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Form 5500 · Retirement plan · RICHMOND, VA

UNITED NETWORK FOR ORGAN SHARING

The filing calls this plan UNITED NETWORK FOR ORGAN SHARING 401(K) RETIREMENT PLAN.

UNITED NETWORK FOR ORGAN SHARING of RICHMOND, VA'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 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 54-1327878 · plan 002 · plan year 2025, filed Sep 16, 2026

Participants at the start of the year
646
Contracts on file
1
Contract value
$25,370,276
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 PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $25,370,276 at the end of the plan year, as reported on Schedule A.

$13,074 in agent commissions is disclosed across the contracts; EXECUTIVE INSURANCE AGENCY 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
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC564December$25,370,276$13,074

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
UNITED NETWORK FOR ORGAN SHARING
EIN 54-1327878
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$142,458
paid directly by the plan
VALMARK SECURITIES INC
OTHER SERVICES · EIN 34-1724087
$0
paid directly by the plan
EXECUTIVE INSURANCE AGENCY INC
OTHER SERVICES · EIN 34-1004471
$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
$119,245,919
Paid out in benefits
$21,092,055
Participants at the start of the year
646
Participants with account balances
563

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

Who runs the plan

Independent accountantEIN 56-0574444
CHERRY BEKAERT LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

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.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

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