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PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NamePUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 002

PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:PUBLIC HEALTH INSTITUTE
Employer identification number (EIN):941646278
NAIC Classification:541700

Additional information about PUBLIC HEALTH INSTITUTE

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2013-06-04
Company Identification Number: 0801797181
Legal Registered Office Address: 555 12TH ST FL 10TH

OAKLAND
United States of America (USA)
94607

More information about PUBLIC HEALTH INSTITUTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JANET E. EADIE VALERIE MCCANN WOODSON2018-10-05
0022016-01-01JANET E. EADIE VALERIE MCCANN WOODSON2017-10-16
0022015-01-01JANET E. EADIE VALERIE MCCANN WOODSON2016-09-16
0022014-01-01JANET E. EADIE VALERIE MCCANN WOODSON2015-10-15
0022013-06-01JANET E. EADIE VALERIE MCCANN WOODSON2014-07-22
0022012-06-01JANET E. EADIE VALERIE MCCANN WOODSON2014-02-12
0022011-06-01DIANA M. PASCUAL DIANA M. PASCUAL2013-02-19
0022010-06-01DIANA M. PASCUAL DIANA M. PASCUAL2012-01-26
0022009-06-01DIANA M. PASCUAL DIANA M. PASCUAL2011-03-11

Plan Statistics for PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,485
Total number of active participants reported on line 7a of the Form 55002023-01-01974
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-011,611
Total of all active and inactive participants2023-01-012,585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-018
Total participants2023-01-012,593
Number of participants with account balances2023-01-012,526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,347
Total number of active participants reported on line 7a of the Form 55002022-01-011,043
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,535
Total of all active and inactive participants2022-01-012,578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0117
Total participants2022-01-012,595
Number of participants with account balances2022-01-012,402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,935
Total number of active participants reported on line 7a of the Form 55002021-01-011,056
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,284
Total of all active and inactive participants2021-01-012,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0118
Total participants2021-01-012,358
Number of participants with account balances2021-01-012,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,691
Total number of active participants reported on line 7a of the Form 55002020-01-01903
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,127
Total of all active and inactive participants2020-01-012,030
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-012,036
Number of participants with account balances2020-01-011,887
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,959
Total number of active participants reported on line 7a of the Form 55002019-01-01626
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,093
Total of all active and inactive participants2019-01-011,719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-011,725
Number of participants with account balances2019-01-011,702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,945
Total number of active participants reported on line 7a of the Form 55002018-01-01624
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,333
Total of all active and inactive participants2018-01-011,957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-011,965
Number of participants with account balances2018-01-011,855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,871
Total number of active participants reported on line 7a of the Form 55002017-01-01630
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,300
Total of all active and inactive participants2017-01-011,930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-011,936
Number of participants with account balances2017-01-011,934
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,775
Total number of active participants reported on line 7a of the Form 55002016-01-01621
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,258
Total of all active and inactive participants2016-01-011,879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-011,887
Number of participants with account balances2016-01-011,872
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,728
Total number of active participants reported on line 7a of the Form 55002015-01-01538
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,219
Total of all active and inactive participants2015-01-011,757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-011,764
Number of participants with account balances2015-01-011,762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,720
Total number of active participants reported on line 7a of the Form 55002014-01-01575
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,137
Total of all active and inactive participants2014-01-011,712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-011,717
Number of participants with account balances2014-01-011,717
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-011,764
Total number of active participants reported on line 7a of the Form 55002013-06-01683
Number of retired or separated participants receiving benefits2013-06-010
Number of other retired or separated participants entitled to future benefits2013-06-011,086
Total of all active and inactive participants2013-06-011,769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-015
Total participants2013-06-011,774
Number of participants with account balances2013-06-011,704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010
2012: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-011,619
Total number of active participants reported on line 7a of the Form 55002012-06-01718
Number of retired or separated participants receiving benefits2012-06-010
Number of other retired or separated participants entitled to future benefits2012-06-011,041
Total of all active and inactive participants2012-06-011,759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-016
Total participants2012-06-011,765
Number of participants with account balances2012-06-011,694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-010
2011: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-011,546
Total number of active participants reported on line 7a of the Form 55002011-06-01653
Number of retired or separated participants receiving benefits2011-06-010
Number of other retired or separated participants entitled to future benefits2011-06-01965
Total of all active and inactive participants2011-06-011,618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-014
Total participants2011-06-011,622
Number of participants with account balances2011-06-011,545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-010
2010: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-06-011,407
Total number of active participants reported on line 7a of the Form 55002010-06-01568
Number of retired or separated participants receiving benefits2010-06-010
Number of other retired or separated participants entitled to future benefits2010-06-01960
Total of all active and inactive participants2010-06-011,528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-012
Total participants2010-06-011,530
Number of participants with account balances2010-06-011,472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-06-010
