ADMIN. GROUP, LLC DBA TAG RESOURCES
Recordkeeping and information management · EIN 42-1484983
$29,100
paid directly by the plan
RPA FINANCIAL LLC
INVESTMENT ADVISORY-PLAN · EIN 83-1143379
$3,604
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.

Reported to OSHA

Reported to OSHA for 2025: 428 employees, 11 recordable cases, 66 days away from work.

EmployeesThe company's own average for the year
428
Hours worked
758,013
Recordable cases
11
Days away from work
66

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$9,339,273
Paid out in benefits
$2,827,627
Participants at the start of the year
551
Participants with account balances
238

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

Who runs the plan

RecordkeeperEIN 36-6071399
TRANSAMERICA FINANCIAL LIFE INS
Independent accountantEIN 14-1918990
TEMPLETON & CO
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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