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RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

DANA-FARBER CANCER INSTITUTE, INC. has sponsored the creation of one or more 401k plans.

Company Name:DANA-FARBER CANCER INSTITUTE, INC.
Employer identification number (EIN):042263040
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01DEBORAH HICKS
0012015-10-01DEBORAH HICKS
0012014-10-01DEBORAH HICKS
0012013-10-01DEBORAH HICKS
0012012-10-01DEBORAH HICKS DEBORAH HICKS2014-07-11
0012011-10-01DEBORAH HICKS
0012009-10-01DEBORAH HICKS
0012008-10-01 MARY REBECCA MIX2010-08-24

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2022 401k membership
Market value of plan assets2022-09-3039,736,787
Acturial value of plan assets2022-09-3039,736,787
Funding target for retired participants and beneficiaries receiving payment2022-09-309,702,617
Number of terminated vested participants2022-09-30220
Fundng target for terminated vested participants2022-09-3010,653,652
Active participant vested funding target2022-09-307,704,948
Number of active participants2022-09-3090
Total funding liabilities for active participants2022-09-307,705,429
Total participant count2022-09-30393
Total funding target for all participants2022-09-3028,061,698
Balance at beginning of prior year after applicable adjustments2022-09-300
Prefunding balance at beginning of prior year after applicable adjustments2022-09-300
Amount remaining of carryover balance2022-09-300
Amount remaining of prefunding balance2022-09-300
Present value of excess contributions2022-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-09-300
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-300
Balance of prefunding at beginning of current year2022-09-300
Total employer contributions2022-09-300
Total employee contributions2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-300
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-30200,000
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-300
Carryover balance elected to use to offset funding requirement2022-09-300
Prefunding balance elected to use to offset funding requirement2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2021 401k membership
Total participants, beginning-of-year2021-10-01393
Total number of active participants reported on line 7a of the Form 55002021-10-0183
Number of retired or separated participants receiving benefits2021-10-0178
Number of other retired or separated participants entitled to future benefits2021-10-01203
Total of all active and inactive participants2021-10-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-0118
Total participants2021-10-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
Market value of plan assets2021-09-3035,517,378
Acturial value of plan assets2021-09-3035,517,378
Funding target for retired participants and beneficiaries receiving payment2021-09-30996,889
Number of terminated vested participants2021-09-30222
Fundng target for terminated vested participants2021-09-309,146,833
Active participant vested funding target2021-09-3012,022,904
Number of active participants2021-09-30100
Total funding liabilities for active participants2021-09-3012,029,665
Total participant count2021-09-30406
Total funding target for all participants2021-09-3022,173,387
Balance at beginning of prior year after applicable adjustments2021-09-300
Prefunding balance at beginning of prior year after applicable adjustments2021-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-300
Amount remaining of prefunding balance2021-09-300
Present value of excess contributions2021-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-300
Balance of prefunding at beginning of current year2021-09-300
Total employer contributions2021-09-300
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-300
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-30200,000
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-300
Additional cash requirement2021-09-300
Contributions allocatedtoward minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2020 401k membership
Total participants, beginning-of-year2020-10-01406
Total number of active participants reported on line 7a of the Form 55002020-10-0190
Number of retired or separated participants receiving benefits2020-10-0174
Number of other retired or separated participants entitled to future benefits2020-10-01212
Total of all active and inactive participants2020-10-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-0117
Total participants2020-10-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
Market value of plan assets2020-09-3035,355,629
Acturial value of plan assets2020-09-3035,355,629
Funding target for retired participants and beneficiaries receiving payment2020-09-309,257,016
Number of terminated vested participants2020-09-30236
Fundng target for terminated vested participants2020-09-309,243,255
Active participant vested funding target2020-09-3013,786,630
Number of active participants2020-09-30105
Total funding liabilities for active participants2020-09-3013,799,768
Total participant count2020-09-30416
Total funding target for all participants2020-09-3032,300,039
Balance at beginning of prior year after applicable adjustments2020-09-300
Prefunding balance at beginning of prior year after applicable adjustments2020-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-300
Amount remaining of prefunding balance2020-09-300
Present value of excess contributions2020-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-300
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-300
Balance of prefunding at beginning of current year2020-09-300
Total employer contributions2020-09-300
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-300
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-30200,000
Net shortfall amortization installment of oustanding balance2020-09-300
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-300
Additional cash requirement2020-09-300
Contributions allocatedtoward minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2019 401k membership
Total participants, beginning-of-year2019-10-01416
Total number of active participants reported on line 7a of the Form 55002019-10-01100
Number of retired or separated participants receiving benefits2019-10-0175
Number of other retired or separated participants entitled to future benefits2019-10-01212
Total of all active and inactive participants2019-10-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-0119
Total participants2019-10-01406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
Market value of plan assets2019-09-3035,817,780
Acturial value of plan assets2019-09-3035,817,780
Funding target for retired participants and beneficiaries receiving payment2019-09-309,630,522
Number of terminated vested participants2019-09-30244
Fundng target for terminated vested participants2019-09-308,261,834
Active participant vested funding target2019-09-3013,736,787
