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Form 5500 · Retirement plan · DALLAS, TX

S.P.C.A. OF TEXAS

The filing calls this plan 403(B) THRIFT PLAN FOR S.P.C.A. OF TEXAS.

S.P.C.A. OF TEXAS of DALLAS, TX files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY and 1 other insurer. 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 75-1216660 · plan 002 · plan year 2025, filed Sep 22, 2026

Participants at the start of the year
243
Contracts on file
2
Contract value
$614,917
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY.

The contracts held $614,917 at the end of the plan year, as reported on Schedule A.

$1,217 in agent commissions is disclosed across the contracts; MMA SECURITIES 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC23December$546,177$1,217
MUTUAL OF AMERICAAnnuity / GIC19December$68,740$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
S.P.C.A. OF TEXAS
EIN 75-1216660
MMA SECURITIES LLC
BROKER/ADVISOR · EIN 22-3570392
$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
$4,538,688
Paid out in benefits
$129,163
Participants at the start of the year
243
Participants with account balances
136

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

Who runs the plan

Independent accountantEIN 44-0160260
FORVIS MAZARS, 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.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

Other plans filed by this employer

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