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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
0022023-01-01WILLIAM KRAMER2024-08-26
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

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

Measure Date Value
2024 : CENTER FOR HEALTH, ETHICS AND SOCIAL POLICY 403(B)PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-260
Net assets as of the end of the plan year2024-08-26337949
Total assets as of the beginning of the plan year2024-08-26271548
Value of plan covered by a fidelity bond2024-08-2650000
Other income to plan in this plan year2024-08-2666401
Plan net income in this plan year2024-08-2666401
Net assets as of the end of the plan year2024-08-26337949
Net assets as of the beginning of the plan year2024-08-26271548
Fees paid to broker by Benefit Provider2024-08-26197
2022 : CENTER FOR HEALTH, ETHICS AND SOCIAL POLICY 403(B)PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-310
Net assets as of the end of the plan year2022-07-31348362
Total assets as of the beginning of the plan year2022-07-31286245
Value of plan covered by a fidelity bond2022-07-3150000
Other income to plan in this plan year2022-07-3162117
Plan net income in this plan year2022-07-3162117
Net assets as of the end of the plan year2022-07-31348362
Net assets as of the beginning of the plan year2022-07-31286245
Fees paid to broker by Benefit Provider2022-07-31164
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31307
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31307
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31307
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31307
Policy instance 1

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