2009: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-011,352
Total number of active participants reported on line 7a of the Form 55002009-06-01727
Number of retired or separated participants receiving benefits2009-06-010
Number of other retired or separated participants entitled to future benefits2009-06-01699
Total of all active and inactive participants2009-06-011,426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-016
Total participants2009-06-011,432
Number of participants with account balances2009-06-011,371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-010

Financial Data on PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023 : PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$51,815,886
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$10,809,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$10,302,560
Expenses. Certain deemed distributions of participant loans2023-12-31$59,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$18,816,218
Value of total assets at end of year2023-12-31$245,911,614
Value of total assets at beginning of year2023-12-31$204,905,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$447,797
Total interest from all sources2023-12-31$1,986,025
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,444,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$3,444,551
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$8,262,110
Participant contributions at end of year2023-12-31$897,587
Participant contributions at beginning of year2023-12-31$616,074
Participant contributions at end of year2023-12-31$250,589
Participant contributions at beginning of year2023-12-31$245,925
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,546,510
Other income not declared elsewhere2023-12-31$72,013
Administrative expenses (other) incurred2023-12-31$689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$41,005,990
Value of net assets at end of year (total assets less liabilities)2023-12-31$245,911,614
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$204,905,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$331,327
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$192,729,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$153,972,596
Value of interest in pooled separate accounts at end of year2023-12-31$1,755,219
Value of interest in pooled separate accounts at beginning of year2023-12-31$2,360,697
Interest on participant loans2023-12-31$55,311
Interest earned on other investments2023-12-31$1,930,714
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$49,957,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$47,415,501
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$57,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$27,792,412
Net investment gain/loss from pooled separate accounts2023-12-31$-295,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$8,007,598
Employer contributions (assets) at end of year2023-12-31$321,236
Employer contributions (assets) at beginning of year2023-12-31$294,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$10,244,649
Contract administrator fees2023-12-31$2,246
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CROWE LLP
Accountancy firm EIN2023-12-31350921680
2022 : PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-11,764,175
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,990,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,496,896
Expenses. Certain deemed distributions of participant loans2022-12-31$60,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,963,909
Value of total assets at end of year2022-12-31$204,905,624
Value of total assets at beginning of year2022-12-31$225,660,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$433,532
Total interest from all sources2022-12-31$1,635,026
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,643,558
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$2,643,558
Administrative expenses professional fees incurred2022-12-31$16,248
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,951,700
Participant contributions at end of year2022-12-31$616,074
Participant contributions at beginning of year2022-12-31$455,602
Participant contributions at end of year2022-12-31$245,925
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,437,147
Other income not declared elsewhere2022-12-31$67,008
Administrative expenses (other) incurred2022-12-31$121,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-20,754,867
Value of net assets at end of year (total assets less liabilities)2022-12-31$204,905,624
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$225,660,491
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$295,772
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$153,972,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$179,800,363
Value of interest in pooled separate accounts at end of year2022-12-31$2,360,697
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,294,182
Interest on participant loans2022-12-31$27,660
Interest earned on other investments2022-12-31$1,607,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$47,415,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$43,110,344
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$87,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-32,269,235
Net investment gain/loss from pooled separate accounts2022-12-31$195,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$7,575,062
Employer contributions (assets) at end of year2022-12-31$294,831
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,409,867
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 name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT 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$42,001,412
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$11,951,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,503,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$15,188,492
Value of total assets at end of year2021-12-31$225,660,491
Value of total assets at beginning of year2021-12-31$195,610,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$448,062
Total interest from all sources2021-12-31$1,246,518
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,354,793
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$4,354,793
Administrative expenses professional fees incurred2021-12-31$15,340
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
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
Contributions received from participants2021-12-31$6,679,035
Participant contributions at end of year2021-12-31$455,602
Participant contributions at beginning of year2021-12-31$228,260
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$315
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,528,810
Other income not declared elsewhere2021-12-31$54,886
Administrative expenses (other) incurred2021-12-31$141,300
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$30,050,225
Value of net assets at end of year (total assets less liabilities)2021-12-31$225,660,491
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$195,610,266
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$291,422
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$179,800,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$151,969,337
Value of interest in pooled separate accounts at end of year2021-12-31$2,294,182
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,972,459
Interest on participant loans2021-12-31$13,263
