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PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NamePRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN
Plan identification number 004

PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

TRUSTEES OF PRINCETON UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF PRINCETON UNIVERSITY
Employer identification number (EIN):210634501
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01LIANNE SULLIVAN-CROWLEY LIANNE SULLIVAN-CROWLEY2018-10-08
0042016-01-01LIANNE SULLIVAN-CROWLEY LIANNE SULLIVAN-CROWLEY2017-10-10
0042015-01-01LIANNE SULLIVAN-CROWLEY, VP, HR
0042014-01-01LIANNE SULLIVAN-CROWLEY, VP, HR
0042013-01-01LIANNE SULLIVAN-CROWLEY, VP, HR2014-10-15 LIANNE SULLIVAN-CROWLEY,VP, HR2014-10-15
0042012-01-01LIANNE SULLIVAN-CROWLEY, VP, HR2013-10-15 LIANNE SULLIVAN-CROWLEY,VP, HR2013-10-15
0042010-01-01LIANNE SULLIVAN-CROWLEY, VP, HR2011-10-17 LIANNE SULLIVAN-CROWLEY,VP, HR2011-10-17
0042009-01-01LIANNE SULLIVAN-CROWLEY, VP, HR2010-11-17 LIANNE SULLIVAN-CROWLEY,VP, HR2010-11-17
0042009-01-01LIANNE SULLIVAN-CROWLEY, VP, HR2010-10-15 LIANNE SULLIVAN-CROWLEY,VP, HR2010-10-15
0042009-01-01LIANNE SULLIVAN-CROWLEY, VP, HR2010-10-19 LIANNE SULLIVAN-CROWLEY,VP, HR2010-10-19

Plan Statistics for PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN

Measure Date Value
2022: PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0112,719
Total number of active participants reported on line 7a of the Form 55002022-01-017,955
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-015,859
Total of all active and inactive participants2022-01-0113,814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01175
Total participants2022-01-0113,989
Number of participants with account balances2022-01-0113,601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0112,145
Total number of active participants reported on line 7a of the Form 55002021-01-017,627
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-015,205
Total of all active and inactive participants2021-01-0112,832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01150
Total participants2021-01-0112,982
Number of participants with account balances2021-01-0112,719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111,928
Total number of active participants reported on line 7a of the Form 55002020-01-017,992
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014,656
Total of all active and inactive participants2020-01-0112,648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0128
Total participants2020-01-0112,676
Number of participants with account balances2020-01-0112,145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0111,148
Total number of active participants reported on line 7a of the Form 55002019-01-017,826
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014,102
Total of all active and inactive participants2019-01-0111,928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0123
Total participants2019-01-0111,951
Number of participants with account balances2019-01-0111,670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0110,650
Total number of active participants reported on line 7a of the Form 55002018-01-017,569
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013,653
Total of all active and inactive participants2018-01-0111,222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0125
Total participants2018-01-0111,247
Number of participants with account balances2018-01-0110,962
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019,624
Total number of active participants reported on line 7a of the Form 55002017-01-017,566
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013,066
Total of all active and inactive participants2017-01-0110,632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0118
Total participants2017-01-0110,650
Number of participants with account balances2017-01-019,736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018,995
Total number of active participants reported on line 7a of the Form 55002016-01-017,131
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012,845
Total of all active and inactive participants2016-01-019,976
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0118
Total participants2016-01-019,994
Number of participants with account balances2016-01-019,395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,930
Total number of active participants reported on line 7a of the Form 55002015-01-015,537
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-013,434
Total of all active and inactive participants2015-01-018,977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0118
Total participants2015-01-018,995
Number of participants with account balances2015-01-018,995
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016,188
Total number of active participants reported on line 7a of the Form 55002014-01-015,458
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-012,457
Total of all active and inactive participants2014-01-017,917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0113
Total participants2014-01-017,930
Number of participants with account balances2014-01-017,930
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,904
Total number of active participants reported on line 7a of the Form 55002013-01-014,112
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-012,059
Total of all active and inactive participants2013-01-016,174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0114
Total participants2013-01-016,188
Number of participants with account balances2013-01-016,188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,904
Total number of active participants reported on line 7a of the Form 55002012-01-013,312
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-012,639
Total of all active and inactive participants2012-01-015,953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0113
Total participants2012-01-015,966
Number of participants with account balances2012-01-015,966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2010: PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015,331
Total number of active participants reported on line 7a of the Form 55002010-01-013,153
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-01876
Total of all active and inactive participants2010-01-014,032
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-019
Total participants2010-01-014,041
Number of participants with account balances2010-01-016,021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,735
Total number of active participants reported on line 7a of the Form 55002009-01-016,338
Number of retired or separated participants receiving benefits2009-01-0128
Number of other retired or separated participants entitled to future benefits2009-01-01224
Total of all active and inactive participants2009-01-016,590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-016,593
Number of participants with account balances2009-01-015,331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-117,718,359
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$40,902,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$40,773,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$73,663,454
