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CENTER FOR HEALTH, ETHICS AND SOCIAL POLICY 403(B)PLAN 401k Plan overview

Plan NameCENTER FOR HEALTH, ETHICS AND SOCIAL POLICY 403(B)PLAN
Plan identification number 002

CENTER FOR HEALTH, ETHICS AND SOCIAL POLICY 403(B)PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CENTER FOR HEALTH, ETHICS AND SOCIAL POLICY, INC. has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR HEALTH, ETHICS AND SOCIAL POLICY, INC.
Employer identification number (EIN):133869293
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR HEALTH, ETHICS AND SOCIAL POLICY 403(B)PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01WILLIAM KRAMER2023-07-07
0022021-01-01WILLIAM KRAMER2022-07-31
0022020-01-01WILLIAM KRAMER2021-04-07
0022019-01-01WILLIAM KRAMER2020-09-28
0022018-01-01WILLIAM KRAMER2019-06-14
0022017-01-01WILLIAM KRAMER2018-06-13
0022016-01-01WILLIAM KRAMER2017-05-25
0022015-01-01WILLIAM KRAMER2016-05-17
0022014-01-01WILLIAM KRAMER2015-07-29
0022013-01-01WILLIAM KRAMER2014-07-21
0022012-01-01FRANCES KISSLING2013-08-24 FRANCES KISSLING2013-08-24
0022011-01-01FRANCES KISSLING2013-08-24 FRANCES KISSLING2013-08-24
0022010-01-01FRANCES KISSLING2013-08-23 FRANCES KISSLING2013-08-23
0022008-01-01FRANCES KISSLING FRANCES KISSLING2013-08-14
0022007-01-01FRANCES KISSLING FRANCES KISSLING2013-08-14
0022006-01-01FRANCES KISSLING FRANCES KISSLING2013-08-14
0022005-01-01FRANCES KISSLING FRANCES KISSLING2013-08-14
0022004-01-01FRANCES KISSLING FRANCES KISSLING2013-08-14

Plan Statistics for CENTER FOR HEALTH, ETHICS AND SOCIAL POLICY 403(B)PLAN

401k plan membership statisitcs for CENTER FOR HEALTH, ETHICS AND SOCIAL POLICY 403(B)PLAN

Measure Date Value
2008: CENTER FOR HEALTH, ETHICS AND SOCIAL POLICY 403(B)PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-015
Total number of active participants reported on line 7a of the Form 55002008-01-011
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-014
Total of all active and inactive participants2008-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-015
Number of participants with account balances2008-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: CENTER FOR HEALTH, ETHICS AND SOCIAL POLICY 403(B)PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-015
Total number of active participants reported on line 7a of the Form 55002007-01-011
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-014
Total of all active and inactive participants2007-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-015
Number of participants with account balances2007-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
2006: CENTER FOR HEALTH, ETHICS AND SOCIAL POLICY 403(B)PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-016
Total number of active participants reported on line 7a of the Form 55002006-01-012
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-013
Total of all active and inactive participants2006-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-015
Number of participants with account balances2006-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010
2005: CENTER FOR HEALTH, ETHICS AND SOCIAL POLICY 403(B)PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-017
Total number of active participants reported on line 7a of the Form 55002005-01-012
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-014
Total of all active and inactive participants2005-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-010
Total participants2005-01-016
Number of participants with account balances2005-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-010
2004: CENTER FOR HEALTH, ETHICS AND SOCIAL POLICY 403(B)PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-017
Total number of active participants reported on line 7a of the Form 55002004-01-014
Number of retired or separated participants receiving benefits2004-01-010
Number of other retired or separated participants entitled to future benefits2004-01-013
Total of all active and inactive participants2004-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2004-01-010
Total participants2004-01-017
Number of participants with account balances2004-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-01-010

