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

Plan NameTHE SCI 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 002

THE SCI 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 THE SCI 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MICHAEL TRIESCH
0022016-01-01MICHAEL TRIESCH
0022015-01-01MIREYA SANTOS
0022015-01-01
0022014-01-01JULIE DOUGLAS
0022013-01-01JULIE DOUGLAS JULIE DOUGLAS2014-10-10
0022012-01-01JULIE DOUGLAS JULIE DOUGLAS2013-09-04
0022011-01-01JULIE DOUGLAS JULIE DOUGLAS2012-07-27
0022010-01-01JULIE DOUGLAS JULIE DOUGLAS2011-09-12
0022009-01-01JULIE S. DOUGLAS

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

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

Measure Date Value
2023: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0126,816
Total number of active participants reported on line 7a of the Form 55002023-01-0121,854
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-015,580
Total of all active and inactive participants2023-01-0127,434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-01194
Total participants2023-01-0127,628
Number of participants with account balances2023-01-0125,989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-012,786
2022: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0125,452
Total number of active participants reported on line 7a of the Form 55002022-01-0121,418
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-015,220
Total of all active and inactive participants2022-01-0126,638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01178
Total participants2022-01-0126,816
Number of participants with account balances2022-01-0125,214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012,575
2021: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0124,923
Total number of active participants reported on line 7a of the Form 55002021-01-0120,392
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-014,888
Total of all active and inactive participants2021-01-0125,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01172
Total participants2021-01-0125,452
Number of participants with account balances2021-01-0123,865
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012,462
2020: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0125,351
Total number of active participants reported on line 7a of the Form 55002020-01-0120,345
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014,424
Total of all active and inactive participants2020-01-0124,769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01154
Total participants2020-01-0124,923
Number of participants with account balances2020-01-0123,275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012,508
2019: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0124,568
Total number of active participants reported on line 7a of the Form 55002019-01-0121,094
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014,130
Total of all active and inactive participants2019-01-0125,224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01127
Total participants2019-01-0125,351
Number of participants with account balances2019-01-0123,398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012,647
2018: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0123,519
Total number of active participants reported on line 7a of the Form 55002018-01-0120,502
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013,948
Total of all active and inactive participants2018-01-0124,450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01118
Total participants2018-01-0124,568
Number of participants with account balances2018-01-0122,641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012,301
2017: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0123,486
Total number of active participants reported on line 7a of the Form 55002017-01-0119,767
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013,662
Total of all active and inactive participants2017-01-0123,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0190
Total participants2017-01-0123,519
Number of participants with account balances2017-01-0121,655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012,522
2016: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0123,320
Total number of active participants reported on line 7a of the Form 55002016-01-0119,911
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013,480
Total of all active and inactive participants2016-01-0123,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0195
Total participants2016-01-0123,486
Number of participants with account balances2016-01-0121,440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012,607
2015: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01287
Total number of active participants reported on line 7a of the Form 55002015-01-01119
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0133
Total of all active and inactive participants2015-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01154
Number of participants with account balances2015-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0120,187
Total number of active participants reported on line 7a of the Form 55002014-01-0117,540
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012,577
Total of all active and inactive participants2014-01-0120,117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0155
Total participants2014-01-0120,172
Number of participants with account balances2014-01-0118,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011,811
2013: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0119,334
Total number of active participants reported on line 7a of the Form 55002013-01-0118,766
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-011,409
Total of all active and inactive participants2013-01-0120,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-0120,187
Number of participants with account balances2013-01-0118,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011,382
2012: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0119,708
Total number of active participants reported on line 7a of the Form 55002012-01-0117,919
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-011,405
Total of all active and inactive participants2012-01-0119,329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-0119,334
Number of participants with account balances2012-01-0117,108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012,946
2011: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0119,185
Total number of active participants reported on line 7a of the Form 55002011-01-0118,351
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-011,353
Total of all active and inactive participants2011-01-0119,706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-0119,708
Number of participants with account balances2011-01-0117,199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012,707
2010: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0118,404
Total number of active participants reported on line 7a of the Form 55002010-01-0117,870
