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Form 5500 · Retirement plan · SAN DIEGO, CA

SHARP REES-STEALY MEDICAL GROUP, INC.

The filing calls this plan SHARP REES-STEALY MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN.

SHARP REES-STEALY MEDICAL GROUP, INC. of SAN DIEGO, CA files a Form 5500 for its retirement plan. Schedule A discloses 4 annuity or guaranteed-interest contracts held by the plan, written by BRIGHTHOUSE LIFE INSURANCE COMPANY and 2 other insurers. 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)
Not disclosed
Insurance company
BRIGHTHOUSE LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0106028 · plan 002 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
921
Contracts on file
4
Contract value
$1,162,816
Plan year end
December

Plan brief

Schedule A lists 4 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with BRIGHTHOUSE LIFE INSURANCE COMPANY.

The contracts held $1,162,816 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
BRIGHTHOUSE LIFE INSURANCE COMPANYAnnuity / GIC1December$93,890$0
NORTHWESTERN MUTUALAnnuity / GIC1December$147,481$0
PACIFIC LIFE INSURANCE COMPANYAnnuity / GIC1December$634,936$0
PACIFIC LIFE INSURANCE COMPANYAnnuity / GIC1December$286,509$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
PLAN COMMITTEE
EIN 33-0106028
MORGAN STANLEY
Named on Schedule C · EIN 26-4310632
$71,894
paid directly by the plan
LPL FINANCIAL
Named on Schedule C · EIN 95-2834236
$35,166
paid directly by the plan
NWPS
Recordkeeping and information management · EIN 91-2090931
$26,412
paid directly by the plan
FIDELITY
Named on Schedule C · EIN 04-2882358
$25,216
paid directly by the plan
STIFEL NICOLAUS & CO
Named on Schedule C · EIN 43-1273600
$19,473
paid directly by the plan
PERSHING
Named on Schedule C · EIN 13-2741729
$10,995
paid directly by the plan
UBS FINANCIAL
Named on Schedule C · EIN 13-2638166
$7,920
paid directly by the plan
ASSETMARK TRUST COMPANY
Named on Schedule C · EIN 86-0770473
$6,917
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
$246,040,075
Paid out in benefits
$20,671,803
Participants at the start of the year
921
Participants with account balances
764

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

Who runs the plan

RecordkeeperEIN 91-2090931
NWPS
Accountant's opinion (Schedule H, line 3a)
Unmodified

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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