?>
Logo

THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 401k Plan overview

Plan NameTHE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN
Plan identification number 001

THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:PROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION, INC.
Employer identification number (EIN):530242962
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KATHLEEN GLOVER KATHLEEN GLOVER2018-10-01
0012016-01-01KATHLEEN GLOVER KATHLEEN GLOVER2017-12-06
0012016-01-01 KATHLEEN GLOVER2017-12-05
0012016-01-01 KATHLEEN GLOVER2017-10-12
0012015-01-01KATHLEEN GLOVER
0012014-01-01DONALD HILL
0012013-01-01DONALD HILL
0012012-01-01DONALD HILL
0012011-01-01DONALD HILL
0012010-01-01DEBORAH IWIG
0012009-01-01
0012009-01-01DEBORAH R. IWIG

Plan Statistics for THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN

401k plan membership statisitcs for THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN

Measure Date Value
2022: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3131,300,602
Acturial value of plan assets2022-12-3129,903,386
Funding target for retired participants and beneficiaries receiving payment2022-12-3121,244,762
Number of terminated vested participants2022-12-3183
Fundng target for terminated vested participants2022-12-316,349,447
Active participant vested funding target2022-12-312,294,398
Number of active participants2022-12-3118
Total funding liabilities for active participants2022-12-312,294,398
Total participant count2022-12-31244
Total funding target for all participants2022-12-3129,888,607
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31735,912
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31735,912
Present value of excess contributions2022-12-31106,740
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31112,653
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31816,200
Total employer contributions2022-12-31530,000
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31518,817
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31238,000
Net shortfall amortization installment of oustanding balance2022-12-312,078,556
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31451,144
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31451,144
Contributions allocatedtoward minimum required contributions for current year2022-12-31518,817
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01211
Total number of active participants reported on line 7a of the Form 55002022-01-0116
Number of retired or separated participants receiving benefits2022-01-01112
Number of other retired or separated participants entitled to future benefits2022-01-0175
Total of all active and inactive participants2022-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-01209
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3129,639,265
Acturial value of plan assets2021-12-3127,786,021
Funding target for retired participants and beneficiaries receiving payment2021-12-3119,970,052
Number of terminated vested participants2021-12-3185
Fundng target for terminated vested participants2021-12-317,030,248
Active participant vested funding target2021-12-312,221,740
Number of active participants2021-12-3123
Total funding liabilities for active participants2021-12-312,221,740
Total participant count2021-12-31244
Total funding target for all participants2021-12-3129,222,040
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31696,293
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31735,912
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31735,912
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31735,912
Total employer contributions2021-12-31544,112
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31524,884
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31205,000
Net shortfall amortization installment of oustanding balance2021-12-312,171,931
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31418,144
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31418,144
Contributions allocatedtoward minimum required contributions for current year2021-12-31524,884
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01208
Total number of active participants reported on line 7a of the Form 55002021-01-0118
Number of retired or separated participants receiving benefits2021-01-01104
Number of other retired or separated participants entitled to future benefits2021-01-0183
Total of all active and inactive participants2021-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-01211
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3127,593,622
Acturial value of plan assets2020-12-3126,490,418
Funding target for retired participants and beneficiaries receiving payment2020-12-3119,667,384
Number of terminated vested participants2020-12-3189
Fundng target for terminated vested participants2020-12-317,171,394
Active participant vested funding target2020-12-312,173,705
Number of active participants2020-12-3125
Total funding liabilities for active participants2020-12-312,173,705
Total participant count2020-12-31250
Total funding target for all participants2020-12-3129,012,483
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31425
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31448
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-311,212,486
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-311,153,081
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31220,000
Net shortfall amortization installment of oustanding balance2020-12-312,522,065
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31456,788
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31456,788
Contributions allocatedtoward minimum required contributions for current year2020-12-311,153,081
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01212
Total number of active participants reported on line 7a of the Form 55002020-01-0123
Number of retired or separated participants receiving benefits2020-01-0198
Number of other retired or separated participants entitled to future benefits2020-01-0185
Total of all active and inactive participants2020-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01209
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3123,383,768
Acturial value of plan assets2019-12-3124,637,200
Funding target for retired participants and beneficiaries receiving payment2019-12-3119,563,210
Number of terminated vested participants2019-12-3194
Fundng target for terminated vested participants2019-12-317,505,900
Active participant vested funding target2019-12-312,453,085
Number of active participants2019-12-3128
Total funding liabilities for active participants2019-12-312,453,085
Total participant count2019-12-31254
Total funding target for all participants2019-12-3129,522,195
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31136
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31144
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-311,714,406
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,614,861
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31220,000
Net shortfall amortization installment of oustanding balance2019-12-314,884,995