Number of retired or separated participants receiving benefits2010-01-0122
Number of other retired or separated participants entitled to future benefits2010-01-011,290
Total of all active and inactive participants2010-01-0119,182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-0119,185
Number of participants with account balances2010-01-0116,489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012,750
2009: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0118,425
Total number of active participants reported on line 7a of the Form 55002009-01-0117,110
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-011,288
Total of all active and inactive participants2009-01-0118,403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0118,404
Number of participants with account balances2009-01-0115,245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012,489

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

Measure Date Value
2023 : THE SCI 401(K) RETIREMENT SAVINGS PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$-1,146,369
Total unrealized appreciation/depreciation of assets2023-12-31$-1,146,369
Total transfer of assets to this plan2023-12-31$247,014
Total transfer of assets from this plan2023-12-31$226,676
Total income from all sources (including contributions)2023-12-31$341,393,064
Total loss/gain on sale of assets2023-12-31$-1,855,919
Total of all expenses incurred2023-12-31$130,435,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$128,948,875
Expenses. Certain deemed distributions of participant loans2023-12-31$174,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$138,893,753
Value of total assets at end of year2023-12-31$1,570,409,877
Value of total assets at beginning of year2023-12-31$1,359,431,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,312,432
Total interest from all sources2023-12-31$5,573,851
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$879,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$879,138
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$80,017,120
Participant contributions at end of year2023-12-31$28,696,227
Participant contributions at beginning of year2023-12-31$25,662,517
Assets. Other investments not covered elsewhere at end of year2023-12-31$42,245,218
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$36,183,953
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$5,669,197
Other income not declared elsewhere2023-12-31$6,260,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$210,957,715
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,570,409,877
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,359,431,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$179,006
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$84,372,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$64,263,370
Interest on participant loans2023-12-31$1,644,641
Interest earned on other investments2023-12-31$893,219
Value of interest in common/collective trusts at end of year2023-12-31$1,237,356,959
Value of interest in common/collective trusts at beginning of year2023-12-31$1,037,400,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$18,913
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$6,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$6,385
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$3,035,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$9,420,533
Net investment gain or loss from common/collective trusts2023-12-31$183,368,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$177,718,378
Assets. Invements in employer securities at beginning of year2023-12-31$195,220,109
Contributions received in cash from employer2023-12-31$53,207,436
Employer contributions (assets) at end of year2023-12-31$1,765
Employer contributions (assets) at beginning of year2023-12-31$695,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$128,948,875
Contract administrator fees2023-12-31$32,000
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$23,057,401
Aggregate carrying amount (costs) on sale of assets2023-12-31$24,913,320
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2023-12-31741695589
2022 : THE SCI 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-3,861,118
Total unrealized appreciation/depreciation of assets2022-12-31$-3,861,118
Total transfer of assets to this plan2022-12-31$2,917,732
Total transfer of assets from this plan2022-12-31$208,202
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$0
Total income from all sources (including contributions)2022-12-31$-78,428,955
Total loss/gain on sale of assets2022-12-31$-1,882,226
Total of all expenses incurred2022-12-31$112,659,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$111,155,283
Expenses. Certain deemed distributions of participant loans2022-12-31$147,163
Value of total corrective distributions2022-12-31$13,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$135,945,310
Value of total assets at end of year2022-12-31$1,359,431,824
Value of total assets at beginning of year2022-12-31$1,547,810,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,342,813
Total interest from all sources2022-12-31$4,626,750
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$594,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$594,188
Administrative expenses professional fees incurred2022-12-31$30,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$77,039,397
Participant contributions at end of year2022-12-31$25,662,517
Participant contributions at beginning of year2022-12-31$24,487,001
Assets. Other investments not covered elsewhere at end of year2022-12-31$36,183,953
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$38,289,222
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,136,721
Other income not declared elsewhere2022-12-31$-8,205,591
Administrative expenses (other) incurred2022-12-31$1,132,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-191,087,983
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,359,431,824
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,547,810,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$180,804
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$64,263,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$73,347,014
Interest on participant loans2022-12-31$1,161,859
Interest earned on other investments2022-12-31$592,500
Value of interest in common/collective trusts at end of year2022-12-31$1,037,400,025
Value of interest in common/collective trusts at beginning of year2022-12-31$1,199,615,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$6,385
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,476
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,872,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,781,728
Net investment gain or loss from common/collective trusts2022-12-31$-188,864,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$195,220,109
Assets. Invements in employer securities at beginning of year2022-12-31$211,913,626
Contributions received in cash from employer2022-12-31$51,769,192
