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Form 5500 · Retirement plan · SUN CITY WEST, AZ

RECREATION CENTERS OF SUN CITY WEST INC.

The filing calls this plan RECREATION CENTERS OF SUN CITY WEST RETIREMENT PLAN.

RECREATION CENTERS OF SUN CITY WEST INC. of SUN CITY WEST, AZ files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by PRINCIPAL LIFE INSURANCE COMPANY. 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 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-0374506 · plan 001 · plan year 2025, filed Sep 14, 2026

Participants at the start of the year
460
Contracts on file
2
Contract value
$907,820
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles, all with PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $907,820 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
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC466December$49,690$0
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC466December$858,130$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
COMPASS 360, LLC
EIN 81-1939215
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$40,726
paid directly by the plan
MMA SECURITIES
INVESTMENT ADVISORY · EIN 22-3570392
$31,719
paid directly by the plan
COMPASS RETIREMENT CONSULTING GROUP
Contract administrator · EIN 20-4795685
$8,804
paid directly by the plan
WILSHIRE ADVISORS LLC
INVESTMENT ADVISORY · EIN 95-2755361
$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.

What the plan holds

Plan assets at year end
$15,853,007
Paid out in benefits
$1,917,851
Participants at the start of the year
460
Participants with account balances
279

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

Who runs the plan

Independent accountantEIN 41-0746749
CLIFTONLARSONALLEN LLP
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.

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