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Form 5500 · Retirement plan · WICHITA, KS

U.K.S.M.-W. MEDICAL PRACTICE ASSOCIATION

The filing calls this plan U.K.S.M.-W., M.P.A. TAX DEFERRED ANNUITY PLAN.

U.K.S.M.-W. MEDICAL PRACTICE ASSOCIATION of WICHITA, KS files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by PRINCIPAL LIFE INSURANCE COMPANY. 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
Juneas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 48-0805658 · plan 002 · plan year 2025, filed Mar 25, 2026

Participants at the start of the year
278
Contracts on file
1
Contract value
$246,815
Plan year end
June

Plan brief

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

The contracts held $246,815 at the end of the plan year, as reported on Schedule A.

$465 in agent commissions is disclosed across the contracts; PRINCIPAL SECURITIES 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 June.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC283June$246,815$465

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
U.K.S.M.-W. MEDICAL PRACTICE ASSOCIATION
EIN 48-0805658
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$3,655
paid directly by the plan
PRINCIPAL SECURITIES INC
OTHER SERVICES · EIN 42-0941553
$0
paid directly by the plan
WILSHIRE ADVISORS LLC
INVESTMENT ADVISORY · EIN 95-2755361
$0
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
$23,624,072
Paid out in benefits
$1,521,490
Participants at the start of the year
278
Participants with account balances
227

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.

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