Form 5500 · Retirement plan · SAN ANSELMO, CA
SAN DOMENICO SCHOOL
The filing calls this plan SAN DOMENICO SCHOOL 403(B) RETIREMENT PLAN.
SAN DOMENICO SCHOOL of SAN ANSELMO, CA 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 1 other insurer. 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 94-6080077 · plan 001 · plan year 2025, filed Mar 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 $3,363,228 at the end of the plan year, as reported on Schedule A.
$2,234 in agent commissions is disclosed across the contracts; LINCOLN - APS 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
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Annuity / GIC | 39 | June | $532,290 | $2,234 |
| TIAA-CREF | Annuity / GIC | 38 | June | $294,458 | $0 |
| TIAA-CREF | Annuity / GIC | 116 | June | $2,536,480 | $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.
The filing reports that employee contributions were not forwarded to the plan on time (line 4a).
Other plans filed by this employer
More employer plans in California — largest plans, brokers, carriers and renewal months.