Number of active participants2019-09-30109
Total funding liabilities for active participants2019-09-3013,770,147
Total participant count2019-09-30428
Total funding target for all participants2019-09-3031,662,503
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-300
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-300
Total employer contributions2019-09-300
Total employee contributions2019-09-300
Unpaid minimum required contributions for all prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-30275,000
Net shortfall amortization installment of oustanding balance2019-09-300
Waiver amortization installment2019-09-300
Waived amount of outstanding balance2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-300
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-300
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2018 401k membership
Total participants, beginning-of-year2018-10-01428
Total number of active participants reported on line 7a of the Form 55002018-10-01105
Number of retired or separated participants receiving benefits2018-10-0166
Number of other retired or separated participants entitled to future benefits2018-10-01228
Total of all active and inactive participants2018-10-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-0117
Total participants2018-10-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
Market value of plan assets2018-09-3036,369,041
Acturial value of plan assets2018-09-3036,369,041
Funding target for retired participants and beneficiaries receiving payment2018-09-309,595,259
Number of terminated vested participants2018-09-30253
Fundng target for terminated vested participants2018-09-308,249,506
Active participant vested funding target2018-09-3013,283,965
Number of active participants2018-09-30114
Total funding liabilities for active participants2018-09-3013,826,846
Total participant count2018-09-30439
Total funding target for all participants2018-09-3031,671,611
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-300
Reductions in caryover balances due to elections or deemed elections2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-300
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-300
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-30285,000
Net shortfall amortization installment of oustanding balance2018-09-300
Waiver amortization installment2018-09-300
Waived amount of outstanding balance2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-300
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-300
Contributions allocatedtoward minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2017 401k membership
Total participants, beginning-of-year2017-10-01439
Total number of active participants reported on line 7a of the Form 55002017-10-01109
Number of retired or separated participants receiving benefits2017-10-0168
Number of other retired or separated participants entitled to future benefits2017-10-01238
Total of all active and inactive participants2017-10-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-0113
Total participants2017-10-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
Market value of plan assets2017-09-3034,022,248
Acturial value of plan assets2017-09-3034,022,248
Funding target for retired participants and beneficiaries receiving payment2017-09-309,394,644
Number of terminated vested participants2017-09-30254
Fundng target for terminated vested participants2017-09-307,773,106
Active participant vested funding target2017-09-3012,780,589
Number of active participants2017-09-30118
Total funding liabilities for active participants2017-09-3013,440,653
Total participant count2017-09-30442
Total funding target for all participants2017-09-3030,608,403
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-300
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-300
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-300
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-30285,000
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Waived amount of outstanding balance2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-300
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-300
Contributions allocatedtoward minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2016: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2016 401k membership
Total participants, beginning-of-year2016-10-01442
Total number of active participants reported on line 7a of the Form 55002016-10-01114
Number of retired or separated participants receiving benefits2016-10-0165
Number of other retired or separated participants entitled to future benefits2016-10-01248
Total of all active and inactive participants2016-10-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-0112
Total participants2016-10-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2015 401k membership
Total participants, beginning-of-year2015-10-01449
Total number of active participants reported on line 7a of the Form 55002015-10-01118
Number of retired or separated participants receiving benefits2015-10-0164
Number of other retired or separated participants entitled to future benefits2015-10-01250
Total of all active and inactive participants2015-10-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-0110
Total participants2015-10-01442
2014: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2014 401k membership
Total participants, beginning-of-year2014-10-01455
Total number of active participants reported on line 7a of the Form 55002014-10-01125
Number of retired or separated participants receiving benefits2014-10-0160
Number of other retired or separated participants entitled to future benefits2014-10-01256
Total of all active and inactive participants2014-10-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-018
Total participants2014-10-01449
2013: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2013 401k membership
Total participants, beginning-of-year2013-10-01465
Total number of active participants reported on line 7a of the Form 55002013-10-01127
Number of retired or separated participants receiving benefits2013-10-0159
Number of other retired or separated participants entitled to future benefits2013-10-01261
Total of all active and inactive participants2013-10-01447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-018
Total participants2013-10-01455
2012: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2012 401k membership
Total participants, beginning-of-year2012-10-01477
Total number of active participants reported on line 7a of the Form 55002012-10-01125
Number of retired or separated participants receiving benefits2012-10-0162
Number of other retired or separated participants entitled to future benefits2012-10-01274
Total of all active and inactive participants2012-10-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-014
Total participants2012-10-01465
2011: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2011 401k membership
