401k Plan data: SCH CORP. 403(B) RETIREMENT PLAN plan

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

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

SCH CORP. 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.

401k Sponsoring company profile

SPRINGSIDE CHESTNUT HILL ACADEMY has sponsored the creation of one or more 401k plans.

Company Name: SPRINGSIDE CHESTNUT HILL ACADEMY

Employer identification number (EIN): 231352681

NAIC Classification: 611000

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 FRANK ALOISE JR FRANK ALOISE JR 2019-06-19
001 2017-01-01 FRANK ALOISE JR FRANK ALOISE JR 2018-07-10
001 2011-01-01 FRANK ALOISE JR
001 2009-01-01 FRANK ALOISE JR

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

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

Measure Date Value
2023: SCH CORP. 403(B) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 668
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 238
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 433
Total of all active and inactive participants 2023-01-01 671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 5
Total participants 2023-01-01 676
Number of participants with account balances 2023-01-01 655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: SCH CORP. 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 648
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 236
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 425
Total of all active and inactive participants 2022-01-01 661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 7
Total participants 2022-01-01 668
Number of participants with account balances 2022-01-01 646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SCH CORP. 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 626
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 229
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 414
Total of all active and inactive participants 2021-01-01 643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 5
Total participants 2021-01-01 648
Number of participants with account balances 2021-01-01 627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SCH CORP. 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 642
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 222
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 401
Total of all active and inactive participants 2020-01-01 623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 626
Number of participants with account balances 2020-01-01 618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SCH CORP. 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 644
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 237
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 400
Total of all active and inactive participants 2019-01-01 637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 5
Total participants 2019-01-01 642
Number of participants with account balances 2019-01-01 615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SCH CORP. 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 662
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 231
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 413
Total of all active and inactive participants 2018-01-01 644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 644
Number of participants with account balances 2018-01-01 620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SCH CORP. 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 636
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 2017-01-01 406
Total of all active and inactive participants 2017-01-01 662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 662
Number of participants with account balances 2017-01-01 630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2011: SCH CORP. 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 339
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 146
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 197
Total of all active and inactive participants 2011-01-01 343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 343
Number of participants with account balances 2011-01-01 331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SCH CORP. 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 336
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 139
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 188
Total of all active and inactive participants 2009-01-01 327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 327
Number of participants with account balances 2009-01-01 308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: SCH CORP. 403(B) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	668
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	238
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	433
Total of all active and inactive participants	2023-01-01	671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	5
Total participants	2023-01-01	676
Number of participants with account balances	2023-01-01	655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: SCH CORP. 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	648
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	236
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	425
Total of all active and inactive participants	2022-01-01	661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	7
Total participants	2022-01-01	668
Number of participants with account balances	2022-01-01	646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SCH CORP. 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	626
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	229
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	414
Total of all active and inactive participants	2021-01-01	643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	5
Total participants	2021-01-01	648
Number of participants with account balances	2021-01-01	627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SCH CORP. 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	642
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	222
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	401
Total of all active and inactive participants	2020-01-01	623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	626
Number of participants with account balances	2020-01-01	618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SCH CORP. 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	644
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	237
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	400
Total of all active and inactive participants	2019-01-01	637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	5
Total participants	2019-01-01	642
Number of participants with account balances	2019-01-01	615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SCH CORP. 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	662
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	231
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	413
Total of all active and inactive participants	2018-01-01	644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	644
Number of participants with account balances	2018-01-01	620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SCH CORP. 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	636
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	406
Total of all active and inactive participants	2017-01-01	662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	662
Number of participants with account balances	2017-01-01	630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2011: SCH CORP. 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	339
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	146
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	197
Total of all active and inactive participants	2011-01-01	343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	343
Number of participants with account balances	2011-01-01	331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SCH CORP. 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	336
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	139
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	188
Total of all active and inactive participants	2009-01-01	327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	327
Number of participants with account balances	2009-01-01	308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

