Form 5500 · Retirement plan · HOUSTON, TX
THE CENTER FOR PURSUIT
The filing calls this plan 401(A) THRIFT PLAN FOR EMPLOYEES OF THE CENTER FOR PURSUIT.
THE CENTER FOR PURSUIT of HOUSTON, TX'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.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-1272417 · plan 003 · plan year 2023, filed Oct 14, 2024
Plan brief
Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with MUTUAL OF AMERICA.
The contracts held $423,352 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 |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA | Annuity / GIC | 85 | December | $423,352 | $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.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
Who runs the plan
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.
Other plans filed by this employer
More employer plans in Texas — largest plans, brokers, carriers and renewal months.