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CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - LONG TERM DISABILITY 401k Plan overview

Plan NameCENTER FOR STRATEGIC & INTERNATIONAL STUDIES - LONG TERM DISABILITY
Plan identification number 507

CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - LONG TERM DISABILITY Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

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 - LONG TERM DISABILITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5072020-07-01LISA WILSON2022-01-26
5072019-07-01LISA WILSON2021-01-21
5072018-07-01LISA WILSON2020-01-13
5072017-07-01
5072016-07-01
5072015-07-01LISA POOLE
5072014-07-01LISA POOLE
5072012-07-01LISA POOLE
5072011-07-01LISA POOLE
5072010-07-01ANNE COSTELLO
5072009-07-01ANNE COSTELLO
5072007-07-01ANNE COSTELLO
5072004-07-01ANNE COSTELLO
5072003-07-01ANNE COSTELLO
5072003-06-01ANNE COSTELLO

Plan Statistics for CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - LONG TERM DISABILITY

401k plan membership statisitcs for CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - LONG TERM DISABILITY

Measure Date Value
2020: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - LONG TERM DISABILITY 2020 401k membership
Total participants, beginning-of-year2020-07-01237
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 - LONG TERM DISABILITY 2019 401k membership
Total participants, beginning-of-year2019-07-01226
Total number of active participants reported on line 7a of the Form 55002019-07-01237
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 participants2019-07-01237
Number of employers contributing to the scheme2019-07-010
2018: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - LONG TERM DISABILITY 2018 401k membership
Total participants, beginning-of-year2018-07-01234
Total number of active participants reported on line 7a of the Form 55002018-07-01226
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 participants2018-07-01226
Number of employers contributing to the scheme2018-07-010
2017: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - LONG TERM DISABILITY 2017 401k membership
Total participants, beginning-of-year2017-07-01229
Total number of active participants reported on line 7a of the Form 55002017-07-01234
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 participants2017-07-01234
2016: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - LONG TERM DISABILITY 2016 401k membership
Total participants, beginning-of-year2016-07-01298
Total number of active participants reported on line 7a of the Form 55002016-07-01229
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 participants2016-07-01229
2015: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - LONG TERM DISABILITY 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 - LONG TERM DISABILITY 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 - LONG TERM DISABILITY 2012 401k membership
Total participants, beginning-of-year2012-07-01207
Total number of active participants reported on line 7a of the Form 55002012-07-01189
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 participants2012-07-01189
2011: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - LONG TERM DISABILITY 2011 401k membership
Total participants, beginning-of-year2011-07-01174
Total number of active participants reported on line 7a of the Form 55002011-07-01205
Total of all active and inactive participants2011-07-01205
2010: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - LONG TERM DISABILITY 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 - LONG TERM DISABILITY 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
2007: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - LONG TERM DISABILITY 2007 401k membership
Total participants, beginning-of-year2007-07-01198
Total number of active participants reported on line 7a of the Form 55002007-07-01187
Total of all active and inactive participants2007-07-01187
Total participants2007-07-01187
2004: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - LONG TERM DISABILITY 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 - LONG TERM DISABILITY 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
Total participants, beginning-of-year2003-06-01173
Total number of active participants reported on line 7a of the Form 55002003-06-01174
Total of all active and inactive participants2003-06-01174
Total participants2003-06-01174

Financial Data on CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - LONG TERM DISABILITY

Measure Date Value
2011 : CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - LONG TERM DISABILITY 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$30,989
Total of all expenses incurred2011-06-30$30,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$30,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$30,989
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$30,989
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$30,989
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 - LONG TERM DISABILITY 2009 401k financial data
Total income from all sources (including contributions)2009-06-30$27,272
Total of all expenses incurred2009-06-30$27,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-06-30$27,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-06-30$27,272
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 bond2009-06-30No
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
Contributions received from participants2009-06-30$27,272
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$27,272
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
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 - LONG TERM DISABILITY 2008 401k financial data
Total income from all sources (including contributions)2008-06-30$27,895
Total of all expenses incurred2008-06-30$27,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-06-30$27,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-06-30$27,895
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 bond2008-06-30No
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
Contributions received from participants2008-06-30$27,895
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$27,895
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
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 - LONG TERM DISABILITY 2007 401k financial data
Total income from all sources (including contributions)2007-06-30$34,224
Total of all expenses incurred2007-06-30$34,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-06-30$34,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-06-30$34,224
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 bond2007-06-30No
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
Contributions received from participants2007-06-30$34,224
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$34,224
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
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 - LONG TERM DISABILITY 2006 401k financial data
Total income from all sources (including contributions)2006-06-30$22,193
Total of all expenses incurred2006-06-30$22,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2006-06-30$22,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2006-06-30$22,193
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 bond2006-06-30No
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
Contributions received from participants2006-06-30$22,193
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$22,193
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
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 - LONG TERM DISABILITY 2005 401k financial data
Total income from all sources (including contributions)2005-06-30$25,091
Total of all expenses incurred2005-06-30$25,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2005-06-30$25,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2005-06-30$25,091
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 bond2005-06-30No
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
Contributions received from participants2005-06-30$25,091
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$25,091
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
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 - LONG TERM DISABILITY 2004 401k financial data
Total income from all sources (including contributions)2004-06-30$34,560
Total of all expenses incurred2004-06-30$34,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2004-06-30$34,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2004-06-30$34,560
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 bond2004-06-30No
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
Contributions received from participants2004-06-30$34,560
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$34,560
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
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 - LONG TERM DISABILITY

