401k Plan data: SCI UNION 401(K) RETIREMENT SAVINGS PLAN plan

SCI UNION 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	SCI UNION 401(K) RETIREMENT SAVINGS PLAN
Plan identification number	003

SCI UNION 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SERVICE CORPORATION INTERNATIONAL has sponsored the creation of one or more 401k plans.

Company Name: SERVICE CORPORATION INTERNATIONAL

Employer identification number (EIN): 741488375

NAIC Classification: 812210
NAIC Description: Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCI UNION 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2023-01-01 MICHAEL TRIESCH
003 2022-01-01
003 2022-01-01 MICHAEL TRIESCH
003 2021-01-01
003 2021-01-01 MICHAEL TRIESCH
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 MICHAEL TRIESCH
003 2017-01-01 MICHAEL TRIESCH
003 2016-01-01 MICHAEL TRIESCH
003 2016-01-01 MICHAEL TRIESCH
003 2015-01-01 MIREYA SANTOS
003 2015-01-01 MICHAEL TRIESCH
003 2014-01-01 JULIE DOUGLAS
003 2013-01-01 JULIE DOUGLAS JULIE DOUGLAS 2014-10-01
003 2012-01-01 JULIE DOUGLAS JULIE DOUGLAS 2013-08-28
003 2011-01-01 JULIE DOUGLAS JULIE DOUGLAS 2012-07-24
003 2010-01-01 JULIE DOUGLAS JULIE DOUGLAS 2011-09-09
003 2009-01-01 JULIE S. DOUGLAS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01
003	2023-01-01	MICHAEL TRIESCH
003	2022-01-01
003	2022-01-01	MICHAEL TRIESCH
003	2021-01-01
003	2021-01-01	MICHAEL TRIESCH
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	MICHAEL TRIESCH
003	2017-01-01	MICHAEL TRIESCH
003	2016-01-01	MICHAEL TRIESCH
003	2016-01-01	MICHAEL TRIESCH
003	2015-01-01	MIREYA SANTOS
003	2015-01-01	MICHAEL TRIESCH
003	2014-01-01	JULIE DOUGLAS
003	2013-01-01	JULIE DOUGLAS	JULIE DOUGLAS	2014-10-01
003	2012-01-01	JULIE DOUGLAS	JULIE DOUGLAS	2013-08-28
003	2011-01-01	JULIE DOUGLAS	JULIE DOUGLAS	2012-07-24
003	2010-01-01	JULIE DOUGLAS	JULIE DOUGLAS	2011-09-09
003	2009-01-01	JULIE S. DOUGLAS

Plan Statistics for SCI UNION 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for SCI UNION 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2023: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 300
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 44
Total of all active and inactive participants 2023-01-01 344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 344
Number of participants with account balances 2023-01-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 2
2022: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 368
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 300
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 35
Total of all active and inactive participants 2022-01-01 335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 335
Number of participants with account balances 2022-01-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 318
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 339
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 29
Total of all active and inactive participants 2021-01-01 368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 368
Number of participants with account balances 2021-01-01 225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 318
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 294
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 24
Total of all active and inactive participants 2020-01-01 318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 318
Number of participants with account balances 2020-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 312
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 296
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 22
Total of all active and inactive participants 2019-01-01 318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 318
Number of participants with account balances 2019-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 269
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 291
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 21
Total of all active and inactive participants 2018-01-01 312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 312
Number of participants with account balances 2018-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 256
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 13
Total of all active and inactive participants 2017-01-01 269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 269
Number of participants with account balances 2017-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 211
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 13
Total of all active and inactive participants 2016-01-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 224
Number of participants with account balances 2016-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 177
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 186
Number of participants with account balances 2015-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 145
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 149
Number of participants with account balances 2014-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 94
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 96
Number of participants with account balances 2013-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 85
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 88
Number of participants with account balances 2012-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 6
2011: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 91
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 95
Number of participants with account balances 2011-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 63
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 67
Number of participants with account balances 2010-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 65
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 68
Number of participants with account balances 2009-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 8

Measure	Date	Value
2023: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	300
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	44
Total of all active and inactive participants	2023-01-01	344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	344
Number of participants with account balances	2023-01-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	2
2022: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	368
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	300
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	35
Total of all active and inactive participants	2022-01-01	335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	335
Number of participants with account balances	2022-01-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	318
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	339
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	29
Total of all active and inactive participants	2021-01-01	368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	368
Number of participants with account balances	2021-01-01	225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	318
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	294
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	24
Total of all active and inactive participants	2020-01-01	318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	318
Number of participants with account balances	2020-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	312
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	296
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	22
Total of all active and inactive participants	2019-01-01	318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	318
Number of participants with account balances	2019-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	269
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	291
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	21
Total of all active and inactive participants	2018-01-01	312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	312
Number of participants with account balances	2018-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	256
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	13
Total of all active and inactive participants	2017-01-01	269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	269
Number of participants with account balances	2017-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	211
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	13
Total of all active and inactive participants	2016-01-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	224
Number of participants with account balances	2016-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	177
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	186
Number of participants with account balances	2015-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	145
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	149
Number of participants with account balances	2014-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	94
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	96
Number of participants with account balances	2013-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	85
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	88
Number of participants with account balances	2012-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	6
2011: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	91
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	95
Number of participants with account balances	2011-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	63
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	67
Number of participants with account balances	2010-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	65
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	68
Number of participants with account balances	2009-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	8

