Form 5500 · Retirement plan · STOCKTON, CA
STOCKTON CARDIOLOGY MEDICAL GROUP COMPLETE HEART CARE INC
The filing calls this plan STOCKTON CARDIOLOGY MEDICAL GROUP COMPLETE HEART CARE INC 401(K) PROFIT SHARING PLAN.
STOCKTON CARDIOLOGY MEDICAL GROUP COMPLETE HEART CARE INC of STOCKTON, CA files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by GREAT WEST LIFE 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.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2375709 · plan 002 · plan year 2024, filed Oct 1, 2025
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 GREAT WEST LIFE.
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 |
|---|---|---|---|---|---|
| GREAT WEST LIFE | — | 1 | December | $2,120 | $0 |
| AVIVA LIFE AND ANNUITY COMPANY | — | 1 | 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. We publish company names only.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule I
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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