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CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 401k Plan overview

Plan NameCENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE
Plan identification number 506

CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Death benefits (include travel accident but not life insurance)

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 & INTERNATIONAL STUDIES - BASIC LIFE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5062020-07-01LISA WILSON2022-01-26
5062019-07-01LISA WILSON2021-01-21
5062018-07-01LISA WILSON2020-01-13
5062017-07-01
5062016-07-01
5062015-07-01LISA POOLE
5062014-07-01LISA POOLE
5062012-07-01LISA POOLE
5062011-07-01LISA POOLE
5062010-07-01ANNE COSTELLO
5062009-07-01ANNE COSTELLO
5062008-07-01ANNE COSTELLO
5062006-07-01ANNE COSTELLO
5062004-07-01ANNE COSTELLO
5062003-07-01ANNE COSTELLO
5062002-07-01ANNE COSTELLO

Plan Statistics for CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE

401k plan membership statisitcs for CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE

Measure Date Value
2020: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2020 401k membership
Total participants, beginning-of-year2020-07-01233
Total number of active participants reported on line 7a of the Form 55002020-07-010
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-010
Number of employers contributing to the scheme2020-07-010
2019: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2019 401k membership
Total participants, beginning-of-year2019-07-01225
Total number of active participants reported on line 7a of the Form 55002019-07-01233
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-01233
Number of employers contributing to the scheme2019-07-010
2018: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2018 401k membership
Total participants, beginning-of-year2018-07-01230
Total number of active participants reported on line 7a of the Form 55002018-07-01225
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-01225
Number of employers contributing to the scheme2018-07-010
2017: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2017 401k membership
Total participants, beginning-of-year2017-07-01249
Total number of active participants reported on line 7a of the Form 55002017-07-01230
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-01230
2016: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2016 401k membership
Total participants, beginning-of-year2016-07-01298
Total number of active participants reported on line 7a of the Form 55002016-07-01249
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-01249
2015: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2015 401k membership
Total participants, beginning-of-year2015-07-01281
Total number of active participants reported on line 7a of the Form 55002015-07-01298
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-01298
2014: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2014 401k membership
Total participants, beginning-of-year2014-07-01280
Total number of active participants reported on line 7a of the Form 55002014-07-01281
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01281
2012: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2012 401k membership
Total participants, beginning-of-year2012-07-01208
Total number of active participants reported on line 7a of the Form 55002012-07-01190
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01190
2011: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2011 401k membership
Total participants, beginning-of-year2011-07-01174
Total number of active participants reported on line 7a of the Form 55002011-07-01206
Total of all active and inactive participants2011-07-01206
2010: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2010 401k membership
Total participants, beginning-of-year2010-07-01184
Total number of active participants reported on line 7a of the Form 55002010-07-01209
Total of all active and inactive participants2010-07-01209
Total participants2010-07-01209
2009: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2009 401k membership
Total participants, beginning-of-year2009-07-01179
Total number of active participants reported on line 7a of the Form 55002009-07-01184
Total of all active and inactive participants2009-07-01184
Total participants2009-07-01184
2008: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2008 401k membership
Total participants, beginning-of-year2008-07-01187
Total number of active participants reported on line 7a of the Form 55002008-07-01179
Total of all active and inactive participants2008-07-01179
Total participants2008-07-01179
2006: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2006 401k membership
Total participants, beginning-of-year2006-07-01196
Total number of active participants reported on line 7a of the Form 55002006-07-01188
Total of all active and inactive participants2006-07-01188
Total participants2006-07-01188
2004: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2004 401k membership
Total participants, beginning-of-year2004-07-01213
Total number of active participants reported on line 7a of the Form 55002004-07-01201
Total of all active and inactive participants2004-07-01201
Total participants2004-07-01201
2003: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2003 401k membership
Total participants, beginning-of-year2003-07-01173
Total number of active participants reported on line 7a of the Form 55002003-07-01213
Total of all active and inactive participants2003-07-01213
Total participants2003-07-01213
2002: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2002 401k membership
Total participants, beginning-of-year2002-07-01158
Total number of active participants reported on line 7a of the Form 55002002-07-01174
Total of all active and inactive participants2002-07-01174
Total participants2002-07-01174