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

Measure	Date	Value
2023 : SCH CORP. 403(B) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$13,397,371
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$3,749,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$3,649,922
Expenses. Certain deemed distributions of participant loans	2023-12-31	$3,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$3,034,187
Value of total assets at end of year	2023-12-31	$81,177,181
Value of total assets at beginning of year	2023-12-31	$71,529,805
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$96,082
Total interest from all sources	2023-12-31	$759,783
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$1,109,456
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	$1,109,456
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
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	$1,651,851
Participant contributions at end of year	2023-12-31	$175,952
Participant contributions at beginning of year	2023-12-31	$224,799
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$68,961
Other income not declared elsewhere	2023-12-31	$39,527
Administrative expenses (other) incurred	2023-12-31	$3,818
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	$9,647,376
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$81,177,181
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$71,529,805
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	$23,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$62,323,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$52,577,785
Value of interest in pooled separate accounts at end of year	2023-12-31	$2,143,587
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$2,532,334
Interest on participant loans	2023-12-31	$11,384
Interest earned on other investments	2023-12-31	$748,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$16,533,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$16,194,887
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$418,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$8,793,422
Net investment gain/loss from pooled separate accounts	2023-12-31	$-339,004
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	$1,313,375
Employer contributions (assets) at end of year	2023-12-31	$0
Employer contributions (assets) at beginning of year	2023-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$3,231,336
Contract administrator fees	2023-12-31	$59,564
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	TAIT WELLER & BAKER LLP
Accountancy firm EIN	2023-12-31	231144520
2022 : SCH CORP. 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
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	$-7,622,269
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,229,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,129,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,965,511
Value of total assets at end of year	2022-12-31	$71,529,805
Value of total assets at beginning of year	2022-12-31	$82,381,761
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$100,536
Total interest from all sources	2022-12-31	$658,615
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,078,176
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	$1,078,176
Administrative expenses professional fees incurred	2022-12-31	$18,250
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$1,577,948
Participant contributions at end of year	2022-12-31	$224,799
Participant contributions at beginning of year	2022-12-31	$55,775
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$137,831
Other income not declared elsewhere	2022-12-31	$46,176
Administrative expenses (other) incurred	2022-12-31	$3,818
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
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-10,851,956
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$71,529,805
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$82,381,761
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
Investment advisory and management fees	2022-12-31	$26,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$52,577,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$64,106,343
Value of interest in pooled separate accounts at end of year	2022-12-31	$2,532,334
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$2,259,242
Interest on participant loans	2022-12-31	$6,096
Interest earned on other investments	2022-12-31	$652,519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$16,194,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$15,960,401
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$782,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-12,558,922
Net investment gain/loss from pooled separate accounts	2022-12-31	$188,175
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	$1,249,732
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,347,129
Contract administrator fees	2022-12-31	$51,968
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	TAIT WELLER & BAKER LLP
Accountancy firm EIN	2022-12-31	231144520
2021 : SCH CORP. 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
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	$12,838,859
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,572,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,512,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,986,812
Value of total assets at end of year	2021-12-31	$82,381,761
Value of total assets at beginning of year	2021-12-31	$73,115,312
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$59,560
Total interest from all sources	2021-12-31	$546,389
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,653,289
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	$1,653,289
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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	$1,482,936
Participant contributions at end of year	2021-12-31	$55,775
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$124,150
Other income not declared elsewhere	2021-12-31	$68,463
Administrative expenses (other) incurred	2021-12-31	$3,818
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	$9,266,449
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$82,381,761
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$73,115,312
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
Investment advisory and management fees	2021-12-31	$10,600
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$64,106,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$55,624,907
Value of interest in pooled separate accounts at end of year	2021-12-31	$2,259,242
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,648,213
Interest on participant loans	2021-12-31	$922
Interest earned on other investments	2021-12-31	$545,467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$15,960,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$15,842,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$7,255,411
Net investment gain/loss from pooled separate accounts	2021-12-31	$328,495
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	$1,379,726
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,512,850
Contract administrator fees	2021-12-31	$45,142
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	Unqualified
Accountancy firm name	2021-12-31	TAIT WELLER & BAKER LLP
Accountancy firm EIN	2021-12-31	231144520
2020 : SCH CORP. 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
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	$11,060,178
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,528,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,479,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,458,712
Value of total assets at end of year	2020-12-31	$73,115,312
Value of total assets at beginning of year	2020-12-31	$64,583,762
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$49,170
Total interest from all sources	2020-12-31	$598,067
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,176,177
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	$1,176,177
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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	$1,405,782
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$34,164
Other income not declared elsewhere	2020-12-31	$56,322
Administrative expenses (other) incurred	2020-12-31	$7,636
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	$8,531,550
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$73,115,312
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$64,583,762
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
Investment advisory and management fees	2020-12-31	$31,650
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$55,624,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$47,827,174
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,648,213
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,729,270
Interest earned on other investments	2020-12-31	$598,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$15,842,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$15,027,318
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$372,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$6,784,914
Net investment gain/loss from pooled separate accounts	2020-12-31	$-14,014
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	$1,018,766
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,106,688
Contract administrator fees	2020-12-31	$9,884
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	TAIT WELLER & BAKER
Accountancy firm EIN	2020-12-31	231144520
2019 : SCH CORP. 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
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	$12,705,893
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,761,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,725,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,684,765
Value of total assets at end of year	2019-12-31	$64,583,762
Value of total assets at beginning of year	2019-12-31	$55,639,330
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$35,468
Total interest from all sources	2019-12-31	$586,601
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,985,560
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	$1,985,560
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
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	$1,415,209
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$118,490
Other income not declared elsewhere	2019-12-31	$51,417
Administrative expenses (other) incurred	2019-12-31	$3,818
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	$8,944,432
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$64,583,762
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$55,639,330
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
Investment advisory and management fees	2019-12-31	$26,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$47,827,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$39,044,357
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,729,270
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,572,519
Interest earned on other investments	2019-12-31	$586,601
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$15,027,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$15,022,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$7,311,660
Net investment gain/loss from pooled separate accounts	2019-12-31	$85,890
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	$1,151,066
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,725,993
Contract administrator fees	2019-12-31	$5,150
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	TAIT, WELLER & BAKER
Accountancy firm EIN	2019-12-31	221144520
2018 : SCH CORP. 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
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	$582,964
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,089,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,051,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,842,140
Value of total assets at end of year	2018-12-31	$55,639,330
Value of total assets at beginning of year	2018-12-31	$59,145,974
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$38,270
Total interest from all sources	2018-12-31	$618,336
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
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	$1,380,965
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$55,192
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$365,462
Other income not declared elsewhere	2018-12-31	$50,952
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
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-3,506,644
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$55,639,330
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$59,145,974
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
Investment advisory and management fees	2018-12-31	$23,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$39,044,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$42,596,895
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,572,519
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,450,588
Interest earned on other investments	2018-12-31	$618,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$15,022,454
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$15,003,004
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$389,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,001,898
Net investment gain/loss from pooled separate accounts	2018-12-31	$73,434
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	$1,095,713
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$40,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,661,689
Contract administrator fees	2018-12-31	$15,270
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	TAIT, WELLER & BAKER
Accountancy firm EIN	2018-12-31	221144520
2017 : SCH CORP. 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
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	$10,209,638
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,868,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,832,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,770,883
Value of total assets at end of year	2017-12-31	$59,145,974
Value of total assets at beginning of year	2017-12-31	$51,804,846
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$36,357
Total interest from all sources	2017-12-31	$587,287
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,315,155
Participant contributions at end of year	2017-12-31	$55,192
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$386,862
Other income not declared elsewhere	2017-12-31	$25,529
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	$7,341,128
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$59,145,974
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$51,804,846
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
Investment advisory and management fees	2017-12-31	$21,200
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$42,596,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$35,997,801
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,450,588
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,449,530
Interest earned on other investments	2017-12-31	$587,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$15,003,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$14,357,515
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$73,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$6,763,125
Net investment gain/loss from pooled separate accounts	2017-12-31	$62,814
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	$1,068,866
Employer contributions (assets) at end of year	2017-12-31	$40,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,758,964
Contract administrator fees	2017-12-31	$15,157
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	TAIT, WELLER & BAKER
Accountancy firm EIN	2017-12-31	231144520
2011 : SCH CORP. 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,506,223
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$558,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$558,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,357,460
Value of total assets at end of year	2011-12-31	$21,016,930
Value of total assets at beginning of year	2011-12-31	$20,068,738
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$323,880
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$3,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$3,130
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$663,358
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$206,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$948,192
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$21,016,930
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$20,068,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$11,936,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$11,815,216
Value of interest in pooled separate accounts at end of year	2011-12-31	$695,887
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$528,784
Interest earned on other investments	2011-12-31	$323,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$8,384,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$7,724,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-251,152
Net investment gain/loss from pooled separate accounts	2011-12-31	$72,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$488,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$558,031
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	TAIT, WELLER & BAKER
Accountancy firm EIN	2011-12-31	231144520
2010 : SCH CORP. 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,825,022
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$659,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$659,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,114,939
Value of total assets at end of year	2010-12-31	$20,068,738
Value of total assets at beginning of year	2010-12-31	$17,903,627
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$289,004
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$610,845
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$54,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,165,111
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$20,068,738
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$17,903,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$11,815,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$10,100,697
Value of interest in pooled separate accounts at end of year	2010-12-31	$528,784
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$433,908
Interest earned on other investments	2010-12-31	$289,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$7,724,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$7,369,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,362,011
Net investment gain/loss from pooled separate accounts	2010-12-31	$59,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$449,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$659,911
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	TAIT, WELLER & BECKER, LLP
Accountancy firm EIN	2010-12-31	231144520
2009 : SCH CORP. 403(B) RETIREMENT 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 SCH CORP. 403(B) RETIREMENT PLAN