Employer contributions (assets) at end of year2022-12-31$695,465
Employer contributions (assets) at beginning of year2022-12-31$155,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$111,155,283
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$25,334,826
Aggregate carrying amount (costs) on sale of assets2022-12-31$27,217,052
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2022-12-31741695589
2021 : THE SCI 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$63,312,714
Total unrealized appreciation/depreciation of assets2021-12-31$63,312,714
Total transfer of assets to this plan2021-12-31$56,761
Total transfer of assets from this plan2021-12-31$2,312,746
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$355,173,132
Total loss/gain on sale of assets2021-12-31$2,811,693
Total of all expenses incurred2021-12-31$101,764,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$100,293,338
Expenses. Certain deemed distributions of participant loans2021-12-31$127,186
Value of total corrective distributions2021-12-31$748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$122,079,892
Value of total assets at end of year2021-12-31$1,547,810,277
Value of total assets at beginning of year2021-12-31$1,296,658,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,343,640
Total interest from all sources2021-12-31$3,652,870
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$670,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$670,505
Administrative expenses professional fees incurred2021-12-31$30,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$71,162,083
Participant contributions at end of year2021-12-31$24,487,001
Participant contributions at beginning of year2021-12-31$25,610,582
Assets. Other investments not covered elsewhere at end of year2021-12-31$38,289,222
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$31,402,844
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,629,019
Other income not declared elsewhere2021-12-31$3,096,865
Administrative expenses (other) incurred2021-12-31$1,118,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$253,408,220
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,547,810,277
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,296,658,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$195,415
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$73,347,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$60,623,642
Interest on participant loans2021-12-31$1,198,598
Interest earned on other investments2021-12-31$482,353
Value of interest in common/collective trusts at end of year2021-12-31$1,199,615,793
Value of interest in common/collective trusts at beginning of year2021-12-31$1,026,933,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,476
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$649,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$649,367
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,971,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,846,170
Net investment gain or loss from common/collective trusts2021-12-31$156,702,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$211,913,626
Assets. Invements in employer securities at beginning of year2021-12-31$151,429,997
Contributions received in cash from employer2021-12-31$47,288,790
Employer contributions (assets) at end of year2021-12-31$155,145
Employer contributions (assets) at beginning of year2021-12-31$7,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$100,293,338
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$20,671,392
Aggregate carrying amount (costs) on sale of assets2021-12-31$17,859,699
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2021-12-31741695589
2020 : THE SCI 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$11,215,635
Total unrealized appreciation/depreciation of assets2020-12-31$11,215,635
Total transfer of assets to this plan2020-12-31$122,784
Total transfer of assets from this plan2020-12-31$312,063
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$17,001
Total income from all sources (including contributions)2020-12-31$269,900,484
Total loss/gain on sale of assets2020-12-31$-1,183,077
Total of all expenses incurred2020-12-31$95,005,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$93,121,140
Expenses. Certain deemed distributions of participant loans2020-12-31$434,191
Value of total corrective distributions2020-12-31$101,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$105,289,926
Value of total assets at end of year2020-12-31$1,296,658,042
Value of total assets at beginning of year2020-12-31$1,121,969,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,348,014
Total interest from all sources2020-12-31$5,294,266
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,636,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,636,149
Administrative expenses professional fees incurred2020-12-31$29,030
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$61,238,067
Participant contributions at end of year2020-12-31$25,610,582
Participant contributions at beginning of year2020-12-31$26,157,973
Assets. Other investments not covered elsewhere at end of year2020-12-31$31,402,844
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$18,482,521
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,823,976
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$17,001
Other income not declared elsewhere2020-12-31$4,502,483
Administrative expenses (other) incurred2020-12-31$1,176,709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$174,895,162
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,296,658,042
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,121,952,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$142,275
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$60,623,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$199,607,589
Interest on participant loans2020-12-31$1,393,344
Interest earned on other investments2020-12-31$858,891
Value of interest in common/collective trusts at end of year2020-12-31$1,026,933,681
Value of interest in common/collective trusts at beginning of year2020-12-31$727,691,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$649,367
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$139,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$139,889
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,042,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-1,026,975
Net investment gain or loss from common/collective trusts2020-12-31$144,172,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$151,429,997
Assets. Invements in employer securities at beginning of year2020-12-31$149,890,048
Contributions received in cash from employer2020-12-31$40,227,883
Employer contributions (assets) at end of year2020-12-31$7,929
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$93,121,140
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$28,624,977
Aggregate carrying amount (costs) on sale of assets2020-12-31$29,808,054
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HARPER & PEARSON COMPANY. P.C.