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,614,436
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-311,614,436
Contributions allocatedtoward minimum required contributions for current year2019-12-311,614,861
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01212
Total number of active participants reported on line 7a of the Form 55002019-01-0125
Number of retired or separated participants receiving benefits2019-01-0195
Number of other retired or separated participants entitled to future benefits2019-01-0189
Total of all active and inactive participants2019-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01212
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3125,705,453
Acturial value of plan assets2018-12-3124,518,830
Funding target for retired participants and beneficiaries receiving payment2018-12-3117,245,985
Number of terminated vested participants2018-12-3189
Fundng target for terminated vested participants2018-12-317,397,170
Active participant vested funding target2018-12-313,907,440
Number of active participants2018-12-3143
Total funding liabilities for active participants2018-12-313,910,277
Total participant count2018-12-31259
Total funding target for all participants2018-12-3128,553,432
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3170,917
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3175,080
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31751,421
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31710,369
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31210,000
Net shortfall amortization installment of oustanding balance2018-12-314,034,602
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31710,233
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31710,233
Contributions allocatedtoward minimum required contributions for current year2018-12-31710,369
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01212
Total number of active participants reported on line 7a of the Form 55002018-01-0128
Number of retired or separated participants receiving benefits2018-01-0188
Number of other retired or separated participants entitled to future benefits2018-01-0194
Total of all active and inactive participants2018-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01212
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3123,448,031
Acturial value of plan assets2017-12-3124,359,150
Funding target for retired participants and beneficiaries receiving payment2017-12-3114,501,503
Number of terminated vested participants2017-12-3196
Fundng target for terminated vested participants2017-12-317,733,440
Active participant vested funding target2017-12-314,532,302
Number of active participants2017-12-3149
Total funding liabilities for active participants2017-12-314,543,263
Total participant count2017-12-31262
Total funding target for all participants2017-12-3126,778,206
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31532
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31564
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31512,496
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31497,386
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31205,000
Net shortfall amortization installment of oustanding balance2017-12-312,419,056
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31426,469
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31426,469
Contributions allocatedtoward minimum required contributions for current year2017-12-31497,386
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01213
Total number of active participants reported on line 7a of the Form 55002017-01-0142
Number of retired or separated participants receiving benefits2017-01-0179
Number of other retired or separated participants entitled to future benefits2017-01-0190
Total of all active and inactive participants2017-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01213
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3123,171,551
Acturial value of plan assets2016-12-3124,709,820
Funding target for retired participants and beneficiaries receiving payment2016-12-3114,204,748
Number of terminated vested participants2016-12-31101
Fundng target for terminated vested participants2016-12-317,395,251
Active participant vested funding target2016-12-314,153,341
Number of active participants2016-12-3152
Total funding liabilities for active participants2016-12-314,176,886
Total participant count2016-12-31264
Total funding target for all participants2016-12-3125,776,885
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31719,529
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31683,859
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31260,000
Net shortfall amortization installment of oustanding balance2016-12-311,067,065
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31683,327
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31683,327
Contributions allocatedtoward minimum required contributions for current year2016-12-31683,859
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01224
Total number of active participants reported on line 7a of the Form 55002016-01-0155
Number of retired or separated participants receiving benefits2016-01-0166
Number of other retired or separated participants entitled to future benefits2016-01-0192
Total of all active and inactive participants2016-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01215
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01267
Total number of active participants reported on line 7a of the Form 55002015-01-0152
Number of retired or separated participants receiving benefits2015-01-01103
Number of other retired or separated participants entitled to future benefits2015-01-01101
Total of all active and inactive participants2015-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01269
Total number of active participants reported on line 7a of the Form 55002014-01-0159
Number of retired or separated participants receiving benefits2014-01-0199
Number of other retired or separated participants entitled to future benefits2014-01-01102
Total of all active and inactive participants2014-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01273
Total number of active participants reported on line 7a of the Form 55002013-01-0168
Number of retired or separated participants receiving benefits2013-01-0195
Number of other retired or separated participants entitled to future benefits2013-01-0199
Total of all active and inactive participants2013-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01276
Total number of active participants reported on line 7a of the Form 55002012-01-0177
Number of retired or separated participants receiving benefits2012-01-0191
Number of other retired or separated participants entitled to future benefits2012-01-0197
Total of all active and inactive participants2012-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01280
Total number of active participants reported on line 7a of the Form 55002011-01-0185
Number of retired or separated participants receiving benefits2011-01-0190
Number of other retired or separated participants entitled to future benefits2011-01-0192
