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CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan NameCALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN
Plan identification number 001

CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN Benefits

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

CALIFORNIA CENTER FOR PUBLIC HEALTH has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA CENTER FOR PUBLIC HEALTH
Employer identification number (EIN):954723901
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01MELISSA STOCKBERGER
0012017-01-01MELISSA STOCKBERGER
0012016-01-01MELISSA STOCKBERGER
0012015-01-01HAROLD GOLDSTEIN
0012014-01-01HAROLD GOLDSTEIN
0012013-01-01HAROLD GOLDSTEIN
0012012-01-01HAROLD GOLDSTEIN
0012011-01-01HAROLD GOLDSTEIN
0012008-01-01 HAROLD GOLDSTEIN2011-02-23
0012007-01-01 HAROLD GOLDSTEIN2011-02-23

Plan Statistics for CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN

401k plan membership statisitcs for CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN

Measure Date Value
2018: CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0138
Total number of active participants reported on line 7a of the Form 55002018-01-0119
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-0142
Total participants2018-01-0142
Number of participants with account balances2018-01-0142
2017: CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0139
Total number of active participants reported on line 7a of the Form 55002017-01-0123
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-0138
Total participants2017-01-0138
Number of participants with account balances2017-01-0138
2016: CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0140
Total number of active participants reported on line 7a of the Form 55002016-01-0137
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0139
Total participants2016-01-0139
Number of participants with account balances2016-01-0139
2015: CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0137
Total number of active participants reported on line 7a of the Form 55002015-01-0138
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0140
Number of participants with account balances2015-01-0140
2014: CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0127
Total number of active participants reported on line 7a of the Form 55002014-01-0137
Total of all active and inactive participants2014-01-0137
Total participants2014-01-0137
Number of participants with account balances2014-01-0136
2013: CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0125
Total number of active participants reported on line 7a of the Form 55002013-01-0128
Total of all active and inactive participants2013-01-0128
Total participants2013-01-0128
Number of participants with account balances2013-01-0127
2012: CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0125
Total number of active participants reported on line 7a of the Form 55002012-01-0125
Total of all active and inactive participants2012-01-0125
Total participants2012-01-0125
Number of participants with account balances2012-01-0124
2011: CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0119
Total number of active participants reported on line 7a of the Form 55002011-01-0125
Total of all active and inactive participants2011-01-0125
Total participants2011-01-0125
Number of participants with account balances2011-01-0124

