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Form 5500 · Retirement plan · CLEARWATER, FL

PROVIDENT MANAGEMENT CORPORATION

The filing calls this plan PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN.

PROVIDENT MANAGEMENT CORPORATION of CLEARWATER, FL'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 59-1870484 · plan 001 · plan year 2024, filed Sep 17, 2025

Participants at the start of the year
299
Contracts on file
1
Contract value
$903,171
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 LIFE INSURANCE COMPANY.

The contracts held $903,171 at the end of the plan year, as reported on Schedule A.

$11,891 in agent commissions is disclosed across the contracts; OSAIC WEALTH 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 LIFE INSURANCE COMPANYAnnuity / GIC162December$903,171$11,891

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
PROVIDENT MANAGEMENT CORPORATION
EIN 59-1870484
TRANSAMERICA LIFE INSURANCE COMPANY
Recordkeeping and information management · EIN 39-0989781
$20,726
paid directly by the plan
OSAIC WEALTH INC
BROKER · EIN 93-0987232
$0
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.

Reported to OSHA

Reported to OSHA for 2025: 145 employees, 5 recordable cases, 3 days away from work.

EmployeesThe company's own average for the year
145
Hours worked
253,096
Recordable cases
5
Days away from work
3
Establishments filed under this EIN
5

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$5,091,732
Paid out in benefits
$189,272
Participants at the start of the year
299
Participants with account balances
162

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

Who runs the plan

RecordkeeperEIN 39-0989781
TRANSAMERICA LIFE INSURANCE COMPANY
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.

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