Financial Data on CENTER FOR HEALTH, ETHICS AND SOCIAL POLICY 403(B)PLAN

Measure Date Value
2008 : CENTER FOR HEALTH, ETHICS AND SOCIAL POLICY 403(B)PLAN 2008 401k financial data
Transfers to/from the plan2008-12-31$0
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$-18,390
Expenses. Total of all expenses incurred2008-12-31$0
Benefits paid (including direct rollovers)2008-12-31$0
Total plan assets at end of year2008-12-31$33,292
Total plan assets at beginning of year2008-12-31$51,682
Total contributions received or receivable from participants2008-12-31$0
Expenses. Other expenses not covered elsewhere2008-12-31$0
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-18,390
Noncash contributions received2008-12-31$0
Net income (gross income less expenses)2008-12-31$-18,390
Net plan assets at end of year (total assets less liabilities)2008-12-31$33,292
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$51,682
Total contributions received or receivable from employer(s)2008-12-31$0
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$0
2007 : CENTER FOR HEALTH, ETHICS AND SOCIAL POLICY 403(B)PLAN 2007 401k financial data
Transfers to/from the plan2007-12-31$0
Total plan liabilities at end of year2007-12-31$0
Total plan liabilities at beginning of year2007-12-31$0
Total income from all sources2007-12-31$4,032
Expenses. Total of all expenses incurred2007-12-31$0
Benefits paid (including direct rollovers)2007-12-31$0
Total plan assets at end of year2007-12-31$51,682
Total plan assets at beginning of year2007-12-31$47,650
Total contributions received or receivable from participants2007-12-31$0
Expenses. Other expenses not covered elsewhere2007-12-31$0
Contributions received from other sources (not participants or employers)2007-12-31$0
Other income received2007-12-31$4,032
Noncash contributions received2007-12-31$0
Net income (gross income less expenses)2007-12-31$4,032
Net plan assets at end of year (total assets less liabilities)2007-12-31$51,682
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$47,650
Total contributions received or receivable from employer(s)2007-12-31$0
Value of certain deemed distributions of participant loans2007-12-31$0
Value of corrective distributions2007-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$0
2006 : CENTER FOR HEALTH, ETHICS AND SOCIAL POLICY 403(B)PLAN 2006 401k financial data
Transfers to/from the plan2006-12-31$0
Total plan liabilities at end of year2006-12-31$0
Total plan liabilities at beginning of year2006-12-31$0
Total income from all sources2006-12-31$5,213
Expenses. Total of all expenses incurred2006-12-31$17,734
Benefits paid (including direct rollovers)2006-12-31$17,734
Total plan assets at end of year2006-12-31$47,650
Total plan assets at beginning of year2006-12-31$60,171
Total contributions received or receivable from participants2006-12-31$0
Expenses. Other expenses not covered elsewhere2006-12-31$0
Contributions received from other sources (not participants or employers)2006-12-31$0
Other income received2006-12-31$5,213
Noncash contributions received2006-12-31$0
Net income (gross income less expenses)2006-12-31$-12,521
Net plan assets at end of year (total assets less liabilities)2006-12-31$47,650
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$60,171
Total contributions received or receivable from employer(s)2006-12-31$0
Value of certain deemed distributions of participant loans2006-12-31$0
Value of corrective distributions2006-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2006-12-31$0
2005 : CENTER FOR HEALTH, ETHICS AND SOCIAL POLICY 403(B)PLAN 2005 401k financial data
Transfers to/from the plan2005-12-31$0
Total plan liabilities at end of year2005-12-31$0
Total plan liabilities at beginning of year2005-12-31$0
Total income from all sources2005-12-31$2,889
Expenses. Total of all expenses incurred2005-12-31$16,812
Benefits paid (including direct rollovers)2005-12-31$16,140
Total plan assets at end of year2005-12-31$60,171
Total plan assets at beginning of year2005-12-31$74,094
Total contributions received or receivable from participants2005-12-31$0
Expenses. Other expenses not covered elsewhere2005-12-31$672
Contributions received from other sources (not participants or employers)2005-12-31$0
Other income received2005-12-31$2,889
Noncash contributions received2005-12-31$0
Net income (gross income less expenses)2005-12-31$-13,923
Net plan assets at end of year (total assets less liabilities)2005-12-31$60,171
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$74,094
Total contributions received or receivable from employer(s)2005-12-31$0
Value of certain deemed distributions of participant loans2005-12-31$0
Value of corrective distributions2005-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2005-12-31$0
2004 : CENTER FOR HEALTH, ETHICS AND SOCIAL POLICY 403(B)PLAN 2004 401k financial data
Transfers to/from the plan2004-12-31$0
Total plan liabilities at end of year2004-12-31$0
Total plan liabilities at beginning of year2004-12-31$0
Total income from all sources2004-12-31$6,478
Expenses. Total of all expenses incurred2004-12-31$0
Benefits paid (including direct rollovers)2004-12-31$0
Total plan assets at end of year2004-12-31$74,094
Total plan assets at beginning of year2004-12-31$67,616
Total contributions received or receivable from participants2004-12-31$0
Expenses. Other expenses not covered elsewhere2004-12-31$0
Contributions received from other sources (not participants or employers)2004-12-31$0
Other income received2004-12-31$6,478
Noncash contributions received2004-12-31$0
Net income (gross income less expenses)2004-12-31$6,478
Net plan assets at end of year (total assets less liabilities)2004-12-31$74,094
Net plan assets at beginning of year (total assets less liabilities)2004-12-31$67,616
Total contributions received or receivable from employer(s)2004-12-31$0
Value of certain deemed distributions of participant loans2004-12-31$0
Value of corrective distributions2004-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2004-12-31$0

