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THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 401k Plan overview

Plan NameTHE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN
Plan identification number 001

THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:PROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION, INC.
Employer identification number (EIN):530242962
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01MARIO JABBOUR
0012023-01-01
0012023-01-01MARIO JABBOUR
0012022-01-01
0012022-01-01SERGEY NIKOLIN
0012021-01-01
0012021-01-01SERGEY NIKOLIN
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KATHLEEN GLOVER KATHLEEN GLOVER2018-10-01
0012016-01-01KATHLEEN GLOVER KATHLEEN GLOVER2017-12-06
0012016-01-01 KATHLEEN GLOVER2017-12-05
0012016-01-01 KATHLEEN GLOVER2017-10-12
0012015-01-01KATHLEEN GLOVER
0012014-01-01DONALD HILL
0012013-01-01DONALD HILL
0012012-01-01DONALD HILL
0012011-01-01DONALD HILL
0012010-01-01DEBORAH IWIG
0012009-01-01
0012009-01-01DEBORAH R. IWIG

Financial Data on THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN

Measure Date Value
2023 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION 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$3,781,794
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,322,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,985,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$636,894
Value of total assets at end of year2023-12-31$26,426,049
Value of total assets at beginning of year2023-12-31$24,967,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$337,386
Total interest from all sources2023-12-31$93,027
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$519,431
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$519,431
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Administrative expenses (other) incurred2023-12-31$179,520
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$1,458,936
Value of net assets at end of year (total assets less liabilities)2023-12-31$26,426,049
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$24,967,113
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$50,365
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$20,049,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$12,240,512
Value of interest in pooled separate accounts at end of year2023-12-31$3,286,861
Value of interest in pooled separate accounts at beginning of year2023-12-31$9,674,721
Interest earned on other investments2023-12-31$93,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$2,791,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$3,051,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,583,832
Net investment gain/loss from pooled separate accounts2023-12-31$948,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$636,894
Employer contributions (assets) at end of year2023-12-31$298,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,985,472
Contract administrator fees2023-12-31$107,501
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 name2023-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2023-12-31381357951
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$3,781,794
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$2,322,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,985,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$636,894
Value of total assets at end of year2023-01-01$26,426,049
Value of total assets at beginning of year2023-01-01$24,967,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$337,386
Total interest from all sources2023-01-01$93,027
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$519,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$519,431
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$15,000,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Administrative expenses (other) incurred2023-01-01$179,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$1,458,936
Value of net assets at end of year (total assets less liabilities)2023-01-01$26,426,049
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$24,967,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$50,365
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$20,049,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$12,240,512
Value of interest in pooled separate accounts at end of year2023-01-01$3,286,861
Value of interest in pooled separate accounts at beginning of year2023-01-01$9,674,721
Interest earned on other investments2023-01-01$93,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$2,791,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$3,051,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,583,832
Net investment gain/loss from pooled separate accounts2023-01-01$948,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$636,894
Employer contributions (assets) at end of year2023-01-01$298,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,985,472
Contract administrator fees2023-01-01$107,501
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01PLANTE & MORAN, PLLC
Accountancy firm EIN2023-01-01381357951
2022 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION 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$0
Total income from all sources (including contributions)2022-12-31$-3,958,155
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,170,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,902,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$530,000
Value of total assets at end of year2022-12-31$24,967,113
Value of total assets at beginning of year2022-12-31$31,095,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$267,292
Total interest from all sources2022-12-31$102,874
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$285,018
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$285,018
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$167,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,128,365
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,967,113
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,095,478
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$54,476
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,240,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,126,726
Value of interest in pooled separate accounts at end of year2022-12-31$9,674,721
Value of interest in pooled separate accounts at beginning of year2022-12-31$13,381,655
Interest earned on other investments2022-12-31$102,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,051,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,322,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,467,809
Net investment gain/loss from pooled separate accounts2022-12-31$-2,408,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$530,000
Employer contributions (assets) at beginning of year2022-12-31$265,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,902,918
Contract administrator fees2022-12-31$45,432
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 name2022-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-3,958,155
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$2,170,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,902,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$530,000
Value of total assets at end of year2022-01-01$24,967,113
Value of total assets at beginning of year2022-01-01$31,095,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$267,292
Total interest from all sources2022-01-01$102,874
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$285,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$285,018
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$15,000,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Administrative expenses (other) incurred2022-01-01$167,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-6,128,365
Value of net assets at end of year (total assets less liabilities)2022-01-01$24,967,113
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$31,095,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$54,476
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$12,240,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$14,126,726
Value of interest in pooled separate accounts at end of year2022-01-01$9,674,721
Value of interest in pooled separate accounts at beginning of year2022-01-01$13,381,655
Interest earned on other investments2022-01-01$102,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$3,051,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$3,322,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-2,467,809
Net investment gain/loss from pooled separate accounts2022-01-01$-2,408,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$530,000
Employer contributions (assets) at beginning of year2022-01-01$265,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,902,918
