401k Plan data: SCHROEDER MANAGEMENT COMPANY plan

SCHROEDER MANAGEMENT COMPANY 401k Plan overview

Plan Name	SCHROEDER MANAGEMENT COMPANY
Plan identification number	501

SCHROEDER MANAGEMENT COMPANY Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision

401k Sponsoring company profile

SCHROEDER MANAGEMENT COMPANY has sponsored the creation of one or more 401k plans.

Company Name: SCHROEDER MANAGEMENT COMPANY

Employer identification number (EIN): 330581537

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHROEDER MANAGEMENT COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2015-12-01 TERRY HARDISTY
501 2015-03-01 TERRY HARDISTY
501 2014-03-01 TERRY HARDISTY
501 2013-03-01 TERRY HARDISTY

Plan id#	Filing Submission Date	Name of Administrator
501	2015-12-01	TERRY HARDISTY
501	2015-03-01	TERRY HARDISTY
501	2014-03-01	TERRY HARDISTY
501	2013-03-01	TERRY HARDISTY

Plan Statistics for SCHROEDER MANAGEMENT COMPANY

401k plan membership statisitcs for SCHROEDER MANAGEMENT COMPANY

Measure Date Value
2015: SCHROEDER MANAGEMENT COMPANY 2015 401k membership
Total participants, beginning-of-year 2015-12-01 43
Total number of active participants reported on line 7a of the Form 5500 2015-12-01 35
Total of all active and inactive participants 2015-12-01 35
Total participants 2015-12-01 35
Total participants, beginning-of-year 2015-03-01 44
Total number of active participants reported on line 7a of the Form 5500 2015-03-01 46
Total of all active and inactive participants 2015-03-01 46
Total participants 2015-03-01 46
2014: SCHROEDER MANAGEMENT COMPANY 2014 401k membership
Total participants, beginning-of-year 2014-03-01 46
Total number of active participants reported on line 7a of the Form 5500 2014-03-01 44
Total of all active and inactive participants 2014-03-01 44
Total participants 2014-03-01 44
2013: SCHROEDER MANAGEMENT COMPANY 2013 401k membership
Total participants, beginning-of-year 2013-03-01 55
Total number of active participants reported on line 7a of the Form 5500 2013-03-01 55
Number of retired or separated participants receiving benefits 2013-03-01 0
Number of other retired or separated participants entitled to future benefits 2013-03-01 0
Total of all active and inactive participants 2013-03-01 55
Total participants 2013-03-01 55
Number of participants with account balances 2013-03-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-03-01 0

Measure	Date	Value
2015: SCHROEDER MANAGEMENT COMPANY 2015 401k membership
Total participants, beginning-of-year	2015-12-01	43
Total number of active participants reported on line 7a of the Form 5500	2015-12-01	35
Total of all active and inactive participants	2015-12-01	35
Total participants	2015-12-01	35
Total participants, beginning-of-year	2015-03-01	44
Total number of active participants reported on line 7a of the Form 5500	2015-03-01	46
Total of all active and inactive participants	2015-03-01	46
Total participants	2015-03-01	46
2014: SCHROEDER MANAGEMENT COMPANY 2014 401k membership
Total participants, beginning-of-year	2014-03-01	46
Total number of active participants reported on line 7a of the Form 5500	2014-03-01	44
Total of all active and inactive participants	2014-03-01	44
Total participants	2014-03-01	44
2013: SCHROEDER MANAGEMENT COMPANY 2013 401k membership
Total participants, beginning-of-year	2013-03-01	55
Total number of active participants reported on line 7a of the Form 5500	2013-03-01	55
Number of retired or separated participants receiving benefits	2013-03-01	0
Number of other retired or separated participants entitled to future benefits	2013-03-01	0
Total of all active and inactive participants	2013-03-01	55
Total participants	2013-03-01	55
Number of participants with account balances	2013-03-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-03-01	0

Form 5500 Responses for SCHROEDER MANAGEMENT COMPANY

2015: SCHROEDER MANAGEMENT COMPANY 2015 form 5500 responses
2015-12-01	Type of plan entity	Single employer plan
2015-12-01	First time form 5500 has been submitted	Yes
2015-12-01	Submission has been amended	No
2015-12-01	This submission is the final filing	No
2015-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-12-01	Plan is a collectively bargained plan	No
2015-12-01	Plan funding arrangement – Insurance	Yes
2015-12-01	Plan benefit arrangement – Insurance	Yes
2015-03-01	Type of plan entity	Single employer plan
2015-03-01	Submission has been amended	No
2015-03-01	This submission is the final filing	No
2015-03-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-03-01	Plan is a collectively bargained plan	No
2015-03-01	Plan funding arrangement – Insurance	Yes
2015-03-01	Plan benefit arrangement – Insurance	Yes
2014: SCHROEDER MANAGEMENT COMPANY 2014 form 5500 responses
2014-03-01	Type of plan entity	Single employer plan
2014-03-01	Submission has been amended	No
2014-03-01	This submission is the final filing	No
2014-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-03-01	Plan is a collectively bargained plan	No
2014-03-01	Plan funding arrangement – Insurance	Yes
2014-03-01	Plan benefit arrangement – Insurance	Yes
2013: SCHROEDER MANAGEMENT COMPANY 2013 form 5500 responses
2013-03-01	Type of plan entity	Single employer plan
2013-03-01	Submission has been amended	Yes
2013-03-01	This submission is the final filing	No
2013-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-03-01	Plan is a collectively bargained plan	No
2013-03-01	Plan funding arrangement – Insurance	Yes
2013-03-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )

Policy contract number

275727

Policy instance

Insurance contract or identification number	275727
Number of Individuals Covered	35
Insurance policy start date	2015-12-01
Insurance policy end date	2016-11-30
Total amount of commissions paid to insurance broker	USD $16,121
Total amount of fees paid to insurance company	USD $8,043
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	8043
Commission paid to Insurance Broker	USD $16,121
Insurance broker name	DYER FINANCIAL SERVICES

ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )

Policy contract number

275727

Policy instance

Insurance contract or identification number	275727
Number of Individuals Covered	46
Insurance policy start date	2015-03-01
Insurance policy end date	2015-11-30
Total amount of commissions paid to insurance broker	USD $11,676
Total amount of fees paid to insurance company	USD $5,822
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,676
Amount paid for insurance broker fees	5822
Insurance broker name	LISI, INC

ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )

Policy contract number

275727

Policy instance

Insurance contract or identification number	275727
Number of Individuals Covered	51
Insurance policy start date	2014-03-01
Insurance policy end date	2015-02-28
Total amount of commissions paid to insurance broker	USD $14,760
Total amount of fees paid to insurance company	USD $7,359
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,760
Amount paid for insurance broker fees	7359
Insurance broker name	LISI, INC.

ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )

Policy contract number

275727

Policy instance

Insurance contract or identification number	275727
Number of Individuals Covered	51
Insurance policy start date	2013-03-01
Insurance policy end date	2014-02-28
Total amount of commissions paid to insurance broker	USD $13,807
Total amount of fees paid to insurance company	USD $6,363
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	6363
Commission paid to Insurance Broker	USD $13,807
Insurance broker name	DYER FINANCIAL SERVICES

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Company Name:	SCHROEDER MANAGEMENT COMPANY
Employer identification number (EIN):	330581537
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers