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CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameCENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN
Plan identification number 001

CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS 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.
  • 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 SCIENCE IN THE PUBLIC INTEREST has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR SCIENCE IN THE PUBLIC INTEREST
Employer identification number (EIN):237122879
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about CENTER FOR SCIENCE IN THE PUBLIC INTEREST

Jurisdiction of Incorporation: Oklahoma Secretary Of State
Incorporation Date:
Company Identification Number: 4300593852

More information about CENTER FOR SCIENCE IN THE PUBLIC INTEREST

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01COLLEEN O'DAY
0012016-01-01COLLEEN O'DAY
0012015-01-01COLLEEN O'DAY
0012014-01-01COLLEEN O'DAY
0012013-01-01COLLEEN O'DAY
0012012-01-01COLLEEN O'DAY
0012011-01-01COLLEEN ODAY
0012009-01-01COLLEEN ODAY

Plan Statistics for CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01130
Total number of active participants reported on line 7a of the Form 55002022-01-0164
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0174
Total of all active and inactive participants2022-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01138
Number of participants with account balances2022-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01124
Total number of active participants reported on line 7a of the Form 55002021-01-0159
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0170
Total of all active and inactive participants2021-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01130
Number of participants with account balances2021-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01109
Total number of active participants reported on line 7a of the Form 55002020-01-0158
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0166
Total of all active and inactive participants2020-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01124
Number of participants with account balances2020-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01119
Total number of active participants reported on line 7a of the Form 55002019-01-0138
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0171
Total of all active and inactive participants2019-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01109
Number of participants with account balances2019-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01114
Total number of active participants reported on line 7a of the Form 55002018-01-0137
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0182
Total of all active and inactive participants2018-01-01119
Total participants2018-01-01119
Number of participants with account balances2018-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01116
Total number of active participants reported on line 7a of the Form 55002017-01-0139
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0175
Total of all active and inactive participants2017-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01114
Number of participants with account balances2017-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01117
Total number of active participants reported on line 7a of the Form 55002016-01-0138
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0177
Total of all active and inactive participants2016-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01116
Number of participants with account balances2016-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01128
Total number of active participants reported on line 7a of the Form 55002015-01-0144
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0173
Total of all active and inactive participants2015-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01117
Number of participants with account balances2015-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01135
Total number of active participants reported on line 7a of the Form 55002014-01-0154
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0174
Total of all active and inactive participants2014-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01128
Number of participants with account balances2014-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01134
Total number of active participants reported on line 7a of the Form 55002013-01-0161
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0174
Total of all active and inactive participants2013-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01135
Number of participants with account balances2013-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01132
Total number of active participants reported on line 7a of the Form 55002012-01-0161
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0173
Total of all active and inactive participants2012-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01134
Number of participants with account balances2012-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01117
Total number of active participants reported on line 7a of the Form 55002011-01-0159
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0173
Total of all active and inactive participants2011-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01132
Number of participants with account balances2011-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01121
Total number of active participants reported on line 7a of the Form 55002009-01-0152
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0159
Total of all active and inactive participants2009-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01112
Number of participants with account balances2009-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN

Measure Date Value
2022 : CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,720,633
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,314,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,312,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$565,477
Value of total assets at end of year2022-12-31$12,952,909
Value of total assets at beginning of year2022-12-31$16,988,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,535
Total interest from all sources2022-12-31$37,226
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$491,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$491,467
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$427,917
Participant contributions at end of year2022-12-31$19,632
Participant contributions at beginning of year2022-12-31$35,844
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$17,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,035,545
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,952,909
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,988,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$2,110
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,784,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,510,102
Interest earned on other investments2022-12-31$35,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$119,252
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$436,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$436,506
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,029,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,006,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,814,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$120,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,312,377
Contract administrator fees2022-12-31$425
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31MATTHEWS, CARTER AND BOYCE, PC
Accountancy firm EIN2022-12-31541487262
2021 : CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,153,259
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,747,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,745,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$575,357
Value of total assets at end of year2021-12-31$16,988,454
Value of total assets at beginning of year2021-12-31$16,582,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,440
Total interest from all sources2021-12-31$36,811
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$940,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$940,311
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$396,252
Participant contributions at end of year2021-12-31$35,844
Participant contributions at beginning of year2021-12-31$63,639
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$55,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$405,749
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,988,454
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,582,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,915
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,510,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,229,654
Interest earned on other investments2021-12-31$36,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$436,506
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,219,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,219,370
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$76
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,006,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,070,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,600,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$123,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,745,070
Contract administrator fees2021-12-31$525
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MATTHEWS, CARTER AND BOYCE, PC
Accountancy firm EIN2021-12-31541487262
2020 : CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,384,961
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$630,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$628,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$436,362
Value of total assets at end of year2020-12-31$16,582,705
Value of total assets at beginning of year2020-12-31$13,828,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,325
Total interest from all sources2020-12-31$41,125
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$533,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$533,564
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$357,525
Participant contributions at end of year2020-12-31$63,639
Participant contributions at beginning of year2020-12-31$70,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,754,291
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,582,705
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,828,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,229,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,479,763
Interest earned on other investments2020-12-31$37,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,219,370
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,233,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,233,379
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,070,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,045,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,373,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$78,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$628,345
Contract administrator fees2020-12-31$2,325
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MATTHEWS, CARTER AND BOYCE, PC
Accountancy firm EIN2020-12-31541487262
2019 : CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,842,867
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,669,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,666,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$397,825
Value of total assets at end of year2019-12-31$13,828,414
Value of total assets at beginning of year2019-12-31$12,654,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,295
Total interest from all sources2019-12-31$61,762
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$363,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$363,888
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$303,480
Participant contributions at end of year2019-12-31$70,187
Participant contributions at beginning of year2019-12-31$76,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,173,773
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,828,414
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,654,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,479,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,642,036
Interest earned on other investments2019-12-31$36,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,233,379
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,932,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,932,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$24,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,045,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,003,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,019,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$94,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,666,799
Contract administrator fees2019-12-31$2,295
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MATTHEWS, CARTER AND BOYCE, PC
Accountancy firm EIN2019-12-31541487262
2018 : CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-79,074
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$425,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$422,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$449,869
Value of total assets at end of year2018-12-31$12,654,641
Value of total assets at beginning of year2018-12-31$13,159,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,494
Total interest from all sources2018-12-31$65,678
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$477,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$477,073
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$317,997
Participant contributions at end of year2018-12-31$76,474
Participant contributions at beginning of year2018-12-31$74,115
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$48,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-504,423
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,654,641
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,159,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,642,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,207,377
Interest earned on other investments2018-12-31$36,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,932,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,866,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,866,127
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$28,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,003,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,011,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,071,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$83,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$422,855
Contract administrator fees2018-12-31$2,494
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MATTHEWS, CARTER AND BOYCE, PC
Accountancy firm EIN2018-12-31541487262
2017 : CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,176,100
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$482,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$479,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$395,348
Value of total assets at end of year2017-12-31$13,159,064
Value of total assets at beginning of year2017-12-31$11,465,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,535
Total interest from all sources2017-12-31$43,895
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$332,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$332,341
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$259,409
Participant contributions at end of year2017-12-31$74,115
Participant contributions at beginning of year2017-12-31$45,949
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$74,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,693,714
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,159,064
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,465,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,207,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,472,131
Interest earned on other investments2017-12-31$33,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,866,127
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$95,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$95,521
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$10,691
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,011,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$851,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,404,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$61,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$479,851
Contract administrator fees2017-12-31$2,535
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MATTHEWS, CARTER AND BOYCE, PC
Accountancy firm EIN2017-12-31541487262
2016 : CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,047,590
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$180,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$177,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$332,964
Value of total assets at end of year2016-12-31$11,465,350
Value of total assets at beginning of year2016-12-31$10,598,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,395
Total interest from all sources2016-12-31$30,173
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$265,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$265,694
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$276,343
Participant contributions at end of year2016-12-31$45,949
Participant contributions at beginning of year2016-12-31$84,497
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$867,338
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,465,350
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,598,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,472,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,577,379
Interest earned on other investments2016-12-31$30,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$95,521
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$95,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$95,427
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$851,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$840,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$418,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$56,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$177,857
