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RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY
Plan identification number 002

RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Code section 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHARLES STARK DRAPER LABORATORY has sponsored the creation of one or more 401k plans.

Company Name:CHARLES STARK DRAPER LABORATORY
Employer identification number (EIN):042505372
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022017-07-01
0022016-07-01
0022016-07-01ELIZABETH MORA2018-04-17
0022016-07-01ELIZABETH MORA2018-04-13
0022015-07-01DEBRA EDWARDS DEBRA EDWARDS2017-04-14
0022014-07-01DEBRA EDWARDS
0022013-07-01ELIZABETH MORA ELIZABETH MORA2015-04-02
0022012-07-01ELIZABETH MORA ELIZABETH MORA2014-04-10
0022011-07-01ELIZABETH MORA ELIZABETH MORA2013-03-27
0022009-07-01ELIZABETH MORA

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2022 401k membership
Market value of plan assets2022-06-30113,733,325
Acturial value of plan assets2022-06-30103,866,063
Funding target for retired participants and beneficiaries receiving payment2022-06-3040,018,784
Number of terminated vested participants2022-06-30216
Fundng target for terminated vested participants2022-06-3019,072,180
Active participant vested funding target2022-06-3035,262,946
Number of active participants2022-06-30255
Total funding liabilities for active participants2022-06-3035,262,946
Total participant count2022-06-30714
Total funding target for all participants2022-06-3094,353,910
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-30445,860
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-30445,860
Present value of excess contributions2022-06-303,521,208
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-303,712,410
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-303,712,410
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-304,257,741
Total employer contributions2022-06-302,324,000
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-302,118,148
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-30500,000
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-302,118,148
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2021 401k membership
Total participants, beginning-of-year2021-07-01712
Total number of active participants reported on line 7a of the Form 55002021-07-01231
Number of retired or separated participants receiving benefits2021-07-01233
Number of other retired or separated participants entitled to future benefits2021-07-01199
Total of all active and inactive participants2021-07-01663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0142
Total participants2021-07-01705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-3094,725,880
Acturial value of plan assets2021-06-3094,733,827
Funding target for retired participants and beneficiaries receiving payment2021-06-3040,731,624
Number of terminated vested participants2021-06-30211
Fundng target for terminated vested participants2021-06-3016,384,235
Active participant vested funding target2021-06-3036,670,310
Number of active participants2021-06-30278
Total funding liabilities for active participants2021-06-3036,670,310
Total participant count2021-06-30722
Total funding target for all participants2021-06-3093,786,169
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-301,800,000
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-301,800,000
Present value of excess contributions2021-06-302,123,588
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-302,242,297
Reductions in prefunding balances due to elections or deemed elections2021-06-301,467,000
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-30445,860
Total employer contributions2021-06-303,851,000
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-303,521,208
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-30500,000
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-303,521,208
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2020 401k membership
Total participants, beginning-of-year2020-07-01720
Total number of active participants reported on line 7a of the Form 55002020-07-01255
Number of retired or separated participants receiving benefits2020-07-01210
Number of other retired or separated participants entitled to future benefits2020-07-01207
Total of all active and inactive participants2020-07-01672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0140
Total participants2020-07-01712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Market value of plan assets2020-06-3090,346,757
Acturial value of plan assets2020-06-3090,212,545
Funding target for retired participants and beneficiaries receiving payment2020-06-3036,764,969
Number of terminated vested participants2020-06-30206
Fundng target for terminated vested participants2020-06-3015,329,097
Active participant vested funding target2020-06-3039,247,304
Number of active participants2020-06-30314
Total funding liabilities for active participants2020-06-3039,247,304
Total participant count2020-06-30729
Total funding target for all participants2020-06-3091,341,370
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-301,716,221
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-301,815,247
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-301,800,000
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-301,800,000
Total employer contributions2020-06-303,399,000
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-303,099,485
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-30500,000
Net shortfall amortization installment of oustanding balance2020-06-302,928,825
Total funding amount beforereflecting carryover/prefunding balances2020-06-30975,897
Additional cash requirement2020-06-30975,897
Contributions allocatedtoward minimum required contributions for current year2020-06-303,099,485
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2019 401k membership
Total participants, beginning-of-year2019-07-01728
Total number of active participants reported on line 7a of the Form 55002019-07-01278
Number of retired or separated participants receiving benefits2019-07-01204
Number of other retired or separated participants entitled to future benefits2019-07-01202
