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THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I 401k Plan overview

Plan NameTHE BOSTON COLLEGE 401(K) RETIREMENT PLAN I
Plan identification number 001

THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

401k Sponsoring company profile

TRUSTEES OF BOSTON COLLEGE has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF BOSTON COLLEGE
Employer identification number (EIN):042103545
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01DAVID TRAINOR
0012023-01-01JACK BURKE2024-10-11
0012022-01-01WILLIAM MURPHY2023-10-13
0012021-01-01DAVID TRAINOR2022-10-12
0012020-01-01DAVID TRAINOR2021-10-13
0012019-01-01DAVID TRAINOR2020-10-13
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ROBERT J. LEWIS
0012011-01-01ROBERT J. LEWIS
0012009-01-01NANCY MANARY

Plan Statistics for THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I

401k plan membership statisitcs for THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I

Measure Date Value
2023: THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2023 401k membership
Total participants, beginning-of-year2023-01-013,605
Total number of active participants reported on line 7a of the Form 55002023-01-011,610
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-011,964
Total of all active and inactive participants2023-01-013,574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0112
Total participants2023-01-013,586
Number of participants with account balances2023-01-013,518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2022 401k membership
Total participants, beginning-of-year2022-01-013,662
Total number of active participants reported on line 7a of the Form 55002022-01-011,729
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,890
Total of all active and inactive participants2022-01-013,619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0199
Total participants2022-01-013,718
Number of participants with account balances2022-01-013,546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2021 401k membership
Total participants, beginning-of-year2021-01-013,684
Total number of active participants reported on line 7a of the Form 55002021-01-011,800
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,855
Total of all active and inactive participants2021-01-013,655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0185
Total participants2021-01-013,740
Number of participants with account balances2021-01-013,586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2020 401k membership
Total participants, beginning-of-year2020-01-013,669
Total number of active participants reported on line 7a of the Form 55002020-01-012,388
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,307
Total of all active and inactive participants2020-01-013,695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-013,703
Number of participants with account balances2020-01-013,631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2019 401k membership
Total participants, beginning-of-year2019-01-013,674
Total number of active participants reported on line 7a of the Form 55002019-01-012,342
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,325
Total of all active and inactive participants2019-01-013,667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-013,673
Number of participants with account balances2019-01-013,598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2017 401k membership
Total participants, beginning-of-year2017-01-013,630
Total number of active participants reported on line 7a of the Form 55002017-01-012,462
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,184
Total of all active and inactive participants2017-01-013,646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-013,652
Number of participants with account balances2017-01-013,583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2016 401k membership
Total participants, beginning-of-year2016-01-013,607
Total number of active participants reported on line 7a of the Form 55002016-01-012,528
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,099
Total of all active and inactive participants2016-01-013,627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-013,633
Number of participants with account balances2016-01-013,566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2015 401k membership
Total participants, beginning-of-year2015-01-013,575
Total number of active participants reported on line 7a of the Form 55002015-01-012,559
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,040
Total of all active and inactive participants2015-01-013,599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-013,608
Number of participants with account balances2015-01-013,538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2014 401k membership
Total participants, beginning-of-year2014-01-013,543
Total number of active participants reported on line 7a of the Form 55002014-01-012,643
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01927
Total of all active and inactive participants2014-01-013,570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-013,577
Number of participants with account balances2014-01-013,518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2013 401k membership
Total participants, beginning-of-year2013-01-013,721
Total number of active participants reported on line 7a of the Form 55002013-01-012,870
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01829
Total of all active and inactive participants2013-01-013,699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-019
Total participants2013-01-013,708
Number of participants with account balances2013-01-013,481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2012 401k membership
Total participants, beginning-of-year2012-01-013,715
Total number of active participants reported on line 7a of the Form 55002012-01-013,020
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01694
Total of all active and inactive participants2012-01-013,714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-013,722
Number of participants with account balances2012-01-013,464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2011 401k membership
Total participants, beginning-of-year2011-01-013,659
Total number of active participants reported on line 7a of the Form 55002011-01-013,074
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01635
Total of all active and inactive participants2011-01-013,709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-018
Total participants2011-01-013,717
Number of participants with account balances2011-01-013,446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2009 401k membership
Total participants, beginning-of-year2009-01-013,642
Total number of active participants reported on line 7a of the Form 55002009-01-013,167
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01481
Total of all active and inactive participants2009-01-013,648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0113
Total participants2009-01-013,661
Number of participants with account balances2009-01-013,431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I

Measure Date Value
2023 : THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets from this plan2023-12-31$3,240,260
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$105,472,555
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$27,610,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$27,610,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$17,784,836
