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RETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS
Plan identification number 003

RETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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)(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

PETER G. PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS has sponsored the creation of one or more 401k plans.

Company Name:PETER G. PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS
Employer identification number (EIN):521226967
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032024-01-01JEFF CORDEAU
0032023-01-01
0032023-01-01JEFF CORDEAU
0032022-01-01
0032022-01-01JEFF CORDEAU
0032021-01-01
0032021-01-01JEFF CORDEAU
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JEFF CORDEAU JEFF CORDEAU2018-09-25
0032016-01-01JEFF CORDEAU JEFF CORDEAU2017-07-18
0032015-01-01JEFF CORDEAU JEFF CORDEAU2016-07-20
0032014-01-01OLVIN D'SOUZA2015-07-28 OLVIN D'SOUZA2015-07-28
0032013-01-01OLVIN D'SOUZA2014-10-09
0032012-01-01ADAM POSEN2013-10-15
0032011-01-01REGINA YAN2012-10-05
0032010-01-01MARCUS NOLAND2011-09-12

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS

Measure Date Value
2024 : RETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS 2024 401k financial data
Total income from all sources2024-01-01$3,644,745
Expenses. Total of all expenses incurred2024-01-01$946,498
Benefits paid (including direct rollovers)2024-01-01$928,041
Total plan assets at end of year2024-01-01$24,971,609
Total plan assets at beginning of year2024-01-01$22,273,362
Value of fidelity bond covering the plan2024-01-01$500,000
Expenses. Other expenses not covered elsewhere2024-01-01$18,457
Other income received2024-01-01$2,768,871
Net income (gross income less expenses)2024-01-01$2,698,247
Net plan assets at end of year (total assets less liabilities)2024-01-01$24,971,609
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$22,273,362
Total contributions received or receivable from employer(s)2024-01-01$875,874
2023 : RETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS 2023 401k financial data
Total income from all sources2023-12-31$3,314,040
Expenses. Total of all expenses incurred2023-12-31$219,526
Benefits paid (including direct rollovers)2023-12-31$213,674
Total plan assets at end of year2023-12-31$22,273,362
Total plan assets at beginning of year2023-12-31$19,178,848
Value of fidelity bond covering the plan2023-12-31$500,000
Other income received2023-12-31$2,704,078
Net income (gross income less expenses)2023-12-31$3,094,514
Net plan assets at end of year (total assets less liabilities)2023-12-31$22,273,362
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$19,178,848
Total contributions received or receivable from employer(s)2023-12-31$609,962
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$5,852
2022 : RETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS 2022 401k financial data
Total income from all sources2022-12-31$-1,490,308
Expenses. Total of all expenses incurred2022-12-31$1,510,174
Benefits paid (including direct rollovers)2022-12-31$1,507,285
Total plan assets at end of year2022-12-31$19,178,848
Total plan assets at beginning of year2022-12-31$22,179,330
Value of fidelity bond covering the plan2022-12-31$500,000
Other income received2022-12-31$-2,035,294
Net income (gross income less expenses)2022-12-31$-3,000,482
Net plan assets at end of year (total assets less liabilities)2022-12-31$19,178,848
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$22,179,330
Total contributions received or receivable from employer(s)2022-12-31$544,986
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$2,889
2021 : RETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS 2021 401k financial data
Total income from all sources2021-12-31$3,011,585
Expenses. Total of all expenses incurred2021-12-31$2,229,021
Benefits paid (including direct rollovers)2021-12-31$2,229,021
Total plan assets at end of year2021-12-31$22,179,330
Total plan assets at beginning of year2021-12-31$21,396,766
Value of fidelity bond covering the plan2021-12-31$500,000
Other income received2021-12-31$2,530,251
Net income (gross income less expenses)2021-12-31$782,564
Net plan assets at end of year (total assets less liabilities)2021-12-31$22,179,330
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$21,396,766
Total contributions received or receivable from employer(s)2021-12-31$481,334
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$481,334
Amount contributed by the employer to the plan for this plan year2021-12-31$481,334
2020 : RETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS 2020 401k financial data
Total income from all sources2020-12-31$2,818,642
Expenses. Total of all expenses incurred2020-12-31$467,393
Benefits paid (including direct rollovers)2020-12-31$467,393
Total plan assets at end of year2020-12-31$21,396,766
Total plan assets at beginning of year2020-12-31$19,045,517
Value of fidelity bond covering the plan2020-12-31$500,000
Other income received2020-12-31$2,257,255
Net income (gross income less expenses)2020-12-31$2,351,249
Net plan assets at end of year (total assets less liabilities)2020-12-31$21,396,766
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$19,045,517
Total contributions received or receivable from employer(s)2020-12-31$561,387
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$561,387
Amount contributed by the employer to the plan for this plan year2020-12-31$561,387
2019 : RETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS 2019 401k financial data
Total income from all sources2019-12-31$3,088,816
Expenses. Total of all expenses incurred2019-12-31$1,525,237
Benefits paid (including direct rollovers)2019-12-31$1,525,237
Total plan assets at end of year2019-12-31$19,045,517
Total plan assets at beginning of year2019-12-31$17,481,938
Value of fidelity bond covering the plan2019-12-31$500,000
Other income received2019-12-31$2,568,312
Net income (gross income less expenses)2019-12-31$1,563,579
Net plan assets at end of year (total assets less liabilities)2019-12-31$19,045,517
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$17,481,938
Total contributions received or receivable from employer(s)2019-12-31$520,504
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$520,504
Amount contributed by the employer to the plan for this plan year2019-12-31$520,504
2018 : RETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS 2018 401k financial data
Total income from all sources2018-12-31$292,599
Expenses. Total of all expenses incurred2018-12-31$268,554
Benefits paid (including direct rollovers)2018-12-31$268,554
Total plan assets at end of year2018-12-31$17,481,938
Total plan assets at beginning of year2018-12-31$17,457,893
Value of fidelity bond covering the plan2018-12-31$500,000
Other income received2018-12-31$-356,118
Net income (gross income less expenses)2018-12-31$24,045
Net plan assets at end of year (total assets less liabilities)2018-12-31$17,481,938
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$17,457,893
Total contributions received or receivable from employer(s)2018-12-31$648,717
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$648,717
Amount contributed by the employer to the plan for this plan year2018-12-31$648,717
2017 : RETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS 2017 401k financial data
Transfers to/from the plan2017-12-31$-3,301
Total income from all sources2017-12-31$2,798,380
Expenses. Total of all expenses incurred2017-12-31$1,558,207
Benefits paid (including direct rollovers)2017-12-31$1,558,207
Total plan assets at end of year2017-12-31$17,457,893
Total plan assets at beginning of year2017-12-31$16,221,021
Value of fidelity bond covering the plan2017-12-31$500,000
Other income received2017-12-31$2,051,740
Net income (gross income less expenses)2017-12-31$1,240,173
Net plan assets at end of year (total assets less liabilities)2017-12-31$17,457,893
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$16,221,021
Total contributions received or receivable from employer(s)2017-12-31$746,640
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : RETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS 2016 401k financial data
Total income from all sources2016-12-31$1,305,770
Expenses. Total of all expenses incurred2016-12-31$1,420,507
Benefits paid (including direct rollovers)2016-12-31$1,417,525
Total plan assets at end of year2016-12-31$16,221,021
Total plan assets at beginning of year2016-12-31$16,335,758
Value of fidelity bond covering the plan2016-12-31$500,000
Other income received2016-12-31$724,495
Net income (gross income less expenses)2016-12-31$-114,737
Net plan assets at end of year (total assets less liabilities)2016-12-31$16,221,021
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$16,335,758
Total contributions received or receivable from employer(s)2016-12-31$581,275
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,982
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : RETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS 2015 401k financial data
Total income from all sources2015-12-31$976,265
Expenses. Total of all expenses incurred2015-12-31$227,810
Benefits paid (including direct rollovers)2015-12-31$227,810
Total plan assets at end of year2015-12-31$16,335,758
Total plan assets at beginning of year2015-12-31$15,587,303
Value of fidelity bond covering the plan2015-12-31$500,000
Other income received2015-12-31$355,362
Net income (gross income less expenses)2015-12-31$748,455
Net plan assets at end of year (total assets less liabilities)2015-12-31$16,335,758
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$15,587,303
Total contributions received or receivable from employer(s)2015-12-31$620,903
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS

2023: RETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: RETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS 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: RETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS 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: RETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS 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: RETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS 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: RETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS 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: RETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366378
Policy instance 1
Insurance contract or identification number366378
Number of Individuals Covered101
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366378
Policy instance 1
Insurance contract or identification number366378
Number of Individuals Covered108
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366378
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366378
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366378
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366378
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366378
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366378
Policy instance 1

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