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Form 5500 · Retirement plan · EAST SYRACUSE, NY

TAG URGENT CARE SUPPORT SERVICES LLC

The filing calls this plan TAG URGENT CARE SUPPORT SERVICES LLC 401(K) PLAN.

TAG URGENT CARE SUPPORT SERVICES LLC of EAST SYRACUSE, NY's retirement plan holds 1 insurance-company contract (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)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-2244676 · plan 002 · plan year 2024, filed Oct 13, 2025

Participants at the start of the year
440
Contracts on file
1
Contract value
$33,950
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.

The contracts held $33,950 at the end of the plan year, as reported on Schedule A.

$8,355 in agent commissions is disclosed across the contracts; PRIMERICA FINANCIAL SERVICES, INC 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
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC383December$33,950$8,355

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
TAG URGENT CARE SUPPORT SERVICES LLC
EIN 81-2244676
ASCENSUS, LLC
TPA · EIN 82-3719843
$1,364
paid directly by the plan
MORNINGSTAR
INVESTMENT ADVISORY · EIN 36-3297908
$413
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
$2,829,672
Paid out in benefits
$239,668
Participants at the start of the year
440
Participants with account balances
383

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

Who runs the plan

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

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.

More employer plans in New York — largest plans, brokers, carriers and renewal months.

TAG URGENT CARE SUPPORT SERVICES LLC — retirement plan: annuity and GIC contracts and agent of record on Schedule A · Form5500Lookup