Total participants, beginning-of-year2011-10-01494
Total number of active participants reported on line 7a of the Form 55002011-10-01132
Number of retired or separated participants receiving benefits2011-10-0159
Number of other retired or separated participants entitled to future benefits2011-10-01282
Total of all active and inactive participants2011-10-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-014
Total participants2011-10-01477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2009: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2009 401k membership
Total participants, beginning-of-year2009-10-01530
Total number of active participants reported on line 7a of the Form 55002009-10-01140
Number of retired or separated participants receiving benefits2009-10-0160
Number of other retired or separated participants entitled to future benefits2009-10-01320
Total of all active and inactive participants2009-10-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-014
Total participants2009-10-01524
Number of participants with account balances2009-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-011
2008: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2008 401k membership
Total participants, beginning-of-year2008-10-01535
Total number of active participants reported on line 7a of the Form 55002008-10-01157
Number of retired or separated participants receiving benefits2008-10-0155
Number of other retired or separated participants entitled to future benefits2008-10-01312
Total of all active and inactive participants2008-10-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-10-016
Total participants2008-10-01530
Number of participants with account balances2008-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-10-010

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC

Measure Date Value
2022 : RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-09-30$-7,222,200
Total unrealized appreciation/depreciation of assets2022-09-30$-7,222,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$10,375
Total income from all sources (including contributions)2022-09-30$-5,404,689
Total of all expenses incurred2022-09-30$2,639,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$2,559,117
Value of total assets at end of year2022-09-30$31,710,307
Value of total assets at beginning of year2022-09-30$39,764,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$79,927
Total interest from all sources2022-09-30$613
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$251,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$251,486
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Assets. Other investments not covered elsewhere at end of year2022-09-30$20,147,341
Assets. Other investments not covered elsewhere at beginning of year2022-09-30$13,257,564
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-09-30$280
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-09-30$10,375
Other income not declared elsewhere2022-09-30$286,481
Administrative expenses (other) incurred2022-09-30$18,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-8,043,733
Value of net assets at end of year (total assets less liabilities)2022-09-30$31,710,307
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$39,754,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$61,101
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$7,173,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$20,583,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$146,523
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$113,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$113,202
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$613
Asset value of US Government securities at end of year2022-09-30$4,243,035
Asset value of US Government securities at beginning of year2022-09-30$5,810,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$1,278,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30Yes
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$2,559,117
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2022-09-30043499945
2021 : RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-09-30$4,689,897
Total unrealized appreciation/depreciation of assets2021-09-30$4,689,897
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$10,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$10,375
Total income from all sources (including contributions)2021-09-30$7,048,425
Total of all expenses incurred2021-09-30$2,801,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$2,607,995
Value of total assets at end of year2021-09-30$39,764,415
Value of total assets at beginning of year2021-09-30$35,517,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$193,393
Total interest from all sources2021-09-30$8
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$209,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$209,219
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Assets. Other investments not covered elsewhere at end of year2021-09-30$13,257,564
Assets. Other investments not covered elsewhere at beginning of year2021-09-30$10,719,433
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-09-30$10,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-09-30$10,375
Other income not declared elsewhere2021-09-30$372,094
Administrative expenses (other) incurred2021-09-30$46,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$4,247,037
Value of net assets at end of year (total assets less liabilities)2021-09-30$39,754,040
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$35,507,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$146,893
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$20,583,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$18,274,718
Income. Interest from US Government securities2021-09-30$8
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$113,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$40,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$40,360
Asset value of US Government securities at end of year2021-09-30$5,810,381
Asset value of US Government securities at beginning of year2021-09-30$6,482,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$1,777,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30Yes
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$2,607,995
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2021-09-30043499945
2020 : RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-30$1,330,522
Total unrealized appreciation/depreciation of assets2020-09-30$1,330,522
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$10,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$10,375
Total income from all sources (including contributions)2020-09-30$2,757,779
Total of all expenses incurred2020-09-30$2,596,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$2,402,132
Value of total assets at end of year2020-09-30$35,517,378
