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THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan NameTHE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN
Plan identification number 001

THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN Benefits

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

401k Sponsoring company profile

THE MITRE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:THE MITRE CORPORATION
Employer identification number (EIN):042239742
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about THE MITRE CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0526001

More information about THE MITRE CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01ERIN SARIN
0012017-01-01ERIN SARIN
0012016-01-01ERIN SARIN
0012015-01-01RICHARD GUARDINO
0012014-01-01RICHARD GUARDINO
0012013-01-01RICHARD GUARDINO
0012012-01-01RICHARD GUARDINO
0012011-01-01RICHARD GUARDINO
0012009-01-01RICHARD GUARDINO
0012009-01-01 RICHARD GUARDINO2010-09-30

Plan Statistics for THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN

401k plan membership statisitcs for THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN

Measure Date Value
2022: THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0119,648
Total number of active participants reported on line 7a of the Form 55002022-01-0112,806
Number of retired or separated participants receiving benefits2022-01-01278
Number of other retired or separated participants entitled to future benefits2022-01-017,002
Total of all active and inactive participants2022-01-0120,086
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01245
Total participants2022-01-0120,331
Number of participants with account balances2022-01-0117,825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0119,007
Total number of active participants reported on line 7a of the Form 55002021-01-0112,320
Number of retired or separated participants receiving benefits2021-01-01277
Number of other retired or separated participants entitled to future benefits2021-01-016,814
Total of all active and inactive participants2021-01-0119,411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01237
Total participants2021-01-0119,648
Number of participants with account balances2021-01-0117,171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0116,933
Total number of active participants reported on line 7a of the Form 55002020-01-0111,980
Number of retired or separated participants receiving benefits2020-01-01245
Number of other retired or separated participants entitled to future benefits2020-01-016,725
Total of all active and inactive participants2020-01-0118,950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0157
Total participants2020-01-0119,007
Number of participants with account balances2020-01-0112,225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116,512
2019: THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0116,684
Total number of active participants reported on line 7a of the Form 55002019-01-0110,748
Number of retired or separated participants receiving benefits2019-01-01248
Number of other retired or separated participants entitled to future benefits2019-01-016,803
Total of all active and inactive participants2019-01-0117,799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0150
Total participants2019-01-0117,849
Number of participants with account balances2019-01-0116,933
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0114,366
Total number of active participants reported on line 7a of the Form 55002018-01-0110,494
Number of retired or separated participants receiving benefits2018-01-01253
Number of other retired or separated participants entitled to future benefits2018-01-016,757
Total of all active and inactive participants2018-01-0117,504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0140
Total participants2018-01-0117,544
Number of participants with account balances2018-01-0116,684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0114,190
Total number of active participants reported on line 7a of the Form 55002017-01-017,568
Number of retired or separated participants receiving benefits2017-01-01230
Number of other retired or separated participants entitled to future benefits2017-01-016,568
Total of all active and inactive participants2017-01-0114,366
Total participants2017-01-0114,366
Number of participants with account balances2017-01-0114,366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0113,952
Total number of active participants reported on line 7a of the Form 55002016-01-017,440
Number of retired or separated participants receiving benefits2016-01-01210
Number of other retired or separated participants entitled to future benefits2016-01-016,509
Total of all active and inactive participants2016-01-0114,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0131
Total participants2016-01-0114,190
Number of participants with account balances2016-01-0114,190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0113,728
Total number of active participants reported on line 7a of the Form 55002015-01-017,116
Number of retired or separated participants receiving benefits2015-01-01189
Number of other retired or separated participants entitled to future benefits2015-01-016,613
Total of all active and inactive participants2015-01-0113,918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0134
Total participants2015-01-0113,952
Number of participants with account balances2015-01-0113,952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0113,526
Total number of active participants reported on line 7a of the Form 55002014-01-016,815
Number of retired or separated participants receiving benefits2014-01-01180
Number of other retired or separated participants entitled to future benefits2014-01-016,704
Total of all active and inactive participants2014-01-0113,699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0129
Total participants2014-01-0113,728
Number of participants with account balances2014-01-0113,728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0114,156
Total number of active participants reported on line 7a of the Form 55002013-01-016,697
Number of retired or separated participants receiving benefits2013-01-01170
Number of other retired or separated participants entitled to future benefits2013-01-016,634
Total of all active and inactive participants2013-01-0113,501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0125
Total participants2013-01-0113,526
Number of participants with account balances2013-01-0113,526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0114,235
Total number of active participants reported on line 7a of the Form 55002012-01-017,068
Number of retired or separated participants receiving benefits2012-01-01267
Number of other retired or separated participants entitled to future benefits2012-01-016,798
Total of all active and inactive participants2012-01-0114,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0123
Total participants2012-01-0114,156
Number of participants with account balances2012-01-0114,156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0114,270
Total number of active participants reported on line 7a of the Form 55002011-01-017,271
Number of retired or separated participants receiving benefits2011-01-01247
Number of other retired or separated participants entitled to future benefits2011-01-016,665
Total of all active and inactive participants2011-01-0114,183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0152
Total participants2011-01-0114,235
Number of participants with account balances2011-01-0114,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,590
Total number of active participants reported on line 7a of the Form 55002009-01-015,650
Number of retired or separated participants receiving benefits2009-01-01138
Number of other retired or separated participants entitled to future benefits2009-01-014,776
Total of all active and inactive participants2009-01-0110,564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0153
Total participants2009-01-0110,617
Number of participants with account balances2009-01-0110,617
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN

Measure Date Value
2022 : THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-552,660,876
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$315,469,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$315,261,911
Expenses. Certain deemed distributions of participant loans2022-12-31$69,695
Value of total corrective distributions2022-12-31$35,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$201,665,619
Value of total assets at end of year2022-12-31$4,147,643,081
Value of total assets at beginning of year2022-12-31$5,015,773,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$102,942
Total interest from all sources2022-12-31$24,523,207
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$164,738,110
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$164,738,110
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$158,978,085
Participant contributions at end of year2022-12-31$8,908,669
Participant contributions at beginning of year2022-12-31$10,547,917
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$19,760,725
Other income not declared elsewhere2022-12-31$5,894,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-868,130,655
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,147,643,081
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,015,773,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$15,271
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,442,906,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,348,986,200
Value of interest in pooled separate accounts at end of year2022-12-31$51,486,546
Value of interest in pooled separate accounts at beginning of year2022-12-31$52,080,702
Interest on participant loans2022-12-31$564,637
Interest earned on other investments2022-12-31$22,286,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$40,456,245
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,671,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$603,885,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$604,158,917
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$5,557,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-953,839,784
Net investment gain/loss from pooled separate accounts2022-12-31$4,357,781
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$22,926,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$309,704,450
Contract administrator fees2022-12-31$87,671
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31BDO USA, P.C
Accountancy firm EIN2022-12-31135381590
2021 : THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$797,745,422
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$327,323,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$327,167,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$206,779,426
Value of total assets at end of year2021-12-31$5,015,773,736
Value of total assets at beginning of year2021-12-31$4,545,351,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$155,752
Total interest from all sources2021-12-31$494,547
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$252,366,458
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$252,366,458
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$147,588,382
Participant contributions at end of year2021-12-31$10,547,917
Participant contributions at beginning of year2021-12-31$8,362,486
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$37,696,624
Other income not declared elsewhere2021-12-31$43,611,294
Administrative expenses (other) incurred2021-12-31$155,752
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$470,422,321
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,015,773,736
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,545,351,415
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$4,348,986,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,881,205,370
Value of interest in pooled separate accounts at end of year2021-12-31$52,080,702
Value of interest in pooled separate accounts at beginning of year2021-12-31$42,727,134
Interest on participant loans2021-12-31$494,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$604,158,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$613,056,425
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$7,206,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$294,493,697
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$21,494,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$319,960,669
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$864,954,506
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$430,133,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$430,124,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$202,436,706
Value of total assets at end of year2020-12-31$4,545,351,415
Value of total assets at beginning of year2020-12-31$4,110,529,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,227
Total interest from all sources2020-12-31$367,263
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$126,983,145
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$126,983,145
Administrative expenses professional fees incurred2020-12-31$8,227
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
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$19,878,970
Amount contributed by the employer to the plan for this plan year2020-12-31$19,878,970
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$134,961,304
Participant contributions at end of year2020-12-31$8,362,486
Participant contributions at beginning of year2020-12-31$5,281,918
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$47,596,432
Other income not declared elsewhere2020-12-31$9,495,576
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$434,821,495
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,545,351,415
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,110,529,920
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$3,881,205,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,484,131,080
Value of interest in pooled separate accounts at end of year2020-12-31$42,727,134
Value of interest in pooled separate accounts at beginning of year2020-12-31$51,136,344
Interest on participant loans2020-12-31$367,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$613,056,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$569,980,578
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$8,331,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$525,671,816
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$19,878,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$421,793,653
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$911,168,660
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$239,501,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$239,484,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$185,323,037
Value of total assets at end of year2019-12-31$4,110,529,920
Value of total assets at beginning of year2019-12-31$3,438,862,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,247
Total interest from all sources2019-12-31$151,136
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$145,710,499
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$145,710,499