Financial Data on SCI UNION 401(K) RETIREMENT SAVINGS PLAN

Measure	Date	Value
2023 : SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2023 401k financial data
Total transfer of assets to this plan	2023-12-31	$226,676
Total transfer of assets from this plan	2023-12-31	$247,014
Total income from all sources (including contributions)	2023-12-31	$2,866,773
Total of all expenses incurred	2023-12-31	$625,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$615,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,122,786
Value of total assets at end of year	2023-12-31	$12,037,740
Value of total assets at beginning of year	2023-12-31	$9,816,829
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$9,965
Total interest from all sources	2023-12-31	$18,710
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$5,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$5,532
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$712,543
Participant contributions at end of year	2023-12-31	$275,377
Participant contributions at beginning of year	2023-12-31	$288,667
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$3,953
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$3,387
Other income not declared elsewhere	2023-12-31	$237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$2,241,249
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$12,037,740
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$9,816,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$4
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$435,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$340,632
Interest on participant loans	2023-12-31	$18,710
Value of interest in common/collective trusts at end of year	2023-12-31	$11,307,746
Value of interest in common/collective trusts at beginning of year	2023-12-31	$9,170,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$64,705
Net investment gain or loss from common/collective trusts	2023-12-31	$1,654,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$410,243
Employer contributions (assets) at end of year	2023-12-31	$14,773
Employer contributions (assets) at beginning of year	2023-12-31	$13,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$615,559
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2023-12-31	741695589
Total transfer of assets to this plan	2023-01-01	$226,676
Total transfer of assets from this plan	2023-01-01	$247,014
Total income from all sources (including contributions)	2023-01-01	$2,866,773
Total of all expenses incurred	2023-01-01	$625,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$615,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$1,122,786
Value of total assets at end of year	2023-01-01	$12,037,740
Value of total assets at beginning of year	2023-01-01	$9,816,829
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$9,965
Total interest from all sources	2023-01-01	$18,710
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$5,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$5,532
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$10,000,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$712,543
Participant contributions at end of year	2023-01-01	$275,377
Participant contributions at beginning of year	2023-01-01	$288,667
Assets. Other investments not covered elsewhere at end of year	2023-01-01	$3,953
Assets. Other investments not covered elsewhere at beginning of year	2023-01-01	$3,387
Other income not declared elsewhere	2023-01-01	$237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$2,241,249
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$12,037,740
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$9,816,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$4
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$435,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$340,632
Interest on participant loans	2023-01-01	$18,710
Value of interest in common/collective trusts at end of year	2023-01-01	$11,307,746
Value of interest in common/collective trusts at beginning of year	2023-01-01	$9,170,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$64,705
Net investment gain or loss from common/collective trusts	2023-01-01	$1,654,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$410,243
Employer contributions (assets) at end of year	2023-01-01	$14,773
Employer contributions (assets) at beginning of year	2023-01-01	$13,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$615,559
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2023-01-01	741695589
2022 : SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$208,202
Total transfer of assets from this plan	2022-12-31	$2,917,732
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-987,856
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$892,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$876,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,183,158
Value of total assets at end of year	2022-12-31	$9,816,829
Value of total assets at beginning of year	2022-12-31	$14,406,916
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$16,577
Total interest from all sources	2022-12-31	$15,985
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$4,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$4,143
Administrative expenses professional fees incurred	2022-12-31	$3,500
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$746,947
Participant contributions at end of year	2022-12-31	$288,667
Participant contributions at beginning of year	2022-12-31	$429,048
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$3,387
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$48,309
Other income not declared elsewhere	2022-12-31	$-3,457
Administrative expenses (other) incurred	2022-12-31	$13,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,880,557
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,816,829
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$14,406,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$340,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$638,362
Interest on participant loans	2022-12-31	$15,985
Value of interest in common/collective trusts at end of year	2022-12-31	$9,170,916
Value of interest in common/collective trusts at beginning of year	2022-12-31	$13,280,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-127,676
Net investment gain or loss from common/collective trusts	2022-12-31	$-2,060,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$436,211
Employer contributions (assets) at end of year	2022-12-31	$13,227
Employer contributions (assets) at beginning of year	2022-12-31	$11,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$876,124
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2022-12-31	741695589
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total transfer of assets to this plan	2022-01-01	$208,202
Total transfer of assets from this plan	2022-01-01	$2,917,732
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-987,856
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$892,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$876,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$1,183,158
Value of total assets at end of year	2022-01-01	$9,816,829
Value of total assets at beginning of year	2022-01-01	$14,406,916
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$16,577
Total interest from all sources	2022-01-01	$15,985
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$4,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$4,143
Administrative expenses professional fees incurred	2022-01-01	$3,500
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$10,000,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$746,947
Participant contributions at end of year	2022-01-01	$288,667
Participant contributions at beginning of year	2022-01-01	$429,048
Assets. Other investments not covered elsewhere at end of year	2022-01-01	$3,387
