Form 5500 · Retirement plan · FORT WAYNE, IN
CANTERBURY SCHOOL
The filing calls this plan CANTERBURY SCHOOL RETIREMENT PLAN.
CANTERBURY SCHOOL of FORT WAYNE, IN files a Form 5500 for its retirement plan. Schedule A discloses 3 annuity or guaranteed-interest contracts held by the plan, written by THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 2 other insurers. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-1410931 · plan 001 · plan year 2025, filed Jun 9, 2026
Plan brief
Schedule A lists 3 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.
The contracts held $3,381,206 at the end of the plan year, as reported on Schedule A.
$10,034 in agent commissions is disclosed across the contracts; LINCOLN FINANCIAL ADVISORS is the agent of record.
A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.
The contract year ended in August.
Schedule A insurance contracts
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Annuity / GIC | — | August | $2,052,423 | $10,034 |
| TIAA-CREF | Annuity / GIC | — | August | $579,117 | $0 |
| VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | Annuity / GIC | — | August | $749,666 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
Named on Schedule C of this filing. We publish company names only.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
Who runs the plan
From Schedule H of this filing.
We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.
More employer plans in Indiana — largest plans, brokers, carriers and renewal months.