401k Plan data: THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN plan

THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	005

THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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 sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THOMAS JEFFERSON UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name: THOMAS JEFFERSON UNIVERSITY

Employer identification number (EIN): 231352651

NAIC Classification: 611000

Additional information about THOMAS JEFFERSON UNIVERSITY

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2199968

More information about THOMAS JEFFERSON UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2022-01-01
005 2021-01-01
005 2020-01-01
005 2019-01-01
005 2018-01-01
005 2017-01-01 IRENE CONNELLY
005 2016-01-01 IRENE CONNELLY
005 2015-01-01 JOANN PIECHOWSKI
005 2014-01-01 JOANN PIECHOWSKI JOANN PIECHOWSKI 2015-10-15

Plan Statistics for THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 23,187
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 15,783
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 10,490
Total of all active and inactive participants 2022-01-01 26,273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 149
Total participants 2022-01-01 26,422
Number of participants with account balances 2022-01-01 25,825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 21,713
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 14,302
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 8,764
Total of all active and inactive participants 2021-01-01 23,066
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 121
Total participants 2021-01-01 23,187
Number of participants with account balances 2021-01-01 22,929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 20,433
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 13,984
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 7,680
Total of all active and inactive participants 2020-01-01 21,664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 49
Total participants 2020-01-01 21,713
Number of participants with account balances 2020-01-01 21,564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 18,657
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 13,295
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 7,107
Total of all active and inactive participants 2019-01-01 20,402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 31
Total participants 2019-01-01 20,433
Number of participants with account balances 2019-01-01 20,245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 17,420
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 12,046
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 6,580
Total of all active and inactive participants 2018-01-01 18,626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 31
Total participants 2018-01-01 18,657
Number of participants with account balances 2018-01-01 18,627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 15,822
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 11,134
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 6,261
Total of all active and inactive participants 2017-01-01 17,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 25
Total participants 2017-01-01 17,420
Number of participants with account balances 2017-01-01 17,319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 18,316
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10,100
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 5,699
Total of all active and inactive participants 2016-01-01 15,799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 33
Total participants 2016-01-01 15,832
Number of participants with account balances 2016-01-01 15,767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,133
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11,740
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 6,553
Total of all active and inactive participants 2015-01-01 18,293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 23
Total participants 2015-01-01 18,316
Number of participants with account balances 2015-01-01 18,248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 74
2014: THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 801
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,042
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 89
Total of all active and inactive participants 2014-01-01 1,131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 1,133
Number of participants with account balances 2014-01-01 1,039
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 29

Measure	Date	Value
2022: THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	23,187
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	15,783
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	10,490
Total of all active and inactive participants	2022-01-01	26,273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	149
Total participants	2022-01-01	26,422
Number of participants with account balances	2022-01-01	25,825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	21,713
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	14,302
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	8,764
Total of all active and inactive participants	2021-01-01	23,066
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	121
Total participants	2021-01-01	23,187
Number of participants with account balances	2021-01-01	22,929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	20,433
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	13,984
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	7,680
Total of all active and inactive participants	2020-01-01	21,664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	49
Total participants	2020-01-01	21,713
Number of participants with account balances	2020-01-01	21,564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	18,657
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	13,295
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	7,107
Total of all active and inactive participants	2019-01-01	20,402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	31
Total participants	2019-01-01	20,433
Number of participants with account balances	2019-01-01	20,245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	17,420
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	12,046
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	6,580
Total of all active and inactive participants	2018-01-01	18,626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	31
Total participants	2018-01-01	18,657
Number of participants with account balances	2018-01-01	18,627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	15,822
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	11,134
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	6,261
Total of all active and inactive participants	2017-01-01	17,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	25
Total participants	2017-01-01	17,420
Number of participants with account balances	2017-01-01	17,319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	18,316
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10,100
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	5,699
Total of all active and inactive participants	2016-01-01	15,799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	33
Total participants	2016-01-01	15,832
Number of participants with account balances	2016-01-01	15,767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,133
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11,740
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	6,553
Total of all active and inactive participants	2015-01-01	18,293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	23
Total participants	2015-01-01	18,316
Number of participants with account balances	2015-01-01	18,248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	74
2014: THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	801
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,042
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	89
Total of all active and inactive participants	2014-01-01	1,131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	1,133
Number of participants with account balances	2014-01-01	1,039
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	29