Assets. Other investments not covered elsewhere at beginning of year	2022-01-01	$48,309
Other income not declared elsewhere	2022-01-01	$-3,457
Administrative expenses (other) incurred	2022-01-01	$13,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-1,880,557
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$9,816,829
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$14,406,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$340,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$638,362
Interest on participant loans	2022-01-01	$15,985
Value of interest in common/collective trusts at end of year	2022-01-01	$9,170,916
Value of interest in common/collective trusts at beginning of year	2022-01-01	$13,280,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-127,676
Net investment gain or loss from common/collective trusts	2022-01-01	$-2,060,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$436,211
Employer contributions (assets) at end of year	2022-01-01	$13,227
Employer contributions (assets) at beginning of year	2022-01-01	$11,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$876,124
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2022-01-01	741695589
2021 : SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$2,308,746
Total transfer of assets from this plan	2021-12-31	$52,761
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,814,093
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$881,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$872,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,177,562
Value of total assets at end of year	2021-12-31	$14,406,916
Value of total assets at beginning of year	2021-12-31	$10,218,690
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$9,063
Total interest from all sources	2021-12-31	$19,256
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$4,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$4,484
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$756,382
Participant contributions at end of year	2021-12-31	$429,048
Participant contributions at beginning of year	2021-12-31	$400,282
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$48,309
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$9,602
Other income not declared elsewhere	2021-12-31	$-1,975
Administrative expenses (other) incurred	2021-12-31	$9,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,932,241
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$14,406,916
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,218,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$638,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$336,883
Interest on participant loans	2021-12-31	$19,256
Value of interest in common/collective trusts at end of year	2021-12-31	$13,280,134
Value of interest in common/collective trusts at beginning of year	2021-12-31	$9,460,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$26,546
Net investment gain or loss from common/collective trusts	2021-12-31	$1,588,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$421,180
Employer contributions (assets) at end of year	2021-12-31	$11,063
Employer contributions (assets) at beginning of year	2021-12-31	$11,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$872,789
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2021-12-31	741695589
2020 : SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$312,063
Total transfer of assets from this plan	2020-12-31	$122,784
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,533,253
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$431,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$420,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,105,886
Value of total assets at end of year	2020-12-31	$10,218,690
Value of total assets at beginning of year	2020-12-31	$7,927,185
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$10,255
Total interest from all sources	2020-12-31	$16,784
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$15,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$15,122
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$703,695
Participant contributions at end of year	2020-12-31	$400,282
Participant contributions at beginning of year	2020-12-31	$269,212
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$9,602
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$7,924
Other income not declared elsewhere	2020-12-31	$1,166
Administrative expenses (other) incurred	2020-12-31	$10,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,102,226
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,218,690
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,927,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$336,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,294,796
Interest on participant loans	2020-12-31	$16,784
Value of interest in common/collective trusts at end of year	2020-12-31	$9,460,413
Value of interest in common/collective trusts at beginning of year	2020-12-31	$6,360,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$49,851
Net investment gain or loss from common/collective trusts	2020-12-31	$1,344,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$394,267
Employer contributions (assets) at end of year	2020-12-31	$11,510
Employer contributions (assets) at beginning of year	2020-12-31	$2,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$420,772
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2020-12-31	741695589
2019 : SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$193,244
Total transfer of assets from this plan	2019-12-31	$183,098
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,279,988
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$477,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$467,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$958,219
Value of total assets at end of year	2019-12-31	$7,927,185
Value of total assets at beginning of year	2019-12-31	$6,114,692
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,289
Total interest from all sources	2019-12-31	$18,107
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$51,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$51,147
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$618,728
Participant contributions at end of year	2019-12-31	$269,212
Participant contributions at beginning of year	2019-12-31	$367,218
Administrative expenses (other) incurred	2019-12-31	$10,289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,802,347
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,927,185
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,114,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,294,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,182,873
Interest on participant loans	2019-12-31	$18,107
Value of interest in common/collective trusts at end of year	2019-12-31	$6,360,872
Value of interest in common/collective trusts at beginning of year	2019-12-31	$4,557,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$173,929
Net investment gain or loss from common/collective trusts	2019-12-31	$1,078,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$339,491
Employer contributions (assets) at end of year	2019-12-31	$2,305
Employer contributions (assets) at beginning of year	2019-12-31	$6,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$467,352
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2019-12-31	741695589
2018 : SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$333
Total transfer of assets from this plan	2018-12-31	$197,907
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$621,291
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$265,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$256,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$930,761
Value of total assets at end of year	2018-12-31	$6,114,692
Value of total assets at beginning of year	2018-12-31	$5,956,762
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$9,184