Value of total assets at end of year2022-12-31$1,313,612,581
Value of total assets at beginning of year2022-12-31$1,472,232,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$128,325
Total interest from all sources2022-12-31$9,228,383
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$26,393,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$26,393,200
Administrative expenses professional fees incurred2022-12-31$57,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$64,623,143
Participant contributions at end of year2022-12-31$3,995,433
Participant contributions at beginning of year2022-12-31$2,595,421
Participant contributions at end of year2022-12-31$526,176
Participant contributions at beginning of year2022-12-31$455,392
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$9,040,311
Other income not declared elsewhere2022-12-31$547,686
Administrative expenses (other) incurred2022-12-31$19,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-158,620,402
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,313,612,581
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,472,232,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$52,299
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$978,772,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,149,628,609
Value of interest in pooled separate accounts at end of year2022-12-31$61,328,358
Value of interest in pooled separate accounts at beginning of year2022-12-31$56,269,501
Interest on participant loans2022-12-31$143,714
Interest earned on other investments2022-12-31$9,084,669
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$268,990,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$263,284,060
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,791,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-232,170,968
Net investment gain/loss from pooled separate accounts2022-12-31$4,619,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$37,982,537
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2022-12-31134008324
2021 : PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$244,778,682
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$56,312,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$56,188,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$74,644,810
Value of total assets at end of year2021-12-31$1,472,232,983
Value of total assets at beginning of year2021-12-31$1,283,766,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$124,284
Total interest from all sources2021-12-31$8,114,290
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$28,593,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$28,593,771
Administrative expenses professional fees incurred2021-12-31$53,900
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$60,498,682
Participant contributions at end of year2021-12-31$2,595,421
Participant contributions at beginning of year2021-12-31$591,498
Participant contributions at end of year2021-12-31$455,392
Participant contributions at beginning of year2021-12-31$428,425
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$14,146,128
Other income not declared elsewhere2021-12-31$555,175
Administrative expenses (other) incurred2021-12-31$19,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$188,466,224
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,472,232,983
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,283,766,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$50,776
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,149,628,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$973,723,871
Value of interest in pooled separate accounts at end of year2021-12-31$56,269,501
Value of interest in pooled separate accounts at beginning of year2021-12-31$45,998,421
Interest on participant loans2021-12-31$63,273
Interest earned on other investments2021-12-31$8,051,017
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$263,284,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$263,024,544
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,535,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$124,491,242
Net investment gain/loss from pooled separate accounts2021-12-31$8,379,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$54,652,404
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2021-12-31134008324
2020 : PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$225,177,930
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$48,589,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$48,483,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$71,759,772
Value of total assets at end of year2020-12-31$1,283,766,759
Value of total assets at beginning of year2020-12-31$1,107,178,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$106,805
Total interest from all sources2020-12-31$7,995,218
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$16,419,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$16,419,682
Administrative expenses professional fees incurred2020-12-31$52,400
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$57,156,620
Participant contributions at end of year2020-12-31$591,498
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$428,425
Participant contributions at beginning of year2020-12-31$362,999
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$14,603,152
Other income not declared elsewhere2020-12-31$580,616
Administrative expenses (other) incurred2020-12-31$3,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$176,587,944
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,283,766,759
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,107,178,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$50,746
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$973,723,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$821,910,435
Value of interest in pooled separate accounts at end of year2020-12-31$45,998,421
Value of interest in pooled separate accounts at beginning of year2020-12-31$51,708,071
Interest on participant loans2020-12-31$2,256
Interest earned on other investments2020-12-31$7,992,962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$263,024,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$233,197,310
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$3,083,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$128,859,596
Net investment gain/loss from pooled separate accounts2020-12-31$-436,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$45,400,156
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2020-12-31134008324
2019 : PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$235,871,918
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$42,383,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$42,268,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$67,632,700
Value of total assets at end of year2019-12-31$1,107,178,815
Value of total assets at beginning of year2019-12-31$913,690,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$115,130
Total interest from all sources2019-12-31$7,441,402
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$13,329,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$13,329,966
