PUBLIC HEALTH FOUNDATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE PUBLIC HEALTH FOUNDATION RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2014: THE PUBLIC HEALTH FOUNDATION RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 11 |
| Total of all active and inactive participants | 2014-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 27 |
| Number of participants with account balances | 2014-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: THE PUBLIC HEALTH FOUNDATION RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 13 |
| Total of all active and inactive participants | 2013-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 27 |
| Number of participants with account balances | 2013-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
| 2012: THE PUBLIC HEALTH FOUNDATION RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 13 |
| Total of all active and inactive participants | 2012-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 31 |
| Number of participants with account balances | 2012-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: THE PUBLIC HEALTH FOUNDATION RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-04-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 12 |
| Number of retired or separated participants receiving benefits | 2011-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 15 |
| Total of all active and inactive participants | 2011-04-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 0 |
| Total participants | 2011-04-01 | 27 |
| Number of participants with account balances | 2011-04-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 5 |
| 2009: THE PUBLIC HEALTH FOUNDATION RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-04-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 15 |
| Number of retired or separated participants receiving benefits | 2009-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 13 |
| Total of all active and inactive participants | 2009-04-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 0 |
| Total participants | 2009-04-01 | 28 |
| Number of participants with account balances | 2009-04-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 1 |
| Measure | Date | Value |
|---|
| 2014 : THE PUBLIC HEALTH FOUNDATION RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $332,964 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $31,681 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $13,586 |
| Total plan assets at end of year | 2014-12-31 | $2,970,294 |
| Total plan assets at beginning of year | 2014-12-31 | $2,669,011 |
| Value of fidelity bond covering the plan | 2014-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $25,528 |
| Other income received | 2014-12-31 | $182,279 |
| Net income (gross income less expenses) | 2014-12-31 | $301,283 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,970,294 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,669,011 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-12-31 | $6,398 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $125,157 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $18,095 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : THE PUBLIC HEALTH FOUNDATION RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $615,530 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $188,458 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $175,910 |
| Total plan assets at end of year | 2013-12-31 | $2,669,011 |
| Total plan assets at beginning of year | 2013-12-31 | $2,241,939 |
| Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $18,752 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $2,735 |
| Other income received | 2013-12-31 | $470,053 |
| Net income (gross income less expenses) | 2013-12-31 | $427,072 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,669,011 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,241,939 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $123,990 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $12,548 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : THE PUBLIC HEALTH FOUNDATION RETIREMENT PLAN 2012 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $403,080 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $206,631 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $199,121 |
| Total plan assets at end of year | 2012-12-31 | $2,241,939 |
| Total plan assets at beginning of year | 2012-12-31 | $2,045,490 |
| Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $22,120 |
| Other income received | 2012-12-31 | $259,415 |
| Net income (gross income less expenses) | 2012-12-31 | $196,449 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,241,939 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,045,490 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $121,545 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $7,510 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : THE PUBLIC HEALTH FOUNDATION RETIREMENT PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $-32,305 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $11,113 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $5,604 |
| Total plan assets at end of year | 2011-12-31 | $2,045,490 |
| Total plan assets at beginning of year | 2011-12-31 | $2,088,908 |
| Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $9,960 |
| Other income received | 2011-12-31 | $-103,770 |
| Net income (gross income less expenses) | 2011-12-31 | $-43,418 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,045,490 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,088,908 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $61,505 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $5,509 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-03-31 | $0 |
| Total plan liabilities at beginning of year | 2011-03-31 | $0 |
| Total income from all sources | 2011-03-31 | $405,276 |
| Expenses. Total of all expenses incurred | 2011-03-31 | $14,344 |
| Benefits paid (including direct rollovers) | 2011-03-31 | $7,982 |
| Total plan assets at end of year | 2011-03-31 | $2,088,908 |
| Total plan assets at beginning of year | 2011-03-31 | $1,697,976 |
| Value of fidelity bond covering the plan | 2011-03-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2011-03-31 | $6,362 |
| Contributions received from other sources (not participants or employers) | 2011-03-31 | $7,404 |
| Other income received | 2011-03-31 | $275,642 |
| Net income (gross income less expenses) | 2011-03-31 | $390,932 |
| Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $2,088,908 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $1,697,976 |
| Total contributions received or receivable from employer(s) | 2011-03-31 | $122,230 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-03-31 | $0 |
| 2010 : THE PUBLIC HEALTH FOUNDATION RETIREMENT PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-03-31 | $0 |
| 2014: THE PUBLIC HEALTH FOUNDATION RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: THE PUBLIC HEALTH FOUNDATION RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: THE PUBLIC HEALTH FOUNDATION RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: THE PUBLIC HEALTH FOUNDATION RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-04-01 | Type of plan entity | Single employer plan |
| 2011-04-01 | Submission has been amended | No |
| 2011-04-01 | This submission is the final filing | No |
| 2011-04-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2011-04-01 | Plan is a collectively bargained plan | No |
| 2011-04-01 | Plan funding arrangement – Insurance | Yes |
| 2011-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: THE PUBLIC HEALTH FOUNDATION RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-04-01 | Type of plan entity | Single employer plan |
| 2009-04-01 | Submission has been amended | No |
| 2009-04-01 | This submission is the final filing | No |
| 2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-04-01 | Plan is a collectively bargained plan | No |
| 2009-04-01 | Plan funding arrangement – Insurance | Yes |
| 2009-04-01 | Plan benefit arrangement – Insurance | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | 72711 |
| Policy instance | 1 |
| Insurance contract or identification number | 72711 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $6,775 | | Total amount of fees paid to insurance company | USD $1,730 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,775 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | SALES AND BASE COMISSIONS | | Insurance broker organization code? | 4 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | 72711 |
| Policy instance | 1 |
| Insurance contract or identification number | 72711 | | Number of Individuals Covered | 30 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $4,348 | | Total amount of fees paid to insurance company | USD $1,112 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,348 | | Amount paid for insurance broker fees | 1112 | | Additional information about fees paid to insurance broker | MARKETING ALLOWANCE, NON-MONETARY COMPENSATION TO A SALES REP | | Insurance broker organization code? | 4 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | 72711 |
| Policy instance | 1 |
| Insurance contract or identification number | 72711 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $2,542 | | Total amount of fees paid to insurance company | USD $662 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,542 | | Amount paid for insurance broker fees | 662 | | Additional information about fees paid to insurance broker | MARKETING ALLOWANCE, NON-MONETARY COMPENSATION TO A SALES REP | | Insurance broker organization code? | 4 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | 72711 |
| Policy instance | 1 |
| Insurance contract or identification number | 72711 | | Number of Individuals Covered | 30 | | Insurance policy start date | 2011-04-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $1,844 | | Total amount of fees paid to insurance company | USD $659 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | 72711 |
| Policy instance | 1 |
| Insurance contract or identification number | 72711 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-03-31 | | Total amount of commissions paid to insurance broker | USD $2,111 | | Total amount of fees paid to insurance company | USD $801 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,111 | | Amount paid for insurance broker fees | 801 | | Additional information about fees paid to insurance broker | MARKETING ALLOWANCE, NON-MONETARY COMPENSATION TO A SALES REP | | Insurance broker organization code? | 4 | | Insurance broker name | LPL FINANCIAL CORPORATION |
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