form5500lookup

Form 5500 · Retirement plan · BOYNTON BEACH, FL

QUAIL RIDGE POA, INC.

The filing calls this plan QUAIL RIDGE 401(K) PLAN.

QUAIL RIDGE POA, INC. of BOYNTON BEACH, 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 59-1609438 · plan 002 · plan year 2024, filed Oct 4, 2025

Participants at the start of the year
251
Contracts on file
1
Contract value
$1,479,882
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 MINNESOTA LIFE INSURANCE COMPANY.

The contracts held $1,479,882 at the end of the plan year, as reported on Schedule A.

$32,339 in agent commissions is disclosed across the contracts; CETERA ADVISOR NETWORKS LLC 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
MINNESOTA LIFE INSURANCE COMPANYAnnuity / GIC232December$1,479,882$32,339

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
QUAIL RIDGE POA, INC.
EIN 59-1609438
STANCORP FINANCIAL GROUP
Recordkeeping and information management · Custodian · EIN 93-1253576
$52,906
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
$9,966,940
Paid out in benefits
$1,127,958
Participants at the start of the year
251
Participants with account balances
166

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

Who runs the plan

RecordkeeperEIN 93-1253576
STANCORP FINANCIAL GROUP
Independent accountantEIN 20-8022284
FUOCO GROUP
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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