Contract administrator fees2022-01-01$45,432
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01PLANTE & MORAN, PLLC
Accountancy firm EIN2022-01-01381357951
2021 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION 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$3,734,601
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,015,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,745,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$544,112
Value of total assets at end of year2021-12-31$31,095,478
Value of total assets at beginning of year2021-12-31$29,376,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$270,589
Total interest from all sources2021-12-31$111,206
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$165,673
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$165,673
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
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
Administrative expenses (other) incurred2021-12-31$162,992
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$1,718,940
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,095,478
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,376,538
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$59,387
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,126,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,692,687
Value of interest in pooled separate accounts at end of year2021-12-31$13,381,655
Value of interest in pooled separate accounts at beginning of year2021-12-31$19,591,480
Interest earned on other investments2021-12-31$111,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,322,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,580,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$445,654
Net investment gain/loss from pooled separate accounts2021-12-31$2,467,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$544,112
Employer contributions (assets) at end of year2021-12-31$265,000
Employer contributions (assets) at beginning of year2021-12-31$511,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,745,072
Contract administrator fees2021-12-31$48,210
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 name2021-12-31PLANTE & MORGAN PLLC
Accountancy firm EIN2021-12-31371357951
2020 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,879,253
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,943,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,708,557
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,212,486
Value of total assets at end of year2020-12-31$29,376,538
Value of total assets at beginning of year2020-12-31$27,441,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$235,271
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$119,613
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$51,854
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$51,854
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$161,000
Liabilities. Value of operating payables at beginning of year2020-12-31$0
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,935,425
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,376,538
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,441,113
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$37,407
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,692,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,295,908
Value of interest in pooled separate accounts at end of year2020-12-31$19,591,480
Value of interest in pooled separate accounts at beginning of year2020-12-31$17,115,496
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$119,613
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,580,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,847,980
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$539,455
Net investment gain/loss from pooled separate accounts2020-12-31$1,955,845
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,212,486
Employer contributions (assets) at end of year2020-12-31$511,493
Employer contributions (assets) at beginning of year2020-12-31$1,181,729
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,708,557
Contract administrator fees2020-12-31$36,864
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,422,839
Total income from all sources (including contributions)2019-12-31$6,422,839
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,946,914
Total of all expenses incurred2019-12-31$1,946,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,734,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,734,502
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,149,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,149,457
Value of total assets at end of year2019-12-31$27,441,113
Value of total assets at end of year2019-12-31$27,441,113
Value of total assets at beginning of year2019-12-31$22,965,188
Value of total assets at beginning of year2019-12-31$22,965,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$212,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$212,412
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$123,138
Total interest from all sources2019-12-31$123,138
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$96,034
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$96,034
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$96,034
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$96,034
Administrative expenses professional fees incurred2019-12-31$157,734
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$0
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
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
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
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$4,475,925
Value of net income/loss2019-12-31$4,475,925
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,441,113
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,441,113
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,965,188
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,965,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$26,465
Investment advisory and management fees2019-12-31$26,465
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,295,908
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,295,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,983,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,983,259
Value of interest in pooled separate accounts at end of year2019-12-31$17,115,496
Value of interest in pooled separate accounts at beginning of year2019-12-31$14,823,326
Value of interest in pooled separate accounts at beginning of year2019-12-31$14,823,326
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$123,138
Interest earned on other investments2019-12-31$123,138
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,847,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,847,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,158,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,158,603
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$975,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$975,525
Net investment gain/loss from pooled separate accounts2019-12-31$3,078,685
Net investment gain/loss from pooled separate accounts2019-12-31$3,078,685
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$2,149,457
Contributions received in cash from employer2019-12-31$2,149,457
Employer contributions (assets) at end of year2019-12-31$1,181,729
Employer contributions (assets) at end of year2019-12-31$1,181,729
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,734,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,734,502
Contract administrator fees2019-12-31$28,213
Contract administrator fees2019-12-31$28,213
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$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
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$-842,257
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,772,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,557,488
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$316,370
Value of total assets at end of year2018-12-31$22,965,188
Value of total assets at beginning of year2018-12-31$25,579,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$214,741
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$136,854
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$69,019
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$69,019
Administrative expenses professional fees incurred2018-12-31$154,026
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-2,614,486
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,965,188
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,579,674
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$36,659