2020: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - LONG TERM DISABILITY 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 - LONG TERM DISABILITY 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 - LONG TERM DISABILITY 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 - LONG TERM DISABILITY 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 - LONG TERM DISABILITY 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 - LONG TERM DISABILITY 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 - LONG TERM DISABILITY 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 - LONG TERM DISABILITY 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 - LONG TERM DISABILITY 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 - LONG TERM DISABILITY 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 - LONG TERM DISABILITY 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
2007: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - LONG TERM DISABILITY 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2007-07-01Plan funding arrangement – InsuranceYes
2007-07-01Plan benefit arrangement – InsuranceYes
2004: CENTER FOR STRATEGIC & INTERNATIONAL STUDIES - LONG TERM DISABILITY 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 - LONG TERM DISABILITY 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
2003-06-01Type of plan entitySingle employer plan
2003-06-01Submission has been amendedYes
2003-06-01This submission is the final filingNo
2003-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2003-06-01Plan is a collectively bargained planNo
2003-06-01Plan funding arrangement – InsuranceYes
2003-06-01Plan 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 number10217881
Policy instance 1
Insurance contract or identification number10217881
Number of Individuals Covered228
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 $297
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $29,973
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 fees297
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 number10217881
Policy instance 1
Insurance contract or identification number10217881
Number of Individuals Covered237
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 $747
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,105
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 fees747
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 number10217881
Policy instance 1
Insurance contract or identification number10217881
Number of Individuals Covered226
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 $1,522
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $29,892
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 fees1522
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 number10217881
Policy instance 1
Insurance contract or identification number10217881
Number of Individuals Covered234
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
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,091
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 $5,439
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $36,755
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,439
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 Covered281
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $4,474
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $29,869
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,474
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 $4,791
Total amount of fees paid to insurance companyUSD $375
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $31,611
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $4,791
Amount paid for insurance broker fees375
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 $4,521
Total amount of fees paid to insurance companyUSD $447
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $30,720
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 $4,279
Total amount of fees paid to insurance companyUSD $571
Life Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,989
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,080
Amount paid for insurance broker fees324
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN INSURANCE AGENCY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number38413-LTD
Policy instance 1
Insurance contract or identification number38413-LTD
Number of Individuals Covered188
Insurance policy start date2003-06-01
Insurance policy end date2004-06-30
Total amount of commissions paid to insurance brokerUSD $4,631
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $34,560
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,631
Insurance broker organization code?3
Insurance broker nameBERNARD DOMBROWSKI
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 $7,037
Total amount of fees paid to insurance companyUSD $784
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $27,272
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,037
Amount paid for insurance broker fees784
Additional information about fees paid to insurance brokerPREFERRED BROKER COMPENSATION
Insurance broker organization code?3
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 $3,033
Total amount of fees paid to insurance companyUSD $826
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $27,895
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,033
Amount paid for insurance broker fees826
Additional information about fees paid to insurance brokerPREFERRED BROKER COMPENSATION
Insurance broker organization code?3
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 $4,015
Total amount of fees paid to insurance companyUSD $1,040
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $22,193
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,853
Amount paid for insurance broker fees576
Additional information about fees paid to insurance brokerPREFERRED BROKER COMPENSATION
Insurance broker organization code?3
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 Covered201
Insurance policy start date2004-07-01
Insurance policy end date2005-06-30
Total amount of commissions paid to insurance brokerUSD $3,247
Total amount of fees paid to insurance companyUSD $488
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $25,091
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,247
Amount paid for insurance broker fees488
Additional information about fees paid to insurance brokerPREFERRED BROKER COMPENSATION
Insurance broker organization code?3
Insurance broker nameSYNERGY BENEFITS

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