Interest earned on other investments2021-12-31$1,233,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$43,110,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$41,439,716
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$86,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$20,807,046
Net investment gain/loss from pooled separate accounts2021-12-31$349,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$6,980,647
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,417,008
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 name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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
Total income from all sources (including contributions)2020-12-31$32,758,994
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,573,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,221,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,186,157
Value of total assets at end of year2020-12-31$195,610,266
Value of total assets at beginning of year2020-12-31$172,425,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$352,409
Total interest from all sources2020-12-31$1,293,243
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,402,634
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$2,402,634
Administrative expenses professional fees incurred2020-12-31$15,415
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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
Contributions received from participants2020-12-31$4,461,857
Participant contributions at end of year2020-12-31$228,260
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$315
Participant contributions at beginning of year2020-12-31$168,374
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$772,723
Other income not declared elsewhere2020-12-31$48,880
Administrative expenses (other) incurred2020-12-31$102,915
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
Value of net income/loss2020-12-31$23,185,222
Value of net assets at end of year (total assets less liabilities)2020-12-31$195,610,266
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$172,425,044
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
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$234,079
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$151,969,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$133,051,444
Value of interest in pooled separate accounts at end of year2020-12-31$1,972,459
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,164,305
Interest on participant loans2020-12-31$1,107
Interest earned on other investments2020-12-31$1,292,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$41,439,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$36,865,753
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$212,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$18,846,940
Net investment gain/loss from pooled separate accounts2020-12-31$-18,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,951,577
Employer contributions (assets) at end of year2020-12-31$179
Employer contributions (assets) at beginning of year2020-12-31$175,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,008,809
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 income from all sources (including contributions)2019-12-31$35,433,487
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,347,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,024,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,921,920
Value of total assets at end of year2019-12-31$172,425,044
Value of total assets at beginning of year2019-12-31$146,338,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$322,395
Total interest from all sources2019-12-31$1,266,795
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,252,049
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$2,252,049
Administrative expenses professional fees incurred2019-12-31$16,700
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$4,004,494
Participant contributions at end of year2019-12-31$168,374
Participant contributions at beginning of year2019-12-31$173,415
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,346,810
Other income not declared elsewhere2019-12-31$8,700
Administrative expenses (other) incurred2019-12-31$89,619
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
Value of net income/loss2019-12-31$26,086,139
Value of net assets at end of year (total assets less liabilities)2019-12-31$172,425,044
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$146,338,905
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$216,076
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$133,051,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$106,240,959
Value of interest in pooled separate accounts at end of year2019-12-31$2,164,305
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,145,754
Interest earned on other investments2019-12-31$1,266,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$36,865,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$37,601,926
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,771,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,868,225
Net investment gain/loss from pooled separate accounts2019-12-31$115,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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$4,570,616
Employer contributions (assets) at end of year2019-12-31$175,168
Employer contributions (assets) at beginning of year2019-12-31$176,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,253,000
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
2018 : PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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
Total income from all sources (including contributions)2018-12-31$5,119,736
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,976,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,610,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,251,059
Value of total assets at end of year2018-12-31$146,338,905
Value of total assets at beginning of year2018-12-31$150,195,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$366,005
Total interest from all sources2018-12-31$1,210,932
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,065,238
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$2,065,238
Administrative expenses professional fees incurred2018-12-31$161,266
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Contributions received from participants2018-12-31$4,229,956
Participant contributions at end of year2018-12-31$173,415
Participant contributions at beginning of year2018-12-31$178,466
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,034,018
Administrative expenses (other) incurred2018-12-31$119,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,857,064
Value of net assets at end of year (total assets less liabilities)2018-12-31$146,338,905
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$150,195,969
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
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$85,659
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$106,240,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$114,292,611
Value of interest in pooled separate accounts at end of year2018-12-31$2,145,754
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,044,483
Interest earned on other investments2018-12-31$1,210,932