Total of all active and inactive participants2019-07-01684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0136
Total participants2019-07-01720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-3087,679,018
Acturial value of plan assets2019-06-3085,444,191
Funding target for retired participants and beneficiaries receiving payment2019-06-3033,293,482
Number of terminated vested participants2019-06-30205
Fundng target for terminated vested participants2019-06-3013,359,418
Active participant vested funding target2019-06-3038,718,981
Number of active participants2019-06-30337
Total funding liabilities for active participants2019-06-3038,791,016
Total participant count2019-06-30735
Total funding target for all participants2019-06-3085,443,916
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-30972,826
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-301,031,196
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-302,432,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-302,215,946
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-30500,000
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-30499,725
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-30499,725
Contributions allocatedtoward minimum required contributions for current year2019-06-302,215,946
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2018 401k membership
Total participants, beginning-of-year2018-07-01733
Total number of active participants reported on line 7a of the Form 55002018-07-01314
Number of retired or separated participants receiving benefits2018-07-01183
Number of other retired or separated participants entitled to future benefits2018-07-01195
Total of all active and inactive participants2018-07-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0136
Total participants2018-07-01728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-3082,984,074
Acturial value of plan assets2018-06-3081,879,330
Funding target for retired participants and beneficiaries receiving payment2018-06-3029,752,072
Number of terminated vested participants2018-06-30227
Fundng target for terminated vested participants2018-06-3014,208,696
Active participant vested funding target2018-06-3037,739,136
Number of active participants2018-06-30347
Total funding liabilities for active participants2018-06-3037,896,920
Total participant count2018-06-30726
Total funding target for all participants2018-06-3081,857,688
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-30406,419
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-30431,495
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-301,930,100
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-301,747,935
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30796,751
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-30775,109
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-30775,109
Contributions allocatedtoward minimum required contributions for current year2018-06-301,747,935
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2017 401k membership
Total participants, beginning-of-year2017-07-01726
Total number of active participants reported on line 7a of the Form 55002017-07-01337
Number of retired or separated participants receiving benefits2017-07-01171
Number of other retired or separated participants entitled to future benefits2017-07-01191
Total of all active and inactive participants2017-07-01699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0134
Total participants2017-07-01733
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-012
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Additional cash requirement2017-06-300
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
Market value of plan assets2017-06-30105,462,081
Acturial value of plan assets2017-06-30110,625,585
Funding target for retired participants and beneficiaries receiving payment2017-06-3043,506,562
Number of terminated vested participants2017-06-30373
Fundng target for terminated vested participants2017-06-3020,672,353
Active participant vested funding target2017-06-3036,671,970
Number of active participants2017-06-30356
Total funding liabilities for active participants2017-06-3036,721,040
Total participant count2017-06-301,252
Total funding target for all participants2017-06-30100,899,955
Total employer contributions2017-06-30450,000
Total employee contributions2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-30406,419
Contributions allocatedtoward minimum required contributions for current year2017-06-30406,419
2016: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2016 401k membership
Total participants, beginning-of-year2016-07-011,250
Total number of active participants reported on line 7a of the Form 55002016-07-01343
Number of retired or separated participants receiving benefits2016-07-01135
Number of other retired or separated participants entitled to future benefits2016-07-01212
Total of all active and inactive participants2016-07-01690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0132
Total participants2016-07-01722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-012
2015: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2015 401k membership
Total participants, beginning-of-year2015-07-011,248
Total number of active participants reported on line 7a of the Form 55002015-07-01354
Number of retired or separated participants receiving benefits2015-07-01523
Number of other retired or separated participants entitled to future benefits2015-07-01373
Total of all active and inactive participants2015-07-011,250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-011,250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2014 401k membership
Total participants, beginning-of-year2014-07-011,274
Total number of active participants reported on line 7a of the Form 55002014-07-01379
Number of retired or separated participants receiving benefits2014-07-01506
Number of other retired or separated participants entitled to future benefits2014-07-01363
Total of all active and inactive participants2014-07-011,248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-011,248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2013 401k membership
Total participants, beginning-of-year2013-07-011,282