Value of total assets at end of year2023-12-31$706,204,629
Value of total assets at beginning of year2023-12-31$631,583,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$0
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$9,133,216
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$9,133,216
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,928,500
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$711,211
Other income not declared elsewhere2023-12-31$427,436
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$77,861,873
Value of net assets at end of year (total assets less liabilities)2023-12-31$706,204,629
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$631,583,016
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$479,822,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$404,931,237
Value of interest in pooled separate accounts at end of year2023-12-31$26,672,998
Value of interest in pooled separate accounts at beginning of year2023-12-31$32,903,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$5,527,971
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$4,155,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$4,155,214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$194,180,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$189,592,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$78,127,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$14,145,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$27,610,682
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 name2023-12-31RSM US LLP
Accountancy firm EIN2023-12-31420714325
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets from this plan2023-01-01$3,240,260
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$105,472,555
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$27,610,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$27,610,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$17,784,836
Value of total assets at end of year2023-01-01$706,204,629
Value of total assets at beginning of year2023-01-01$631,583,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$0
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$9,133,216
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$9,133,216
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$5,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$2,928,500
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$711,211
Other income not declared elsewhere2023-01-01$427,436
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$77,861,873
Value of net assets at end of year (total assets less liabilities)2023-01-01$706,204,629
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$631,583,016
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$479,822,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$404,931,237
Value of interest in pooled separate accounts at end of year2023-01-01$26,672,998
Value of interest in pooled separate accounts at beginning of year2023-01-01$32,903,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$5,527,971
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$194,180,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$189,592,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$78,127,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
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$14,145,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$27,610,682
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 name2023-01-01RSM US LLP
Accountancy firm EIN2023-01-01420714325
2022 : THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$1,148,651
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$0
Total income from all sources (including contributions)2022-12-31$-61,478,583
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$36,492,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$36,492,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$18,282,273
Value of total assets at end of year2022-12-31$631,583,016
Value of total assets at beginning of year2022-12-31$730,702,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$461,712
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$7,672,310
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$7,672,310
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,851,316
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,554,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-97,971,249
Value of net assets at end of year (total assets less liabilities)2022-12-31$631,583,016
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$730,702,916
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$404,931,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$507,287,282
Value of interest in pooled separate accounts at end of year2022-12-31$32,903,710
Value of interest in pooled separate accounts at beginning of year2022-12-31$30,819,664
Interest earned on other investments2022-12-31$461,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,155,214
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,759,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,759,932
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$189,592,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$188,836,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-87,894,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$13,876,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$36,492,666
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 name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets from this plan2022-01-01$1,148,651
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$0
Total income from all sources (including contributions)2022-01-01$-61,478,583
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$36,492,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$36,492,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$18,282,273
Value of total assets at end of year2022-01-01$631,583,016
Value of total assets at beginning of year2022-01-01$730,702,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$0
Total interest from all sources2022-01-01$461,712
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$7,672,310
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$7,672,310
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$5,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$2,851,316
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$1,554,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-97,971,249
Value of net assets at end of year (total assets less liabilities)2022-01-01$631,583,016
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$730,702,916
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$404,931,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$507,287,282
Value of interest in pooled separate accounts at end of year2022-01-01$32,903,710
Value of interest in pooled separate accounts at beginning of year2022-01-01$30,819,664
Interest earned on other investments2022-01-01$461,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$4,155,214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$189,592,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$188,836,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-87,894,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
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$13,876,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$36,492,666
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 name2022-01-01RSM US LLP
