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Form 5500 · Retirement plan · LINCOLNSHIRE, IL

MANHARD CONSULTING, LTD.

The filing calls this plan MANHARD CONSULTING, LTD. CASH OR DEFERRED PROFIT SHARING PLAN.

MANHARD CONSULTING, LTD. of LINCOLNSHIRE, IL's retirement plan holds 2 insurance-company contracts (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
Contract year ends
Septemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-3819132 · plan 001 · plan year 2024, filed Sep 9, 2025

Participants at the start of the year
495
Contracts on file
2
Contract value
$1,518,199
Plan year end
September

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with JOHN HANCOCK LIFE INSURANCE COMPANY.

The contracts held $1,518,199 at the end of the plan year, as reported on Schedule A.

$48,045 in agent commissions is disclosed across the 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 September.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC0September$759,099$48,045
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC—December$759,100$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
MANHARD CONSULTING, LTD.
EIN 36-3819132
TRANSAMERICA RETIREMENT SOLUTIONS
Recordkeeping and information management · EIN 13-3689044
$14,049
paid directly by the plan
PENSION PERFORMANCE, INC.
Recordkeeping and information management · EIN 36-4136186
$15,537
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
$36,033,027
Paid out in benefits
$3,006,555
Participants at the start of the year
495
Participants with account balances
442

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

Who runs the plan

RecordkeeperEIN 36-4136186
PENSION PERFORMANCE, INC.
Independent accountantEIN 58-1250486
SMITH & HOWARD, PC
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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