Total interest from all sources	2018-12-31	$15,201
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$60,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$60,268
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$586,738
Participant contributions at end of year	2018-12-31	$367,218
Participant contributions at beginning of year	2018-12-31	$284,008
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$307
Administrative expenses (other) incurred	2018-12-31	$9,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$355,504
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,114,692
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,956,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,182,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,693,657
Interest on participant loans	2018-12-31	$15,201
Value of interest in common/collective trusts at end of year	2018-12-31	$4,557,816
Value of interest in common/collective trusts at beginning of year	2018-12-31	$3,975,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-104,651
Net investment gain or loss from common/collective trusts	2018-12-31	$-280,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$343,716
Employer contributions (assets) at end of year	2018-12-31	$6,785
Employer contributions (assets) at beginning of year	2018-12-31	$4,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$256,603
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2018-12-31	741695589
2017 : SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$7,199
Total transfer of assets from this plan	2017-12-31	$84,551
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,648,892
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$430,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$415,159
Expenses. Certain deemed distributions of participant loans	2017-12-31	$1,234
Value of total corrective distributions	2017-12-31	$1,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$837,664
Value of total assets at end of year	2017-12-31	$5,956,762
Value of total assets at beginning of year	2017-12-31	$4,815,315
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$13,700
Total interest from all sources	2017-12-31	$11,314
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$36,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$36,717
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$519,659
Participant contributions at end of year	2017-12-31	$284,008
Participant contributions at beginning of year	2017-12-31	$258,467
Participant contributions at end of year	2017-12-31	$10,145
Participant contributions at beginning of year	2017-12-31	$11,829
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$4,010
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$718
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$1,029
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$13,700
Total non interest bearing cash at end of year	2017-12-31	$16,809
Total non interest bearing cash at beginning of year	2017-12-31	$63,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,218,799
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,956,762
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,815,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,693,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,232,809
Interest on participant loans	2017-12-31	$11,314
Value of interest in common/collective trusts at end of year	2017-12-31	$3,975,096
Value of interest in common/collective trusts at beginning of year	2017-12-31	$3,324,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$57,913
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$281
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$184,883
Net investment gain or loss from common/collective trusts	2017-12-31	$578,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$313,995
Employer contributions (assets) at end of year	2017-12-31	$4,001
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$415,159
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2017-12-31	741695589
2016 : SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$-2,872
Total unrealized appreciation/depreciation of assets	2016-12-31	$-2,872
Total transfer of assets to this plan	2016-12-31	$197,722
Total transfer of assets from this plan	2016-12-31	$350,421
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
Expenses. Interest paid	2016-12-31	$29,585
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$29,585
Total income from all sources (including contributions)	2016-12-31	$1,051,658
Total loss/gain on sale of assets	2016-12-31	$5,148
Total of all expenses incurred	2016-12-31	$159,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$150,099
Value of total corrective distributions	2016-12-31	$111
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$738,029
Value of total assets at end of year	2016-12-31	$4,815,315
Value of total assets at beginning of year	2016-12-31	$4,075,719
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$9,153
Total interest from all sources	2016-12-31	$9,270
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$26,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$26,025
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$442,123
Participant contributions at end of year	2016-12-31	$258,467
Participant contributions at beginning of year	2016-12-31	$209,752
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$10,180
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$1,029
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$1,391
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$9,153
Total non interest bearing cash at end of year	2016-12-31	$63,533
Total non interest bearing cash at beginning of year	2016-12-31	$53,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$892,295
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,815,315
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,075,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,232,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$938,904
Interest on participant loans	2016-12-31	$9,270
Value of interest in common/collective trusts at end of year	2016-12-31	$3,324,039
Value of interest in common/collective trusts at beginning of year	2016-12-31	$2,752,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$66,388
Net investment gain or loss from common/collective trusts	2016-12-31	$209,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$0
Assets. Invements in employer securities at beginning of year	2016-12-31	$120,976
Contributions received in cash from employer	2016-12-31	$295,906
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$43,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$150,099
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$208,330
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$203,182
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	HARPER & PEARSON
Accountancy firm EIN	2016-12-31	741695589
2015 : SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$16,213
Total unrealized appreciation/depreciation of assets	2015-12-31	$16,213
Total transfer of assets to this plan	2015-12-31	$1,895,104
Total transfer of assets from this plan	2015-12-31	$573,070
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
Expenses. Interest paid	2015-12-31	$111,266
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$111,266
Total income from all sources (including contributions)	2015-12-31	$541,836
Total loss/gain on sale of assets	2015-12-31	$354
Total of all expenses incurred	2015-12-31	$243,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$236,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$498,026
Value of total assets at end of year	2015-12-31	$4,075,719
Value of total assets at beginning of year	2015-12-31	$2,455,338
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$7,096
Total interest from all sources	2015-12-31	$8,731