Contract administrator fees2016-12-31$2,395
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MATTHEWS, CARTER AND BOYCE, PC
Accountancy firm EIN2016-12-31541487262
2015 : CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$606,689
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,615,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,611,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$494,523
Value of total assets at end of year2015-12-31$10,598,012
Value of total assets at beginning of year2015-12-31$11,606,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,297
Total interest from all sources2015-12-31$36,338
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$369,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$369,690
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$316,794
Participant contributions at end of year2015-12-31$84,497
Participant contributions at beginning of year2015-12-31$187,805
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$83,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,008,440
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,598,012
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,606,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,577,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,728,323
Interest earned on other investments2015-12-31$36,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$95,427
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$687,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$687,100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$32
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$840,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,003,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-293,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$94,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,611,832
Contract administrator fees2015-12-31$3,297
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MATTHEWS, CARTER AND BOYCE, PC
Accountancy firm EIN2015-12-31541487262
2014 : CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,237,006
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,551,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,548,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$474,939
Value of total assets at end of year2014-12-31$11,606,452
Value of total assets at beginning of year2014-12-31$11,921,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,492
Total interest from all sources2014-12-31$44,265
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$441,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$441,535
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$330,593
Participant contributions at end of year2014-12-31$187,805
Participant contributions at beginning of year2014-12-31$154,660
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$38,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-314,765
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,606,452
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,921,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,728,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,466,314
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest earned on other investments2014-12-31$44,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$687,100
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,181,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,181,721
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,003,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,118,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$276,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$105,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,548,279
Contract administrator fees2014-12-31$3,492
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MATTHEWS, CARTER AND BOYCE, PC
Accountancy firm EIN2014-12-31541487262
2013 : CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,600,388
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$334,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$331,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$692,343
Value of total assets at end of year2013-12-31$11,921,217
Value of total assets at beginning of year2013-12-31$9,655,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,079
Total interest from all sources2013-12-31$34,925
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$374,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$374,899
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$338,065
Participant contributions at end of year2013-12-31$154,660
Participant contributions at beginning of year2013-12-31$118,988
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$46,729
Administrative expenses (other) incurred2013-12-31$1,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,265,977
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,921,217
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,655,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$242
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,466,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,044,653
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$13,138
Interest earned on other investments2013-12-31$34,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,181,721
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$655,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$655,760
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$92
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,118,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$822,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,496,370
Net investment gain/loss from pooled separate accounts2013-12-31$1,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$307,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$331,332
Contract administrator fees2013-12-31$1,147
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MATTHEWS, CARTER AND BOYCE, PC
Accountancy firm EIN2013-12-31541487262
2012 : CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,908,159
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$676,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$671,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$954,088
Value of total assets at end of year2012-12-31$9,655,240
Value of total assets at beginning of year2012-12-31$8,423,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,170
Total interest from all sources2012-12-31$36,924
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$165,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$165,638
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$377,867
Participant contributions at end of year2012-12-31$118,988
Participant contributions at beginning of year2012-12-31$166,887
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$288,192
Administrative expenses (other) incurred2012-12-31$1,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,231,715
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,655,240
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,423,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$300
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,044,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,728,331
Value of interest in pooled separate accounts at end of year2012-12-31$13,138
Value of interest in pooled separate accounts at beginning of year2012-12-31$12,059
Interest earned on other investments2012-12-31$36,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$655,760
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$680,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$680,683
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$82
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$822,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$835,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$750,099
Net investment gain/loss from pooled separate accounts2012-12-31$1,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$288,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$671,274
Contract administrator fees2012-12-31$3,241
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MATTHEWS, CARTER AND BOYCE, PC
Accountancy firm EIN2012-12-31541487262
2011 : CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$566,727
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$123,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$120,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$681,357
Value of total assets at end of year2011-12-31$8,423,525
Value of total assets at beginning of year2011-12-31$7,980,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,831
Total interest from all sources2011-12-31$33,395
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$128,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$128,842
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$316,807
Participant contributions at end of year2011-12-31$166,887
Participant contributions at beginning of year2011-12-31$159,354
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4
Administrative expenses (other) incurred2011-12-31$1,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$443,071
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,423,525
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,980,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$222
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,728,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,454,613
Value of interest in pooled separate accounts at end of year2011-12-31$12,059
Value of interest in pooled separate accounts at beginning of year2011-12-31$13,146
Interest earned on other investments2011-12-31$33,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$680,683
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$659,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$659,651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$78
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$835,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$693,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-276,194
Net investment gain/loss from pooled separate accounts2011-12-31$-673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$364,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$120,825
Contract administrator fees2011-12-31$1,068
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MATTHEWS, CARTER AND BOYCE, PC
Accountancy firm EIN2011-12-31541487262
2010 : CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,407,187
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$794,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$792,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$494,394
Value of total assets at end of year2010-12-31$7,980,454
Value of total assets at beginning of year2010-12-31$7,368,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,789
Total interest from all sources2010-12-31$30,527
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$96,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$96,273
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$311,955
Participant contributions at end of year2010-12-31$159,354
Participant contributions at beginning of year2010-12-31$58,043
Administrative expenses (other) incurred2010-12-31$1,490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$612,349
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,980,454
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,368,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$243
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,454,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,742,898
Value of interest in pooled separate accounts at end of year2010-12-31$13,146
Interest earned on other investments2010-12-31$30,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$659,651
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$852,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$852,418
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$693,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$714,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$783,824
Net investment gain/loss from pooled separate accounts2010-12-31$2,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$182,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$792,049
Contract administrator fees2010-12-31$1,056
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MATTHEWS, CARTER AND BOYCE, PC
Accountancy firm EIN2010-12-31541487262
2009 : CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN

2022: CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CENTER FOR SCIENCE IN THE PUBLIC INTEREST RETIREMENT AND EMPLOYEE SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number073829 0001
Policy instance 2
Insurance contract or identification number073829 0001
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22635
Policy instance 1
Insurance contract or identification numberCR22635
Number of Individuals Covered19
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,892
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,892
Insurance broker organization code?4
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number073829 0001
Policy instance 2
Insurance contract or identification number073829 0001
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22635
Policy instance 1
Insurance contract or identification numberCR22635
Number of Individuals Covered19
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,258
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,258
Insurance broker organization code?4
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number073829 0001
Policy instance 2
Insurance contract or identification number073829 0001
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22635
Policy instance 1
Insurance contract or identification numberCR22635
Number of Individuals Covered22
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,652
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,652
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22635
Policy instance 1
Insurance contract or identification numberCR22635
Number of Individuals Covered23
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,645
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,645
Insurance broker organization code?4
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number073829 0001
Policy instance 2
Insurance contract or identification number073829 0001
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number073829 0001
Policy instance 2
Insurance contract or identification number073829 0001
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22635
Policy instance 1
Insurance contract or identification numberCR22635
Number of Individuals Covered24
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,717
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,717
Insurance broker organization code?4
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number073829 0001
Policy instance 2
Insurance contract or identification number073829 0001
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22635
Policy instance 1
Insurance contract or identification numberCR22635
Number of Individuals Covered27
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,192
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,192
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number073829 001
Policy instance 2
Insurance contract or identification number073829 001
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22635
Policy instance 1
Insurance contract or identification numberCR22635
Number of Individuals Covered31
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,527
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,527
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number073829 001
Policy instance 2
Insurance contract or identification number073829 001
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22635
Policy instance 1
Insurance contract or identification numberCR22635
Number of Individuals Covered35
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $10,754
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,754
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22635
Policy instance 1
Insurance contract or identification numberCR22635
Number of Individuals Covered35
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $15,612
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,612
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number073829 001
Policy instance 2
Insurance contract or identification number073829 001
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number073829 001
Policy instance 2
Insurance contract or identification number073829 001
Number of Individuals Covered5
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22635
Policy instance 1
Insurance contract or identification numberCR22635
Number of Individuals Covered35
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $17,470
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,470
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number073829 001
Policy instance 1
Insurance contract or identification number073829 001
Number of Individuals Covered5
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22635
Policy instance 2
Insurance contract or identification numberCR22635
Number of Individuals Covered38
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $15,621
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number073829 001
Policy instance 1
Insurance contract or identification number073829 001
Number of Individuals Covered5
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22635
Policy instance 2
Insurance contract or identification numberCR22635
Number of Individuals Covered35
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $14,963
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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