Total number of active participants reported on line 7a of the Form 55002013-07-01415
Number of retired or separated participants receiving benefits2013-07-01501
Number of other retired or separated participants entitled to future benefits2013-07-01358
Total of all active and inactive participants2013-07-011,274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-011,274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2012 401k membership
Total participants, beginning-of-year2012-07-011,282
Total number of active participants reported on line 7a of the Form 55002012-07-01428
Number of retired or separated participants receiving benefits2012-07-01496
Number of other retired or separated participants entitled to future benefits2012-07-01358
Total of all active and inactive participants2012-07-011,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-011,282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
2011: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2011 401k membership
Total participants, beginning-of-year2011-07-011,278
Total number of active participants reported on line 7a of the Form 55002011-07-01428
Number of retired or separated participants receiving benefits2011-07-01496
Number of other retired or separated participants entitled to future benefits2011-07-01358
Total of all active and inactive participants2011-07-011,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-011,282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-012
2009: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2009 401k membership
Total participants, beginning-of-year2009-07-011,272
Total number of active participants reported on line 7a of the Form 55002009-07-01424
Number of retired or separated participants receiving benefits2009-07-01478
Number of other retired or separated participants entitled to future benefits2009-07-01370
Total of all active and inactive participants2009-07-011,272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-011,272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-014

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY

Measure Date Value
2022 : RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-15,074,896
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$5,052,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$4,468,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$2,324,000
Value of total assets at end of year2022-06-30$93,721,238
Value of total assets at beginning of year2022-06-30$113,848,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$583,280
Total interest from all sources2022-06-30$21,377
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Administrative expenses (other) incurred2022-06-30$271,584
Total non interest bearing cash at end of year2022-06-30$0
Total non interest bearing cash at beginning of year2022-06-30$781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-20,127,000
Value of net assets at end of year (total assets less liabilities)2022-06-30$93,721,238
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$113,848,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$311,696
Interest earned on other investments2022-06-30$21,377
Value of interest in common/collective trusts at end of year2022-06-30$90,619,495
Value of interest in common/collective trusts at beginning of year2022-06-30$109,268,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$34,946
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$742,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$728,004
Net investment gain or loss from common/collective trusts2022-06-30$-17,420,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$2,324,000
Employer contributions (assets) at end of year2022-06-30$2,324,000
Employer contributions (assets) at beginning of year2022-06-30$3,851,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$4,468,824
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CARON & BLETZER
Accountancy firm EIN2022-06-30043499945
2021 : RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$23,941,472
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$4,921,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$4,055,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$3,851,000
Value of total assets at end of year2021-06-30$113,848,238
Value of total assets at beginning of year2021-06-30$94,828,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$866,490
Total interest from all sources2021-06-30$25,900
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Administrative expenses (other) incurred2021-06-30$528,455
Total non interest bearing cash at end of year2021-06-30$781
Total non interest bearing cash at beginning of year2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$19,019,777
Value of net assets at end of year (total assets less liabilities)2021-06-30$113,848,238
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$94,828,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$338,035
Interest earned on other investments2021-06-30$25,900
Value of interest in common/collective trusts at end of year2021-06-30$109,268,453
Value of interest in common/collective trusts at beginning of year2021-06-30$90,674,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$27,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$27,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$728,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$727,864
Net investment gain or loss from common/collective trusts2021-06-30$20,064,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$3,851,000
Employer contributions (assets) at end of year2021-06-30$3,851,000
Employer contributions (assets) at beginning of year2021-06-30$3,399,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$4,055,205
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30CARON & BLETZER
Accountancy firm EIN2021-06-30043499945
2020 : RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$8,840,176
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$4,417,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$3,836,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$3,399,000
Value of total assets at end of year2020-06-30$94,828,461
Value of total assets at beginning of year2020-06-30$90,405,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$581,267