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$37,601,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$33,485,973
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$327,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,504,095
Net investment gain/loss from pooled separate accounts2018-12-31$96,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$4,987,085
Employer contributions (assets) at end of year2018-12-31$176,851
Employer contributions (assets) at beginning of year2018-12-31$194,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,283,081
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
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 name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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
Total income from all sources (including contributions)2017-12-31$32,714,545
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,645,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,470,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$13,478,596
Value of total assets at end of year2017-12-31$150,195,969
Value of total assets at beginning of year2017-12-31$126,126,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$175,025
Total interest from all sources2017-12-31$971,875
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,043,585
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$1,043,585
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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
Contributions received from participants2017-12-31$4,335,449
Participant contributions at end of year2017-12-31$178,466
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,031,437
Administrative expenses (other) incurred2017-12-31$79,645
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
Value of net income/loss2017-12-31$24,069,217
Value of net assets at end of year (total assets less liabilities)2017-12-31$150,195,969
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$126,126,752
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
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$95,380
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$114,292,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$102,786,535
Value of interest in pooled separate accounts at end of year2017-12-31$2,044,483
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,950,798
Interest earned on other investments2017-12-31$971,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$33,485,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$20,389,419
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$516,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$17,111,640
Net investment gain/loss from pooled separate accounts2017-12-31$108,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$5,111,710
Employer contributions (assets) at end of year2017-12-31$194,436
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,953,932
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
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 name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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
Total income from all sources (including contributions)2016-12-31$18,331,473
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,305,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,304,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,578,534
Value of total assets at end of year2016-12-31$126,126,752
Value of total assets at beginning of year2016-12-31$113,101,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,125
Total interest from all sources2016-12-31$745,971
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,181,489
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$2,181,489
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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
Contributions received from participants2016-12-31$3,610,420
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,547,210
Administrative expenses (other) incurred2016-12-31$1,125
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
Value of net income/loss2016-12-31$13,025,518
Value of net assets at end of year (total assets less liabilities)2016-12-31$126,126,752
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$113,101,234
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
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$102,786,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$92,598,046
Value of interest in pooled separate accounts at end of year2016-12-31$2,950,798
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,733,081
Interest earned on other investments2016-12-31$745,971
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$20,389,419
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$17,770,107
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$43,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,679,172
Net investment gain/loss from pooled separate accounts2016-12-31$146,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$4,420,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,261,362
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
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 name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$11,406,813
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,230,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,229,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,696,555
Value of total assets at end of year2015-12-31$113,101,234
Value of total assets at beginning of year2015-12-31$107,925,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,393
Total interest from all sources2015-12-31$610,802
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,648,730
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$2,648,730
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Contributions received from participants2015-12-31$3,397,483
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,069,050
Administrative expenses (other) incurred2015-12-31$1,393
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$5,176,019
Value of net assets at end of year (total assets less liabilities)2015-12-31$113,101,234
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$107,925,215
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$92,598,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$89,551,075
Value of interest in pooled separate accounts at end of year2015-12-31$2,733,081
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,203,853
Interest earned on other investments2015-12-31$610,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$17,770,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$16,170,287
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$527,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,738,191
Net investment gain/loss from pooled separate accounts2015-12-31$188,917
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$4,230,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,701,512
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MORRIS, DAVIS, CHAN & TAN LLP
Accountancy firm EIN2015-12-31942214860
2014 : PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$14,361,988
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,606,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,603,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,461,380
Value of total assets at end of year2014-12-31$107,925,215