Administrative expenses professional fees incurred2019-12-31$16,247
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$18,510,210
Amount contributed by the employer to the plan for this plan year2019-12-31$18,510,210
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$127,101,011
Participant contributions at end of year2019-12-31$5,281,918
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$39,711,816
Other income not declared elsewhere2019-12-31$2,720,920
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$671,667,522
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,110,529,920
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,438,862,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,484,131,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,822,286,652
Value of interest in pooled separate accounts at end of year2019-12-31$51,136,344
Value of interest in pooled separate accounts at beginning of year2019-12-31$48,301,490
Interest on participant loans2019-12-31$151,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$569,980,578
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$568,274,256
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$8,576,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$577,263,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$18,510,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$230,908,802
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$20,570,502
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$225,390,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$225,384,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$181,206,345
Value of total assets at end of year2018-12-31$3,438,862,398
Value of total assets at beginning of year2018-12-31$3,643,681,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,288
Total interest from all sources2018-12-31$3,114,329
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$157,643,429
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$157,643,429
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$17,521,099
Amount contributed by the employer to the plan for this plan year2018-12-31$17,521,099
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$121,766,070
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$41,919,176
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-204,819,500
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,438,862,398
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,643,681,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$5,288
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,822,286,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,041,497,837
Value of interest in pooled separate accounts at end of year2018-12-31$48,301,490
Value of interest in pooled separate accounts at beginning of year2018-12-31$45,327,929
Interest earned on other investments2018-12-31$3,114,329
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$568,274,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$556,856,132
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$11,071,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-321,393,601
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$17,521,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$214,312,978
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 name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$692,182,136
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$177,948,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$177,943,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$166,105,831
Value of total assets at end of year2017-12-31$3,643,681,898
Value of total assets at beginning of year2017-12-31$3,129,448,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,996
Total interest from all sources2017-12-31$3,201,674
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$133,147,014
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$133,147,014
Administrative expenses professional fees incurred2017-12-31$4,996
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
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$17,214,393
Amount contributed by the employer to the plan for this plan year2017-12-31$17,214,393
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$114,598,485
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$34,292,953
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$514,233,478
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,643,681,898
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,129,448,420
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$3,041,497,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,546,104,281
Value of interest in pooled separate accounts at end of year2017-12-31$45,327,929
Value of interest in pooled separate accounts at beginning of year2017-12-31$42,690,786
Interest earned on other investments2017-12-31$3,201,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$556,856,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$540,653,353
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$5,552,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$389,673,608
Net investment gain/loss from pooled separate accounts2017-12-31$54,009
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$17,214,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$172,390,868
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 name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$361,808,666
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$158,304,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$158,299,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$170,356,371
Value of total assets at end of year2016-12-31$3,129,448,420
Value of total assets at beginning of year2016-12-31$2,925,944,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,240
Total interest from all sources2016-12-31$1,547,816
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$76,115,201
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$76,115,201
Administrative expenses professional fees incurred2016-12-31$5,240
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
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$16,050,303
Amount contributed by the employer to the plan for this plan year2016-12-31$16,050,303
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$109,021,247
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$45,284,821
Other income not declared elsewhere2016-12-31$3,082,578
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$203,503,996
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,129,448,420
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,925,944,424
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$2,546,104,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,385,561,744
Value of interest in pooled separate accounts at end of year2016-12-31$42,690,786
Value of interest in pooled separate accounts at beginning of year2016-12-31$38,002,548
Interest earned on other investments2016-12-31$1,547,816
Value of interest in common/collective trusts at end of year2016-12-31$54,189,364