Accountancy firm EIN2020-12-31741695589
2019 : THE SCI 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$17,644,723
Total unrealized appreciation/depreciation of assets2019-12-31$17,644,723
Total transfer of assets to this plan2019-12-31$183,098
Total transfer of assets from this plan2019-12-31$219,622
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$17,001
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$290,397,653
Total loss/gain on sale of assets2019-12-31$2,437,068
Total of all expenses incurred2019-12-31$105,809,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$104,117,076
Value of total corrective distributions2019-12-31$310,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$100,856,890
Value of total assets at end of year2019-12-31$1,121,969,160
Value of total assets at beginning of year2019-12-31$937,400,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,382,002
Total interest from all sources2019-12-31$2,631,588
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,514,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$10,514,212
Administrative expenses professional fees incurred2019-12-31$29,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$57,281,011
Participant contributions at end of year2019-12-31$26,157,973
Participant contributions at beginning of year2019-12-31$24,672,315
Assets. Other investments not covered elsewhere at end of year2019-12-31$18,482,521
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$14,647,833
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,486,901
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$17,001
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$2,616,324
Administrative expenses (other) incurred2019-12-31$1,245,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$184,587,855
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,121,952,159
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$937,400,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$107,975
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$199,607,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$159,153,556
Interest on participant loans2019-12-31$1,384,007
Value of interest in common/collective trusts at end of year2019-12-31$727,691,140
Value of interest in common/collective trusts at beginning of year2019-12-31$594,672,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$139,889
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$229,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$229,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,247,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$25,535,330
Net investment gain or loss from common/collective trusts2019-12-31$128,161,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$149,890,048
Assets. Invements in employer securities at beginning of year2019-12-31$143,570,388
Contributions received in cash from employer2019-12-31$39,088,978
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$455,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$104,117,076
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$27,136,467
Aggregate carrying amount (costs) on sale of assets2019-12-31$24,699,399
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31HARPER & PEARSON COMPANY. P.C.
Accountancy firm EIN2019-12-31741695589
2018 : THE SCI 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$7,829,406
Total unrealized appreciation/depreciation of assets2018-12-31$7,829,406
Total transfer of assets to this plan2018-12-31$197,908
Total transfer of assets from this plan2018-12-31$408
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$62,254,507
Total loss/gain on sale of assets2018-12-31$3,516,427
Total of all expenses incurred2018-12-31$89,862,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$88,415,000
Expenses. Certain deemed distributions of participant loans2018-12-31$100,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$93,437,412
Value of total assets at end of year2018-12-31$937,400,828
Value of total assets at beginning of year2018-12-31$964,811,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,347,132
Total interest from all sources2018-12-31$2,172,971
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,555,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$10,553,547
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$53,827,032
Participant contributions at end of year2018-12-31$24,672,315
Participant contributions at beginning of year2018-12-31$22,801,084
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$530
Assets. Other investments not covered elsewhere at end of year2018-12-31$14,647,833
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$12,875,181
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,477,745
Other income not declared elsewhere2018-12-31$-919,464
Administrative expenses (other) incurred2018-12-31$1,256,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-27,607,673
Value of net assets at end of year (total assets less liabilities)2018-12-31$937,400,828
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$964,811,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$90,653
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$159,153,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$220,189,517
Interest on participant loans2018-12-31$1,123,137
Value of interest in common/collective trusts at end of year2018-12-31$594,672,204
Value of interest in common/collective trusts at beginning of year2018-12-31$562,147,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$229,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,049,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-20,058,347
Net investment gain or loss from common/collective trusts2018-12-31$-34,279,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$143,570,388
Assets. Invements in employer securities at beginning of year2018-12-31$146,601,571
Contributions received in cash from employer2018-12-31$37,132,635
Employer contributions (assets) at end of year2018-12-31$455,000
Employer contributions (assets) at beginning of year2018-12-31$195,969
Income. Dividends from common stock2018-12-31$2,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$88,415,000
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$177,238,952
Aggregate carrying amount (costs) on sale of assets2018-12-31$173,722,525
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31HARPER & PEARSON COMPANY. P.C.