Value of total assets at beginning of year2014-12-31$98,169,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,118
Total interest from all sources2014-12-31$613,755
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,357,206
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$2,357,206
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Contributions received from participants2014-12-31$3,280,972
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$671,517
Administrative expenses (other) incurred2014-12-31$2,118
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$9,755,932
Value of net assets at end of year (total assets less liabilities)2014-12-31$107,925,215
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$98,169,283
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$89,551,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$80,510,394
Value of interest in pooled separate accounts at end of year2014-12-31$2,203,853
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,656,133
Interest earned on other investments2014-12-31$613,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$16,170,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$16,002,756
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$313,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,693,865
Net investment gain/loss from pooled separate accounts2014-12-31$235,782
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$4,508,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,290,167
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MORRIS, DAVIS, CHAN & TAN LLP
Accountancy firm EIN2014-12-31942214860
2013 : PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$13,266,482
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,865,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,865,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,700,866
Value of total assets at end of year2013-12-31$98,169,283
Value of total assets at beginning of year2013-12-31$86,768,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$348,364
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,854,391
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$1,854,391
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
Contributions received from participants2013-12-31$1,693,896
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$594,077
Other income not declared elsewhere2013-12-31$107
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$11,401,204
Value of net assets at end of year (total assets less liabilities)2013-12-31$98,169,283
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$86,768,079
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$80,510,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$69,580,562
Value of interest in pooled separate accounts at end of year2013-12-31$1,656,133
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,586,486
Interest earned on other investments2013-12-31$348,364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$16,002,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$15,601,031
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$196,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,270,087
Net investment gain/loss from pooled separate accounts2013-12-31$92,667
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$2,412,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,669,247
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
Total unrealized appreciation/depreciation of assets2013-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$0
Total income from all sources (including contributions)2013-05-31$20,147,788
Total loss/gain on sale of assets2013-05-31$0
Total of all expenses incurred2013-05-31$3,711,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$3,711,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$8,445,024
Value of total assets at end of year2013-05-31$86,768,079
Value of total assets at beginning of year2013-05-31$70,332,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$288
Total interest from all sources2013-05-31$563,914
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$835,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-05-31$835,926
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$250,000
If this is an individual account plan, was there a blackout period2013-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-05-31$0
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$2,935,976
Participant contributions at end of year2013-05-31$0
Participant contributions at beginning of year2013-05-31$101,836
Income. Received or receivable in cash from other sources (including rollovers)2013-05-31$1,496,189
Other income not declared elsewhere2013-05-31$18,569
Administrative expenses (other) incurred2013-05-31$288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$16,435,855
Value of net assets at end of year (total assets less liabilities)2013-05-31$86,768,079
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$70,332,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$69,580,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$54,369,470
Value of interest in pooled separate accounts at end of year2013-05-31$1,586,486
Value of interest in pooled separate accounts at beginning of year2013-05-31$940,140
Interest earned on other investments2013-05-31$563,914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-05-31$15,601,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-05-31$14,767,524
Expenses. Payments to insurance carriers foe the provision of benefits2013-05-31$653,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$10,171,937
Net investment gain/loss from pooled separate accounts2013-05-31$112,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$4,012,859
Employer contributions (assets) at end of year2013-05-31$0
Employer contributions (assets) at beginning of year2013-05-31$153,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$3,058,428
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31No
Opinion of an independent qualified public accountant for this plan2013-05-31Unqualified
Accountancy firm name2013-05-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2013-05-31942214860
2012 : PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total income from all sources (including contributions)2012-05-31$6,807,027
Total loss/gain on sale of assets2012-05-31$0
Total of all expenses incurred2012-05-31$3,444,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$3,427,360
Value of total corrective distributions2012-05-31$13,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$8,067,718
Value of total assets at end of year2012-05-31$70,332,224
Value of total assets at beginning of year2012-05-31$66,969,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$3,477
Total interest from all sources2012-05-31$535,863
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$472,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-05-31$472,673
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$250,000
If this is an individual account plan, was there a blackout period2012-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-05-31$0
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$2,910,369
Participant contributions at end of year2012-05-31$101,836
Participant contributions at beginning of year2012-05-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-05-31$999,453
Administrative expenses (other) incurred2012-05-31$3,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$3,362,912