Administrative expenses professional fees incurred2019-12-31$50,600
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$52,884,744
Participant contributions at end of year2019-12-31$362,999
Participant contributions at beginning of year2019-12-31$309,631
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,747,956
Other income not declared elsewhere2019-12-31$232,982
Administrative expenses (other) incurred2019-12-31$2,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$193,488,200
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,107,178,815
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$913,690,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$62,281
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$821,910,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$641,101,766
Value of interest in pooled separate accounts at end of year2019-12-31$51,708,071
Value of interest in pooled separate accounts at beginning of year2019-12-31$48,063,297
Interest earned on other investments2019-12-31$7,441,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$233,197,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$224,215,921
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$5,105,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$144,543,435
Net investment gain/loss from pooled separate accounts2019-12-31$2,691,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$37,163,540
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2019-12-31134008324
2018 : PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$23,551,480
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$40,237,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$40,116,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$61,237,209
Value of total assets at end of year2018-12-31$913,690,615
Value of total assets at beginning of year2018-12-31$930,377,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$121,711
Total interest from all sources2018-12-31$7,367,502
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$14,624,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$14,624,568
Administrative expenses professional fees incurred2018-12-31$86,380
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$49,007,823
Participant contributions at end of year2018-12-31$309,631
Participant contributions at beginning of year2018-12-31$271,992
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$12,229,386
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$629,077
Other income not declared elsewhere2018-12-31$218,095
Administrative expenses (other) incurred2018-12-31$455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-16,686,455
Value of net assets at end of year (total assets less liabilities)2018-12-31$913,690,615
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$930,377,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$34,876
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$641,101,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$668,381,213
Value of interest in pooled separate accounts at end of year2018-12-31$48,063,297
Value of interest in pooled separate accounts at beginning of year2018-12-31$46,100,312
Interest earned on other investments2018-12-31$7,367,502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$224,215,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$214,994,476
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,199,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-62,090,425
Net investment gain/loss from pooled separate accounts2018-12-31$2,194,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$38,916,942
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2018-12-31134008324
2017 : PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$173,388,891
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$36,209,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$36,072,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$54,566,965
Value of total assets at end of year2017-12-31$930,377,070
Value of total assets at beginning of year2017-12-31$793,197,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$137,050
Total interest from all sources2017-12-31$6,835,993
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$9,429,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$9,429,133
Administrative expenses professional fees incurred2017-12-31$90,084
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$45,589,589
Participant contributions at end of year2017-12-31$271,992
Participant contributions at beginning of year2017-12-31$241,899
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,977,376
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$629,077
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$891,087
Administrative expenses (other) incurred2017-12-31$1,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$137,179,475
Value of net assets at end of year (total assets less liabilities)2017-12-31$930,377,070
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$793,197,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$668,381,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$550,589,506
Value of interest in pooled separate accounts at end of year2017-12-31$46,100,312
Value of interest in pooled separate accounts at beginning of year2017-12-31$43,179,654
Interest earned on other investments2017-12-31$6,835,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$214,994,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$199,186,536
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,449,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$99,740,616
Net investment gain/loss from pooled separate accounts2017-12-31$1,925,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$33,623,148
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PRICEWATERHOUSECOOPERS,LLP
Accountancy firm EIN2017-12-31134008324
2016 : PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$110,506,072
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$29,491,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$29,273,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$60,898,870
Value of total assets at end of year2016-12-31$793,197,595
Value of total assets at beginning of year2016-12-31$712,183,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$217,804
Total interest from all sources2016-12-31$6,724,487
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$11,079,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$11,079,960
Administrative expenses professional fees incurred2016-12-31$195,651
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$43,222,952
Participant contributions at end of year2016-12-31$241,899
Participant contributions at beginning of year2016-12-31$193,015
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$17,675,918
Other income not declared elsewhere2016-12-31$93,246
Administrative expenses (other) incurred2016-12-31$22,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$81,014,422
Value of net assets at end of year (total assets less liabilities)2016-12-31$793,197,595
