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Form 5500 · Retirement plan · SAN ANTONIO, TX

COMMUNITIES IN SCHOOLS OF SAN ANTONIO

The filing calls this plan COMMUNITY IN SCHOOLS OF SAN ANTONIO 403(B) PLAN.

COMMUNITIES IN SCHOOLS OF SAN ANTONIO of SAN ANTONIO, TX files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by AXA EQUITABLE LIFE INSURANCE COMPANY. 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)
Not disclosed
Contract year ends
Augustas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-2393714 · plan 001 · plan year 2025, filed Jun 15, 2026

Participants at the start of the year
304
Contracts on file
1
Contract value
$59,965
Plan year end
August

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with AXA EQUITABLE LIFE INSURANCE COMPANY.

The contracts held $59,965 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

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

CarrierContract typeCoveredYear endsContract valueCommission
AXA EQUITABLE LIFE INSURANCE COMPANYAnnuity / GIC37August$59,965$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.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN 42-1484983
TRANSAMERICA RETIREMENT SOLUTIONS
Claims processing · Recordkeeping and information management · EIN 13-3689044
$18,033
paid directly by the plan
INDEP FINANCIAL SERVICES
INVEST ADV · EIN 59-3331424
$13,859
paid directly by the plan
ADMIN GROUP DBA TAG RESOURCES
INVEST ADV · EIN 62-1874769
$10,540
paid directly by the plan
AXA EQUITABLE LIFE INS CO
Investment advisory · EIN 13-5570651
$835
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
$5,686,607
Paid out in benefits
$496,149
Participants at the start of the year
304
Participants with account balances
167

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

Who runs the plan

RecordkeeperEIN 13-3689044
TRANSAMERICA RETIREMENT SOLUTIONS
Independent accountantEIN 14-1918990
TEMPLETON & COMPANY
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

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