Form 5500 · Retirement plan · SAN DIEGO, CA
SHARP REES-STEALY MEDICAL GROUP, INC.
The filing calls this plan SHARP REES-STEALY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN.
SHARP REES-STEALY MEDICAL GROUP, INC. of SAN DIEGO, CA's retirement plan holds 8 insurance-company contracts (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.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0106028 · plan 001 · plan year 2024, filed Oct 15, 2025
Plan brief
Schedule A lists 8 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with ALLIANZ LIFE INSURANCE COMPANY OF NA.
The contracts held $706,941 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
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| ALLIANZ LIFE INSURANCE COMPANY OF NA | Annuity / GIC | 1 | December | $153,967 | $0 |
| ALLIANZ LIFE INSURANCE COMPANY OF NA | Annuity / GIC | 1 | December | $180,279 | $0 |
| ALLIANZ LIFE INSURANCE COMPANY OF NA | Annuity / GIC | 1 | December | $177,431 | $0 |
| ALLIANZ LIFE INSURANCE COMPANY OF NA | Annuity / GIC | 1 | December | $44,076 | $0 |
| BRIGHTHOUSE LIFE INSURANCE COMPANY | — | 0 | December | — | $0 |
| NEW YORK LIFE INSURANCE COMPANY | Annuity / GIC | 1 | December | $151,188 | $0 |
| NORTHWESTERN MUTUAL | Annuity / GIC | 0 | December | — | $0 |
| NORTHWESTERN MUTUAL | — | 0 | December | — | $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.
Administrator and service providers
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
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
Who runs the plan
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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