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Form 5500 · Retirement plan · AVON, OH

OUR LADY OF THE WAYSIDE, INC.

The filing calls this plan 403(B) THRIFT PLAN FOR EMPLOYEES OF OUR LADY OF THE WAYSIDE, INC.

OUR LADY OF THE WAYSIDE, INC. of AVON, OH's retirement plan holds 1 insurance-company contract (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)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-1020957 · plan 001 · plan year 2024, filed Oct 13, 2025

Participants at the start of the year
507
Contracts on file
1
Contract value
$821,122
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 MUTUAL OF AMERICA SEC. CORP LLC.

The contracts held $821,122 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
MUTUAL OF AMERICA SEC. CORP LLCAnnuity / GIC500December$821,122$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
OUR LADY OF THE WAYSIDE, INC.
EIN 34-1020957

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
$4,951,808
Paid out in benefits
$405,137
Participants at the start of the year
507
Participants with account balances
500

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

Who runs the plan

Independent accountantEIN 34-1639529
MCMANUS, DOSEN & CO.
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.

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