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Plan Name | SDSU FOUNDATION HEALTH VEBA PLAN FOR POST RETIREMENT HEALTH CARE BENEFITS |
Plan identification number | 504 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
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Company Name: | SAN DIEGO STATE UNIVERSITY FOUNDATION |
Employer identification number (EIN): | 956042721 |
NAIC Classification: | 611000 |
Additional information about SAN DIEGO STATE UNIVERSITY FOUNDATION
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 0000-00-00 |
Company Identification Number: | C0192019 |
Legal Registered Office Address: |
5250 Campanile DriveSan DiegoCA92182-1947 United States of America (USA) |
More information about SAN DIEGO STATE UNIVERSITY FOUNDATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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504 | 2022-01-01 | ||||
504 | 2021-01-01 |
Measure | Date | Value |
---|---|---|
2022: SDSU FOUNDATION HEALTH VEBA PLAN FOR POST RETIREMENT HEALTH CARE BENEFITS 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 87 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 83 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 83 |
2021: SDSU FOUNDATION HEALTH VEBA PLAN FOR POST RETIREMENT HEALTH CARE BENEFITS 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 87 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 87 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 87 |
Measure | Date | Value |
---|---|---|
2022 : SDSU FOUNDATION HEALTH VEBA PLAN FOR POST RETIREMENT HEALTH CARE BENEFITS 2022 401k financial data | ||
Total plan liabilities at end of year | 2022-12-31 | $157,153 |
Total plan liabilities at beginning of year | 2022-12-31 | $158,502 |
Total income from all sources | 2022-12-31 | $-1,908,881 |
Expenses. Total of all expenses incurred | 2022-12-31 | $413,290 |
Benefits paid (including direct rollovers) | 2022-12-31 | $357,360 |
Total plan assets at end of year | 2022-12-31 | $12,915,097 |
Total plan assets at beginning of year | 2022-12-31 | $15,238,617 |
Value of fidelity bond covering the plan | 2022-12-31 | $15,000,000 |
Total contributions received or receivable from participants | 2022-12-31 | $74,105 |
Other income received | 2022-12-31 | $-1,930,235 |
Net income (gross income less expenses) | 2022-12-31 | $-2,322,171 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $12,757,944 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $15,080,115 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $-52,751 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $55,930 |
2021 : SDSU FOUNDATION HEALTH VEBA PLAN FOR POST RETIREMENT HEALTH CARE BENEFITS 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $13,957,346 |
Total plan liabilities at end of year | 2021-12-31 | $158,502 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,506,881 |
Expenses. Total of all expenses incurred | 2021-12-31 | $384,112 |
Benefits paid (including direct rollovers) | 2021-12-31 | $299,133 |
Total plan assets at end of year | 2021-12-31 | $15,238,617 |
Total plan assets at beginning of year | 2021-12-31 | $0 |
Value of fidelity bond covering the plan | 2021-12-31 | $15,000,000 |
Total contributions received or receivable from participants | 2021-12-31 | $64,200 |
Other income received | 2021-12-31 | $1,463,398 |
Net income (gross income less expenses) | 2021-12-31 | $1,122,769 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $15,080,115 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $-20,717 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $84,979 |
2022: SDSU FOUNDATION HEALTH VEBA PLAN FOR POST RETIREMENT HEALTH CARE BENEFITS 2022 form 5500 responses | ||
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SDSU FOUNDATION HEALTH VEBA PLAN FOR POST RETIREMENT HEALTH CARE BENEFITS 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | First time form 5500 has been submitted | Yes |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 3341296 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 104306 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 3341296 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 104306 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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