Accountancy firm EIN2022-01-01420714325
2021 : THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$320,174
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$100,493,490
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$29,181,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$29,181,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,320,357
Value of total assets at end of year2021-12-31$730,702,916
Value of total assets at beginning of year2021-12-31$659,070,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$975,497
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,321,617
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$7,321,617
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,912,546
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$212,379
Other income not declared elsewhere2021-12-31$450,502
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$71,312,466
Value of net assets at end of year (total assets less liabilities)2021-12-31$730,702,916
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$659,070,276
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$507,287,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$444,713,287
Value of interest in pooled separate accounts at end of year2021-12-31$30,819,664
Value of interest in pooled separate accounts at beginning of year2021-12-31$25,429,515
Interest earned on other investments2021-12-31$975,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,759,932
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,713,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,713,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$188,836,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$185,214,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$69,822,523
Net investment gain/loss from pooled separate accounts2021-12-31$4,602,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$14,195,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$29,181,024
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 name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$504,921
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$91,646,339
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$19,166,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$19,166,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,099,169
Value of total assets at end of year2020-12-31$659,070,276
Value of total assets at beginning of year2020-12-31$587,095,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$5,435,093
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,506,076
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$8,506,076
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,912,758
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,999,951
Other income not declared elsewhere2020-12-31$381,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$72,479,897
Value of net assets at end of year (total assets less liabilities)2020-12-31$659,070,276
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$587,095,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$444,713,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$381,321,084
Value of interest in pooled separate accounts at end of year2020-12-31$25,429,515
Value of interest in pooled separate accounts at beginning of year2020-12-31$26,583,841
Interest earned on other investments2020-12-31$5,435,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,713,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,565,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,565,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$185,214,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$177,625,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$58,446,657
Net investment gain/loss from pooled separate accounts2020-12-31$-222,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$14,186,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$19,166,442
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2019 401k financial data
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$378,815
Total transfer of assets to this plan2019-12-31$378,815
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
Total income from all sources (including contributions)2019-12-31$102,415,962
Total income from all sources (including contributions)2019-12-31$102,415,962
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$26,583,846
Total of all expenses incurred2019-12-31$26,583,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$26,583,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$26,583,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$17,796,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$17,796,764
Value of total assets at end of year2019-12-31$587,095,300
Value of total assets at end of year2019-12-31$587,095,300
Value of total assets at beginning of year2019-12-31$510,884,369
Value of total assets at beginning of year2019-12-31$510,884,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$5,221,754
Total interest from all sources2019-12-31$5,221,754
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,206,844
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,206,844
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$7,206,844
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,206,844
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$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,917,904
Contributions received from participants2019-12-31$2,917,904
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$7,627
Participant contributions at beginning of year2019-12-31$7,627
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$671,087
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$671,087
Other income not declared elsewhere2019-12-31$451,863
Other income not declared elsewhere2019-12-31$451,863
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
Value of net income/loss2019-12-31$75,832,116
Value of net assets at end of year (total assets less liabilities)2019-12-31$587,095,300
Value of net assets at end of year (total assets less liabilities)2019-12-31$587,095,300
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$510,884,369
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
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$381,321,084
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$381,321,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$312,695,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$312,695,901
Value of interest in pooled separate accounts at end of year2019-12-31$26,583,841
Value of interest in pooled separate accounts at end of year2019-12-31$26,583,841
Value of interest in pooled separate accounts at beginning of year2019-12-31$25,002,005
Value of interest in pooled separate accounts at beginning of year2019-12-31$25,002,005
Interest earned on other investments2019-12-31$5,221,754
Interest earned on other investments2019-12-31$5,221,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,565,133
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,395,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,395,399
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,395,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,395,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$177,625,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$177,625,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$171,747,296