Accountancy firm EIN2018-12-31741695589
2017 : THE SCI 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$33,344,392
Total unrealized appreciation/depreciation of assets2017-12-31$33,344,392
Total transfer of assets to this plan2017-12-31$84,551
Total transfer of assets from this plan2017-12-31$7,199
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$443
Total income from all sources (including contributions)2017-12-31$236,459,064
Total loss/gain on sale of assets2017-12-31$2,014,912
Total of all expenses incurred2017-12-31$84,079,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$82,785,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$86,118,527
Value of total assets at end of year2017-12-31$964,811,001
Value of total assets at beginning of year2017-12-31$812,354,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,293,724
Total interest from all sources2017-12-31$1,823,825
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$9,117,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,603,261
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$48,880,181
Participant contributions at end of year2017-12-31$22,801,084
Participant contributions at beginning of year2017-12-31$20,961,432
Participant contributions at end of year2017-12-31$530
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$12,875,181
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$9,671,533
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,070,775
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$443
Administrative expenses (other) incurred2017-12-31$1,203,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$152,379,360
Value of net assets at end of year (total assets less liabilities)2017-12-31$964,811,001
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$812,354,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$90,238
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$220,189,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$177,276,785
Interest on participant loans2017-12-31$894,415
Interest earned on other investments2017-12-31$929,410
Value of interest in common/collective trusts at end of year2017-12-31$562,147,149
Value of interest in common/collective trusts at beginning of year2017-12-31$481,054,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$23,382,457
Net investment gain or loss from common/collective trusts2017-12-31$80,657,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$146,601,571
Assets. Invements in employer securities at beginning of year2017-12-31$123,387,014
Contributions received in cash from employer2017-12-31$34,167,571
Employer contributions (assets) at end of year2017-12-31$195,969
Employer contributions (assets) at beginning of year2017-12-31$3,212
Income. Dividends from common stock2017-12-31$3,513,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$82,785,980
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$14,889,314
Aggregate carrying amount (costs) on sale of assets2017-12-31$12,874,402
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31HARPER & PEARSON COMPANY. P.C.
Accountancy firm EIN2017-12-31741695589
2016 : THE SCI 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$10,382,557
Total unrealized appreciation/depreciation of assets2016-12-31$10,382,557
Total transfer of assets to this plan2016-12-31$350,421
Total transfer of assets from this plan2016-12-31$197,723
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$443
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$142,412,852
Total loss/gain on sale of assets2016-12-31$2,437,000
Total of all expenses incurred2016-12-31$68,748,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$67,212,192
Value of total corrective distributions2016-12-31$252,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$82,166,689
Value of total assets at end of year2016-12-31$812,354,732
Value of total assets at beginning of year2016-12-31$738,537,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,284,482
Total interest from all sources2016-12-31$825,037
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,574,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$7,574,938
Administrative expenses professional fees incurred2016-12-31$26,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$46,489,170
Participant contributions at end of year2016-12-31$20,961,432
Participant contributions at beginning of year2016-12-31$21,108,290
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$1,229,385
Assets. Other investments not covered elsewhere at end of year2016-12-31$9,671,533
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$7,007,129
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,924,252
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3,592
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$443
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$1,184,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$73,663,888
Value of net assets at end of year (total assets less liabilities)2016-12-31$812,354,289
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$738,537,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$73,906
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$177,276,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$146,221,861
Interest on participant loans2016-12-31$825,037
Value of interest in common/collective trusts at end of year2016-12-31$481,054,756
Value of interest in common/collective trusts at beginning of year2016-12-31$438,334,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$5,764,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$5,764,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$9,115,656
Net investment gain or loss from common/collective trusts2016-12-31$29,910,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$123,387,014
Assets. Invements in employer securities at beginning of year2016-12-31$117,937,299
Contributions received in cash from employer2016-12-31$32,753,267
Employer contributions (assets) at end of year2016-12-31$3,212
Employer contributions (assets) at beginning of year2016-12-31$930,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$67,212,192
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$172,588,390
Aggregate carrying amount (costs) on sale of assets2016-12-31$170,151,390
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31HARPER & PEARSON COMPANY. P.C.