Total of all active and inactive participants2011-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-019
Total participants2011-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01288
Total number of active participants reported on line 7a of the Form 55002010-01-0191
Number of retired or separated participants receiving benefits2010-01-0190
Number of other retired or separated participants entitled to future benefits2010-01-0191
Total of all active and inactive participants2010-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-018
Total participants2010-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01282
Total number of active participants reported on line 7a of the Form 55002009-01-01101
Number of retired or separated participants receiving benefits2009-01-0187
Number of other retired or separated participants entitled to future benefits2009-01-0191
Total of all active and inactive participants2009-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-019
Total participants2009-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN

Measure Date Value
2022 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,958,155
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,170,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,902,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$530,000
Value of total assets at end of year2022-12-31$24,967,113
Value of total assets at beginning of year2022-12-31$31,095,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$267,292
Total interest from all sources2022-12-31$102,874
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$285,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$285,018
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$167,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,128,365
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,967,113
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,095,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$54,476
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,240,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,126,726
Value of interest in pooled separate accounts at end of year2022-12-31$9,674,721
Value of interest in pooled separate accounts at beginning of year2022-12-31$13,381,655
Interest earned on other investments2022-12-31$102,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,051,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,322,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,467,809
Net investment gain/loss from pooled separate accounts2022-12-31$-2,408,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$530,000
Employer contributions (assets) at beginning of year2022-12-31$265,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,902,918
Contract administrator fees2022-12-31$45,432
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,734,601
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,015,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,745,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$544,112
Value of total assets at end of year2021-12-31$31,095,478
Value of total assets at beginning of year2021-12-31$29,376,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$270,589
Total interest from all sources2021-12-31$111,206
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$165,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$165,673
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$162,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,718,940
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,095,478
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,376,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$59,387
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,126,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,692,687
Value of interest in pooled separate accounts at end of year2021-12-31$13,381,655
Value of interest in pooled separate accounts at beginning of year2021-12-31$19,591,480
Interest earned on other investments2021-12-31$111,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,322,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,580,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$445,654
Net investment gain/loss from pooled separate accounts2021-12-31$2,467,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$544,112
Employer contributions (assets) at end of year2021-12-31$265,000
Employer contributions (assets) at beginning of year2021-12-31$511,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,745,072
Contract administrator fees2021-12-31$48,210
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE & MORGAN PLLC
Accountancy firm EIN2021-12-31371357951
2020 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,879,253
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,943,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,708,557
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,212,486
Value of total assets at end of year2020-12-31$29,376,538
Value of total assets at beginning of year2020-12-31$27,441,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$235,271
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$119,613
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$51,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$51,854
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$161,000
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,935,425
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,376,538
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,441,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$37,407
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,692,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,295,908
Value of interest in pooled separate accounts at end of year2020-12-31$19,591,480
Value of interest in pooled separate accounts at beginning of year2020-12-31$17,115,496
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$119,613
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,580,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,847,980
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$539,455
Net investment gain/loss from pooled separate accounts2020-12-31$1,955,845
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,212,486
Employer contributions (assets) at end of year2020-12-31$511,493
Employer contributions (assets) at beginning of year2020-12-31$1,181,729
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,708,557
Contract administrator fees2020-12-31$36,864
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,422,839
Total income from all sources (including contributions)2019-12-31$6,422,839
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,946,914
Total of all expenses incurred2019-12-31$1,946,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,734,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,734,502
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,149,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,149,457
Value of total assets at end of year2019-12-31$27,441,113
Value of total assets at end of year2019-12-31$27,441,113
Value of total assets at beginning of year2019-12-31$22,965,188