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$712,183,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$550,589,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$492,000,511
Value of interest in pooled separate accounts at end of year2016-12-31$43,179,654
Value of interest in pooled separate accounts at beginning of year2016-12-31$38,992,755
Interest earned on other investments2016-12-31$6,724,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$199,186,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$180,996,892
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,593,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$29,648,410
Net investment gain/loss from pooled separate accounts2016-12-31$2,061,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$27,680,259
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PRICEWATERHOUSECOOPERS,LLP
Accountancy firm EIN2016-12-31134008324
2015 : PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-7,806,813
Total unrealized appreciation/depreciation of assets2015-12-31$-7,806,813
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$62,699,349
Total loss/gain on sale of assets2015-12-31$50,396
Total of all expenses incurred2015-12-31$28,346,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$28,196,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$54,572,970
Value of total assets at end of year2015-12-31$712,183,173
Value of total assets at beginning of year2015-12-31$677,830,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$150,364
Total interest from all sources2015-12-31$5,818,577
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,751,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,751,439
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$193,015
Participant contributions at beginning of year2015-12-31$162,516
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$13,795,673
Other income not declared elsewhere2015-12-31$484,968
Administrative expenses (other) incurred2015-12-31$4,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$34,352,824
Value of net assets at end of year (total assets less liabilities)2015-12-31$712,183,173
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$677,830,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$492,000,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$477,801,019
Value of interest in pooled separate accounts at end of year2015-12-31$38,992,755
Value of interest in pooled separate accounts at beginning of year2015-12-31$33,572,991
Interest earned on other investments2015-12-31$5,818,577
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$180,996,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$166,293,823
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$2,171,951
Net investment gain/loss from pooled separate accounts2015-12-31$2,827,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$40,777,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$26,024,210
Contract administrator fees2015-12-31$145,896
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$50,396
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PRICEWATERHOUSECOOPERS,LLP
Accountancy firm EIN2015-12-31134008324
2014 : PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$90,713,664
Total loss/gain on sale of assets2014-12-31$195,300
Total of all expenses incurred2014-12-31$23,859,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$23,836,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$50,523,716
Value of total assets at end of year2014-12-31$677,830,349
Value of total assets at beginning of year2014-12-31$610,975,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$22,909
Total interest from all sources2014-12-31$5,665,914
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,367,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,367,988
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$37,327,393
Participant contributions at end of year2014-12-31$162,516
Participant contributions at beginning of year2014-12-31$1,565,240
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$13,196,323
Other income not declared elsewhere2014-12-31$395,842
Administrative expenses (other) incurred2014-12-31$956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$66,854,622
Value of net assets at end of year (total assets less liabilities)2014-12-31$677,830,349
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$610,975,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$477,801,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$425,102,516
Value of interest in pooled separate accounts at end of year2014-12-31$33,572,991
Value of interest in pooled separate accounts at beginning of year2014-12-31$28,564,168
Income. Interest from loans (other than to participants)2014-12-31$7
Interest earned on other investments2014-12-31$5,665,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$166,293,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$155,743,803
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$2,731,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$24,994,270
Net investment gain/loss from pooled separate accounts2014-12-31$3,570,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$21,104,775
Contract administrator fees2014-12-31$21,953
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$195,300
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PRICEWATERSCOOPERS LLP
Accountancy firm EIN2014-12-31134008324
2013 : PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$94,686
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$125,655,401
Total loss/gain on sale of assets2013-12-31$495,289
Total of all expenses incurred2013-12-31$20,910,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,681,840
Value of total corrective distributions2013-12-31$23,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$41,301,175
Value of total assets at end of year2013-12-31$610,975,727
Value of total assets at beginning of year2013-12-31$506,325,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$204,594
Total interest from all sources2013-12-31$5,222,979
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,828,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,828,352
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$32,629,294
Participant contributions at end of year2013-12-31$1,565,240
Participant contributions at beginning of year2013-12-31$253,902
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$8,671,881
Other income not declared elsewhere2013-12-31$352,247
Administrative expenses (other) incurred2013-12-31$1,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$104,745,152
Value of net assets at end of year (total assets less liabilities)2013-12-31$610,975,727
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$506,325,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$425,102,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$336,847,606
Value of interest in pooled separate accounts at end of year2013-12-31$28,564,168
Value of interest in pooled separate accounts at beginning of year2013-12-31$24,758,739
Interest on participant loans2013-12-31$39
Interest earned on other investments2013-12-31$5,222,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$155,743,803