Financial Data on CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE

Measure Date Value
2011 : CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$50,061
Total of all expenses incurred2011-06-30$50,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$50,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$50,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30No
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$50,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$50,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
2009 : CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2009 401k financial data
Total income from all sources (including contributions)2009-06-30$45,154
Total of all expenses incurred2009-06-30$45,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-06-30$45,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-06-30$45,154
Value of total assets at end of year2009-06-30$0
Value of total assets at beginning of year2009-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-06-30No
Was this plan covered by a fidelity bond2009-06-30Yes
Value of fidelity bond cover2009-06-30$1,000,000
If this is an individual account plan, was there a blackout period2009-06-30No
Were there any nonexempt tranactions with any party-in-interest2009-06-30No
Total non interest bearing cash at end of year2009-06-30$0
Total non interest bearing cash at beginning of year2009-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-06-30No
Value of net income/loss2009-06-30$0
Value of net assets at end of year (total assets less liabilities)2009-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2009-06-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2009-06-30No
Were any leases to which the plan was party in default or uncollectible2009-06-30No
Expenses. Payments to insurance carriers foe the provision of benefits2009-06-30$45,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-06-30No
Was there a failure to transmit to the plan any participant contributions2009-06-30No
Has the plan failed to provide any benefit when due under the plan2009-06-30No
Contributions received in cash from employer2009-06-30$45,154
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32009-06-30No
Did the plan have assets held for investment2009-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-06-30No
2008 : CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2008 401k financial data
Total income from all sources (including contributions)2008-06-30$46,687
Total of all expenses incurred2008-06-30$46,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-06-30$46,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-06-30$46,687
Value of total assets at end of year2008-06-30$0
Value of total assets at beginning of year2008-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-06-30No
Was this plan covered by a fidelity bond2008-06-30Yes
Value of fidelity bond cover2008-06-30$1,000,000
If this is an individual account plan, was there a blackout period2008-06-30No
Were there any nonexempt tranactions with any party-in-interest2008-06-30No
Total non interest bearing cash at end of year2008-06-30$0
Total non interest bearing cash at beginning of year2008-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-06-30No
Value of net income/loss2008-06-30$0
Value of net assets at end of year (total assets less liabilities)2008-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2008-06-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2008-06-30No
Were any leases to which the plan was party in default or uncollectible2008-06-30No
Expenses. Payments to insurance carriers foe the provision of benefits2008-06-30$46,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-06-30No
Was there a failure to transmit to the plan any participant contributions2008-06-30No
Has the plan failed to provide any benefit when due under the plan2008-06-30No
Contributions received in cash from employer2008-06-30$46,687
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32008-06-30No
Did the plan have assets held for investment2008-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-06-30No
2007 : CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2007 401k financial data
Total income from all sources (including contributions)2007-06-30$57,295
Total of all expenses incurred2007-06-30$57,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-06-30$57,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-06-30$57,295
Value of total assets at end of year2007-06-30$0
Value of total assets at beginning of year2007-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-06-30No
Was this plan covered by a fidelity bond2007-06-30Yes
Value of fidelity bond cover2007-06-30$1,000,000
If this is an individual account plan, was there a blackout period2007-06-30No
Were there any nonexempt tranactions with any party-in-interest2007-06-30No
Total non interest bearing cash at end of year2007-06-30$0
Total non interest bearing cash at beginning of year2007-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-06-30No
Value of net income/loss2007-06-30$0
Value of net assets at end of year (total assets less liabilities)2007-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2007-06-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2007-06-30No
Were any leases to which the plan was party in default or uncollectible2007-06-30No
Expenses. Payments to insurance carriers foe the provision of benefits2007-06-30$57,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-06-30No
Was there a failure to transmit to the plan any participant contributions2007-06-30No
Has the plan failed to provide any benefit when due under the plan2007-06-30No
Contributions received in cash from employer2007-06-30$57,295
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32007-06-30No
