School Health Corp. 401(K) Plan — Form 5500 plan (School Health Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, School Health Corp. 401(K) Plan is a benefit plan reported by School Health Corporation under EIN 36-2425385 and plan number 001. The latest loaded filing year is 2023. The filing reports 252 participants and $26,389,363 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- School Health Corporation
- EIN
- 36-2425385
- Plan number
- 001
- Plan type
- 2
- Location
- Rolling Meadows, IL
- Latest filing year
- 2023
- Participants
- 252
- End-of-year plan assets
- $26,389,363
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H, C | 20241206090256NAL0012477538001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,389,363
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,389,363
- Net assets (BOY)
- $21,866,419
Income & contributions
- Employer contributions
- $606,834
- Participant contributions
- $1,304,567
- Total contributions
- $2,027,496
- Total income / additions
- $5,749,152
Expenses & distributions
- Benefits paid
- $1,141,380
- Administrative expenses
- $84,828
- Total expenses
- $1,226,208
- Net increase / (decrease)
- $4,522,944
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| School Health | INV ADV, PARTICIPANTS | $45,898 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,930 | $0 | 2023 |