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Form 5500 · Retirement plan · BROOKVILLE, NY

NASSAU COUNTY AHRC FOUNDATION, INC.

The filing calls this plan ASSOCIATED EMPLOYERS FOR THE HELP OF THE DEVELOPMENTALLY DISABLED 403(B) PLAN.

NASSAU COUNTY AHRC FOUNDATION, INC. of BROOKVILLE, NY'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
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 11-1720254 · plan 002 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
3,143
Contracts on file
2
Contract value
$5,869,838
Plan year end
December

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 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA.

The contracts held $5,869,838 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these 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 December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC227December$1,572,511$0
TIAA-CREFAnnuity / GIC847December$4,297,327$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
NASSAU COUNTY AHRC FOUNDATION, INC.
EIN 11-1720254
EMPOWER ANNUITY INSURANCE COMPANY
Recordkeeping and information management · EIN 84-0467907
$81,868
paid directly by the plan
GLOBAL RETIREMENT PARTNERS LLC
Named on Schedule C · EIN 47-1411118
$48,618
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
$78,199,820
Paid out in benefits
$7,367,455
Participants at the start of the year
3,143
Participants with account balances
2,077

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

Who runs the plan

RecordkeeperEIN 84-0467907
EMPOWER ANNUITY INSURANCE COMPANY
Independent accountantEIN 13-5381590
BDO USA, P.C.
Accountant's opinion (Schedule H, line 3a)
Disclaimer of opinion

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

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