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Form 5500 · Retirement plan · HENRICO, VA

MASONIC HOME OF VIRGINIA

The filing calls this plan MASONIC HOME OF VIRGINIA EMPLOYEE BENEFITS PLAN.

MASONIC HOME OF VIRGINIA of HENRICO, VA files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by VOYA RETIREMENT INSURANCE AND ANNUITY 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 54-0541802 · plan 002 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
187
Contracts on file
1
Contract value
$115,900
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 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.

The contracts held $115,900 at the end of the plan year, as reported on Schedule A.

$251 in agent commissions is disclosed across the contracts; NORTHWESTERN MUTUAL INVESTMENT SERV 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
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC208December$115,900$251

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

VOYA RETIREMENT INSURANCE & ANNUITY
RECORD KEEPER · EIN 71-0294708
$38,252
paid directly by the plan
KEITER
SERVICE PROVIDER · EIN 54-1631262
$5,881
paid directly by the plan
NORTHWESTERN MUTUAL INVESTMENT SERV
SERVICE PROVIDER · EIN 06-1375177
$0
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$7,975,381
Paid out in benefits
$713,572
Participants at the start of the year
187
Participants with account balances
208

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

Who runs the plan

Independent accountantEIN 54-1631262
KEITER
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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