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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. 401(K) RETIREMENT SAVINGS PLAN.

SHARP REES-STEALY MEDICAL GROUP, INC. of SAN DIEGO, CA's retirement plan holds 2 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.

Agent of record (Schedule A)
Not disclosed
Insurance company
BRIGHTHOUSE LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0106028 · plan 004 · plan year 2023, filed Oct 16, 2024

Participants at the start of the year
673
Contracts on file
2
Contract value
—
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 BRIGHTHOUSE LIFE INSURANCE COMPANY.

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—$0
PACIFIC LIFE INSURANCE COMPANYAnnuity / GIC1December—$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
FIDELITY INVESTMENTS
Named on Schedule C · EIN 04-2882358
$47,352
paid directly by the plan
AMERIPRISE FINANCIAL
Named on Schedule C · EIN 41-0973005
$26,192
paid directly by the plan
WELLS FARGO ADVISORS
Named on Schedule C · EIN 94-1347393
$22,916
paid directly by the plan
LPL FINANCIAL
Named on Schedule C · EIN 95-2834236
$18,769
paid directly by the plan
UBS FINANCIAL
Named on Schedule C · EIN 13-2638166
$15,789
paid directly by the plan
MORGAN STANLEY
Named on Schedule C · EIN 26-4310632
$15,373
paid directly by the plan
STIFEL
Named on Schedule C · EIN 43-1273600
$14,004
paid directly by the plan
ASSETMARK TRUST COMPANYL
Named on Schedule C · EIN 86-0770473
$11,693
paid directly by the plan
NORTHWESTERN MUTUAL
Named on Schedule C · EIN 39-0509570
$9,022
paid directly by the plan
TRI-AD ACTUARIES, INC.
Contract administrator · Recordkeeping and information management · EIN 95-2887986
$4,634
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

Paid out in benefits
$13,344,643
Participants at the start of the year
673
Participants with account balances
0

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

Who runs the plan

Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

Other plans filed by this employer

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