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SCH CORP. 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameSCH CORP. 403(B) RETIREMENT PLAN
Plan identification number 001

SCH CORP. 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

SCH CORP. has sponsored the creation of one or more 401k plans.

Company Name:SCH CORP.
Employer identification number (EIN):232003194
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCH CORP. 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01FRANK ALOISE JR FRANK ALOISE JR2017-07-12
0012015-01-01FRANK ALOISE JR FRANK ALOISE JR2016-07-14
0012014-01-01FRANK ALOISE JR FRANK ALOISE JR2015-06-24
0012013-01-01FRANK ALOISE JR
0012012-01-01FRANK ALOISE JR

Plan Statistics for SCH CORP. 403(B) RETIREMENT PLAN

401k plan membership statisitcs for SCH CORP. 403(B) RETIREMENT PLAN

Measure Date Value
2016: SCH CORP. 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01627
Total number of active participants reported on line 7a of the Form 55002016-01-01236
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01400
Total of all active and inactive participants2016-01-01636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01636
Number of participants with account balances2016-01-01625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SCH CORP. 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01636
Total number of active participants reported on line 7a of the Form 55002015-01-01238
Number of other retired or separated participants entitled to future benefits2015-01-01389
Total of all active and inactive participants2015-01-01627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01627
Number of participants with account balances2015-01-01622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SCH CORP. 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01650
Total number of active participants reported on line 7a of the Form 55002014-01-01242
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01394
Total of all active and inactive participants2014-01-01636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01636
Number of participants with account balances2014-01-01618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SCH CORP. 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01594
Total number of active participants reported on line 7a of the Form 55002013-01-01287
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01363
Total of all active and inactive participants2013-01-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01650
Number of participants with account balances2013-01-01594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SCH CORP. 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01341
Total number of active participants reported on line 7a of the Form 55002012-01-01253
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01341
Total of all active and inactive participants2012-01-01594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01594
Number of participants with account balances2012-01-01571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on SCH CORP. 403(B) RETIREMENT PLAN

Measure Date Value
2016 : SCH CORP. 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,785,282
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,869,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,859,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,540,832
Value of total assets at end of year2016-12-31$51,804,846
Value of total assets at beginning of year2016-12-31$49,889,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,600
Total interest from all sources2016-12-31$643,491
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,305,215
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$111,602
Other income not declared elsewhere2016-12-31$19,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,915,550
Value of net assets at end of year (total assets less liabilities)2016-12-31$51,804,846
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$49,889,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$10,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$35,997,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$33,571,984
Value of interest in pooled separate accounts at end of year2016-12-31$1,449,530
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,383,394
Interest earned on other investments2016-12-31$643,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$14,357,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$14,933,918
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$349,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,508,768
Net investment gain/loss from pooled separate accounts2016-12-31$72,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,124,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,509,772
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TAIT, WELLER & BAKER
Accountancy firm EIN2016-12-31231144520
2015 : SCH CORP. 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,105,022
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,558,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,547,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,476,433
Value of total assets at end of year2015-12-31$49,889,296
Value of total assets at beginning of year2015-12-31$50,342,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,287
Total interest from all sources2015-12-31$615,160
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,310,916
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$51,599
Other income not declared elsewhere2015-12-31$8,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-453,235
Value of net assets at end of year (total assets less liabilities)2015-12-31$49,889,296
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$50,342,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$5,849
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$33,571,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$33,771,010
Value of interest in pooled separate accounts at end of year2015-12-31$1,383,394
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,317,185
Interest earned on other investments2015-12-31$615,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$14,933,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$15,254,336
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$241,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-102,304
Net investment gain/loss from pooled separate accounts2015-12-31$107,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,113,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,306,476
Contract administrator fees2015-12-31$4,438
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31TAIT, WELLER & BAKER
Accountancy firm EIN2015-12-31231144520
2014 : SCH CORP. 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,631,466
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,783,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,783,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,599,256
Value of total assets at end of year2014-12-31$50,342,531
Value of total assets at beginning of year2014-12-31$47,494,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$223
Total interest from all sources2014-12-31$651,138
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,218,597
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$354,254
Other income not declared elsewhere2014-12-31$2,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,847,981
Value of net assets at end of year (total assets less liabilities)2014-12-31$50,342,531
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$47,494,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$33,771,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$30,336,274
Value of interest in pooled separate accounts at end of year2014-12-31$1,317,185
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,595,078
Interest earned on other investments2014-12-31$651,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$15,254,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$15,563,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,214,041
Net investment gain/loss from pooled separate accounts2014-12-31$164,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,026,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,783,262
Contract administrator fees2014-12-31$223
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31TAIT, WELLER & BAKER
Accountancy firm EIN2014-12-31231144520
2013 : SCH CORP. 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,852,219
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,244,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,244,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,437,687
Value of total assets at end of year2013-12-31$47,494,550
Value of total assets at beginning of year2013-12-31$41,886,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$637,914
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,203,328
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$230,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,607,660
Value of net assets at end of year (total assets less liabilities)2013-12-31$47,494,550
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$41,886,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$30,336,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$25,071,082
Value of interest in pooled separate accounts at end of year2013-12-31$1,595,078
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,368,386
Interest earned on other investments2013-12-31$637,914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$15,563,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$15,447,422
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$20,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,636,058
Net investment gain/loss from pooled separate accounts2013-12-31$140,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,003,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,224,221
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TAIT, WELLER & BAKER
Accountancy firm EIN2013-12-31231144520
2012 : SCH CORP. 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$17,847,485
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,002,917
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,980,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,980,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,980,696
Value of total assets at end of year2012-12-31$41,886,890
Value of total assets at beginning of year2012-12-31$21,016,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$475,845
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$972,484
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$230,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,022,475
Value of net assets at end of year (total assets less liabilities)2012-12-31$41,886,890
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,016,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$25,071,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,936,636
Value of interest in pooled separate accounts at end of year2012-12-31$1,368,386
Value of interest in pooled separate accounts at beginning of year2012-12-31$695,887
Interest earned on other investments2012-12-31$475,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$15,447,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,384,407
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$270,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,454,806
Net investment gain/loss from pooled separate accounts2012-12-31$91,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$777,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,710,271
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TAIT, WELLER & BAKER
Accountancy firm EIN2012-12-31231144520

Form 5500 Responses for SCH CORP. 403(B) RETIREMENT PLAN

2016: SCH CORP. 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: SCH CORP. 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: SCH CORP. 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SCH CORP. 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SCH CORP. 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366827-8/334402
Policy instance 1
Insurance contract or identification number366827-8/334402
Number of Individuals Covered622
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366827-8/334402
Policy instance 1
Insurance contract or identification number366827-8/334402
Number of Individuals Covered618
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366827-8/334402
Policy instance 1
Insurance contract or identification number366827-8/334402
Number of Individuals Covered594
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366827-8/334402
Policy instance 1
Insurance contract or identification number366827-8/334402
Number of Individuals Covered571
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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