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$37,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$37,707
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$303,377
Participant contributions at end of year	2015-12-31	$209,752
Participant contributions at beginning of year	2015-12-31	$93,243
Participant contributions at end of year	2015-12-31	$10,180
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$43,759
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$1,391
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$6,227
Other income not declared elsewhere	2015-12-31	$3,431
Administrative expenses (other) incurred	2015-12-31	$7,096
Total non interest bearing cash at end of year	2015-12-31	$53,442
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$298,347
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,075,719
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,455,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$938,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$268,234
Interest on participant loans	2015-12-31	$8,731
Value of interest in common/collective trusts at end of year	2015-12-31	$2,752,589
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,942,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-28,358
Net investment gain or loss from common/collective trusts	2015-12-31	$5,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$120,976
Assets. Invements in employer securities at beginning of year	2015-12-31	$108,071
Contributions received in cash from employer	2015-12-31	$194,649
Employer contributions (assets) at end of year	2015-12-31	$43,318
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$236,393
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$5,614
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$5,260
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	HARPER & PEARSON
Accountancy firm EIN	2015-12-31	741695589
2014 : SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$455,962
Expenses. Total of all expenses incurred	2014-12-31	$252,923
Benefits paid (including direct rollovers)	2014-12-31	$248,327
Total plan assets at end of year	2014-12-31	$2,455,339
Total plan assets at beginning of year	2014-12-31	$2,252,300
Value of fidelity bond covering the plan	2014-12-31	$10,000,000
Total contributions received or receivable from participants	2014-12-31	$194,653
Expenses. Other expenses not covered elsewhere	2014-12-31	$2
Contributions received from other sources (not participants or employers)	2014-12-31	$65,000
Other income received	2014-12-31	$84,913
Net income (gross income less expenses)	2014-12-31	$203,039
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,455,339
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,252,300
Assets. Value of participant loans	2014-12-31	$93,243
Assets. Value of employer securities	2014-12-31	$108,071
Total contributions received or receivable from employer(s)	2014-12-31	$111,396
Value of certain deemed distributions of participant loans	2014-12-31	$2,428
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,166
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$519,060
Expenses. Total of all expenses incurred	2013-12-31	$259,838
Benefits paid (including direct rollovers)	2013-12-31	$258,997
Total plan assets at end of year	2013-12-31	$2,252,300
Total plan assets at beginning of year	2013-12-31	$1,993,078
Value of fidelity bond covering the plan	2013-12-31	$10,000,000
Total contributions received or receivable from participants	2013-12-31	$104,995
Expenses. Other expenses not covered elsewhere	2013-12-31	$11
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$325,879
Net income (gross income less expenses)	2013-12-31	$259,222
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,252,300
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,993,078
Assets. Value of participant loans	2013-12-31	$71,263
Assets. Value of employer securities	2013-12-31	$43,665
Total contributions received or receivable from employer(s)	2013-12-31	$88,186
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$830
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$361,625
Expenses. Total of all expenses incurred	2012-12-31	$90,419
Benefits paid (including direct rollovers)	2012-12-31	$87,471
Total plan assets at end of year	2012-12-31	$1,993,078
Total plan assets at beginning of year	2012-12-31	$1,721,872
Value of fidelity bond covering the plan	2012-12-31	$10,000,000
Total contributions received or receivable from participants	2012-12-31	$98,905
Expenses. Other expenses not covered elsewhere	2012-12-31	$526
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$179,021
Net income (gross income less expenses)	2012-12-31	$271,206
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,993,078
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,721,872
Assets. Value of participant loans	2012-12-31	$79,877
Assets. Value of employer securities	2012-12-31	$29,361
Total contributions received or receivable from employer(s)	2012-12-31	$83,699
Value of certain deemed distributions of participant loans	2012-12-31	$1,522
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$900
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$152,448
Expenses. Total of all expenses incurred	2011-12-31	$255,134
Benefits paid (including direct rollovers)	2011-12-31	$250,712
Total plan assets at end of year	2011-12-31	$1,721,872
Total plan assets at beginning of year	2011-12-31	$1,824,558
Value of fidelity bond covering the plan	2011-12-31	$25,000,000
Total contributions received or receivable from participants	2011-12-31	$92,946
Expenses. Other expenses not covered elsewhere	2011-12-31	$124
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-18,168
Net income (gross income less expenses)	2011-12-31	$-102,686
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,721,872
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,824,558
Assets. Value of participant loans	2011-12-31	$73,524
Assets. Value of employer securities	2011-12-31	$33,819
Total contributions received or receivable from employer(s)	2011-12-31	$77,670
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$3,748
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$550
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$346,549
Expenses. Total of all expenses incurred	2010-12-31	$98,066
Benefits paid (including direct rollovers)	2010-12-31	$93,526
Total plan assets at end of year	2010-12-31	$1,824,558
Total plan assets at beginning of year	2010-12-31	$1,576,075
Value of fidelity bond covering the plan	2010-12-31	$25,000,000
Total contributions received or receivable from participants	2010-12-31	$75,695
Expenses. Other expenses not covered elsewhere	2010-12-31	$4,500
Contributions received from other sources (not participants or employers)	2010-12-31	$36,752
Other income received	2010-12-31	$169,594
Net income (gross income less expenses)	2010-12-31	$248,483
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,824,558
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,576,075
Assets. Value of employer securities	2010-12-31	$28,152
Total contributions received or receivable from employer(s)	2010-12-31	$64,508
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$40
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SCI UNION 401(K) RETIREMENT SAVINGS PLAN

2023: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SCI UNION 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SF 51344
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SF 51344
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SF 51344
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SF 51344
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SF 51344
Policy instance	1

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SERVICE CORPORATION INTERNATIONAL
Employer identification number (EIN):	741488375
NAIC Classification:	812210
NAIC Description:	Funeral Homes and Funeral Services