2023: SCH CORP. 403(B) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SCH CORP. 403(B) RETIREMENT 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SCH CORP. 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SCH CORP. 403(B) RETIREMENT 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SCH CORP. 403(B) RETIREMENT 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SCH CORP. 403(B) RETIREMENT 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SCH CORP. 403(B) RETIREMENT 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2011: SCH CORP. 403(B) RETIREMENT 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	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: SCH CORP. 403(B) RETIREMENT 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	No
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500355

Policy instance

Insurance contract or identification number	500355
Number of Individuals Covered	417
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500355

Policy instance

Insurance contract or identification number	500355
Number of Individuals Covered	427
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500355

Policy instance

Insurance contract or identification number	500355
Number of Individuals Covered	436
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500355

Policy instance

Insurance contract or identification number	500355
Number of Individuals Covered	444
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500355

Policy instance

Insurance contract or identification number	500355
Number of Individuals Covered	450
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500355

Policy instance

Insurance contract or identification number	500355
Number of Individuals Covered	454
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

366827-8/334402

Policy instance

Insurance contract or identification number	366827-8/334402
Number of Individuals Covered	470
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

Potentially related plans

SCH CORP. 403(B) RETIREMENT PLAN [EIN = 232003194]

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:	SPRINGSIDE CHESTNUT HILL ACADEMY
Employer identification number (EIN):	231352681
NAIC Classification:	611000