Value of total assets at beginning of year2020-09-30$35,355,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$193,899
Total interest from all sources2020-09-30$426
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$213,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$213,820
Administrative expenses professional fees incurred2020-09-30$19,775
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Assets. Other investments not covered elsewhere at end of year2020-09-30$10,719,433
Assets. Other investments not covered elsewhere at beginning of year2020-09-30$9,132,962
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$1,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-09-30$10,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-30$10,375
Other income not declared elsewhere2020-09-30$165,161
Administrative expenses (other) incurred2020-09-30$52,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$161,748
Value of net assets at end of year (total assets less liabilities)2020-09-30$35,507,003
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$35,345,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$121,392
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$18,274,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$19,110,117
Interest earned on other investments2020-09-30$426
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$40,360
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$1,244,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$1,244,951
Asset value of US Government securities at end of year2020-09-30$6,482,867
Asset value of US Government securities at beginning of year2020-09-30$5,865,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$1,047,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30Yes
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$2,402,132
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30No
Opinion of an independent qualified public accountant for this plan2020-09-30Unqualified
Accountancy firm name2020-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2020-09-30043499945
2019 : RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-30$-3,016,455
Total unrealized appreciation/depreciation of assets2019-09-30$-3,016,455
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$10,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$19,285
Total income from all sources (including contributions)2019-09-30$1,276,153
Total of all expenses incurred2019-09-30$1,738,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$1,568,462
Value of total assets at end of year2019-09-30$35,355,630
Value of total assets at beginning of year2019-09-30$35,826,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$169,840
Total interest from all sources2019-09-30$36,580
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$225,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$225,609
Administrative expenses professional fees incurred2019-09-30$15,800
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Assets. Other investments not covered elsewhere at end of year2019-09-30$9,132,962
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$1,969
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$46
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-09-30$10,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-09-30$10,375
Other income not declared elsewhere2019-09-30$234,964
Administrative expenses (other) incurred2019-09-30$64,901
Liabilities. Value of operating payables at beginning of year2019-09-30$8,910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-462,149
Value of net assets at end of year (total assets less liabilities)2019-09-30$35,345,255
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$35,807,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Assets. partnership/joint venture interests at end of year2019-09-30$0
Assets. partnership/joint venture interests at beginning of year2019-09-30$27,951,038
Investment advisory and management fees2019-09-30$89,139
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$19,110,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$7,875,605
Income. Interest from US Government securities2019-09-30$36,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$1,244,951
Asset value of US Government securities at end of year2019-09-30$5,865,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$3,795,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30Yes
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$1,568,462
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30No
Opinion of an independent qualified public accountant for this plan2019-09-30Unqualified
Accountancy firm name2019-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2019-09-30043499945
2018 : RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$1,162,937
Total unrealized appreciation/depreciation of assets2018-09-30$1,162,937
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$19,285
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$14,241
Total income from all sources (including contributions)2018-09-30$2,049,140
Total of all expenses incurred2018-09-30$2,747,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$2,535,535
Value of total assets at end of year2018-09-30$35,826,689
Value of total assets at beginning of year2018-09-30$36,519,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$211,900
Total interest from all sources2018-09-30$663
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$224,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$224,155
Administrative expenses professional fees incurred2018-09-30$15,200
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$46
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-09-30$10,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$10,375
Other income not declared elsewhere2018-09-30$258,240
Administrative expenses (other) incurred2018-09-30$62,961
Liabilities. Value of operating payables at end of year2018-09-30$8,910
Liabilities. Value of operating payables at beginning of year2018-09-30$3,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$-698,295
Value of net assets at end of year (total assets less liabilities)2018-09-30$35,807,404
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$36,505,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Assets. partnership/joint venture interests at end of year2018-09-30$27,951,038
Assets. partnership/joint venture interests at beginning of year2018-09-30$26,327,623
Investment advisory and management fees2018-09-30$133,739
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$7,875,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$10,192,205
Income. Interest from US Government securities2018-09-30$663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$403,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30Yes
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$2,535,535