Financial Data on THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2022 : THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-192,592,437
Total of all expenses incurred	2022-12-31	$107,223,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$107,223,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$134,913,638
Value of total assets at end of year	2022-12-31	$2,111,204,470
Value of total assets at beginning of year	2022-12-31	$2,411,020,708
Total interest from all sources	2022-12-31	$441,149
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$47,303,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$47,303,957
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$71,734,699
Participant contributions at end of year	2022-12-31	$8,120,453
Participant contributions at beginning of year	2022-12-31	$8,299,073
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$9,738,704
Other income not declared elsewhere	2022-12-31	$186,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-299,816,238
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,111,204,470
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,411,020,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,704,836,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,046,263,663
Value of interest in pooled separate accounts at end of year	2022-12-31	$58,394,892
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$52,549,690
Interest on participant loans	2022-12-31	$441,149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$315,898,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$303,908,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-375,437,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$53,440,235
Employer contributions (assets) at end of year	2022-12-31	$23,953,695
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$107,223,801
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WITHUMSMITH+BROWN, PC
Accountancy firm EIN	2022-12-31	222027092
2021 : THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$363,324,430
Total of all expenses incurred	2021-12-31	$118,590,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$117,283,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$73,993,048
Value of total assets at end of year	2021-12-31	$2,411,020,708
Value of total assets at beginning of year	2021-12-31	$2,166,286,527
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,307,119
Total interest from all sources	2021-12-31	$485,166
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$61,157,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$61,157,289
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2021-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$0
Amount contributed by the employer to the plan for this plan year	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$65,917,141
Participant contributions at end of year	2021-12-31	$8,299,073
Participant contributions at beginning of year	2021-12-31	$7,285,233
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$7,003,398
Administrative expenses (other) incurred	2021-12-31	$1,307,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$244,734,181
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,411,020,708
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,166,286,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,046,263,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,789,263,207
Value of interest in pooled separate accounts at end of year	2021-12-31	$52,549,690
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$43,002,807
Interest on participant loans	2021-12-31	$485,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$303,908,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$305,435,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$227,688,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,072,509
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$21,299,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$117,283,130
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WITHUMSMITH+BROWN, PC
Accountancy firm EIN	2021-12-31	222027092
2020 : THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$383,451,709
Total of all expenses incurred	2020-12-31	$107,905,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$104,885,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$124,544,049
Value of total assets at end of year	2020-12-31	$2,166,286,527
Value of total assets at beginning of year	2020-12-31	$1,890,740,803
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,020,511
Total interest from all sources	2020-12-31	$379,205
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$38,388,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$38,388,285
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2020-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$0
Amount contributed by the employer to the plan for this plan year	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$62,101,274
Participant contributions at end of year	2020-12-31	$7,285,233
Participant contributions at beginning of year	2020-12-31	$6,329,622
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$14,213,970
Other income not declared elsewhere	2020-12-31	$734,360
Administrative expenses (other) incurred	2020-12-31	$3,020,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$275,545,724
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,166,286,527
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,890,740,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,789,263,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,527,098,250
Value of interest in pooled separate accounts at end of year	2020-12-31	$43,002,807
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$45,681,555
Interest on participant loans	2020-12-31	$379,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$305,435,750
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$292,814,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$219,405,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$48,228,805
Employer contributions (assets) at end of year	2020-12-31	$21,299,530
Employer contributions (assets) at beginning of year	2020-12-31	$18,816,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$104,885,474
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WITHUMSMITH+BROWN, PC
Accountancy firm EIN	2020-12-31	222027092
2019 : THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$420,327,921
Total income from all sources (including contributions)	2019-12-31	$420,327,921
Total of all expenses incurred	2019-12-31	$80,961,218
Total of all expenses incurred	2019-12-31	$80,961,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$79,110,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$79,110,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$121,451,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$121,451,223
Value of total assets at end of year	2019-12-31	$1,890,740,803
Value of total assets at end of year	2019-12-31	$1,890,740,803
Value of total assets at beginning of year	2019-12-31	$1,551,374,100
Value of total assets at beginning of year	2019-12-31	$1,551,374,100
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,850,918
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,850,918
Total interest from all sources	2019-12-31	$318,483
Total interest from all sources	2019-12-31	$318,483
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$34,328,232
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$34,328,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$34,328,232
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$34,328,232
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$15,000,000
Value of fidelity bond cover	2019-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2019-12-31	0
Minimum employer required contribution for this plan year	2019-12-31	$0
Amount contributed by the employer to the plan for this plan year	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$56,682,354
Contributions received from participants	2019-12-31	$56,682,354
Participant contributions at end of year	2019-12-31	$6,329,622
Participant contributions at end of year	2019-12-31	$6,329,622
Participant contributions at beginning of year	2019-12-31	$4,440,683
Participant contributions at beginning of year	2019-12-31	$4,440,683
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$20,219,719
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$20,219,719
Other income not declared elsewhere	2019-12-31	$601,546
Other income not declared elsewhere	2019-12-31	$601,546
Administrative expenses (other) incurred	2019-12-31	$1,850,918
Administrative expenses (other) incurred	2019-12-31	$1,850,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$339,366,703