Form 5500 Responses for CENTER FOR HEALTH, ETHICS AND SOCIAL POLICY 403(B)PLAN

2008: CENTER FOR HEALTH, ETHICS AND SOCIAL POLICY 403(B)PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2007: CENTER FOR HEALTH, ETHICS AND SOCIAL POLICY 403(B)PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes
2006: CENTER FOR HEALTH, ETHICS AND SOCIAL POLICY 403(B)PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedYes
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement – InsuranceYes
2006-01-01Plan benefit arrangement - TrustYes
2005: CENTER FOR HEALTH, ETHICS AND SOCIAL POLICY 403(B)PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedYes
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement – InsuranceYes
2005-01-01Plan benefit arrangement - TrustYes
2004: CENTER FOR HEALTH, ETHICS AND SOCIAL POLICY 403(B)PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedYes
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – InsuranceYes
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement – InsuranceYes
2004-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31307
Policy instance 1
Insurance contract or identification numberCR31307
Number of Individuals Covered5
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $111
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $111
Insurance broker organization code?4
Insurance broker nameSEE ATTACHMENT
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31307
Policy instance 1
Insurance contract or identification numberCR31307
Number of Individuals Covered5
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $111
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $111
Insurance broker organization code?4
Insurance broker nameSEE ATTACHMENT
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31307
Policy instance 1
Insurance contract or identification numberCR31307
Number of Individuals Covered5
Insurance policy start date2006-01-01
Insurance policy end date2006-12-31
Total amount of commissions paid to insurance brokerUSD $111
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $111
Insurance broker organization code?4
Insurance broker nameSEE ATTACHMENT
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31307
Policy instance 1
Insurance contract or identification numberCR31307
Number of Individuals Covered6
Insurance policy start date2005-01-01
Insurance policy end date2005-12-31
Total amount of commissions paid to insurance brokerUSD $111
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $111
Insurance broker organization code?4
Insurance broker nameSEE ATTACHMENT
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31307
Policy instance 1
Insurance contract or identification numberCR31307
Number of Individuals Covered7
Insurance policy start date2004-01-01
Insurance policy end date2004-12-31
Total amount of commissions paid to insurance brokerUSD $111
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $111
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameSEE ATTACHMENT

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