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$171,747,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$70,348,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$70,348,728
Net investment gain/loss from pooled separate accounts2019-12-31$1,390,009
Net investment gain/loss from pooled separate accounts2019-12-31$1,390,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$14,207,773
Contributions received in cash from employer2019-12-31$14,207,773
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$36,141
Employer contributions (assets) at beginning of year2019-12-31$36,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$26,583,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$26,583,846
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
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
Accountancy firm EIN2019-12-31420714325
2018 : THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$1,558,583
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,866,143
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$24,568,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$24,568,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$17,829,053
Value of total assets at end of year2018-12-31$510,884,369
Value of total assets at beginning of year2018-12-31$535,145,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$5,064,740
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,454,359
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$7,454,359
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,884,064
Participant contributions at end of year2018-12-31$7,627
Participant contributions at beginning of year2018-12-31$8,108
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$843,367
Other income not declared elsewhere2018-12-31$599,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-22,702,417
Value of net assets at end of year (total assets less liabilities)2018-12-31$510,884,369
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$535,145,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$312,695,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$345,866,937
Value of interest in pooled separate accounts at end of year2018-12-31$25,002,005
Value of interest in pooled separate accounts at beginning of year2018-12-31$23,852,658
Interest earned on other investments2018-12-31$5,064,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,395,399
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$404,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$404,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$171,747,296
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$164,974,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-30,219,459
Net investment gain/loss from pooled separate accounts2018-12-31$1,137,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$14,101,622
Employer contributions (assets) at end of year2018-12-31$36,141
Employer contributions (assets) at beginning of year2018-12-31$38,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$24,568,560
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$668,449
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$83,965,318
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$22,833,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$22,833,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$17,741,880
Value of total assets at end of year2017-12-31$535,145,369
Value of total assets at beginning of year2017-12-31$473,344,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$4,828,943
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,780,535
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$5,780,535
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,856,152
Participant contributions at end of year2017-12-31$8,108
Participant contributions at beginning of year2017-12-31$8,208
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$936,223
Other income not declared elsewhere2017-12-31$471,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$61,132,116
Value of net assets at end of year (total assets less liabilities)2017-12-31$535,145,369
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$473,344,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$345,866,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$292,185,687
Value of interest in pooled separate accounts at end of year2017-12-31$23,852,658
Value of interest in pooled separate accounts at beginning of year2017-12-31$22,041,125
Interest earned on other investments2017-12-31$4,828,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$404,515
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$164,974,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$159,070,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$54,154,547
Net investment gain/loss from pooled separate accounts2017-12-31$988,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$13,949,505
Employer contributions (assets) at end of year2017-12-31$38,624
Employer contributions (assets) at beginning of year2017-12-31$39,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$22,833,202
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2016 401k financial data
Total transfer of assets to this plan2016-12-31$2,276,682
Total income from all sources (including contributions)2016-12-31$46,811,575
Total of all expenses incurred2016-12-31$22,607,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$22,607,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$17,378,055
Value of total assets at end of year2016-12-31$473,344,804
Value of total assets at beginning of year2016-12-31$446,863,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$4,679,554
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,178,735
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$5,178,735
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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
Contributions received from participants2016-12-31$2,777,024
Participant contributions at end of year2016-12-31$8,208
Participant contributions at beginning of year2016-12-31$8,091
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,128,498
Other income not declared elsewhere2016-12-31$367,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$24,204,396
Value of net assets at end of year (total assets less liabilities)2016-12-31$473,344,804
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$446,863,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$292,185,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$272,867,480
Value of interest in pooled separate accounts at end of year2016-12-31$22,041,125
Value of interest in pooled separate accounts at beginning of year2016-12-31$19,964,822
Interest earned on other investments2016-12-31$4,679,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$159,070,777
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$153,984,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$18,144,968
Net investment gain/loss from pooled separate accounts2016-12-31$1,062,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$13,472,533
Employer contributions (assets) at end of year2016-12-31$39,007
Employer contributions (assets) at beginning of year2016-12-31$38,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$22,607,179
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2015 401k financial data
Total transfer of assets to this plan2015-12-31$1,074,959
Total income from all sources (including contributions)2015-12-31$23,626,321
