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Form 5500 · Retirement plan · WASHINGTON, DC

CAPITAL CITY PUBLIC CHARTER SCHOOL, INC.

The filing calls this plan CAPITAL CITY PUBLIC CHARTER SCHOOL, INC. 403 (B) PLAN.

CAPITAL CITY PUBLIC CHARTER SCHOOL, INC. of WASHINGTON, DC's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Juneas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-2210775 · plan 001 · plan year 2025, filed Apr 9, 2026

Participants at the start of the year
435
Contracts on file
2
Contract value
$645,789
Plan year end
June

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles, all with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.

The contracts held $645,789 at the end of the plan year, as reported on Schedule A.

$6,082 in agent commissions is disclosed across the contracts; 18700 N HAYDEN RD 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 June.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC112June$644,776$6,078
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC2June$1,013$4

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.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
CAPITAL CITY PUBLIC CHARTER SCHOOL, INC.
EIN 52-2210775
LINCOLN NATIONAL CORPORATION
Contract administrator · EIN 35-1140070
$108,136
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$22,156,267
Paid out in benefits
$1,807,082
Participants at the start of the year
435
Participants with account balances
443

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 20-2153727
SB & COMPANY LLC
Accountant's opinion (Schedule H, line 3a)
Unmodified

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.

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