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30No
Opinion of an independent qualified public accountant for this plan2018-09-30Unqualified
Accountancy firm name2018-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2018-09-30043499945
2017 : RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$2,402,983
Total unrealized appreciation/depreciation of assets2017-09-30$2,402,983
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$14,241
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$12,175
Total income from all sources (including contributions)2017-09-30$3,816,923
Total of all expenses incurred2017-09-30$1,344,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$1,172,720
Value of total assets at end of year2017-09-30$36,519,940
Value of total assets at beginning of year2017-09-30$34,045,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$171,521
Total interest from all sources2017-09-30$1,896
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$248,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$248,106
Administrative expenses professional fees incurred2017-09-30$10,950
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$5,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$112
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$508
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-09-30$10,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$12,175
Administrative expenses (other) incurred2017-09-30$43,806
Liabilities. Value of operating payables at end of year2017-09-30$3,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$2,472,682
Value of net assets at end of year (total assets less liabilities)2017-09-30$36,505,699
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$34,033,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Assets. partnership/joint venture interests at end of year2017-09-30$26,327,623
Assets. partnership/joint venture interests at beginning of year2017-09-30$23,901,241
Investment advisory and management fees2017-09-30$116,765
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$10,192,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$9,040,673
Interest earned on other investments2017-09-30$-395
Value of interest in common/collective trusts at end of year2017-09-30$0
Value of interest in common/collective trusts at beginning of year2017-09-30$1,102,770
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$2,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$1,163,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30Yes
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$1,172,720
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-09-30No
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30No
Opinion of an independent qualified public accountant for this plan2017-09-30Unqualified
Accountancy firm name2017-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2017-09-30043499945
2016 : RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$-1,206,229
Total unrealized appreciation/depreciation of assets2016-09-30$-1,206,229
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$12,175
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$31,682
Total income from all sources (including contributions)2016-09-30$3,036,252
Total of all expenses incurred2016-09-30$2,113,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$1,928,774
Value of total assets at end of year2016-09-30$34,045,192
Value of total assets at beginning of year2016-09-30$33,141,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$184,436
Total interest from all sources2016-09-30$166,838
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$161,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$161,193
Administrative expenses professional fees incurred2016-09-30$14,659
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$508
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-09-30$12,175
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$31,682
Administrative expenses (other) incurred2016-09-30$24,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$923,042
Value of net assets at end of year (total assets less liabilities)2016-09-30$34,033,017
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$33,109,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Assets. partnership/joint venture interests at end of year2016-09-30$23,901,241
Assets. partnership/joint venture interests at beginning of year2016-09-30$24,274,489
Investment advisory and management fees2016-09-30$145,029
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$9,040,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$8,656,932
Interest earned on other investments2016-09-30$162,711
Value of interest in common/collective trusts at end of year2016-09-30$1,102,770
Value of interest in common/collective trusts at beginning of year2016-09-30$210,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$4,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$3,914,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$1,928,774
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30No
Opinion of an independent qualified public accountant for this plan2016-09-30Unqualified
Accountancy firm name2016-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2016-09-30043499945
2015 : RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$-2,102,216
Total unrealized appreciation/depreciation of assets2015-09-30$-2,102,216
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$31,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$5,974
Total income from all sources (including contributions)2015-09-30$-1,218,021
Total of all expenses incurred2015-09-30$1,461,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$1,263,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$0
Value of total assets at end of year2015-09-30$33,141,657
Value of total assets at beginning of year2015-09-30$35,795,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$198,099
Total interest from all sources2015-09-30$119
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$218,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$218,279
Administrative expenses professional fees incurred2015-09-30$14,659
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-09-30$31,682
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$5,974
Administrative expenses (other) incurred2015-09-30$58,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-2,679,586
Value of net assets at end of year (total assets less liabilities)2015-09-30$33,109,975
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$35,789,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Assets. partnership/joint venture interests at end of year2015-09-30$24,274,489
Assets. partnership/joint venture interests at beginning of year2015-09-30$25,305,685
Investment advisory and management fees2015-09-30$124,548
