WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTI- TUTE FOR BIOMEDICAL RESEARCH
401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTI- TUTE FOR BIOMEDICAL RESEARCH
Measure | Date | Value |
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2022 : RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTI- TUTE FOR BIOMEDICAL RESEARCH 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-10,722,750 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,409,146 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,353,767 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,266,208 |
Value of total assets at end of year | 2022-12-31 | $75,150,050 |
Value of total assets at beginning of year | 2022-12-31 | $88,281,946 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $55,379 |
Total interest from all sources | 2022-12-31 | $394,115 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,570,142 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,570,142 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Participant contributions at end of year | 2022-12-31 | $93,157 |
Participant contributions at beginning of year | 2022-12-31 | $87,286 |
Other income not declared elsewhere | 2022-12-31 | $56,427 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-13,131,896 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $75,150,050 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $88,281,946 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $62,142,454 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $75,704,615 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $3,201,456 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $3,106,000 |
Interest on participant loans | 2022-12-31 | $3,643 |
Interest earned on other investments | 2022-12-31 | $390,472 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $9,712,983 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $9,384,045 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $63,109 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-15,267,772 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $258,130 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $2,266,208 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,290,658 |
Contract administrator fees | 2022-12-31 | $55,379 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2022-12-31 | 431947695 |
2021 : RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTI- TUTE FOR BIOMEDICAL RESEARCH 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $12,882,983 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,794,164 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,754,532 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,110,390 |
Value of total assets at end of year | 2021-12-31 | $88,281,946 |
Value of total assets at beginning of year | 2021-12-31 | $78,193,127 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $39,632 |
Total interest from all sources | 2021-12-31 | $315,510 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,721,450 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,721,450 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $2,089,401 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $2,089,401 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Participant contributions at end of year | 2021-12-31 | $87,286 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $20,989 |
Other income not declared elsewhere | 2021-12-31 | $39,321 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $10,088,819 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $88,281,946 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $78,193,127 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $75,704,615 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $66,463,552 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $3,106,000 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $2,714,416 |
Interest on participant loans | 2021-12-31 | $2,303 |
Interest earned on other investments | 2021-12-31 | $313,207 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $9,384,045 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $9,015,159 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $7,228,532 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $467,780 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $2,089,401 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,754,532 |
Contract administrator fees | 2021-12-31 | $39,632 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2021-12-31 | 431947695 |
2020 : RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTI- TUTE FOR BIOMEDICAL RESEARCH 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $12,132,653 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,121,614 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,088,929 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,985,757 |
Value of total assets at end of year | 2020-12-31 | $78,193,127 |
Value of total assets at beginning of year | 2020-12-31 | $68,182,088 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $32,685 |
Total interest from all sources | 2020-12-31 | $337,966 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,148,961 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,148,961 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $878 |
Other income not declared elsewhere | 2020-12-31 | $32,742 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $10,011,039 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $78,193,127 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $68,182,088 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $66,463,552 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $57,050,625 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $2,714,416 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $2,819,525 |
Interest earned on other investments | 2020-12-31 | $337,966 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $9,015,159 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $8,311,938 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $8,650,394 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $-23,167 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,984,879 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,088,929 |
Contract administrator fees | 2020-12-31 | $32,685 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2020-12-31 | 431947695 |
2019 : RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTI- TUTE FOR BIOMEDICAL RESEARCH 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $12,922,906 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $3,104,419 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,078,341 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,868,062 |
Value of total assets at end of year | 2019-12-31 | $68,182,088 |
Value of total assets at beginning of year | 2019-12-31 | $58,363,601 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $26,078 |
Total interest from all sources | 2019-12-31 | $315,807 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $870,265 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $870,265 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $1,862,169 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $1,862,169 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $5,893 |
Other income not declared elsewhere | 2019-12-31 | $20,142 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $9,818,487 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $68,182,088 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $58,363,601 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $57,050,625 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $47,547,081 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $2,819,525 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $2,745,413 |
Interest earned on other investments | 2019-12-31 | $315,807 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $8,311,938 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $8,071,107 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $49,231 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $9,698,970 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $149,660 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,862,169 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,029,110 |
Contract administrator fees | 2019-12-31 | $26,078 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2019-12-31 | 431947695 |
2018 : RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTI- TUTE FOR BIOMEDICAL RESEARCH 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-613,687 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $3,174,157 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,165,964 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,950,998 |
Value of total assets at end of year | 2018-12-31 | $58,363,601 |
Value of total assets at beginning of year | 2018-12-31 | $62,151,445 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $8,193 |
Total interest from all sources | 2018-12-31 | $314,167 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $987,678 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $987,678 |
Administrative expenses professional fees incurred | 2018-12-31 | $8,193 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $1,810,937 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $1,810,937 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $140,061 |