Did the plan have assets held for investment2007-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-06-30No
2006 : CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2006 401k financial data
Total income from all sources (including contributions)2006-06-30$37,222
Total of all expenses incurred2006-06-30$37,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2006-06-30$37,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2006-06-30$37,222
Value of total assets at end of year2006-06-30$0
Value of total assets at beginning of year2006-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2006-06-30No
Was this plan covered by a fidelity bond2006-06-30Yes
Value of fidelity bond cover2006-06-30$1,000,000
If this is an individual account plan, was there a blackout period2006-06-30No
Were there any nonexempt tranactions with any party-in-interest2006-06-30No
Total non interest bearing cash at end of year2006-06-30$0
Total non interest bearing cash at beginning of year2006-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2006-06-30No
Value of net income/loss2006-06-30$0
Value of net assets at end of year (total assets less liabilities)2006-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2006-06-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2006-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2006-06-30No
Were any leases to which the plan was party in default or uncollectible2006-06-30No
Expenses. Payments to insurance carriers foe the provision of benefits2006-06-30$37,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2006-06-30No
Was there a failure to transmit to the plan any participant contributions2006-06-30No
Has the plan failed to provide any benefit when due under the plan2006-06-30No
Contributions received in cash from employer2006-06-30$37,222
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32006-06-30No
Did the plan have assets held for investment2006-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2006-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2006-06-30No
2005 : CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2005 401k financial data
Total income from all sources (including contributions)2005-06-30$41,827
Total of all expenses incurred2005-06-30$41,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2005-06-30$41,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2005-06-30$41,827
Value of total assets at end of year2005-06-30$0
Value of total assets at beginning of year2005-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2005-06-30No
Was this plan covered by a fidelity bond2005-06-30Yes
Value of fidelity bond cover2005-06-30$1,000,000
If this is an individual account plan, was there a blackout period2005-06-30No
Were there any nonexempt tranactions with any party-in-interest2005-06-30No
Total non interest bearing cash at end of year2005-06-30$0
Total non interest bearing cash at beginning of year2005-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2005-06-30No
Value of net income/loss2005-06-30$0
Value of net assets at end of year (total assets less liabilities)2005-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2005-06-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2005-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2005-06-30No
Were any leases to which the plan was party in default or uncollectible2005-06-30No
Expenses. Payments to insurance carriers foe the provision of benefits2005-06-30$41,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2005-06-30No
Was there a failure to transmit to the plan any participant contributions2005-06-30No
Has the plan failed to provide any benefit when due under the plan2005-06-30No
Contributions received in cash from employer2005-06-30$41,827
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32005-06-30No
Did the plan have assets held for investment2005-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2005-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2005-06-30No
2004 : CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2004 401k financial data
Total income from all sources (including contributions)2004-06-30$19,029
Total of all expenses incurred2004-06-30$19,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2004-06-30$19,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2004-06-30$19,029
Value of total assets at end of year2004-06-30$0
Value of total assets at beginning of year2004-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2004-06-30No
Was this plan covered by a fidelity bond2004-06-30Yes
Value of fidelity bond cover2004-06-30$1,000,000
If this is an individual account plan, was there a blackout period2004-06-30No
Were there any nonexempt tranactions with any party-in-interest2004-06-30No
Total non interest bearing cash at end of year2004-06-30$0
Total non interest bearing cash at beginning of year2004-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2004-06-30No
Value of net income/loss2004-06-30$0
Value of net assets at end of year (total assets less liabilities)2004-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2004-06-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2004-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2004-06-30No
Were any leases to which the plan was party in default or uncollectible2004-06-30No
Expenses. Payments to insurance carriers foe the provision of benefits2004-06-30$19,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2004-06-30No
Was there a failure to transmit to the plan any participant contributions2004-06-30No
Has the plan failed to provide any benefit when due under the plan2004-06-30No
Contributions received in cash from employer2004-06-30$19,029
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32004-06-30No
Did the plan have assets held for investment2004-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2004-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2004-06-30No

