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CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 401k Plan overview

Plan NameCENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN
Plan identification number 001

CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT 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.

401k Sponsoring company profile

CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES
Employer identification number (EIN):521501082
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LISA WILSON2023-09-07
0012021-01-01LISA WILSON2022-09-06
0012020-01-01LISA WILSON2021-10-15
0012019-01-01LISA WILSON2020-10-10
0012018-01-01LISA WILSON2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01
0012014-01-01
0012013-01-01LISA POOLE, CFO
0012012-01-01LISA POOLE
0012011-01-01LISA POOLE
0012009-01-01KENDRA BRAGG
0012009-01-01KENDRA BRAGG
0012009-01-01ADRAINE CHAPMAN
0012007-01-01LISA POOLE ANNE COSTELLO2011-12-28
0012005-01-01LISA POOLE ANNE COSTELLO2011-12-28
0012003-01-01LISA POOLE ANNE COSTELLO2011-12-28
0012002-01-01LISA POOLE ANNE COSTELLO2011-12-28

Plan Statistics for CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN

401k plan membership statisitcs for CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN

Measure Date Value
2022: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01704
Total number of active participants reported on line 7a of the Form 55002022-01-01298
Number of retired or separated participants receiving benefits2022-01-0165
Number of other retired or separated participants entitled to future benefits2022-01-01357
Total of all active and inactive participants2022-01-01720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01720
Number of participants with account balances2022-01-01615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01662
Total number of active participants reported on line 7a of the Form 55002021-01-01293
Number of retired or separated participants receiving benefits2021-01-0163
Number of other retired or separated participants entitled to future benefits2021-01-01348
Total of all active and inactive participants2021-01-01704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01704
Number of participants with account balances2021-01-01611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01721
Total number of active participants reported on line 7a of the Form 55002020-01-01277
Number of retired or separated participants receiving benefits2020-01-0160
Number of other retired or separated participants entitled to future benefits2020-01-01325
Total of all active and inactive participants2020-01-01662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01662
Number of participants with account balances2020-01-01581
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01712
Total number of active participants reported on line 7a of the Form 55002019-01-01277
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01443
Total of all active and inactive participants2019-01-01720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01721
Number of participants with account balances2019-01-01631
2018: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01693
Total number of active participants reported on line 7a of the Form 55002018-01-01268
Number of retired or separated participants receiving benefits2018-01-0118
Number of other retired or separated participants entitled to future benefits2018-01-01426
Total of all active and inactive participants2018-01-01712
Total participants2018-01-01712
Number of participants with account balances2018-01-01632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01669
Total number of active participants reported on line 7a of the Form 55002017-01-01272
Number of retired or separated participants receiving benefits2017-01-0118
Number of other retired or separated participants entitled to future benefits2017-01-01403
Total of all active and inactive participants2017-01-01693
Total participants2017-01-01693
Number of participants with account balances2017-01-01599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01630
Total number of active participants reported on line 7a of the Form 55002016-01-01265
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01404
Total of all active and inactive participants2016-01-01669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01669
Number of participants with account balances2016-01-01584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01608
Total number of active participants reported on line 7a of the Form 55002015-01-01255
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01381
Total of all active and inactive participants2015-01-01636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01636
Number of participants with account balances2015-01-01546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01435
Total number of active participants reported on line 7a of the Form 55002014-01-01130
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01312
Total of all active and inactive participants2014-01-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01442
Number of participants with account balances2014-01-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01434
Total number of active participants reported on line 7a of the Form 55002013-01-01118
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01305
Total of all active and inactive participants2013-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01423
Number of participants with account balances2013-01-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01428
Total number of active participants reported on line 7a of the Form 55002012-01-01195
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01239
Total of all active and inactive participants2012-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01434
Number of participants with account balances2012-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01415
Total number of active participants reported on line 7a of the Form 55002011-01-01182
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01246
Total of all active and inactive participants2011-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01428
Number of participants with account balances2011-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01388
Total number of active participants reported on line 7a of the Form 55002009-01-01362
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0137
Total of all active and inactive participants2009-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01400
Number of participants with account balances2009-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN

Measure Date Value
2022 : CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-7,303,905
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,500,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,394,242
Expenses. Certain deemed distributions of participant loans2022-12-31$2,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,107,438
Value of total assets at end of year2022-12-31$62,153,554
Value of total assets at beginning of year2022-12-31$73,957,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$102,975
Total interest from all sources2022-12-31$476,778
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$291,897
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$291,897
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$1,606,389
Participant contributions at end of year2022-12-31$199,078
Participant contributions at beginning of year2022-12-31$190,525
Participant contributions at end of year2022-12-31$83,345
Participant contributions at beginning of year2022-12-31$107,129
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$31,387
Other income not declared elsewhere2022-12-31$44,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,803,994
Value of net assets at end of year (total assets less liabilities)2022-12-31$62,153,554
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$73,957,548
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$46,942,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$59,048,689
Value of interest in pooled separate accounts at end of year2022-12-31$2,305,059
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,283,158
Interest on participant loans2022-12-31$9,426
Interest earned on other investments2022-12-31$467,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$12,534,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$12,240,581
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,411,282
Net investment gain/loss from pooled separate accounts2022-12-31$187,005
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$1,469,662
Employer contributions (assets) at end of year2022-12-31$89,237
Employer contributions (assets) at beginning of year2022-12-31$87,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,392,099
Contract administrator fees2022-12-31$102,975
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 name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT 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$12,413,566
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,781,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,762,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,271,387
Value of total assets at end of year2021-12-31$73,957,548
Value of total assets at beginning of year2021-12-31$64,325,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,445
Total interest from all sources2021-12-31$415,550
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$853,674
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$853,674
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$1,610,279
Participant contributions at end of year2021-12-31$190,525
Participant contributions at beginning of year2021-12-31$128,831
Participant contributions at end of year2021-12-31$107,129
Participant contributions at beginning of year2021-12-31$70,690
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$121,847
Other income not declared elsewhere2021-12-31$51,144
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$9,632,044
Value of net assets at end of year (total assets less liabilities)2021-12-31$73,957,548
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$64,325,504
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$59,048,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$49,894,054
Value of interest in pooled separate accounts at end of year2021-12-31$2,283,158
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,952,291
Interest on participant loans2021-12-31$9,575
Interest earned on other investments2021-12-31$405,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$12,240,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,197,373
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$161,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,474,192
Net investment gain/loss from pooled separate accounts2021-12-31$347,619
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$1,539,261
Employer contributions (assets) at end of year2021-12-31$87,466
Employer contributions (assets) at beginning of year2021-12-31$82,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,600,967
Contract administrator fees2021-12-31$19,445
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 name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT 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$11,152,566
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,434,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,421,785
Expenses. Certain deemed distributions of participant loans2020-12-31$1,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,086,023
Value of total assets at end of year2020-12-31$64,325,504
Value of total assets at beginning of year2020-12-31$57,607,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,622
Total interest from all sources2020-12-31$459,186
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$192,568
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$192,568
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$1,509,857
Participant contributions at end of year2020-12-31$128,831
Participant contributions at beginning of year2020-12-31$137,084
Participant contributions at end of year2020-12-31$70,690
Participant contributions at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$36,117
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$6,718,425
Value of net assets at end of year (total assets less liabilities)2020-12-31$64,325,504
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$57,607,079
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$49,894,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$42,101,981
Value of interest in pooled separate accounts at end of year2020-12-31$1,952,291
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,832,662
Interest on participant loans2020-12-31$7,240
Interest earned on other investments2020-12-31$451,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$12,197,373
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$12,535,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,397,869
Net investment gain/loss from pooled separate accounts2020-12-31$-19,197
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$1,576,166
Employer contributions (assets) at end of year2020-12-31$82,265
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,421,785
Contract administrator fees2020-12-31$10,622
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT 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$11,842,902
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,943,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,939,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,850,746
Value of total assets at end of year2019-12-31$57,607,079
Value of total assets at beginning of year2019-12-31$49,707,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,189
Total interest from all sources2019-12-31$453,873
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$92,163
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$92,163
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$1,399,119
Participant contributions at end of year2019-12-31$137,084
Participant contributions at beginning of year2019-12-31$6,335
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$26,945
Other income not declared elsewhere2019-12-31$31,920
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$7,899,551
Value of net assets at end of year (total assets less liabilities)2019-12-31$57,607,079
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$49,707,528
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$42,101,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$35,010,555
Value of interest in pooled separate accounts at end of year2019-12-31$2,832,662
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,650,883
Interest on participant loans2019-12-31$1,617
Interest earned on other investments2019-12-31$452,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,535,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$12,039,755
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$33,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,267,779
Net investment gain/loss from pooled separate accounts2019-12-31$146,421
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,424,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,905,881
Contract administrator fees2019-12-31$4,189
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT 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$1,056,662
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,995,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,995,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,100,751
Value of total assets at end of year2018-12-31$49,707,528
Value of total assets at beginning of year2018-12-31$51,646,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$155
Total interest from all sources2018-12-31$451,561
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$15,349
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$15,349
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$1,390,565
Participant contributions at end of year2018-12-31$6,335
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$287,262
Other income not declared elsewhere2018-12-31$27,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,939,024
Value of net assets at end of year (total assets less liabilities)2018-12-31$49,707,528
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$51,646,552
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$35,010,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$37,641,667
Value of interest in pooled separate accounts at end of year2018-12-31$2,650,883
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,591,369
Interest on participant loans2018-12-31$34
Interest earned on other investments2018-12-31$451,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$12,039,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$11,413,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,662,854
Net investment gain/loss from pooled separate accounts2018-12-31$124,315
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,422,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,995,531
Contract administrator fees2018-12-31$155
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT 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$9,356,972
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,787,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,787,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,800,308
Value of total assets at end of year2017-12-31$51,646,552
Value of total assets at beginning of year2017-12-31$44,076,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$417,150
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$1,381,273
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$137,027
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$7,569,954
Value of net assets at end of year (total assets less liabilities)2017-12-31$51,646,552
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$44,076,598
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$37,641,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$30,640,623
Value of interest in pooled separate accounts at end of year2017-12-31$2,591,369
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,519,830
Interest earned on other investments2017-12-31$417,150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$11,413,516
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$10,916,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,028,486
Net investment gain/loss from pooled separate accounts2017-12-31$111,028
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,282,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,787,018
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$6,639,299
Total of all expenses incurred2016-12-31$2,886,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,886,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,042,387
Value of total assets at end of year2016-12-31$44,076,598
Value of total assets at beginning of year2016-12-31$40,323,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$70
Total interest from all sources2016-12-31$417,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$1,228,715
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,612,891
Administrative expenses (other) incurred2016-12-31$70
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$3,752,738
Value of net assets at end of year (total assets less liabilities)2016-12-31$44,076,598
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$40,323,860
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$30,640,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$28,352,636
Value of interest in pooled separate accounts at end of year2016-12-31$2,519,830
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,276,195
Interest earned on other investments2016-12-31$417,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$10,916,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$9,695,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,058,282
Net investment gain/loss from pooled separate accounts2016-12-31$120,731
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$1,200,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,886,491
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$11,507,222
Total income from all sources (including contributions)2015-12-31$3,718,934
Total of all expenses incurred2015-12-31$2,864,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,864,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,169,634
Value of total assets at end of year2015-12-31$40,323,860
Value of total assets at beginning of year2015-12-31$27,962,168
Total interest from all sources2015-12-31$370,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$1,178,290
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$766,483
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$854,470
Value of net assets at end of year (total assets less liabilities)2015-12-31$40,323,860
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$27,962,168
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$28,352,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,246,885
Value of interest in pooled separate accounts at end of year2015-12-31$2,276,195
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,067,917
Interest earned on other investments2015-12-31$370,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$9,695,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,647,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$21,708
Net investment gain/loss from pooled separate accounts2015-12-31$156,731
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,224,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,864,464
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,242,594
Total of all expenses incurred2014-12-31$2,027,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,027,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,571,841
Value of total assets at end of year2014-12-31$27,962,168
Value of total assets at beginning of year2014-12-31$26,746,609
Total interest from all sources2014-12-31$315,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$512,322
Participant contributions at beginning of year2014-12-31$16,688
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$1,215,559
Value of net assets at end of year (total assets less liabilities)2014-12-31$27,962,168
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$26,746,609
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$19,246,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$18,541,543
Value of interest in pooled separate accounts at end of year2014-12-31$1,067,917
Value of interest in pooled separate accounts at beginning of year2014-12-31$861,209
Interest earned on other investments2014-12-31$315,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,647,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,202,538
Net investment gain/loss from pooled separate accounts2014-12-31$110,069
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,059,519
Employer contributions (assets) at beginning of year2014-12-31$124,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,027,035
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT 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$5,287,881
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,846,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,846,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,712,052
Value of total assets at end of year2013-12-31$26,746,609
Value of total assets at beginning of year2013-12-31$23,305,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$297,489
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$555,809
Participant contributions at end of year2013-12-31$16,688
Participant contributions at beginning of year2013-12-31$22,307
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,536
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$3,440,937
Value of net assets at end of year (total assets less liabilities)2013-12-31$26,746,609
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,305,672
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$18,541,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,374,809
Value of interest in pooled separate accounts at end of year2013-12-31$861,209
Value of interest in pooled separate accounts at beginning of year2013-12-31$732,460
Interest earned on other investments2013-12-31$297,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,202,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,026,781
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$251,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,204,108
Net investment gain/loss from pooled separate accounts2013-12-31$74,232
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,152,707
Employer contributions (assets) at end of year2013-12-31$124,631
Employer contributions (assets) at beginning of year2013-12-31$149,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,595,235
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT 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$3,731,110
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$936,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$936,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,610,863
Value of total assets at end of year2012-12-31$23,305,672
Value of total assets at beginning of year2012-12-31$20,510,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$279,355
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$503,171
Participant contributions at end of year2012-12-31$22,307
Participant contributions at beginning of year2012-12-31$23,163
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$2,794,694
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,305,672
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,510,978
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,374,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,984,163
Interest earned on other investments2012-12-31$279,355
Value of interest in common/collective trusts at end of year2012-12-31$732,460
Value of interest in common/collective trusts at beginning of year2012-12-31$608,394
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,026,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,841,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,777,643
Net investment gain or loss from common/collective trusts2012-12-31$63,249
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,107,692
Employer contributions (assets) at end of year2012-12-31$149,315
Employer contributions (assets) at beginning of year2012-12-31$53,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$936,416
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$24,013
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$1,603,062
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,227,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,206,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,470,548
Value of total assets at end of year2011-12-31$20,494,978
Value of total assets at beginning of year2011-12-31$20,095,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,769
Total interest from all sources2011-12-31$272,638
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$457,403
Participant contributions at end of year2011-12-31$23,163
Administrative expenses (other) incurred2011-12-31$20,769
Total non interest bearing cash at end of year2011-12-31$60,996
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$375,684
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,494,978
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,095,281
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,984,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,996,901
Interest earned on other investments2011-12-31$272,638
Value of interest in common/collective trusts at end of year2011-12-31$608,394
Value of interest in common/collective trusts at beginning of year2011-12-31$533,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,841,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,564,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-209,940
Net investment gain/loss from pooled separate accounts2011-12-31$69,816
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,013,145
Employer contributions (assets) at end of year2011-12-31$53,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,206,609
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$1,949
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$3,109,071
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$747,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$747,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,436,715
Value of total assets at end of year2010-12-31$20,095,281
Value of total assets at beginning of year2010-12-31$17,736,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$248,375
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$487,191
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,041
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$2,361,145
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,095,281
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,736,085
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,996,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,039,775
Interest earned on other investments2010-12-31$248,375
Value of interest in common/collective trusts at end of year2010-12-31$533,820
Value of interest in common/collective trusts at beginning of year2010-12-31$444,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,564,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,252,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,359,501
Net investment gain/loss from pooled separate accounts2010-12-31$64,480
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$944,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$747,926
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT 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 STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN

2022: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT 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 benefit arrangement – InsuranceYes
2021: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT 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 benefit arrangement – InsuranceYes
2020: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT 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 benefit arrangement – InsuranceYes
2019: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT 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 benefit arrangement – InsuranceYes
2018: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT 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 benefit arrangement – InsuranceYes
2017: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT 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 benefit arrangement – InsuranceYes
2016: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT 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 benefit arrangement – InsuranceYes
2015: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2014: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT 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 benefit arrangement – InsuranceYes
2013: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2012: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT 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 benefit arrangement – InsuranceYes
2011: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2009: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2007: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes
2005: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan benefit arrangement – InsuranceYes
2003: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – InsuranceYes
2003-01-01Plan benefit arrangement – InsuranceYes
2002: CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01Submission has been amendedNo
2002-01-01This submission is the final filingNo
2002-01-01This return/report is a short plan year return/report (less than 12 months)No
2002-01-01Plan is a collectively bargained planNo
2002-01-01Plan funding arrangement – InsuranceYes
2002-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366380
Policy instance 1
Insurance contract or identification number366380
Number of Individuals Covered452
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 number366380
Policy instance 1
Insurance contract or identification number366380
Number of Individuals Covered466
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?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 number366380
Policy instance 1
Insurance contract or identification number366380
Number of Individuals Covered485
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?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 number366380
Policy instance 1
Insurance contract or identification number366380
Number of Individuals Covered581
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?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 number366380
Policy instance 1
Insurance contract or identification number366380
Number of Individuals Covered615
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?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 number366380
Policy instance 1
Insurance contract or identification number366380
Number of Individuals Covered597
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?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 number366380
Policy instance 1
Insurance contract or identification number366380
Number of Individuals Covered546
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number366380
Policy instance 1
Insurance contract or identification number366380
Number of Individuals Covered440
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number366380
Policy instance 1
Insurance contract or identification number366380
Number of Individuals Covered416
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?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 number366380
Policy instance 1
Insurance contract or identification number366380
Number of Individuals Covered393
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?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 number366380
Policy instance 1
Insurance contract or identification number366380
Number of Individuals Covered391
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?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 number366380
Policy instance 1
Insurance contract or identification number366380
Number of Individuals Covered377
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?Yes
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

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