Other income not declared elsewhere | 2018-12-31 | $6,411 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-3,787,844 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $58,363,601 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $62,151,445 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $47,547,081 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $48,600,076 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $2,745,413 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $2,629,985 |
Interest earned on other investments | 2018-12-31 | $314,167 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $3,230,718 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $3,230,718 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $8,071,107 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $7,690,666 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $107,666 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,998,077 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $125,136 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,810,937 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,058,298 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2018-12-31 | 431947695 |
2017 : RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTI- TUTE FOR BIOMEDICAL RESEARCH 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $11,008,865 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $3,079,522 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,078,799 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,274,549 |
Value of total assets at end of year | 2017-12-31 | $62,151,445 |
Value of total assets at beginning of year | 2017-12-31 | $54,222,102 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $723 |
Total interest from all sources | 2017-12-31 | $291,349 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $709,011 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $709,011 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $1,934,505 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $1,934,505 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $340,044 |
Other income not declared elsewhere | 2017-12-31 | $34,444 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $7,929,343 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $62,151,445 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $54,222,102 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $48,600,076 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $40,842,347 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $2,629,985 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $2,482,580 |
Interest earned on other investments | 2017-12-31 | $291,349 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $3,230,718 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $3,626,211 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $3,626,211 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $7,690,666 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $7,270,964 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $279,943 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $7,587,891 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $111,621 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,934,505 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,798,856 |
Contract administrator fees | 2017-12-31 | $723 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2017-12-31 | 431947695 |
2016 : RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTI- TUTE FOR BIOMEDICAL RESEARCH 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $5,083,635 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $530,681 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $530,537 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,990,042 |
Value of total assets at end of year | 2016-12-31 | $54,222,102 |
Value of total assets at beginning of year | 2016-12-31 | $49,669,148 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $144 |
Total interest from all sources | 2016-12-31 | $293,684 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $494,316 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $494,316 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $1,989,189 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $1,989,189 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $853 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $4,552,954 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $54,222,102 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $49,669,148 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $40,842,347 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $36,738,315 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $2,482,580 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $2,491,999 |
Interest earned on other investments | 2016-12-31 | $293,684 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $3,626,211 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $3,654,283 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $3,654,283 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $7,270,964 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $6,784,551 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $22,424 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,180,065 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $125,528 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,989,189 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $508,113 |
Contract administrator fees | 2016-12-31 | $144 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2016-12-31 | 431947695 |
2015 : RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTI- TUTE FOR BIOMEDICAL RESEARCH 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,793,054 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,291,703 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,291,703 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,168,716 |
Value of total assets at end of year | 2015-12-31 | $49,669,148 |
Value of total assets at beginning of year | 2015-12-31 | $48,167,797 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $256,954 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $585,024 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $585,024 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $2,060,295 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $2,060,295 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $108,421 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,501,351 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $49,669,148 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $48,167,797 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $36,738,315 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $36,148,756 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $2,491,999 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $2,316,417 |
Interest earned on other investments | 2015-12-31 | $256,954 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $3,654,283 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $3,659,647 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $3,659,647 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $6,784,551 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $6,042,977 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $170,228 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-396,849 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $179,209 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $2,060,295 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,121,475 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2015-12-31 | 431947695 |
2014 : RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTI- TUTE FOR BIOMEDICAL RESEARCH 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $4,775,791 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,521,898 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,521,487 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,018,147 |
Value of total assets at end of year | 2014-12-31 | $48,167,797 |
Value of total assets at beginning of year | 2014-12-31 | $44,913,904 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $411 |
Total interest from all sources | 2014-12-31 | $242,187 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $421,421 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $421,421 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $2,010,002 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $2,010,002 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $8,145 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $3,253,893 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $48,167,797 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $44,913,904 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $36,148,756 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $33,061,228 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $2,316,417 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $1,883,883 |