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,983,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,894,139
Value of interest in pooled separate accounts at end of year2018-12-31$14,823,326
Value of interest in pooled separate accounts at beginning of year2018-12-31$16,204,945
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$136,854
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,158,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,480,590
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-745,844
Net investment gain/loss from pooled separate accounts2018-12-31$-618,656
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$316,370
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,557,488
Contract administrator fees2018-12-31$24,056
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$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
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,901,642
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,629,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,425,152
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$512,496
Value of total assets at end of year2017-12-31$25,579,674
Value of total assets at beginning of year2017-12-31$23,307,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$204,480
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$166,362
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$61,673
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$61,673
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$152,946
Liabilities. Value of operating payables at beginning of year2017-12-31$0
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$2,272,010
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,579,674
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,307,664
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$34,148
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,894,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,331,639
Value of interest in pooled separate accounts at end of year2017-12-31$16,204,945
Value of interest in pooled separate accounts at beginning of year2017-12-31$14,091,051
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$166,362
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,480,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,590,305
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$988,094
Net investment gain/loss from pooled separate accounts2017-12-31$2,173,017
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$512,496
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$294,669
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,425,152
Contract administrator fees2017-12-31$17,386
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$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
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,933,115
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,612,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,337,585
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$719,529
Value of total assets at end of year2016-12-31$23,307,664
Value of total assets at beginning of year2016-12-31$22,986,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$274,496
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$189,320
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$109,193
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$109,193
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$148,896
Liabilities. Value of operating payables at beginning of year2016-12-31$0
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$321,034
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,307,664
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,986,630
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$23,862
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,331,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,084,767
Value of interest in pooled separate accounts at end of year2016-12-31$14,091,051
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$189,320
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$3,762,904
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,590,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,928,084
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$587,090
Net investment gain/loss from pooled separate accounts2016-12-31$135,829
Net investment gain or loss from common/collective trusts2016-12-31$192,154
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$719,529
Employer contributions (assets) at end of year2016-12-31$294,669
Employer contributions (assets) at beginning of year2016-12-31$210,875
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,337,585
Contract administrator fees2016-12-31$101,738
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$271,528
Total of all expenses incurred2015-12-31$1,548,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,282,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$593,249
Value of total assets at end of year2015-12-31$22,986,630
Value of total assets at beginning of year2015-12-31$24,263,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$266,759
Total interest from all sources2015-12-31$206,850
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$239,821
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$239,821
Administrative expenses professional fees incurred2015-12-31$42,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
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
Administrative expenses (other) incurred2015-12-31$192,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,277,365
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,986,630
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,263,995
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
Investment advisory and management fees2015-12-31$32,513
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,084,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,860,608
Interest earned on other investments2015-12-31$206,850
Value of interest in common/collective trusts at end of year2015-12-31$3,762,904
Value of interest in common/collective trusts at beginning of year2015-12-31$3,995,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,928,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,196,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-903,799
Net investment gain or loss from common/collective trusts2015-12-31$135,407
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$593,249
Employer contributions (assets) at end of year2015-12-31$210,875
Employer contributions (assets) at beginning of year2015-12-31$210,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,282,134
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,697,712
Total of all expenses incurred2014-12-31$1,436,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,175,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$589,281
Value of total assets at end of year2014-12-31$24,263,995
Value of total assets at beginning of year2014-12-31$24,002,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$261,169
Total interest from all sources2014-12-31$217,747
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$319,094
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$319,094
Administrative expenses professional fees incurred2014-12-31$42,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
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
Administrative expenses (other) incurred2014-12-31$176,658
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$261,369
Value of net assets at end of year (total assets less liabilities)2014-12-31$24,263,995
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$24,002,626
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
Investment advisory and management fees2014-12-31$42,511
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,860,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,267,961
Interest earned on other investments2014-12-31$217,747
Value of interest in common/collective trusts at end of year2014-12-31$3,995,943
Value of interest in common/collective trusts at beginning of year2014-12-31$3,999,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,196,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,460,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$456,338
Net investment gain or loss from common/collective trusts2014-12-31$115,252
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$589,281
Employer contributions (assets) at end of year2014-12-31$210,804
Employer contributions (assets) at beginning of year2014-12-31$274,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,175,174
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,481,425
