Sci Union 401(K) Retirement Savings Plan — Form 5500 plan (Service Corporation Intl)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sci Union 401(K) Retirement Savings Plan is a benefit plan reported by Service Corporation Intl under EIN 74-1488375 and plan number 003. The latest loaded filing year is 2023. The filing reports 335 participants and $12,037,740 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12MPlan net assets, end of year$12,037,740
Participants335Covered participants reported
Assets / participant$35.9KComputed: assets ÷ participants$35,934 (computed)
Provider compensation$9.9K2 Schedule C provider row(s)$9,890
- Plan sponsor
- Service Corporation Intl
- EIN
- 74-1488375
- Plan number
- 003
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 335 | H, C | 20241002131751NAL0008307633001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$12M total assets
Net assets$12MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $12,037,740
- Net assets (EOY)
- $12,037,740
- Net assets (BOY)
- $9,816,829
Income & contributions
- Employer contributions
- $410,243
- Participant contributions
- $712,543
- Total contributions
- $1,122,786
- Total income / additions
- $2,866,773
Expenses & distributions
- Benefits paid
- $615,559
- Administrative expenses
- $9,965
- Total expenses
- $625,524
- Net increase / (decrease)
- $2,241,249
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $9,890 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |