401k Plan data: LOUISIANA PUBLIC HEALTH INSTITUTE 403 B PLAN plan

LOUISIANA PUBLIC HEALTH INSTITUTE 403 B PLAN 401k Plan overview

Plan Name	LOUISIANA PUBLIC HEALTH INSTITUTE 403 B PLAN
Plan identification number	001

LOUISIANA PUBLIC HEALTH INSTITUTE 403 B PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

LOUISIANA PUBLIC HEALTH INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name: LOUISIANA PUBLIC HEALTH INSTITUTE

Employer identification number (EIN): 721379921

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Additional information about LOUISIANA PUBLIC HEALTH INSTITUTE

Jurisdiction of Incorporation: Louisiana Secretary Of State, Commercial Division

Incorporation Date:

Company Identification Number: 34564908N

More information about LOUISIANA PUBLIC HEALTH INSTITUTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOUISIANA PUBLIC HEALTH INSTITUTE 403 B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 JOSEPH KIMBRELL
001 2012-01-01 JOSEPH KIMBRELL
001 2011-01-01 AMY CAVALLINO AMY CAVALLINO 2013-01-07
001 2010-01-01 AMY CAVALLINO 2011-07-26 AMY CAVALLINO 2011-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	JOSEPH KIMBRELL
001	2012-01-01	JOSEPH KIMBRELL
001	2011-01-01	AMY CAVALLINO		AMY CAVALLINO	2013-01-07
001	2010-01-01	AMY CAVALLINO	2011-07-26	AMY CAVALLINO	2011-07-26

Plan Statistics for LOUISIANA PUBLIC HEALTH INSTITUTE 403 B PLAN

401k plan membership statisitcs for LOUISIANA PUBLIC HEALTH INSTITUTE 403 B PLAN

Measure Date Value
2013: LOUISIANA PUBLIC HEALTH INSTITUTE 403 B PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
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 0
Total of all active and inactive participants 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LOUISIANA PUBLIC HEALTH INSTITUTE 403 B PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 97
Number of other retired or separated participants entitled to future benefits 2012-01-01 61
Total of all active and inactive participants 2012-01-01 158
Total participants 2012-01-01 158
Number of participants with account balances 2012-01-01 151
2011: LOUISIANA PUBLIC HEALTH INSTITUTE 403 B PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 83
Number of other retired or separated participants entitled to future benefits 2011-01-01 48
Total of all active and inactive participants 2011-01-01 131
Total participants 2011-01-01 131
Number of participants with account balances 2011-01-01 130

Measure	Date	Value
2013: LOUISIANA PUBLIC HEALTH INSTITUTE 403 B PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
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	0
Total of all active and inactive participants	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LOUISIANA PUBLIC HEALTH INSTITUTE 403 B PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	97
Number of other retired or separated participants entitled to future benefits	2012-01-01	61
Total of all active and inactive participants	2012-01-01	158
Total participants	2012-01-01	158
Number of participants with account balances	2012-01-01	151
2011: LOUISIANA PUBLIC HEALTH INSTITUTE 403 B PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	83
Number of other retired or separated participants entitled to future benefits	2011-01-01	48
Total of all active and inactive participants	2011-01-01	131
Total participants	2011-01-01	131
Number of participants with account balances	2011-01-01	130

Financial Data on LOUISIANA PUBLIC HEALTH INSTITUTE 403 B PLAN

Measure	Date	Value
2013 : LOUISIANA PUBLIC HEALTH INSTITUTE 403 B PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-04-02	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-04-02	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-04-02	$0
Total income from all sources (including contributions)	2013-04-02	$0
Total loss/gain on sale of assets	2013-04-02	$0
Total of all expenses incurred	2013-04-02	$3,220,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-04-02	$3,220,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-04-02	$0
Value of total assets at end of year	2013-04-02	$0
Value of total assets at beginning of year	2013-04-02	$3,220,764
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-04-02	$0
Total interest from all sources	2013-04-02	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-04-02	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-04-02	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-04-02	$0
Was this plan covered by a fidelity bond	2013-04-02	Yes
Value of fidelity bond cover	2013-04-02	$200,000
If this is an individual account plan, was there a blackout period	2013-04-02	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-04-02	$0
Were there any nonexempt tranactions with any party-in-interest	2013-04-02	No
Participant contributions at end of year	2013-04-02	$0
Participant contributions at beginning of year	2013-04-02	$9,664
Participant contributions at end of year	2013-04-02	$0
Participant contributions at beginning of year	2013-04-02	$22,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-04-02	No
Value of net income/loss	2013-04-02	$-3,220,764
Value of net assets at end of year (total assets less liabilities)	2013-04-02	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-04-02	$3,220,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-04-02	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-04-02	No
Were any leases to which the plan was party in default or uncollectible	2013-04-02	No
Value of interest in pooled separate accounts at end of year	2013-04-02	$0
Value of interest in pooled separate accounts at beginning of year	2013-04-02	$2,924,176
Interest on participant loans	2013-04-02	$72
Interest earned on other investments	2013-04-02	$1,509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-04-02	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-04-02	$227,045
Expenses. Payments to insurance carriers foe the provision of benefits	2013-04-02	$3,440,779
Net investment gain/loss from pooled separate accounts	2013-04-02	$250,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-04-02	No
Was there a failure to transmit to the plan any participant contributions	2013-04-02	No
Has the plan failed to provide any benefit when due under the plan	2013-04-02	No
Employer contributions (assets) at end of year	2013-04-02	$0
Employer contributions (assets) at beginning of year	2013-04-02	$37,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-04-02	$3,220,764
Contract administrator fees	2013-04-02	$815
Did the plan have assets held for investment	2013-04-02	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-04-02	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-04-02	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-04-02	Yes
Opinion of an independent qualified public accountant for this plan	2013-04-02	Disclaimer
Accountancy firm name	2013-04-02	LAPORTE, A PROFESSIONAL ACCOUNTING
Accountancy firm EIN	2013-04-02	721088864
2012 : LOUISIANA PUBLIC HEALTH INSTITUTE 403 B PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$340,795
Total unrealized appreciation/depreciation of assets	2012-12-31	$340,795
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,067,742
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$137,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$134,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$726,592
Value of total assets at end of year	2012-12-31	$3,220,764
Value of total assets at beginning of year	2012-12-31	$2,290,646
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,660
Total interest from all sources	2012-12-31	$355
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$200,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$298,540
Participant contributions at end of year	2012-12-31	$9,664
Participant contributions at beginning of year	2012-12-31	$4,392
Participant contributions at end of year	2012-12-31	$22,332
Participant contributions at beginning of year	2012-12-31	$18,524
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$21,432
Administrative expenses (other) incurred	2012-12-31	$2,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$930,118
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,220,764
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,290,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,924,176
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,078,062
Interest on participant loans	2012-12-31	$107
Interest earned on other investments	2012-12-31	$248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$227,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$160,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$406,620
Employer contributions (assets) at end of year	2012-12-31	$37,547
Employer contributions (assets) at beginning of year	2012-12-31	$29,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$134,964
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	LAPORTE, A PROFESSIONAL ACCOUNTING
Accountancy firm EIN	2012-12-31	721088864
2011 : LOUISIANA PUBLIC HEALTH INSTITUTE 403 B PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-51,814
Total unrealized appreciation/depreciation of assets	2011-12-31	$-51,814
Total income from all sources (including contributions)	2011-12-31	$648,943
Total of all expenses incurred	2011-12-31	$150,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$150,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$695,848
Value of total assets at end of year	2011-12-31	$2,290,646
Value of total assets at beginning of year	2011-12-31	$1,792,538
Total interest from all sources	2011-12-31	$28
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$200,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$225,798
Participant contributions at end of year	2011-12-31	$4,392
Participant contributions at beginning of year	2011-12-31	$2,652
Participant contributions at end of year	2011-12-31	$18,524
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$136,970
Other income not declared elsewhere	2011-12-31	$4,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$498,108
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,290,646
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,792,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$2,078,062
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,665,843
Interest earned on other investments	2011-12-31	$28
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$160,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$124,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$333,080
Employer contributions (assets) at end of year	2011-12-31	$29,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$150,835
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	LAPORTE, APAC
Accountancy firm EIN	2011-12-31	721088864

Form 5500 Responses for LOUISIANA PUBLIC HEALTH INSTITUTE 403 B PLAN

2013: LOUISIANA PUBLIC HEALTH INSTITUTE 403 B PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: LOUISIANA PUBLIC HEALTH INSTITUTE 403 B 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: LOUISIANA PUBLIC HEALTH INSTITUTE 403 B PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

ING LIFE INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: )

Policy contract number

VFB018

Policy instance

Insurance contract or identification number	VFB018
Number of Individuals Covered	146
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $5,193
Total amount of fees paid to insurance company	USD $0
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 guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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See full terms and conditions

Company Name:	LOUISIANA PUBLIC HEALTH INSTITUTE
Employer identification number (EIN):	721379921
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners

Jurisdiction of Incorporation:	Louisiana Secretary Of State, Commercial Division
Incorporation Date:
Company Identification Number:	34564908N