Accountancy firm EIN2016-12-31741695589
2015 : THE SCI 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$14,944,164
Total unrealized appreciation/depreciation of assets2015-12-31$14,944,164
Total transfer of assets to this plan2015-12-31$105,806,398
Total transfer of assets from this plan2015-12-31$85,964
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$573,869
Expenses. Interest paid2015-12-31$111,266
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$111,266
Total income from all sources (including contributions)2015-12-31$99,389,305
Total loss/gain on sale of assets2015-12-31$1,774,639
Total of all expenses incurred2015-12-31$94,009,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$91,374,932
Expenses. Certain deemed distributions of participant loans2015-12-31$1,351,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$80,737,712
Value of total assets at end of year2015-12-31$738,537,703
Value of total assets at beginning of year2015-12-31$628,010,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,282,825
Total interest from all sources2015-12-31$837,581
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$9,621,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$9,621,700
Administrative expenses professional fees incurred2015-12-31$37,726
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$44,932,547
Participant contributions at end of year2015-12-31$21,108,290
Participant contributions at beginning of year2015-12-31$20,823,496
Participant contributions at end of year2015-12-31$1,229,385
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$7,007,129
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,982,115
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,543,378
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,592
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$42,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$573,869
Other income not declared elsewhere2015-12-31$-558,634
Administrative expenses (other) incurred2015-12-31$1,173,052
Total non interest bearing cash at end of year2015-12-31$53,442
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$5,380,283
Value of net assets at end of year (total assets less liabilities)2015-12-31$738,537,703
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$627,436,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$72,047
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$146,221,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$93,307,013
Interest on participant loans2015-12-31$837,581
Value of interest in common/collective trusts at end of year2015-12-31$438,334,554
Value of interest in common/collective trusts at beginning of year2015-12-31$393,997,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$5,764,833
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$6,186,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$6,186,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,165,388
Net investment gain or loss from common/collective trusts2015-12-31$197,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$117,937,299
Assets. Invements in employer securities at beginning of year2015-12-31$109,671,812
Contributions received in cash from employer2015-12-31$32,261,787
Employer contributions (assets) at end of year2015-12-31$930,760
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$91,374,932
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$25,920,165
Aggregate carrying amount (costs) on sale of assets2015-12-31$24,145,526
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31HARPER & PEARSON COMPANY. P.C.
Accountancy firm EIN2015-12-31741695589
2014 : THE SCI 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$21,529,025
Total unrealized appreciation/depreciation of assets2014-12-31$21,529,025
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$573,869
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$422,348
Total income from all sources (including contributions)2014-12-31$108,897,131
Total loss/gain on sale of assets2014-12-31$1,542,694
Total of all expenses incurred2014-12-31$75,998,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$74,290,853
Expenses. Certain deemed distributions of participant loans2014-12-31$77,998
Value of total corrective distributions2014-12-31$1,069,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$67,273,956
Value of total assets at end of year2014-12-31$628,010,855
Value of total assets at beginning of year2014-12-31$594,960,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$560,511
Total interest from all sources2014-12-31$865,850
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,149,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,149,697
Administrative expenses professional fees incurred2014-12-31$26,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$36,669,238
Participant contributions at end of year2014-12-31$20,823,496
Participant contributions at beginning of year2014-12-31$22,610,209
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,982,115
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$950,933
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,155,809
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$42,460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$573,869
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$422,348
Other income not declared elsewhere2014-12-31$-81,949
Administrative expenses (other) incurred2014-12-31$346,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$32,898,665
Value of net assets at end of year (total assets less liabilities)2014-12-31$627,436,986
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$594,538,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$26,723
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$93,307,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,834,024
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$470,072,801
Interest on participant loans2014-12-31$855,534
Value of interest in common/collective trusts at end of year2014-12-31$393,997,645
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$6,186,314
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,433,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,433,118
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$10,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,681,899
Net investment gain/loss from pooled separate accounts2014-12-31$17,919,830
Net investment gain or loss from common/collective trusts2014-12-31$-3,620,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$109,671,812
Assets. Invements in employer securities at beginning of year2014-12-31$91,320,966
Contributions received in cash from employer2014-12-31$27,448,909
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$738,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$74,290,853
Contract administrator fees2014-12-31$161,111
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$17,024,206
Aggregate carrying amount (costs) on sale of assets2014-12-31$15,481,512
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31HARPER & PEARSON
Accountancy firm EIN2014-12-31741695589
2013 : THE SCI 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$20,906,794
Total unrealized appreciation/depreciation of assets2013-12-31$20,906,794
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$422,348
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$753,810
Total income from all sources (including contributions)2013-12-31$158,853,163
Total loss/gain on sale of assets2013-12-31$-727,784
Total of all expenses incurred2013-12-31$48,987,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$48,041,671