Value of interest in common/collective trusts at beginning of year2016-12-31$45,629,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$486,463,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$456,750,715
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$3,250,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$108,647,954
Net investment gain/loss from pooled separate accounts2016-12-31$2,058,746
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$16,050,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$155,049,226
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 name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$185,095,662
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$168,070,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$168,064,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$146,365,366
Value of total assets at end of year2015-12-31$2,925,944,424
Value of total assets at beginning of year2015-12-31$2,908,919,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,523
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$100,734,763
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$100,734,763
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$15,761,130
Amount contributed by the employer to the plan for this plan year2015-12-31$15,761,130
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$105,695,977
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$24,908,259
Other income not declared elsewhere2015-12-31$3,493,531
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$17,025,139
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,925,944,424
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,908,919,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$6,523
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,385,561,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,381,980,481
Value of interest in pooled separate accounts at end of year2015-12-31$38,002,548
Value of interest in pooled separate accounts at beginning of year2015-12-31$34,355,354
Value of interest in common/collective trusts at end of year2015-12-31$45,629,417
Value of interest in common/collective trusts at beginning of year2015-12-31$40,296,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$456,750,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$452,286,593
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$6,363,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-68,309,000
Net investment gain/loss from pooled separate accounts2015-12-31$2,811,002
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$15,761,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$161,700,247
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2015-12-31042684828
2014 : THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$334,208,643
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$190,435,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$190,422,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$134,537,499
Value of total assets at end of year2014-12-31$2,908,919,285
Value of total assets at beginning of year2014-12-31$2,765,146,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,387
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$119,578,041
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$119,578,041
Administrative expenses professional fees incurred2014-12-31$13,387
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
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$14,920,284
Amount contributed by the employer to the plan for this plan year2014-12-31$14,920,284
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$96,272,023
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$23,345,192
Other income not declared elsewhere2014-12-31$3,173,315
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$143,772,845
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,908,919,285
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,765,146,440
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$2,381,980,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,255,935,899
Value of interest in pooled separate accounts at end of year2014-12-31$34,355,354
Value of interest in pooled separate accounts at beginning of year2014-12-31$29,652,602
Value of interest in common/collective trusts at end of year2014-12-31$40,296,857
Value of interest in common/collective trusts at beginning of year2014-12-31$34,628,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$452,286,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$444,929,354
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$8,000,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$73,234,063
Net investment gain/loss from pooled separate accounts2014-12-31$3,685,725
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$14,920,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$182,421,451
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2014-12-31042684828
2013 : THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$581,557,426
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$189,750,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$189,732,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$133,000,993
Value of total assets at end of year2013-12-31$2,765,146,440
Value of total assets at beginning of year2013-12-31$2,373,339,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,462
Total interest from all sources2013-12-31$10,852
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$78,673,462
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$78,673,462
Administrative expenses professional fees incurred2013-12-31$17,462
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$15,163,100
Amount contributed by the employer to the plan for this plan year2013-12-31$15,163,100
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$97,029,531
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$20,808,362
Other income not declared elsewhere2013-12-31$2,587,890
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$391,807,305
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,765,146,440
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,373,339,135
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$2,255,935,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,888,459,294
Value of interest in pooled separate accounts at end of year2013-12-31$29,652,602
Value of interest in pooled separate accounts at beginning of year2013-12-31$25,348,057
Value of interest in common/collective trusts at end of year2013-12-31$34,628,585
Value of interest in common/collective trusts at beginning of year2013-12-31$30,954,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$10,852
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$444,929,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$428,577,131
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$6,610,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$266,416,716
Net investment gain/loss from pooled separate accounts2013-12-31$100,867,513
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$15,163,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$183,122,206
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31FEELEY & DRISCOLL
Accountancy firm EIN2013-12-31042684828
2012 : THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$381,615,779
Total of all expenses incurred2012-12-31$146,853,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$146,845,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$128,057,377
Value of total assets at end of year2012-12-31$2,373,339,135
Value of total assets at beginning of year2012-12-31$2,138,577,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,434
Total interest from all sources2012-12-31$623,876
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$41,717,234
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$41,717,234
Administrative expenses professional fees incurred2012-12-31$8,434
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$14,912,378
Amount contributed by the employer to the plan for this plan year2012-12-31$14,912,378
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$97,767,483
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$15,377,516
Other income not declared elsewhere2012-12-31$2,095,582
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$234,761,974
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,373,339,135
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,138,577,161
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$1,888,459,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,665,303,164
Value of interest in pooled separate accounts at end of year2012-12-31$25,348,057
Value of interest in pooled separate accounts at beginning of year2012-12-31$22,576,207
Value of interest in common/collective trusts at end of year2012-12-31$30,954,653
Value of interest in common/collective trusts at beginning of year2012-12-31$27,477,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$623,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$428,577,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$423,219,794
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$7,391,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$206,819,020
Net investment gain/loss from pooled separate accounts2012-12-31$2,302,690
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$14,912,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$139,453,520
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31FEELEY & DRISCOLL
Accountancy firm EIN2012-12-31042684828
2011 : THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$109,051,720
Total of all expenses incurred2011-12-31$127,529,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$127,048,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$133,261,659
Value of total assets at end of year2011-12-31$2,138,577,161
Value of total assets at beginning of year2011-12-31$2,157,055,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$480,793
Total interest from all sources2011-12-31$639,988
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$33,047,863
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$33,047,863
Administrative expenses professional fees incurred2011-12-31$480,793
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
Funding deficiency by the employer to the plan for this plan year2011-12-31$19,526,095
Minimum employer required contribution for this plan year2011-12-31$19,526,095
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$90,222,996
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$23,512,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-18,477,855
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,138,577,161
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,157,055,016
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$1,665,303,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,697,615,665
Value of interest in pooled separate accounts at end of year2011-12-31$22,576,207
Value of interest in pooled separate accounts at beginning of year2011-12-31$17,534,596
Value of interest in common/collective trusts at end of year2011-12-31$27,477,996
Value of interest in common/collective trusts at beginning of year2011-12-31$22,811,869
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$639,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$423,219,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$419,092,886
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$3,999,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-60,365,752
Net investment gain/loss from pooled separate accounts2011-12-31$2,467,962
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$19,526,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$123,049,683
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31FEELEY & DRISCOLL P.C.
Accountancy firm EIN2011-12-31042684828
2010 : THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$359,907,902
Total of all expenses incurred2010-12-31$128,097,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$127,971,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$128,892,010
Value of total assets at end of year2010-12-31$2,157,055,016
Value of total assets at beginning of year2010-12-31$1,925,244,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$125,911
Total interest from all sources2010-12-31$36,479
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$21,214,072
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$21,214,072
Administrative expenses professional fees incurred2010-12-31$125,911
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Funding deficiency by the employer to the plan for this plan year2010-12-31$18,156,183
Minimum employer required contribution for this plan year2010-12-31$18,156,183
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$90,535,670
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$20,200,157
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$231,810,756
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,157,055,016
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,925,244,260
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$1,697,615,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,474,243,565
Value of interest in pooled separate accounts at end of year2010-12-31$17,534,596
Value of interest in pooled separate accounts at beginning of year2010-12-31$13,086,264
Value of interest in common/collective trusts at end of year2010-12-31$22,811,869
Value of interest in common/collective trusts at beginning of year2010-12-31$19,581,415
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$36,479
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$419,092,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$418,333,016
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$124,547,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$209,765,341
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$18,156,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,423,571
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31FEELEY & DRISCOLL P.C.
Accountancy firm EIN2010-12-31042684828
2009 : THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$18,500,173
Amount contributed by the employer to the plan for this plan year2009-12-31$18,500,173

Form 5500 Responses for THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN

2022: THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 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 planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 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 planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 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 planNo
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 MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 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 planNo
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 MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 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 planNo
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 MITRE CORPORATION TAX SHELTERED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number025940
Policy instance 2
Insurance contract or identification number025940
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $195,369
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $195,369
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102337
Policy instance 1
Insurance contract or identification number102337
Number of Individuals Covered4851
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number025940
Policy instance 2
Insurance contract or identification number025940
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $212,135
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $212,135
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102337
Policy instance 1
Insurance contract or identification number102337
Number of Individuals Covered5054
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number102337
Policy instance 1
Insurance contract or identification number102337
Number of Individuals Covered5250
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number025940
Policy instance 2
Insurance contract or identification number025940
Number of Individuals Covered826
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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?No
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
Other information about contractMGA
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number025940
Policy instance 2
Insurance contract or identification number025940
Number of Individuals Covered789
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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?No
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
Other information about contractMGA
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102337
Policy instance 1
Insurance contract or identification number102337
Number of Individuals Covered5499
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number025940
Policy instance 2
Insurance contract or identification number025940
Number of Individuals Covered768
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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?No
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
Other welfare benefits providedMGA
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
Other information about contractMGA
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102337
Policy instance 1
Insurance contract or identification number102337
Number of Individuals Covered5685
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number025940
Policy instance 2
Insurance contract or identification number025940
Number of Individuals Covered674
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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?No
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
Other information about contractMGA
Amount paid for insurance broker fees145261
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS INSTITUTIONAL
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102337
Policy instance 1
Insurance contract or identification number102337
Number of Individuals Covered5827
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102337
Policy instance 2
Insurance contract or identification number102337
Number of Individuals Covered6100
Insurance policy start date2015-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25940
Policy instance 1
Insurance contract or identification number25940
Number of Individuals Covered531
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $108,713
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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?No
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
Other information about contractMGA
Amount paid for insurance broker fees108713
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameFIDELITY INSURANCE AGENCY
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102337
Policy instance 1
Insurance contract or identification number102337
Number of Individuals Covered6281
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25940
Policy instance 2
Insurance contract or identification number25940
Number of Individuals Covered532
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $94,254
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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?No
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
Other information about contractMGA
Amount paid for insurance broker fees94254
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameFIDELITY INSURANCE AGENCY
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25940
Policy instance 2
Insurance contract or identification number25940
Number of Individuals Covered669
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $80,482
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Amount paid for insurance broker fees80482
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameFIDELITY INSURANCE AGENCY
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number25956061
Policy instance 1
Insurance contract or identification number25956061
Number of Individuals Covered6443
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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?No
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 number25956061
Policy instance 1
Insurance contract or identification number25956061
Number of Individuals Covered6926
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number25956061
Policy instance 1
Insurance contract or identification number25956061
Number of Individuals Covered7044
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number25956061
Policy instance 1
Insurance contract or identification number25956061
Number of Individuals Covered6913
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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