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$8,656,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$9,796,431
Value of interest in common/collective trusts at end of year2015-09-30$210,236
Value of interest in common/collective trusts at beginning of year2015-09-30$693,419
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$665,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$1,263,466
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30No
Opinion of an independent qualified public accountant for this plan2015-09-30Unqualified
Accountancy firm name2015-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2015-09-30043499945
2014 : RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$2,490,677
Total unrealized appreciation/depreciation of assets2014-09-30$2,490,677
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$5,974
Total income from all sources (including contributions)2014-09-30$3,338,869
Total of all expenses incurred2014-09-30$2,590,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$2,440,606
Value of total assets at end of year2014-09-30$35,795,535
Value of total assets at beginning of year2014-09-30$35,040,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$149,470
Total interest from all sources2014-09-30$72
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$155,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$155,642
Administrative expenses professional fees incurred2014-09-30$14,660
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-09-30$23,317,595
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-09-30$5,974
Administrative expenses (other) incurred2014-09-30$10,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$748,793
Value of net assets at end of year (total assets less liabilities)2014-09-30$35,789,561
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$35,040,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Assets. partnership/joint venture interests at end of year2014-09-30$25,305,685
Investment advisory and management fees2014-09-30$123,896
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$9,796,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$11,280,660
Interest earned on other investments2014-09-30$72
Value of interest in common/collective trusts at end of year2014-09-30$693,419
Value of interest in common/collective trusts at beginning of year2014-09-30$442,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$692,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30Yes
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$2,440,606
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30No
Opinion of an independent qualified public accountant for this plan2014-09-30Unqualified
Accountancy firm name2014-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2014-09-30043499945
2013 : RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$4,391,250
Total unrealized appreciation/depreciation of assets2013-09-30$4,391,250
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$4,654,142
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$1,822,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$1,742,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$0
Value of total assets at end of year2013-09-30$35,040,768
Value of total assets at beginning of year2013-09-30$32,209,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$80,186
Total interest from all sources2013-09-30$262,892
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Administrative expenses professional fees incurred2013-09-30$16,596
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-09-30$23,317,595
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-09-30$19,869,868
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$5,000,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$2,831,685
Value of net assets at end of year (total assets less liabilities)2013-09-30$35,040,768
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$32,209,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$63,590
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$11,280,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$11,743,694
Interest earned on other investments2013-09-30$262,892
Value of interest in common/collective trusts at end of year2013-09-30$442,513
Value of interest in common/collective trusts at beginning of year2013-09-30$595,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$1,742,271
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-09-30No
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30No
Opinion of an independent qualified public accountant for this plan2013-09-30Unqualified
Accountancy firm name2013-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2013-09-30043499945
2012 : RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$3,970,942
Total unrealized appreciation/depreciation of assets2012-09-30$3,970,942
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$10,944
Total income from all sources (including contributions)2012-09-30$4,705,732
Total of all expenses incurred2012-09-30$2,140,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$2,020,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$493,800
Value of total assets at end of year2012-09-30$32,209,083
Value of total assets at beginning of year2012-09-30$29,654,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$119,258
Total interest from all sources2012-09-30$240,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Assets. Real estate other than employer real property at end of year2012-09-30$0
Assets. Real estate other than employer real property at beginning of year2012-09-30$0
Administrative expenses professional fees incurred2012-09-30$68,771
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-09-30$19,869,868
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-09-30$17,789,154
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$5,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Participant contributions at end of year2012-09-30$0
Participant contributions at beginning of year2012-09-30$0
Participant contributions at end of year2012-09-30$0
Participant contributions at beginning of year2012-09-30$0
Assets. Other investments not covered elsewhere at end of year2012-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$0
Assets. Loans (other than to participants) at end of year2012-09-30$0
Assets. Loans (other than to participants) at beginning of year2012-09-30$0
Administrative expenses (other) incurred2012-09-30$9,558
Liabilities. Value of operating payables at end of year2012-09-30$0
Liabilities. Value of operating payables at beginning of year2012-09-30$10,944
Total non interest bearing cash at end of year2012-09-30$0
Total non interest bearing cash at beginning of year2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$2,565,533
Value of net assets at end of year (total assets less liabilities)2012-09-30$32,209,083
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$29,643,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Assets. partnership/joint venture interests at end of year2012-09-30$0
Assets. partnership/joint venture interests at beginning of year2012-09-30$0
Investment advisory and management fees2012-09-30$40,929
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$11,743,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$11,613,736
Interest earned on other investments2012-09-30$240,990
Value of interest in master investment trust accounts at end of year2012-09-30$0
Value of interest in master investment trust accounts at beginning of year2012-09-30$0
Value of interest in common/collective trusts at end of year2012-09-30$595,521
Value of interest in common/collective trusts at beginning of year2012-09-30$251,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2012-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-09-30$0
Asset value of US Government securities at end of year2012-09-30$0
Asset value of US Government securities at beginning of year2012-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30Yes
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$493,800
Employer contributions (assets) at end of year2012-09-30$0
Employer contributions (assets) at beginning of year2012-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$2,020,941
Asset. Corporate debt instrument preferred debt at end of year2012-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2012-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-09-30$140
Assets. Corporate common stocks other than exployer securities at end of year2012-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-09-30$0
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30No
Opinion of an independent qualified public accountant for this plan2012-09-30Unqualified
Accountancy firm name2012-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2012-09-30043499946
2011 : RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$402,805
Total unrealized appreciation/depreciation of assets2011-09-30$402,805
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$10,944
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$6,733
Total income from all sources (including contributions)2011-09-30$627,264
Total of all expenses incurred2011-09-30$1,954,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$1,751,649
Value of total assets at end of year2011-09-30$29,654,494
Value of total assets at beginning of year2011-09-30$30,977,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$202,825
Total interest from all sources2011-09-30$224,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Assets. Real estate other than employer real property at end of year2011-09-30$0
Assets. Real estate other than employer real property at beginning of year2011-09-30$0
Administrative expenses professional fees incurred2011-09-30$119,897
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-09-30$17,789,154
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-09-30$17,923,386
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$5,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Participant contributions at end of year2011-09-30$0
Participant contributions at beginning of year2011-09-30$0
Participant contributions at end of year2011-09-30$0
Participant contributions at beginning of year2011-09-30$0
Assets. Other investments not covered elsewhere at end of year2011-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$292
Assets. Loans (other than to participants) at end of year2011-09-30$0
Assets. Loans (other than to participants) at beginning of year2011-09-30$0
Administrative expenses (other) incurred2011-09-30$44,620
Liabilities. Value of operating payables at end of year2011-09-30$10,944
Liabilities. Value of operating payables at beginning of year2011-09-30$6,733
Total non interest bearing cash at end of year2011-09-30$0
Total non interest bearing cash at beginning of year2011-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-1,327,210
Value of net assets at end of year (total assets less liabilities)2011-09-30$29,643,550
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$30,970,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Assets. partnership/joint venture interests at end of year2011-09-30$0
Assets. partnership/joint venture interests at beginning of year2011-09-30$0
Investment advisory and management fees2011-09-30$38,308
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$11,613,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$11,191,132
Interest earned on other investments2011-09-30$224,459
Value of interest in master investment trust accounts at end of year2011-09-30$0
Value of interest in master investment trust accounts at beginning of year2011-09-30$0
Value of interest in common/collective trusts at end of year2011-09-30$251,464
Value of interest in common/collective trusts at beginning of year2011-09-30$1,862,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2011-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-09-30$0
Asset value of US Government securities at end of year2011-09-30$0
Asset value of US Government securities at beginning of year2011-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30Yes
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Employer contributions (assets) at end of year2011-09-30$0
Employer contributions (assets) at beginning of year2011-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$1,751,649
Asset. Corporate debt instrument preferred debt at end of year2011-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2011-09-30$140
Asset. Corporate debt instrument debt (other) at beginning of year2011-09-30$166
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$0
Did the plan have assets held for investment2011-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2011-09-30043499946

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC

2021: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan funding arrangement – General assets of the sponsorYes
2012-10-01Plan benefit arrangement - TrustYes
2012-10-01Plan benefit arrangement – General assets of the sponsorYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan funding arrangement – General assets of the sponsorYes
2011-10-01Plan benefit arrangement - TrustYes
2011-10-01Plan benefit arrangement – General assets of the sponsorYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan funding arrangement – General assets of the sponsorYes
2009-10-01Plan benefit arrangement - TrustYes
2009-10-01Plan benefit arrangement – General assets of the sponsorYes
2008: RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo
2008-10-01Plan funding arrangement – TrustYes
2008-10-01Plan funding arrangement – General assets of the sponsorYes
2008-10-01Plan benefit arrangement - TrustYes
2008-10-01Plan benefit arrangement – General assets of the sponsorYes

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