form5500lookup

Form 5500 · Retirement plan · VIRGINIA BEACH, VA

NAVY SEAL FOUNDATION INC.

The filing calls this plan NAVY SEAL FOUNDATION 401(K) PLAN.

NAVY SEAL FOUNDATION INC. of VIRGINIA BEACH, VA files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract 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.

Agent of record (Schedule A)
Contract year ends
Februaryas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-1728910 · plan 001 · plan year 2023, filed Oct 15, 2024

Participants at the start of the year
25
Contracts on file
1
Disclosed commissions
$746
Plan year end
February

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA.

$746 in agent commissions is disclosed across the contracts; JONATHAN BRATINCEVIC 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 February.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC0February—$746

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
NAVY SEAL FOUNDATION INC.
EIN 31-1728910

The plan administrator is from line 3a of the main form. We publish company names only.

What the plan holds

Plan assets at year end
$1,220,041
Paid out in benefits
$5,581
Participants at the start of the year
25
Participants with account balances
19

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

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.

More employer plans in Virginia — largest plans, brokers, carriers and renewal months.