Financial Data on CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN

Measure Date Value
2018 : CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 2018 401k financial data
Total income from all sources2018-12-31$44,867
Expenses. Total of all expenses incurred2018-12-31$15,924
Benefits paid (including direct rollovers)2018-12-31$15,924
Total plan assets at end of year2018-12-31$640,160
Total plan assets at beginning of year2018-12-31$611,217
Value of fidelity bond covering the plan2018-12-31$118,000
Contributions received from other sources (not participants or employers)2018-12-31$21,928
Other income received2018-12-31$-31,792
Net income (gross income less expenses)2018-12-31$28,943
Net plan assets at end of year (total assets less liabilities)2018-12-31$640,160
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$611,217
Total contributions received or receivable from employer(s)2018-12-31$54,731
2017 : CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 2017 401k financial data
Total income from all sources2017-12-31$115,090
Expenses. Total of all expenses incurred2017-12-31$44,776
Benefits paid (including direct rollovers)2017-12-31$44,776
Total plan assets at end of year2017-12-31$611,217
Total plan assets at beginning of year2017-12-31$540,903
Other income received2017-12-31$66,046
Net income (gross income less expenses)2017-12-31$70,314
Net plan assets at end of year (total assets less liabilities)2017-12-31$611,217
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$540,903
Total contributions received or receivable from employer(s)2017-12-31$49,044
2016 : CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 2016 401k financial data
Total income from all sources2016-12-31$81,972
Expenses. Total of all expenses incurred2016-12-31$65,002
Benefits paid (including direct rollovers)2016-12-31$65,002
Total plan assets at end of year2016-12-31$540,903
Total plan assets at beginning of year2016-12-31$523,933
Other income received2016-12-31$23,615
Net income (gross income less expenses)2016-12-31$16,970
Net plan assets at end of year (total assets less liabilities)2016-12-31$540,903
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$523,933
Total contributions received or receivable from employer(s)2016-12-31$58,357
2015 : CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 2015 401k financial data
Total income from all sources2015-12-31$89,093
Expenses. Total of all expenses incurred2015-12-31$15,128
Benefits paid (including direct rollovers)2015-12-31$15,128
Total plan assets at end of year2015-12-31$523,933
Total plan assets at beginning of year2015-12-31$449,968
Other income received2015-12-31$553
Net income (gross income less expenses)2015-12-31$73,965
Net plan assets at end of year (total assets less liabilities)2015-12-31$523,933
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$449,968
Total contributions received or receivable from employer(s)2015-12-31$88,540
2014 : CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 2014 401k financial data
Total income from all sources2014-12-31$89,288
Expenses. Total of all expenses incurred2014-12-31$68,535
Benefits paid (including direct rollovers)2014-12-31$68,535
Total plan assets at end of year2014-12-31$449,968
Total plan assets at beginning of year2014-12-31$429,215
Other income received2014-12-31$16,460
Net income (gross income less expenses)2014-12-31$20,753
Net plan assets at end of year (total assets less liabilities)2014-12-31$449,968
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$429,215
Total contributions received or receivable from employer(s)2014-12-31$72,828
2013 : CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 2013 401k financial data
Total income from all sources2013-12-31$98,664
Expenses. Total of all expenses incurred2013-12-31$1,428
Benefits paid (including direct rollovers)2013-12-31$1,428
Total plan assets at end of year2013-12-31$429,215
Total plan assets at beginning of year2013-12-31$331,979
Other income received2013-12-31$43,586
Net income (gross income less expenses)2013-12-31$97,236
Net plan assets at end of year (total assets less liabilities)2013-12-31$429,215
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$331,979
Total contributions received or receivable from employer(s)2013-12-31$55,078
2012 : CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 2012 401k financial data
Total income from all sources2012-12-31$81,539
Expenses. Total of all expenses incurred2012-12-31$7,795
Benefits paid (including direct rollovers)2012-12-31$7,795
Total plan assets at end of year2012-12-31$331,979
Total plan assets at beginning of year2012-12-31$258,235
Other income received2012-12-31$23,558
Net income (gross income less expenses)2012-12-31$73,744
Net plan assets at end of year (total assets less liabilities)2012-12-31$331,979
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$258,235
Total contributions received or receivable from employer(s)2012-12-31$57,981
2011 : CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 2011 401k financial data
Total income from all sources2011-12-31$50,023
Expenses. Total of all expenses incurred2011-12-31$7,314
Benefits paid (including direct rollovers)2011-12-31$7,314
Total plan assets at end of year2011-12-31$258,235
Total plan assets at beginning of year2011-12-31$215,526
Other income received2011-12-31$356
Net income (gross income less expenses)2011-12-31$42,709
Net plan assets at end of year (total assets less liabilities)2011-12-31$258,235
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$215,526
Total contributions received or receivable from employer(s)2011-12-31$49,667

Form 5500 Responses for CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN

2018: CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2008: CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TAX SHELTERED ANNUITY PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number331451
Policy instance 1
Insurance contract or identification number331451
Number of Individuals Covered42
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number331451
Policy instance 1
Insurance contract or identification number331451
Number of Individuals Covered38
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number331451
Policy instance 1
Insurance contract or identification number331451
Number of Individuals Covered40
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number331451
Policy instance 1
Insurance contract or identification number331451
Number of Individuals Covered36
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number331451
Policy instance 1
Insurance contract or identification number331451
Number of Individuals Covered27
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number331451
Policy instance 1
Insurance contract or identification number331451
Number of Individuals Covered24
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number331451
Policy instance 1
Insurance contract or identification number331451
Number of Individuals Covered24
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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