Value of total assets at beginning of year2019-12-31$22,965,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$212,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$212,412
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$123,138
Total interest from all sources2019-12-31$123,138
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$96,034
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$96,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$96,034
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$96,034
Administrative expenses professional fees incurred2019-12-31$157,734
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$0
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$4,475,925
Value of net income/loss2019-12-31$4,475,925
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,441,113
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,441,113
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,965,188
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,965,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$26,465
Investment advisory and management fees2019-12-31$26,465
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,295,908
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,295,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,983,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,983,259
Value of interest in pooled separate accounts at end of year2019-12-31$17,115,496
Value of interest in pooled separate accounts at beginning of year2019-12-31$14,823,326
Value of interest in pooled separate accounts at beginning of year2019-12-31$14,823,326
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$123,138
Interest earned on other investments2019-12-31$123,138
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,847,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,847,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,158,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,158,603
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$975,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$975,525
Net investment gain/loss from pooled separate accounts2019-12-31$3,078,685
Net investment gain/loss from pooled separate accounts2019-12-31$3,078,685
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,149,457
Contributions received in cash from employer2019-12-31$2,149,457
Employer contributions (assets) at end of year2019-12-31$1,181,729
Employer contributions (assets) at end of year2019-12-31$1,181,729
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,734,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,734,502
Contract administrator fees2019-12-31$28,213
Contract administrator fees2019-12-31$28,213
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$-842,257
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,772,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,557,488
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$316,370
Value of total assets at end of year2018-12-31$22,965,188
Value of total assets at beginning of year2018-12-31$25,579,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$214,741
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$136,854
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$69,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$69,019
Administrative expenses professional fees incurred2018-12-31$154,026
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-2,614,486
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,965,188
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,579,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$36,659
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,983,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,894,139
Value of interest in pooled separate accounts at end of year2018-12-31$14,823,326
Value of interest in pooled separate accounts at beginning of year2018-12-31$16,204,945
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$136,854
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,158,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,480,590
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-745,844
Net investment gain/loss from pooled separate accounts2018-12-31$-618,656
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$316,370
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,557,488
Contract administrator fees2018-12-31$24,056
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,901,642
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,629,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,425,152
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$512,496
Value of total assets at end of year2017-12-31$25,579,674
Value of total assets at beginning of year2017-12-31$23,307,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$204,480
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$166,362
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$61,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$61,673
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$152,946
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$2,272,010
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,579,674
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,307,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$34,148
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,894,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,331,639
Value of interest in pooled separate accounts at end of year2017-12-31$16,204,945
Value of interest in pooled separate accounts at beginning of year2017-12-31$14,091,051
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$166,362
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,480,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,590,305
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$988,094
Net investment gain/loss from pooled separate accounts2017-12-31$2,173,017
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$512,496
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$294,669
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,425,152
Contract administrator fees2017-12-31$17,386
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,933,115
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,612,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,337,585
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$719,529
Value of total assets at end of year2016-12-31$23,307,664
Value of total assets at beginning of year2016-12-31$22,986,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$274,496
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$189,320
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$109,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$109,193
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$148,896
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$321,034
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,307,664
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,986,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$23,862
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,331,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,084,767
