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Form 5500 · Retirement plan · SALT LAKE CITY, UT

WASATCH HOMELESS HEALTH CARE, INC. DBA 4TH STREET CLINIC

The filing calls this plan WASATCH HOMELESS HEALTH CARE, INC. 401(K) PLAN.

WASATCH HOMELESS HEALTH CARE, INC. DBA 4TH STREET CLINIC of SALT LAKE CITY, UT'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 87-0569356 · plan 002 · plan year 2024, filed Dec 23, 2025

Participants at the start of the year
161
Contracts on file
1
Contract value
$38,547
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 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.

The contracts held $38,547 at the end of the plan year, as reported on Schedule A.

$8,860 in agent commissions is disclosed across the contracts; OSAIC FA 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC143December$38,547$8,860

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
WASATCH HOMELESS HEALTH CARE, INC. DBA 4TH STREET CLINIC
EIN 87-0569356
LINCOLN NATIONAL CORPORATION
Contract administrator · EIN 35-1140070
$10,957
paid directly by the plan
NATIONAL BENEFIT SERVICES LLC
Recordkeeping and information management · EIN 20-3886993
$7,406
paid directly by the plan
STADION MONEY MANAGEMENT
SERVICE PROVIDER · EIN 58-2099805
$525
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
$3,585,146
Paid out in benefits
$791,101
Participants at the start of the year
161
Participants with account balances
117

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

Who runs the plan

RecordkeeperEIN 20-3886993
NATIONAL BENEFIT SERVICES LLC
Independent accountantEIN 87-0343246
SQUIRE & COMPANY, PC
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.

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

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