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Form 5500 · Retirement plan · MILWAUKEE, WI

ST. AUGUSTINE PREPARATORY ACADEMY, INC.

The filing calls this plan ST. AUGUSTINE PREP RETIREMENT PLAN.

ST. AUGUSTINE PREPARATORY ACADEMY, INC. of MILWAUKEE, WI's retirement plan holds 1 insurance-company contract (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)
Not disclosed
Contract year ends
Juneas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-1800734 · plan 001 · plan year 2025, filed Mar 25, 2026

Participants at the start of the year
347
Contracts on file
1
Contract value
$9,432,862
Plan year end
June

Plan brief

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

The contracts held $9,432,862 at the end of the plan year, as reported on Schedule A.

$3,901 in agent commissions is disclosed across the 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 June.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC—June$9,432,862$3,901

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
ST. AUGUSTINE PREPARATORY ACADEMY, INC.
EIN 47-1800734
JOHN HANCOCK LIFE INSURANCE COMPANY
Recordkeeping and information management · EIN 01-0233346

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
$9,434,386
Paid out in benefits
$539,865
Participants at the start of the year
347
Participants with account balances
337

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

Who runs the plan

RecordkeeperEIN 01-0233346
JOHN HANCOCK LIFE INSURANCE COMPANY
Independent accountantEIN 39-0919055
RITZHOLMAN, LLP
Accountant's opinion (Schedule H, line 3a)
Disclaimer of opinion

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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