Total of all expenses incurred2015-12-31$18,293,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$18,293,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$16,203,459
Value of total assets at end of year2015-12-31$446,863,726
Value of total assets at beginning of year2015-12-31$440,455,477
Total interest from all sources2015-12-31$4,573,417
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,985,884
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$4,985,884
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,698,180
Participant contributions at end of year2015-12-31$8,091
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$395,096
Other income not declared elsewhere2015-12-31$310,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$5,333,290
Value of net assets at end of year (total assets less liabilities)2015-12-31$446,863,726
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$440,455,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$272,867,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$271,751,195
Value of interest in pooled separate accounts at end of year2015-12-31$19,964,822
Value of interest in pooled separate accounts at beginning of year2015-12-31$17,775,852
Interest earned on other investments2015-12-31$4,573,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$153,984,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$150,928,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,914,210
Net investment gain/loss from pooled separate accounts2015-12-31$1,467,493
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$13,110,183
Employer contributions (assets) at end of year2015-12-31$38,480
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$18,293,031
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 BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2014 401k financial data
Total transfer of assets from this plan2014-12-31$921,270
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$41,288,946
Total of all expenses incurred2014-12-31$16,305,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$16,305,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$16,225,667
Value of total assets at end of year2014-12-31$440,455,477
Value of total assets at beginning of year2014-12-31$416,393,643
Total interest from all sources2014-12-31$4,484,350
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,444,853
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$4,444,853
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,622,588
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$819,414
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$200,000
Other income not declared elsewhere2014-12-31$222,145
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$24,983,104
Value of net assets at end of year (total assets less liabilities)2014-12-31$440,455,477
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$416,393,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$271,751,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$254,798,063
Value of interest in pooled separate accounts at end of year2014-12-31$17,775,852
Value of interest in pooled separate accounts at beginning of year2014-12-31$14,819,998
Interest earned on other investments2014-12-31$4,484,350
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$150,928,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$146,575,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$14,023,567
Net investment gain/loss from pooled separate accounts2014-12-31$1,888,364
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$12,783,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$16,305,842
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 BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$4,331,024
Total unrealized appreciation/depreciation of assets2013-12-31$4,331,024
Total transfer of assets from this plan2013-12-31$942,102
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$70,634,547
Total of all expenses incurred2013-12-31$16,336,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$16,336,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$15,302,703
Value of total assets at end of year2013-12-31$416,393,643
Value of total assets at beginning of year2013-12-31$363,038,123
Total interest from all sources2013-12-31$1,663,352
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,839,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,839,518
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,583,193
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$203,494
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$165,939
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$200,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$118,659
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$54,297,622
Value of net assets at end of year (total assets less liabilities)2013-12-31$416,393,643
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$363,038,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$254,798,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$208,092,806
Value of interest in pooled separate accounts at end of year2013-12-31$14,819,998
Value of interest in pooled separate accounts at beginning of year2013-12-31$12,260,378
Interest earned on other investments2013-12-31$1,663,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$146,575,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$141,526,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$46,149,066
Net investment gain/loss from pooled separate accounts2013-12-31$1,230,225
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$12,553,571
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$954,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$16,336,925
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 BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2012 401k financial data
Total transfer of assets to this plan2012-12-31$433,597
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$48,826,866
Total of all expenses incurred2012-12-31$13,964,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$13,964,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$15,406,839
Value of total assets at end of year2012-12-31$363,038,123
Value of total assets at beginning of year2012-12-31$327,742,035
Total interest from all sources2012-12-31$5,679,162
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,016,532
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$1,016,532
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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
Contributions received from participants2012-12-31$2,568,576
Participant contributions at end of year2012-12-31$203,494
Participant contributions at beginning of year2012-12-31$209,488
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$366,305
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,267
Other income not declared elsewhere2012-12-31$205,277
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$34,862,491
Value of net assets at end of year (total assets less liabilities)2012-12-31$363,038,123
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$327,742,035
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$208,092,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$178,469,584
Value of interest in pooled separate accounts at end of year2012-12-31$12,260,378
Value of interest in pooled separate accounts at beginning of year2012-12-31$9,958,857