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$144,465,014
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,209,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$71,985,025
Net investment gain/loss from pooled separate accounts2013-12-31$2,470,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$19,472,299
Contract administrator fees2013-12-31$202,725
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$495,289
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PRICEWATERSCOOPERS LLP
Accountancy firm EIN2013-12-31134008324
2012 : PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$4,079,724
Total unrealized appreciation/depreciation of assets2012-12-31$4,079,724
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$87,030,909
Total loss/gain on sale of assets2012-12-31$261,415
Total of all expenses incurred2012-12-31$17,052,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$16,628,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$39,341,844
Value of total assets at end of year2012-12-31$506,325,261
Value of total assets at beginning of year2012-12-31$436,347,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$423,903
Total interest from all sources2012-12-31$4,722,166
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,794,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,794,746
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$30,074,882
Participant contributions at end of year2012-12-31$253,902
Participant contributions at beginning of year2012-12-31$207,306
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$9,266,962
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$-401,274
Other income not declared elsewhere2012-12-31$141,221
Administrative expenses (other) incurred2012-12-31$56,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$69,978,107
Value of net assets at end of year (total assets less liabilities)2012-12-31$506,325,261
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$436,347,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$336,847,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$283,119,258
Value of interest in pooled separate accounts at end of year2012-12-31$24,758,739
Value of interest in pooled separate accounts at beginning of year2012-12-31$21,070,770
Interest on participant loans2012-12-31$25
Interest earned on other investments2012-12-31$4,722,141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$144,465,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$131,949,820
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$647,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$34,495,975
Net investment gain/loss from pooled separate accounts2012-12-31$2,193,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$16,382,293
Contract administrator fees2012-12-31$367,742
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$261,415
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2012-12-31134008324
2010 : PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$41,479
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$68,338,523
Total loss/gain on sale of assets2010-12-31$74,123
Total of all expenses incurred2010-12-31$16,915,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$16,915,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$31,067,147
Value of total assets at end of year2010-12-31$417,090,407
Value of total assets at beginning of year2010-12-31$365,626,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$689
Total interest from all sources2010-12-31$3,905,019
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$850,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$850,821
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$27,990,340
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,076,807
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Administrative expenses (other) incurred2010-12-31$608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$51,422,743
Value of net assets at end of year (total assets less liabilities)2010-12-31$417,090,407
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$365,626,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$279,492,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$236,844,014
Value of interest in pooled separate accounts at end of year2010-12-31$15,759,345
Value of interest in pooled separate accounts at beginning of year2010-12-31$11,258,933
Interest earned on other investments2010-12-31$3,905,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$121,838,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$117,523,237
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,261,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$30,735,992
Net investment gain/loss from pooled separate accounts2010-12-31$1,705,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$15,653,959
Contract administrator fees2010-12-31$81
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$74,123
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DELOITTE & TOUCHE
Accountancy firm EIN2010-12-31133891517
2009 : PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN

2022: PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2010: PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102862
Policy instance 1
Insurance contract or identification number102862
Number of Individuals Covered5016
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102862
Policy instance 1
Insurance contract or identification number102862
Number of Individuals Covered4977
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102862
Policy instance 1
Insurance contract or identification number102862
Number of Individuals Covered5015
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102862
Policy instance 1
Insurance contract or identification number102862
Number of Individuals Covered5001
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102862
Policy instance 1
Insurance contract or identification number102862
Number of Individuals Covered4972
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102862
Policy instance 1
Insurance contract or identification number102862
Number of Individuals Covered4888
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102862/102866
Policy instance 1
Insurance contract or identification number102862/102866
Number of Individuals Covered4851
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102862/102866
Policy instance 1
Insurance contract or identification number102862/102866
Number of Individuals Covered4957
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102862/102866
Policy instance 1
Insurance contract or identification number102862/102866
Number of Individuals Covered5067
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102862/102866
Policy instance 1
Insurance contract or identification number102862/102866
Number of Individuals Covered5070
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102862/102866
Policy instance 1
Insurance contract or identification number102862/102866
Number of Individuals Covered4842
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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