Interest earned on other investments | 2014-12-31 | $242,187 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $3,659,647 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $4,269,562 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $4,269,562 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $6,042,977 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $5,699,231 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $56,319 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,851,362 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $242,674 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,010,002 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,465,168 |
Contract administrator fees | 2014-12-31 | $411 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2014-12-31 | 431947695 |
2013 : RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTI- TUTE FOR BIOMEDICAL RESEARCH 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $8,377,571 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,063,612 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,063,612 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,034,254 |
Value of total assets at end of year | 2013-12-31 | $44,913,904 |
Value of total assets at beginning of year | 2013-12-31 | $37,599,945 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $222,316 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $460,378 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $460,378 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $1,986,412 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $1,986,412 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $47,842 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $7,313,959 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $44,913,904 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $37,599,945 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $33,061,228 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $26,671,687 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $1,883,883 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $1,590,956 |
Interest earned on other investments | 2013-12-31 | $222,316 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $4,269,562 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $4,021,842 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $4,021,842 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $5,699,231 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $5,315,460 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $20,186 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $5,494,008 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $166,615 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,986,412 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,043,426 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2013-12-31 | 431947695 |
2012 : RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTI- TUTE FOR BIOMEDICAL RESEARCH 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $5,574,147 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,188,931 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,188,931 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,920,359 |
Value of total assets at end of year | 2012-12-31 | $37,599,945 |
Value of total assets at beginning of year | 2012-12-31 | $33,214,729 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $203,856 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $198,515 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $198,515 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $1,881,252 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $1,881,252 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $39,107 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $4,385,216 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $37,599,945 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $33,214,729 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $26,671,687 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $22,506,754 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $1,590,956 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $1,439,000 |
Interest earned on other investments | 2012-12-31 | $203,856 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $4,021,842 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $4,244,798 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $4,244,798 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $5,315,460 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $5,024,177 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $99,396 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,106,152 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $145,265 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,881,252 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,089,535 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2012-12-31 | 431947695 |
2011 : RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTI- TUTE FOR BIOMEDICAL RESEARCH 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,915,045 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,089,342 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,089,342 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,859,572 |
Value of total assets at end of year | 2011-12-31 | $33,214,729 |
Value of total assets at beginning of year | 2011-12-31 | $32,389,026 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $49,239 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $118,480 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $118,480 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $1,802,691 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $1,802,691 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $56,881 |
Other income not declared elsewhere | 2011-12-31 | $147,731 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $825,703 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $33,214,729 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $32,389,026 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $22,506,754 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $22,050,059 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $1,439,000 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $1,265,235 |
Interest earned on other investments | 2011-12-31 | $49,239 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $4,244,798 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $4,324,202 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $4,324,202 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $5,024,177 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $4,749,530 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-426,458 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $166,481 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,802,691 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,089,342 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PRICEWATERHOUSECOOPERS LLC |
Accountancy firm EIN | 2011-12-31 | 134008324 |
2010 : RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTI- TUTE FOR BIOMEDICAL RESEARCH 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $4,679,600 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $826,284 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $826,284 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,755,260 |
Value of total assets at end of year | 2010-12-31 | $32,389,026 |
Value of total assets at beginning of year | 2010-12-31 | $28,535,710 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $39,423 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $50,018 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $50,018 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $1,699,910 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $1,699,910 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $55,350 |
Other income not declared elsewhere | 2010-12-31 | $141,469 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,853,316 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $32,389,026 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $28,535,710 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $22,050,059 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $18,613,921 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $1,265,235 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $1,050,398 |
Interest earned on other investments | 2010-12-31 | $39,304 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $4,324,202 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $4,400,038 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $4,400,038 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $119 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $4,749,530 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $4,471,353 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,547,487 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $145,943 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,699,910 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $826,284 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | PRICEWATERHOUSECOOPERS LLC |
Accountancy firm EIN | 2010-12-31 | 134008324 |
2009 : RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTI- TUTE FOR BIOMEDICAL RESEARCH 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $1,737,074 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $1,737,074 |