Expenses. Certain deemed distributions of participant loans2013-12-31$123,199
Value of total corrective distributions2013-12-31$430,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$63,769,120
Value of total assets at end of year2013-12-31$594,960,669
Value of total assets at beginning of year2013-12-31$485,426,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$392,202
Total interest from all sources2013-12-31$913,184
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,445,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$111,745
Administrative expenses professional fees incurred2013-12-31$26,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$34,200,232
Participant contributions at end of year2013-12-31$22,610,209
Participant contributions at beginning of year2013-12-31$20,541,738
Assets. Other investments not covered elsewhere at end of year2013-12-31$950,933
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$724,832
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,813,966
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,366,388
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$422,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$753,810
Other income not declared elsewhere2013-12-31$64,874
Administrative expenses (other) incurred2013-12-31$41,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$109,865,692
Value of net assets at end of year (total assets less liabilities)2013-12-31$594,538,321
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$484,672,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,834,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,272,376
Value of interest in pooled separate accounts at end of year2013-12-31$470,072,801
Value of interest in pooled separate accounts at beginning of year2013-12-31$381,440,063
Interest on participant loans2013-12-31$908,601
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,433,118
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,462,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,462,405
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4,583
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-209,871
Net investment gain/loss from pooled separate accounts2013-12-31$72,691,274
Net investment gain or loss from common/collective trusts2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$91,320,966
Assets. Invements in employer securities at beginning of year2013-12-31$66,618,637
Contributions received in cash from employer2013-12-31$25,754,922
Employer contributions (assets) at end of year2013-12-31$738,618
Income. Dividends from common stock2013-12-31$1,333,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$48,041,671
Contract administrator fees2013-12-31$324,882
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$6,838,942
Aggregate carrying amount (costs) on sale of assets2013-12-31$7,566,726
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31HARPER & PEARSON
Accountancy firm EIN2013-12-31741695589
2012 : THE SCI 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$15,256,479
Total unrealized appreciation/depreciation of assets2012-12-31$15,256,479
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$753,810
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$939,776
Total income from all sources (including contributions)2012-12-31$110,867,970
Total loss/gain on sale of assets2012-12-31$791,033
Total of all expenses incurred2012-12-31$46,697,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$45,373,427
Expenses. Certain deemed distributions of participant loans2012-12-31$201,575
Value of total corrective distributions2012-12-31$699,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$56,354,980
Value of total assets at end of year2012-12-31$485,426,439
Value of total assets at beginning of year2012-12-31$421,442,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$423,634
Total interest from all sources2012-12-31$861,464
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,987,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$554,020
Administrative expenses professional fees incurred2012-12-31$25,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$31,531,272
Participant contributions at end of year2012-12-31$20,541,738
Participant contributions at beginning of year2012-12-31$19,242,504
Assets. Other investments not covered elsewhere at end of year2012-12-31$724,832
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$647,275
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,417,785
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,366,388
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$27,448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$753,810
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$939,776
Other income not declared elsewhere2012-12-31$-33,322
Administrative expenses (other) incurred2012-12-31$89,468
Total non interest bearing cash at beginning of year2012-12-31$-33,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$64,170,033
Value of net assets at end of year (total assets less liabilities)2012-12-31$484,672,629
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$420,502,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,272,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,804,593
Value of interest in pooled separate accounts at end of year2012-12-31$381,440,063
Value of interest in pooled separate accounts at beginning of year2012-12-31$329,552,791
Interest on participant loans2012-12-31$856,532
Interest earned on other investments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,462,405
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,375,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,375,393
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$4,932
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$307,288
Net investment gain/loss from pooled separate accounts2012-12-31$35,342,252
Net investment gain or loss from common/collective trusts2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$66,618,637
Assets. Invements in employer securities at beginning of year2012-12-31$56,825,576
Contributions received in cash from employer2012-12-31$23,405,923
Income. Dividends from common stock2012-12-31$1,433,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$45,373,427
Contract administrator fees2012-12-31$309,166
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$10,494,347
Aggregate carrying amount (costs) on sale of assets2012-12-31$9,703,314
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31HARPER & PEARSON
Accountancy firm EIN2012-12-31741695589
2011 : THE SCI 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$12,805,719
Total unrealized appreciation/depreciation of assets2011-12-31$12,805,719
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$939,776
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,108,557
Total income from all sources (including contributions)2011-12-31$66,233,836
Total loss/gain on sale of assets2011-12-31$381,043
Total of all expenses incurred2011-12-31$38,123,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$36,564,230
Expenses. Certain deemed distributions of participant loans2011-12-31$150,540
Value of total corrective distributions2011-12-31$1,045,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$56,664,538
Value of total assets at end of year2011-12-31$421,442,372
Value of total assets at beginning of year2011-12-31$393,501,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$363,122
Total interest from all sources2011-12-31$852,833
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,684,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$662,026
