Form 5500 · Retirement plan · MASON, OH
MAKINO, INC.
The filing calls this plan MAKINO INC. PENSION PLAN FOR BARGAINING UNIT EMPLOYEES.
MAKINO, INC. of MASON, OH files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by PRINCIPAL 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.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-0352460 · plan 117 · plan year 2023, filed Nov 22, 2024
Plan brief
Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with PRINCIPAL LIFE INSURANCE COMPANY.
$8,791 in agent commissions is disclosed across the contracts; S B H U LIFE AGENCY INC 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
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 0 | December | — | $8,791 |
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.
Administrator and service providers
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: 588 employees, 5 recordable cases, 147 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
One establishment filed under this EIN is left out of these figures: the hours and employees it reported could not both be right.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
Who runs the plan
From Schedule H of this filing.
Other plans filed by this employer
More employer plans in Ohio — largest plans, brokers, carriers and renewal months.