Value of net assets at end of year (total assets less liabilities)2012-05-31$70,332,224
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$66,969,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$54,369,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$53,291,564
Value of interest in pooled separate accounts at end of year2012-05-31$940,140
Value of interest in pooled separate accounts at beginning of year2012-05-31$588,345
Interest earned on other investments2012-05-31$535,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-05-31$14,767,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-05-31$13,089,403
Expenses. Payments to insurance carriers foe the provision of benefits2012-05-31$638,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$-2,351,510
Net investment gain/loss from pooled separate accounts2012-05-31$82,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$4,157,896
Employer contributions (assets) at end of year2012-05-31$153,254
Employer contributions (assets) at beginning of year2012-05-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$2,788,922
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31No
Opinion of an independent qualified public accountant for this plan2012-05-31Unqualified
Accountancy firm name2012-05-31MORRIS, DAVIS & CHAN LLP
Accountancy firm EIN2012-05-31942214860
2011 : PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total income from all sources (including contributions)2011-05-31$16,820,132
Total loss/gain on sale of assets2011-05-31$0
Total of all expenses incurred2011-05-31$3,707,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$3,700,568
Value of total corrective distributions2011-05-31$4,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$7,150,508
Value of total assets at end of year2011-05-31$66,969,312
Value of total assets at beginning of year2011-05-31$53,856,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$2,100
Total interest from all sources2011-05-31$471,493
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$208,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-05-31$208,329
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$250,000
If this is an individual account plan, was there a blackout period2011-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-05-31$0
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$2,844,930
Income. Received or receivable in cash from other sources (including rollovers)2011-05-31$172,215
Administrative expenses (other) incurred2011-05-31$2,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$13,112,516
Value of net assets at end of year (total assets less liabilities)2011-05-31$66,969,312
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$53,856,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$53,291,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$40,952,143
Value of interest in pooled separate accounts at end of year2011-05-31$588,345
Value of interest in pooled separate accounts at beginning of year2011-05-31$416,545
Interest earned on other investments2011-05-31$471,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-05-31$13,089,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-05-31$12,488,108
Expenses. Payments to insurance carriers foe the provision of benefits2011-05-31$311,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$8,892,173
Net investment gain/loss from pooled separate accounts2011-05-31$97,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$4,133,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$3,388,668
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31Yes
Opinion of an independent qualified public accountant for this plan2011-05-31Disclaimer
Accountancy firm name2011-05-31MORRIS, DAVIS & CHAN LLP
Accountancy firm EIN2011-05-31942214860
2010 : PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-05-31$0

Form 5500 Responses for PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN

2023: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
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: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
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: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-06-01Plan is a collectively bargained planNo
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement – InsuranceYes
2013-06-01Plan benefit arrangement - TrustYes
2012: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planNo
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2011: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planNo
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement – InsuranceYes
2011-06-01Plan benefit arrangement - TrustYes
2010: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Submission has been amendedNo
2010-06-01This submission is the final filingNo
2010-06-01This return/report is a short plan year return/report (less than 12 months)No
2010-06-01Plan is a collectively bargained planNo
2010-06-01Plan funding arrangement – InsuranceYes
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement – InsuranceYes
2010-06-01Plan benefit arrangement - TrustYes
2009: PUBLIC HEALTH INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement – InsuranceYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103667
Policy instance 1
Insurance contract or identification number103667
Number of Individuals Covered2487
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103667
Policy instance 1
Insurance contract or identification number103667
Number of Individuals Covered2380
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103667
Policy instance 1
Insurance contract or identification number103667
Number of Individuals Covered2304
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103667
Policy instance 1
Insurance contract or identification number103667
Number of Individuals Covered1868
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103667
Policy instance 1
Insurance contract or identification number103667
Number of Individuals Covered1688
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103667
Policy instance 1
Insurance contract or identification number103667
Number of Individuals Covered1943
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103667
Policy instance 1
Insurance contract or identification number103667
Number of Individuals Covered1916
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103667
Policy instance 1
Insurance contract or identification number103667
Number of Individuals Covered943
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103667
Policy instance 1
Insurance contract or identification number103667
Number of Individuals Covered938
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103667
Policy instance 1
Insurance contract or identification number103667
Number of Individuals Covered1704
Insurance policy start date2013-06-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103667
Policy instance 1
Insurance contract or identification number103667
Number of Individuals Covered1694
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103667
Policy instance 1
Insurance contract or identification number103667
Number of Individuals Covered1545
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103667 & 103669
Policy instance 1
Insurance contract or identification number103667 & 103669
Number of Individuals Covered1472
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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