Total of all expenses incurred2013-12-31$1,229,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,023,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$274,668
Value of total assets at end of year2013-12-31$24,002,626
Value of total assets at beginning of year2013-12-31$21,751,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$206,117
Total interest from all sources2013-12-31$264,812
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$276,452
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$276,452
Administrative expenses professional fees incurred2013-12-31$42,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
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
Administrative expenses (other) incurred2013-12-31$142,527
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$2,251,560
Value of net assets at end of year (total assets less liabilities)2013-12-31$24,002,626
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,751,066
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
Investment advisory and management fees2013-12-31$21,590
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,267,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,788,718
Interest earned on other investments2013-12-31$264,812
Value of interest in common/collective trusts at end of year2013-12-31$3,999,131
Value of interest in common/collective trusts at beginning of year2013-12-31$3,197,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,460,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,765,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,640,534
Net investment gain or loss from common/collective trusts2013-12-31$1,024,959
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$274,668
Employer contributions (assets) at end of year2013-12-31$274,668
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,023,748
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,680,802
Total of all expenses incurred2012-12-31$1,160,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$978,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$362,176
Value of total assets at end of year2012-12-31$21,751,066
Value of total assets at beginning of year2012-12-31$20,230,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$181,720
Total interest from all sources2012-12-31$327,232
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$254,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$254,765
Administrative expenses professional fees incurred2012-12-31$42,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$120,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,520,583
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,751,066
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,230,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$19,427
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,788,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,125,681
Interest earned on other investments2012-12-31$327,232
Value of interest in common/collective trusts at end of year2012-12-31$3,197,186
Value of interest in common/collective trusts at beginning of year2012-12-31$2,780,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,765,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,997,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,286,333
Net investment gain or loss from common/collective trusts2012-12-31$450,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$362,176
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$326,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$978,499
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$442,959
Total of all expenses incurred2011-12-31$1,189,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,027,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$822,645
Value of total assets at end of year2011-12-31$20,230,483
Value of total assets at beginning of year2011-12-31$20,977,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$162,005
Total interest from all sources2011-12-31$367,065
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$239,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$239,055
Administrative expenses professional fees incurred2011-12-31$42,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$93,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-747,030
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,230,483
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,977,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$26,744
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,125,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,469,915
Interest earned on other investments2011-12-31$367,065
Value of interest in common/collective trusts at end of year2011-12-31$2,780,594
Value of interest in common/collective trusts at beginning of year2011-12-31$2,850,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,997,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,251,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,002,082
Net investment gain or loss from common/collective trusts2011-12-31$16,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$822,645
Employer contributions (assets) at end of year2011-12-31$326,316
Employer contributions (assets) at beginning of year2011-12-31$405,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,027,984
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$3,111,320
Total of all expenses incurred2010-12-31$1,153,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,022,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$703,380
Value of total assets at end of year2010-12-31$20,977,513
Value of total assets at beginning of year2010-12-31$19,019,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$130,697
Total interest from all sources2010-12-31$378,579
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$162,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$162,876
Administrative expenses professional fees incurred2010-12-31$48,100
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$60,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,957,726
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,977,513
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,019,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$21,846
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,469,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,487,917
Interest earned on other investments2010-12-31$378,579
Value of interest in common/collective trusts at end of year2010-12-31$2,850,701
Value of interest in common/collective trusts at beginning of year2010-12-31$8,848,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,251,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$5,925,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$554,197
Net investment gain or loss from common/collective trusts2010-12-31$1,312,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$703,380
Employer contributions (assets) at end of year2010-12-31$405,582
Employer contributions (assets) at beginning of year2010-12-31$758,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,022,897
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PENSION PLAN

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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR 2174
Policy instance 2
Insurance contract or identification numberGR 2174
Number of Individuals Covered206
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number463447
Policy instance 1
Insurance contract or identification number463447
Number of Individuals Covered206
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR 2174
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number463447
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number463447
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR 2174
Policy instance 2
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR 2174
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number463447
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number463447
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR 2174
Policy instance 2
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR 2174
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number463447
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR 2174
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number463447
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR2174
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR2174
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR2174
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR2174
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR2174
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGR2174
Policy instance 1

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