Total interest from all sources2020-06-30$22,823
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Administrative expenses (other) incurred2020-06-30$581,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$4,422,557
Value of net assets at end of year (total assets less liabilities)2020-06-30$94,828,461
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$90,405,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$79,851,188
Value of interest in pooled separate accounts at end of year2020-06-30$0
Value of interest in pooled separate accounts at beginning of year2020-06-30$7,229,626
Interest earned on other investments2020-06-30$22,557
Value of interest in common/collective trusts at end of year2020-06-30$90,674,272
Value of interest in common/collective trusts at beginning of year2020-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$27,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$727,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$893,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-205,492
Net investment gain/loss from pooled separate accounts2020-06-30$84,436
Net investment gain or loss from common/collective trusts2020-06-30$5,539,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$3,399,000
Employer contributions (assets) at end of year2020-06-30$3,399,000
Employer contributions (assets) at beginning of year2020-06-30$2,432,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$3,836,352
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30CARON & BLETZER
Accountancy firm EIN2020-06-30043499945
2019 : RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$7,468,955
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$4,716,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$4,215,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,433,222
Value of total assets at end of year2019-06-30$90,405,904
Value of total assets at beginning of year2019-06-30$87,653,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$500,825
Total interest from all sources2019-06-30$63,291
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Administrative expenses (other) incurred2019-06-30$500,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$2,752,784
Value of net assets at end of year (total assets less liabilities)2019-06-30$90,405,904
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$87,653,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$79,851,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$74,082,017
Value of interest in pooled separate accounts at end of year2019-06-30$7,229,626
Value of interest in pooled separate accounts at beginning of year2019-06-30$8,468,413
Interest earned on other investments2019-06-30$63,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$893,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$3,172,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$4,611,229
Net investment gain/loss from pooled separate accounts2019-06-30$361,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$2,433,222
Employer contributions (assets) at end of year2019-06-30$2,432,000
Employer contributions (assets) at beginning of year2019-06-30$1,930,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$4,215,346
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30CARON & BLETZER
Accountancy firm EIN2019-06-30043499945
2018 : RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$8,530,978
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$3,667,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$3,197,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,930,100
Value of total assets at end of year2018-06-30$87,653,120
Value of total assets at beginning of year2018-06-30$82,789,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$470,655
Total interest from all sources2018-06-30$188,477
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Other income not declared elsewhere2018-06-30$233,700
Administrative expenses (other) incurred2018-06-30$470,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$4,863,322
Value of net assets at end of year (total assets less liabilities)2018-06-30$87,653,120
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$82,789,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$74,082,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$67,735,995
Value of interest in pooled separate accounts at end of year2018-06-30$8,468,413
Value of interest in pooled separate accounts at beginning of year2018-06-30$8,061,628
Interest earned on other investments2018-06-30$188,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$3,172,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$6,542,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$5,771,916
Net investment gain/loss from pooled separate accounts2018-06-30$406,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$1,930,100
Employer contributions (assets) at end of year2018-06-30$1,930,100
Employer contributions (assets) at beginning of year2018-06-30$450,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$3,197,001
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CARON & BLETZER
Accountancy firm EIN2018-06-30043499945
2017 : RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$12,475,471
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$34,473,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$34,473,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$450,000
Value of total assets at end of year2017-06-30$82,789,798
Value of total assets at beginning of year2017-06-30$104,788,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$0
Total interest from all sources2017-06-30$669,516
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-21,998,491
Value of net assets at end of year (total assets less liabilities)2017-06-30$82,789,798
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$104,788,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$67,735,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$73,716,188
Value of interest in pooled separate accounts at end of year2017-06-30$8,061,628
Value of interest in pooled separate accounts at beginning of year2017-06-30$10,355,673
Interest earned on other investments2017-06-30$669,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$6,542,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$20,716,428
