Form 5500 · Retirement plan · WARREN, MI
MICHIGAN SURGERY SPECIALISTS, P.C.
The filing calls this plan MICHIGAN SURGERY SPECIALISTS, P.C. 401(K) PLAN AND TRUST.
MICHIGAN SURGERY SPECIALISTS, P.C. of WARREN, MI files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA. 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 38-1958736 · plan 001 · plan year 2024, filed Oct 15, 2025
Plan brief
Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles, all with EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA.
The contracts held $367,394 at the end of the plan year, as reported on Schedule A.
$41,571 in agent commissions is disclosed across the contracts; KESTRA ADVISORY SERVICES 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
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA | — | 110 | December | — | $21,139 |
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA | Annuity / GIC | 110 | December | $367,394 | $20,432 |
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
Named on Schedule C of this filing. We publish company names only.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
Who runs the plan
The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.
Other plans filed by this employer
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