form5500lookup

Form 5500 · Retirement plan · SHREWSBURY, NJ

PLAN PROFESSIONALS, LLC

The filing calls this plan AMERICA'S HEALTHCARE EMPLOYEE RETIREMENT PEP.

PLAN PROFESSIONALS, LLC of SHREWSBURY, NJ'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)
PARK AVENUE SECURITIES, INC.
Insurance company
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 85-3213245 · plan 308 · plan year 2024, filed Oct 21, 2025

Participants at the start of the year
5,971
Contracts on file
1
Contract value
$216,804
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 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY.

The contracts held $216,804 at the end of the plan year, as reported on Schedule A.

$53,700 in agent commissions is disclosed across the contracts; PARK AVENUE SECURITIES, INC. 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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC—December$216,804$53,700

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
PLAN PROFESSIONALS, LLC
EIN 85-3213245
TRANSAMERICA FINANCIAL LIFE INSURAN
Recordkeeping and information management · EIN 36-6071399
$120,119
paid directly by the plan
360 PAYROLL INTEGRATIONS CORP
CONSULTING · EIN 83-3880266
$52,814
paid directly by the plan
PLAN PROFESSIONALS D/B/A NPPG PLAN
Recordkeeping and information management · EIN 85-3213245
$50,904
paid directly by the plan
SERVANT SPIRIT SERVICES
OTHER · EIN 93-4904307
$42,404
paid directly by the plan
TEMPLETON & COMPANY LLP
Accounting and audit · EIN 14-1918900
$16,000
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
$19,056,410
Paid out in benefits
$2,276,007
Participants at the start of the year
5,971
Participants with account balances
782

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

Who runs the plan

RecordkeeperEIN 36-6071399
TRANSAMERICA FINANCIAL LIFE INSURAN
Independent accountantEIN 14-1918990
TEMPLETON & COMPANY
Accountant's opinion (Schedule H, line 3a)
Unmodified

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

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