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$19,168,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$11,355,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$450,000
Employer contributions (assets) at end of year2017-06-30$450,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$15,305,162
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CARON & BLETZER
Accountancy firm EIN2017-06-30043499945
2016 : RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,225,573
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$4,704,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$4,704,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$0
Value of total assets at end of year2016-06-30$104,788,289
Value of total assets at beginning of year2016-06-30$108,266,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$0
Total interest from all sources2016-06-30$814,981
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-3,478,457
Value of net assets at end of year (total assets less liabilities)2016-06-30$104,788,289
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$108,266,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$73,716,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$75,071,967
Value of interest in pooled separate accounts at end of year2016-06-30$10,355,673
Value of interest in pooled separate accounts at beginning of year2016-06-30$10,164,557
Interest earned on other investments2016-06-30$814,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$20,716,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$23,030,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$410,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$4,704,030
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CARON & BLETZER
Accountancy firm EIN2016-06-30043499945
2015 : RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$4,255,216
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$4,295,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$4,295,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$0
Value of total assets at end of year2015-06-30$108,266,746
Value of total assets at beginning of year2015-06-30$108,307,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$883,685
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-40,408
Value of net assets at end of year (total assets less liabilities)2015-06-30$108,266,746
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$108,307,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$75,071,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$75,205,440
Value of interest in pooled separate accounts at end of year2015-06-30$10,164,557
Value of interest in pooled separate accounts at beginning of year2015-06-30$8,704,029
Interest earned on other investments2015-06-30$883,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$23,030,222
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$24,397,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$3,371,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$4,295,624
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CARON & BLETZER
Accountancy firm EIN2015-06-30043499945
2014 : RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$13,969,681
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$4,404,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$4,404,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$0
Value of total assets at end of year2014-06-30$108,307,154
Value of total assets at beginning of year2014-06-30$98,741,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$795,982
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$9,565,617
Value of net assets at end of year (total assets less liabilities)2014-06-30$108,307,154
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$98,741,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$75,205,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$72,794,756
Value of interest in pooled separate accounts at end of year2014-06-30$8,704,029
Value of interest in pooled separate accounts at beginning of year2014-06-30$6,674,319
Interest earned on other investments2014-06-30$795,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$24,397,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$19,272,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$13,173,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Employer contributions (assets) at beginning of year2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$4,404,064
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CARON & BLETZER
Accountancy firm EIN2014-06-30043499945
2013 : RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$9,009,519
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$4,107,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$4,107,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$9,443
Value of total assets at end of year2013-06-30$98,741,537
Value of total assets at beginning of year2013-06-30$93,839,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$703,347
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$4,902,102
Value of net assets at end of year (total assets less liabilities)2013-06-30$98,741,537
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$93,839,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$72,794,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$67,751,258
Value of interest in pooled separate accounts at end of year2013-06-30$6,674,319
Value of interest in pooled separate accounts at beginning of year2013-06-30$5,998,281
Interest earned on other investments2013-06-30$703,347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$19,272,462
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$19,339,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$8,296,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$9,443
Employer contributions (assets) at end of year2013-06-30$0
Employer contributions (assets) at beginning of year2013-06-30$750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$4,107,417
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CARON & BLETZER
Accountancy firm EIN2013-06-30043499945
2012 : RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$5,528,248