Form 5500 Responses for CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE

2020: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01This submission is the final filingYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2012: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes
2008: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan benefit arrangement – InsuranceYes
2006: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2006 form 5500 responses
2006-07-01Type of plan entitySingle employer plan
2006-07-01Submission has been amendedNo
2006-07-01This submission is the final filingNo
2006-07-01This return/report is a short plan year return/report (less than 12 months)No
2006-07-01Plan is a collectively bargained planNo
2006-07-01Plan funding arrangement – InsuranceYes
2006-07-01Plan benefit arrangement – InsuranceYes
2004: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2004 form 5500 responses
2004-07-01Type of plan entitySingle employer plan
2004-07-01Submission has been amendedNo
2004-07-01This submission is the final filingNo
2004-07-01This return/report is a short plan year return/report (less than 12 months)No
2004-07-01Plan is a collectively bargained planNo
2004-07-01Plan funding arrangement – InsuranceYes
2004-07-01Plan benefit arrangement – InsuranceYes
2003: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2003 form 5500 responses
2003-07-01Type of plan entitySingle employer plan
2003-07-01Submission has been amendedNo
2003-07-01This submission is the final filingNo
2003-07-01This return/report is a short plan year return/report (less than 12 months)No
2003-07-01Plan is a collectively bargained planNo
2003-07-01Plan funding arrangement – InsuranceYes
2003-07-01Plan benefit arrangement – InsuranceYes
2002: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - BASIC LIFE 2002 form 5500 responses
2002-07-01Type of plan entitySingle employer plan
2002-07-01Submission has been amendedNo
2002-07-01This submission is the final filingNo
2002-07-01This return/report is a short plan year return/report (less than 12 months)No
2002-07-01Plan is a collectively bargained planNo
2002-07-01Plan funding arrangement – InsuranceYes
2002-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10217880
Policy instance 1
Insurance contract or identification number10217880
Number of Individuals Covered226
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $386
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $38,472
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees386
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10217880
Policy instance 1
Insurance contract or identification number10217880
Number of Individuals Covered233
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,005
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $39,852
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1005
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10217880
Policy instance 1
Insurance contract or identification number10217880
Number of Individuals Covered225
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,203
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $39,416
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2203
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10217880
Policy instance 1
Insurance contract or identification number10217880
Number of Individuals Covered230
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $47,417
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05554973
Policy instance 1
Insurance contract or identification numberTM05554973
Number of Individuals Covered298
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $8,834
Total amount of fees paid to insurance companyUSD $15
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $59,423
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,834
Amount paid for insurance broker fees15
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN INSURANCE AGENCY
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05554973
Policy instance 1
Insurance contract or identification numberTM05554973
Number of Individuals Covered281
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $7,528
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $50,352
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,528
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerPERSISTENCY
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN INSURANCE AGENCY
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05554973
Policy instance 1
Insurance contract or identification numberTM05554973
Number of Individuals Covered302
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $8,433
Total amount of fees paid to insurance companyUSD $652
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $55,509
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $8,433
Amount paid for insurance broker fees652
Additional information about fees paid to insurance brokerPERSISTENCY
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN INSURANCE AGENCY
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05554973
Policy instance 1
Insurance contract or identification numberTM05554973
Number of Individuals Covered206
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $7,952
Total amount of fees paid to insurance companyUSD $788
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $53,915
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05554973
Policy instance 1
Insurance contract or identification numberTM05554973
Number of Individuals Covered209
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $6,923
Total amount of fees paid to insurance companyUSD $923
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $50,061
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,455
Amount paid for insurance broker fees533
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN INSURANCE AGENCY
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05554973
Policy instance 1
Insurance contract or identification numberTM05554973
Number of Individuals Covered179
Insurance policy start date2008-07-01
Insurance policy end date2009-06-30
Total amount of commissions paid to insurance brokerUSD $23,766
Total amount of fees paid to insurance companyUSD $1,303
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Welfare Benefit Premiums Paid to CarrierUSD $45,154
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,766
Amount paid for insurance broker fees1303
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker nameSYNERGY BENEFITS
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05554973
Policy instance 1
Insurance contract or identification numberTM05554973
Number of Individuals Covered187
Insurance policy start date2007-07-01
Insurance policy end date2008-06-30
Total amount of commissions paid to insurance brokerUSD $2,205
Total amount of fees paid to insurance companyUSD $644
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Welfare Benefit Premiums Paid to CarrierUSD $46,687
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,205
Amount paid for insurance broker fees644
Additional information about fees paid to insurance brokerPREFERRED BROKER COMPENSATION
Insurance broker nameSYNERGY BENEFITS
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05554973
Policy instance 1
Insurance contract or identification numberTM05554973
Number of Individuals Covered198
Insurance policy start date2006-07-01
Insurance policy end date2007-06-30
Total amount of commissions paid to insurance brokerUSD $3,335
Total amount of fees paid to insurance companyUSD $807
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Welfare Benefit Premiums Paid to CarrierUSD $57,295
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,335
Amount paid for insurance broker fees807
Additional information about fees paid to insurance brokerPREFERRED BROKER COMPENSATION
Insurance broker nameSYNERGY BENEFITS
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05554973
Policy instance 1
Insurance contract or identification numberTM05554973
Number of Individuals Covered196
Insurance policy start date2005-07-01
Insurance policy end date2006-06-30
Total amount of commissions paid to insurance brokerUSD $2,048
Total amount of fees paid to insurance companyUSD $446
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Welfare Benefit Premiums Paid to CarrierUSD $37,222
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,048
Amount paid for insurance broker fees446
Additional information about fees paid to insurance brokerPREFERRED BROKER COMPENSATION
Insurance broker nameSYNERGY BENEFITS
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number38413-1
Policy instance 1
Insurance contract or identification number38413-1
Number of Individuals Covered201
Insurance policy start date2004-07-01
Insurance policy end date2005-06-30
Total amount of commissions paid to insurance brokerUSD $2,435
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Welfare Benefit Premiums Paid to CarrierUSD $41,827
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,435
Insurance broker nameBERNARD DOMBROWSKI
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number38413-1
Policy instance 1
Insurance contract or identification number38413-1
Number of Individuals Covered213
Insurance policy start date2003-07-01
Insurance policy end date2004-06-30
Total amount of commissions paid to insurance brokerUSD $1,389
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Welfare Benefit Premiums Paid to CarrierUSD $19,029
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,389
Insurance broker nameBERNARD DOMBROWSKI

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