Interest earned on other investments2012-12-31$5,679,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$141,526,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$138,121,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$25,456,064
Net investment gain/loss from pooled separate accounts2012-12-31$1,062,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$12,471,958
Employer contributions (assets) at end of year2012-12-31$954,855
Employer contributions (assets) at beginning of year2012-12-31$981,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$13,964,375
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 BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$638,263
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$17,410,450
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$10,354,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,352,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,705,817
Value of total assets at end of year2011-12-31$327,742,035
Value of total assets at beginning of year2011-12-31$320,047,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,756
Total interest from all sources2011-12-31$5,480,498
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$624,766
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$624,766
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Contributions received from participants2011-12-31$2,499,451
Participant contributions at end of year2011-12-31$209,488
Participant contributions at beginning of year2011-12-31$201,737
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$68,849
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,267
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$39,338
Administrative expenses (other) incurred2011-12-31$1,756
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$7,056,327
Value of net assets at end of year (total assets less liabilities)2011-12-31$327,742,035
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$320,047,445
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$178,469,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$178,587,438
Value of interest in pooled separate accounts at end of year2011-12-31$9,958,857
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,892,759
Interest earned on other investments2011-12-31$5,480,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$138,121,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$132,381,874
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,471,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,497,632
Net investment gain/loss from pooled separate accounts2011-12-31$1,097,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$12,137,517
Employer contributions (assets) at end of year2011-12-31$981,614
Employer contributions (assets) at beginning of year2011-12-31$944,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,881,013
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 BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$916,636
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$41,362,284
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$12,981,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$12,970,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$14,499,155
Value of total assets at end of year2010-12-31$320,047,445
Value of total assets at beginning of year2010-12-31$292,583,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,509
Total interest from all sources2010-12-31$5,020,286
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$222,914
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$222,914
Administrative expenses professional fees incurred2010-12-31$11,509
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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
Contributions received from participants2010-12-31$2,479,768
Participant contributions at end of year2010-12-31$201,737
Participant contributions at beginning of year2010-12-31$205,719
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$57,201
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$39,338
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$28,380,489
Value of net assets at end of year (total assets less liabilities)2010-12-31$320,047,445
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$292,583,592
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$178,587,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$155,928,817
Value of interest in pooled separate accounts at end of year2010-12-31$7,892,759
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,413,675
Interest earned on other investments2010-12-31$5,020,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$132,381,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$129,079,066
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$3,964,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$20,746,796
Net investment gain/loss from pooled separate accounts2010-12-31$873,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$11,962,186
Employer contributions (assets) at end of year2010-12-31$944,299
Employer contributions (assets) at beginning of year2010-12-31$956,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,005,660
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 BOSTON COLLEGE 401(K) RETIREMENT PLAN I 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 BOSTON COLLEGE 401(K) RETIREMENT PLAN I

2023: THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
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 BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
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 BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 planYes
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 BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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 planYes
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 BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
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 BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
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 BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
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 BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
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 BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
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 BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
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 BOSTON COLLEGE 401(K) RETIREMENT PLAN I 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I 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 planYes
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100470
Policy instance 1
Insurance contract or identification number100470
Number of Individuals Covered2344
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100470
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100470
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100470
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100470
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100470
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100470
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100470
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100470
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100470
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100470
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100470
Policy instance 1

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