Value of interest in pooled separate accounts at end of year2016-12-31$14,091,051
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$189,320
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$3,762,904
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,590,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,928,084
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$587,090
Net investment gain/loss from pooled separate accounts2016-12-31$135,829
Net investment gain or loss from common/collective trusts2016-12-31$192,154
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$719,529
Employer contributions (assets) at end of year2016-12-31$294,669
Employer contributions (assets) at beginning of year2016-12-31$210,875
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,337,585
Contract administrator fees2016-12-31$101,738
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$271,528
Total of all expenses incurred2015-12-31$1,548,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,282,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$593,249
Value of total assets at end of year2015-12-31$22,986,630
Value of total assets at beginning of year2015-12-31$24,263,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$266,759
Total interest from all sources2015-12-31$206,850
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$239,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$239,821
Administrative expenses professional fees incurred2015-12-31$42,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$192,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,277,365
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,986,630
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,263,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$32,513
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,084,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,860,608
Interest earned on other investments2015-12-31$206,850
Value of interest in common/collective trusts at end of year2015-12-31$3,762,904
Value of interest in common/collective trusts at beginning of year2015-12-31$3,995,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,928,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,196,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-903,799
Net investment gain or loss from common/collective trusts2015-12-31$135,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$593,249
Employer contributions (assets) at end of year2015-12-31$210,875
Employer contributions (assets) at beginning of year2015-12-31$210,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,282,134
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,697,712
Total of all expenses incurred2014-12-31$1,436,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,175,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$589,281
Value of total assets at end of year2014-12-31$24,263,995
Value of total assets at beginning of year2014-12-31$24,002,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$261,169
Total interest from all sources2014-12-31$217,747
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$319,094
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$319,094
Administrative expenses professional fees incurred2014-12-31$42,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$176,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$261,369
Value of net assets at end of year (total assets less liabilities)2014-12-31$24,263,995
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$24,002,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$42,511
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,860,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,267,961
Interest earned on other investments2014-12-31$217,747
Value of interest in common/collective trusts at end of year2014-12-31$3,995,943
Value of interest in common/collective trusts at beginning of year2014-12-31$3,999,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,196,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,460,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$456,338
Net investment gain or loss from common/collective trusts2014-12-31$115,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$589,281
Employer contributions (assets) at end of year2014-12-31$210,804
Employer contributions (assets) at beginning of year2014-12-31$274,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,175,174
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,481,425
Total of all expenses incurred2013-12-31$1,229,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,023,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$274,668
Value of total assets at end of year2013-12-31$24,002,626
Value of total assets at beginning of year2013-12-31$21,751,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$206,117
Total interest from all sources2013-12-31$264,812
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$276,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$276,452
Administrative expenses professional fees incurred2013-12-31$42,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$142,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,251,560
Value of net assets at end of year (total assets less liabilities)2013-12-31$24,002,626
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,751,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$21,590
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,267,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,788,718
Interest earned on other investments2013-12-31$264,812
Value of interest in common/collective trusts at end of year2013-12-31$3,999,131
Value of interest in common/collective trusts at beginning of year2013-12-31$3,197,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,460,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,765,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,640,534
Net investment gain or loss from common/collective trusts2013-12-31$1,024,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$274,668
Employer contributions (assets) at end of year2013-12-31$274,668
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,023,748
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,680,802
Total of all expenses incurred2012-12-31$1,160,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$978,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$362,176
Value of total assets at end of year2012-12-31$21,751,066
Value of total assets at beginning of year2012-12-31$20,230,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$181,720
Total interest from all sources2012-12-31$327,232
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$254,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$254,765
Administrative expenses professional fees incurred2012-12-31$42,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$120,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,520,583
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,751,066
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,230,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$19,427
