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Original filing (PDF)20260225100735NAL0002108547001
THE SUMMIT SCHOOL
Form 5500
FILING_RECEIVED
SUMMIT SCHOOL RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 9.3 mo
Active participants
87
Accounts w/ balance
—
Plan assets (EOY)
$12.2M
Net assets (EOY)
$12.2M
How this plan invests
This plan
9 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
79
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 9.3 months past the 10.5-month grace window.
- 47 bps in Schedule C fees — 61% above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE SUMMIT SCHOOL.
Plan sponsor
Name
THE SUMMIT SCHOOL
EIN
11-2167091
Address
187-30 GRAND CENTRAL PARKWAY · JAMAICA ESTATES, NY · 11432
Phone
(845) 358-7772
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2026-02-25
Pension benefit codes
1B · Flat-dollar DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BORIS BENIC AND ASSOCIATES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $57K | — |
Investments
9 pooled funds· $12.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN LDI LONG DURATION SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 104 | Pooled Separate Account | $4.6M | 37.9% |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $3.7M | 30.4% |
| PRIN LDI INTRM DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 128 | Pooled Separate Account | $1.3M | 10.7% |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | $953K | 7.8% |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | $585K | 4.8% |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | $428K | 3.5% |
| PRIN ORG EMG MKTS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 178 | Pooled Separate Account | $293K | 2.4% |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | $220K | 1.8% |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $86K | 0.7% |
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