Total of all expenses incurred2012-06-30$3,765,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$3,765,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$3,917,762
Value of total assets at end of year2012-06-30$93,839,435
Value of total assets at beginning of year2012-06-30$92,076,265
Total interest from all sources2012-06-30$736,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,763,170
Value of net assets at end of year (total assets less liabilities)2012-06-30$93,839,435
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$92,076,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$67,751,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$71,704,719
Value of interest in pooled separate accounts at end of year2012-06-30$5,998,281
Value of interest in pooled separate accounts at beginning of year2012-06-30$4,825,963
Interest earned on other investments2012-06-30$736,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$19,339,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$15,248,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$873,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$3,917,762
Employer contributions (assets) at end of year2012-06-30$750,000
Employer contributions (assets) at beginning of year2012-06-30$297,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$3,765,078
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CARON & BLETZER
Accountancy firm EIN2012-06-30043499945
2011 : RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,023,243
Total income from all sources (including contributions)2011-06-30$16,021,910
Total loss/gain on sale of assets2011-06-30$14,017,159
Total of all expenses incurred2011-06-30$3,545,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$3,545,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,320,243
Value of total assets at end of year2011-06-30$92,076,265
Value of total assets at beginning of year2011-06-30$80,623,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$684,508
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$1,023,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$12,476,045
Value of net assets at end of year (total assets less liabilities)2011-06-30$92,076,265
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$79,600,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$71,704,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$64,180,456
Value of interest in pooled separate accounts at end of year2011-06-30$4,825,963
Value of interest in pooled separate accounts at beginning of year2011-06-30$360,200
Interest earned on other investments2011-06-30$684,508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$15,248,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$16,082,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,320,243
Employer contributions (assets) at end of year2011-06-30$297,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$3,545,865
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$14,017,159
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CARON & BLETZER
Accountancy firm EIN2011-06-30043499945

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY

2021: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedYes
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF THE CHARLES STARK DRAPER LABORATORY 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-FT22
Policy instance 1
Insurance contract or identification numberU-FT22
Number of Individuals Covered705
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-FT22
Policy instance 1
Insurance contract or identification numberU-FT22
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract numberX-FT22
Policy instance 1
Insurance contract or identification numberX-FT22
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-FT22
Policy instance 2
Insurance contract or identification numberU-FT22
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-FT22
Policy instance 2
Insurance contract or identification numberU-FT22
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract numberX-FT22
Policy instance 1
Insurance contract or identification numberX-FT22
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract numberX-FT22
Policy instance 1
Insurance contract or identification numberX-FT22
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-FT22
Policy instance 2
Insurance contract or identification numberU-FT22
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract numberX-FT22
Policy instance 1
Insurance contract or identification numberX-FT22
Number of Individuals Covered1248
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-FT22
Policy instance 2
Insurance contract or identification numberU-FT22
Number of Individuals Covered1248
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-FT22
Policy instance 2
Insurance contract or identification numberU-FT22
Number of Individuals Covered1274
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract numberX-FT22
Policy instance 1
Insurance contract or identification numberX-FT22
Number of Individuals Covered1274
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-FT22
Policy instance 1
Insurance contract or identification numberU-FT22
Number of Individuals Covered1282
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract numberX-FT22
Policy instance 2
Insurance contract or identification numberX-FT22
Number of Individuals Covered1282
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-FT22
Policy instance 1
Insurance contract or identification numberU-FT22
Number of Individuals Covered1282
Insurance policy start date2011-07-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract numberX-FT22
Policy instance 2
Insurance contract or identification numberX-FT22
Number of Individuals Covered1282
Insurance policy start date2011-07-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-FT22
Policy instance 2
Insurance contract or identification numberU-FT22
Number of Individuals Covered1278
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract numberX-FT22
Policy instance 1
Insurance contract or identification numberX-FT22
Number of Individuals Covered1278
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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