Administrative expenses professional fees incurred2011-12-31$24,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$30,367,454
Participant contributions at end of year2011-12-31$19,242,504
Participant contributions at beginning of year2011-12-31$17,513,392
Assets. Other investments not covered elsewhere at end of year2011-12-31$647,275
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$847,895
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,090,159
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$939,776
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,108,557
Other income not declared elsewhere2011-12-31$-130,246
Administrative expenses (other) incurred2011-12-31$53,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$28,110,065
Value of net assets at end of year (total assets less liabilities)2011-12-31$420,502,596
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$392,392,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,804,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,149,811
Value of interest in pooled separate accounts at end of year2011-12-31$329,552,791
Value of interest in pooled separate accounts at beginning of year2011-12-31$320,378,110
Interest on participant loans2011-12-31$848,851
Interest earned on other investments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,369,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,500,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,500,376
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$130,992
Net investment gain/loss from pooled separate accounts2011-12-31$-6,155,193
Net investment gain or loss from common/collective trusts2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$56,825,576
Assets. Invements in employer securities at beginning of year2011-12-31$47,111,504
Contributions received in cash from employer2011-12-31$24,206,925
Income. Dividends from common stock2011-12-31$1,022,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$36,564,230
Contract administrator fees2011-12-31$285,936
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$6,729,960
Aggregate carrying amount (costs) on sale of assets2011-12-31$6,348,917
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HARPER & PEARSON
Accountancy firm EIN2011-12-31741695589
2010 : THE SCI 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-613,735
Total unrealized appreciation/depreciation of assets2010-12-31$-613,735
Total transfer of assets to this plan2010-12-31$5,323,386
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,108,557
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,050,020
Total income from all sources (including contributions)2010-12-31$83,240,162
Total loss/gain on sale of assets2010-12-31$1,258,247
Total of all expenses incurred2010-12-31$34,394,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$32,436,409
Expenses. Certain deemed distributions of participant loans2010-12-31$126,247
Value of total corrective distributions2010-12-31$1,368,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$51,329,742
Value of total assets at end of year2010-12-31$393,501,088
Value of total assets at beginning of year2010-12-31$339,273,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$463,666
Total interest from all sources2010-12-31$870,897
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,041,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$100,640
Administrative expenses professional fees incurred2010-12-31$27,528
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$27,775,824
Participant contributions at end of year2010-12-31$17,513,392
Participant contributions at beginning of year2010-12-31$15,319,763
Assets. Other investments not covered elsewhere at end of year2010-12-31$847,895
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$540,017
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,561,757
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,108,557
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,050,020
Other income not declared elsewhere2010-12-31$192,928
Administrative expenses (other) incurred2010-12-31$161,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$48,845,514
Value of net assets at end of year (total assets less liabilities)2010-12-31$392,392,531
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$338,223,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$91
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,149,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,237,647
Value of interest in pooled separate accounts at end of year2010-12-31$320,378,110
Value of interest in pooled separate accounts at beginning of year2010-12-31$267,632,740
Interest on participant loans2010-12-31$866,570
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,500,376
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,967,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,967,065
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4,327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-31,813
Net investment gain/loss from pooled separate accounts2010-12-31$29,192,361
Net investment gain or loss from common/collective trusts2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$47,111,504
Assets. Invements in employer securities at beginning of year2010-12-31$48,576,419
Contributions received in cash from employer2010-12-31$20,992,161
Income. Dividends from common stock2010-12-31$940,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$32,436,409
Contract administrator fees2010-12-31$274,636
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$5,047,388
Aggregate carrying amount (costs) on sale of assets2010-12-31$3,789,141
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31HARPER & PEARSON
Accountancy firm EIN2010-12-31741695589
2009 : THE SCI 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 securities2009-12-31$0

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

2023: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE SCI 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51344
Policy instance 1
Insurance contract or identification numberSF 51344
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51344
Policy instance 1
Insurance contract or identification numberSF 51344
Number of Individuals Covered20187
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $20,150
Total amount of fees paid to insurance companyUSD $51
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,150
Insurance broker organization code?3
Amount paid for insurance broker fees51
Insurance broker nameTRACEY BRUNDRETT
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51344
Policy instance 1
Insurance contract or identification numberSF 51344
Number of Individuals Covered19334
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $175,774
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $148,717
Insurance broker organization code?3
Insurance broker nameJAMES K MCANDREWS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51344
Policy instance 1
Insurance contract or identification numberSF 51344
Number of Individuals Covered19708
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $192,523
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51344
Policy instance 1
Insurance contract or identification numberSF 51344
Number of Individuals Covered19185
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $159,340
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $141,577
Insurance broker organization code?3
Insurance broker nameJAMES K MCANDREWS

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