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Form 5500 · Retirement plan · DEARBORN HEIGHTS, MI

VISTA MARIA

The filing calls this plan VISTA MARIA 403(B) RETIREMENT PLAN.

VISTA MARIA of DEARBORN HEIGHTS, MI's retirement plan holds 2 insurance-company contracts (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)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 38-1359262 · plan 002 · plan year 2024, filed Nov 26, 2025

Participants at the start of the year
357
Contracts on file
2
Contract value
$220
Plan year end
December

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 AMERICAN UNITED LIFE INSURANCE COMPANY.

The contracts held $220 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

CarrierContract typeCoveredYear endsContract valueCommission
AMERICAN UNITED LIFE INSURANCE COMPANYAnnuity / GIC183December$220$0
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC0October—$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.

See the filing at the Department of Labor

Administrator and service providers

PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$7,969
paid directly by the plan
AMERICAN UNITED LIFE INSURANCE CO
Recordkeeping and information management · EIN 35-0145825
$1,404
paid directly by the plan
WILSHIRE ADVISORS LLC
INVESTMENT ADVISORY · EIN 95-2755361
$0
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$3,481,284
Paid out in benefits
$654,537
Participants at the start of the year
357
Participants with account balances
183

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

Who runs the plan

RecordkeeperEIN 35-0145825
AMERICAN UNITED LIFE INSURANCE CO
Independent accountantEIN 20-0694403
UHY LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

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