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,788,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,125,681
Interest earned on other investments2012-12-31$327,232
Value of interest in common/collective trusts at end of year2012-12-31$3,197,186
Value of interest in common/collective trusts at beginning of year2012-12-31$2,780,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,765,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,997,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,286,333
Net investment gain or loss from common/collective trusts2012-12-31$450,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$362,176
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$326,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$978,499
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$442,959
Total of all expenses incurred2011-12-31$1,189,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,027,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$822,645
Value of total assets at end of year2011-12-31$20,230,483
Value of total assets at beginning of year2011-12-31$20,977,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$162,005
Total interest from all sources2011-12-31$367,065
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$239,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$239,055
Administrative expenses professional fees incurred2011-12-31$42,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$93,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-747,030
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,230,483
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,977,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$26,744
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,125,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,469,915
Interest earned on other investments2011-12-31$367,065
Value of interest in common/collective trusts at end of year2011-12-31$2,780,594
Value of interest in common/collective trusts at beginning of year2011-12-31$2,850,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,997,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,251,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,002,082
Net investment gain or loss from common/collective trusts2011-12-31$16,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$822,645
Employer contributions (assets) at end of year2011-12-31$326,316
Employer contributions (assets) at beginning of year2011-12-31$405,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,027,984
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$3,111,320
Total of all expenses incurred2010-12-31$1,153,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,022,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$703,380
Value of total assets at end of year2010-12-31$20,977,513
Value of total assets at beginning of year2010-12-31$19,019,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$130,697
Total interest from all sources2010-12-31$378,579
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$162,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$162,876
Administrative expenses professional fees incurred2010-12-31$48,100
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$60,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,957,726
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,977,513
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,019,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$21,846
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,469,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,487,917
Interest earned on other investments2010-12-31$378,579
Value of interest in common/collective trusts at end of year2010-12-31$2,850,701
Value of interest in common/collective trusts at beginning of year2010-12-31$8,848,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,251,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$5,925,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$554,197
Net investment gain or loss from common/collective trusts2010-12-31$1,312,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$703,380
Employer contributions (assets) at end of year2010-12-31$405,582
Employer contributions (assets) at beginning of year2010-12-31$758,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,022,897
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN

2022: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR 2174
Policy instance 2
Insurance contract or identification numberGR 2174
Number of Individuals Covered209
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number463447
Policy instance 1
Insurance contract or identification number463447
Number of Individuals Covered209
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR 2174
Policy instance 2
Insurance contract or identification numberGR 2174
Number of Individuals Covered211
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number463447
Policy instance 1
Insurance contract or identification number463447
Number of Individuals Covered211
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR 2174
Policy instance 2
Insurance contract or identification numberGR 2174
Number of Individuals Covered209
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number463447
Policy instance 1
Insurance contract or identification number463447
Number of Individuals Covered209
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR 2174
Policy instance 2
Insurance contract or identification numberGR 2174
Number of Individuals Covered212
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number463447
Policy instance 1
Insurance contract or identification number463447
Number of Individuals Covered212
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number463447
Policy instance 1
Insurance contract or identification number463447
Number of Individuals Covered212
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR 2174
Policy instance 2
Insurance contract or identification numberGR 2174
Number of Individuals Covered212
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR 2174
Policy instance 2
Insurance contract or identification numberGR 2174
Number of Individuals Covered213
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number463447
Policy instance 1
Insurance contract or identification number463447
Number of Individuals Covered213
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR2174
Policy instance 1
Insurance contract or identification numberGR2174
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR2174
Policy instance 1
Insurance contract or identification numberGR2174
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR2174
Policy instance 1
Insurance contract or identification numberGR2174
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR2174
Policy instance 1
Insurance contract or identification numberGR2174
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR2174
Policy instance 1
Insurance contract or identification numberGR2174
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR2174
Policy instance 1
Insurance contract or identification numberGR2174
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3