Value of net income/loss	2019-12-31	$339,366,703
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,890,740,803
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,890,740,803
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,551,374,100
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,551,374,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,527,098,250
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,527,098,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,207,075,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,207,075,771
Value of interest in pooled separate accounts at end of year	2019-12-31	$45,681,555
Value of interest in pooled separate accounts at end of year	2019-12-31	$45,681,555
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$39,533,035
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$39,533,035
Interest on participant loans	2019-12-31	$318,483
Interest on participant loans	2019-12-31	$318,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$292,814,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$292,814,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$283,053,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$283,053,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$263,628,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$263,628,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$44,549,150
Contributions received in cash from employer	2019-12-31	$44,549,150
Employer contributions (assets) at end of year	2019-12-31	$18,816,510
Employer contributions (assets) at end of year	2019-12-31	$18,816,510
Employer contributions (assets) at beginning of year	2019-12-31	$17,270,852
Employer contributions (assets) at beginning of year	2019-12-31	$17,270,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$79,110,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$79,110,300
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WITHUMSMITH+BROWN, PC
Accountancy firm name	2019-12-31	WITHUMSMITH+BROWN, PC
Accountancy firm EIN	2019-12-31	222027092
Accountancy firm EIN	2019-12-31	222027092
2018 : THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$41,770,751
Total of all expenses incurred	2018-12-31	$66,660,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$64,732,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$103,666,970
Value of total assets at end of year	2018-12-31	$1,551,374,100
Value of total assets at beginning of year	2018-12-31	$1,576,263,397
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,927,113
Total interest from all sources	2018-12-31	$2,355,487
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$31,648,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$31,648,594
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2018-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$0
Amount contributed by the employer to the plan for this plan year	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$48,531,108
Participant contributions at end of year	2018-12-31	$4,440,683
Participant contributions at beginning of year	2018-12-31	$28,164
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$1,277,277
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$14,334,562
Other income not declared elsewhere	2018-12-31	$643,907
Administrative expenses (other) incurred	2018-12-31	$1,927,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-24,889,297
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,551,374,100
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,576,263,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,207,075,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,251,284,412
Value of interest in pooled separate accounts at end of year	2018-12-31	$39,533,035
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$34,850,731
Interest on participant loans	2018-12-31	$130,767
Interest earned on other investments	2018-12-31	$2,224,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$283,053,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$271,640,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-96,544,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$40,801,300
Employer contributions (assets) at end of year	2018-12-31	$17,270,852
Employer contributions (assets) at beginning of year	2018-12-31	$17,182,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$64,732,935
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WITHUMSMITH+BROWN, PC
Accountancy firm EIN	2018-12-31	222027092
2017 : THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$301,955,898
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$63,592,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$63,528,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$97,845,221
Value of total assets at end of year	2017-12-31	$1,576,263,397
Value of total assets at beginning of year	2017-12-31	$1,337,900,386
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$64,674
Total interest from all sources	2017-12-31	$8,459,292
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$24,092,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$24,092,256
Administrative expenses professional fees incurred	2017-12-31	$61,475
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$47,146,862
Participant contributions at end of year	2017-12-31	$28,164
Participant contributions at beginning of year	2017-12-31	$93,192
Participant contributions at end of year	2017-12-31	$1,277,277
Participant contributions at beginning of year	2017-12-31	$1,093,954
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$11,325,034
Other income not declared elsewhere	2017-12-31	$4,193,976
Administrative expenses (other) incurred	2017-12-31	$3,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$238,363,011
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,576,263,397
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,337,900,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,251,284,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,023,957,233
Value of interest in pooled separate accounts at end of year	2017-12-31	$34,850,731
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$32,117,178
Interest on participant loans	2017-12-31	$2,170
Interest earned on other investments	2017-12-31	$8,457,122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$271,640,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$264,659,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$165,922,034
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,443,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$39,373,325
Employer contributions (assets) at end of year	2017-12-31	$17,182,581
Employer contributions (assets) at beginning of year	2017-12-31	$15,979,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$63,528,213
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN	2017-12-31	222428965
2016 : THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$184,096,901
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$49,276,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$49,139,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$92,894,393
Value of total assets at end of year	2016-12-31	$1,337,900,386
Value of total assets at beginning of year	2016-12-31	$1,203,079,519
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$136,244
Total interest from all sources	2016-12-31	$8,119,274
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$23,051,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$23,051,307
Administrative expenses professional fees incurred	2016-12-31	$115,604
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$43,735,347
Participant contributions at end of year	2016-12-31	$93,192
Participant contributions at beginning of year	2016-12-31	$0
Participant contributions at end of year	2016-12-31	$1,093,954
Participant contributions at beginning of year	2016-12-31	$48,992
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$9,714,012
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$1,192,362,239
Other income not declared elsewhere	2016-12-31	$2,122,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$134,820,867
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,337,900,386
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,203,079,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,023,957,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,802,541
Value of interest in pooled separate accounts at end of year	2016-12-31	$32,117,178
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$44,478
Interest on participant loans	2016-12-31	$6,700
Interest earned on other investments	2016-12-31	$8,112,574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$264,659,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$163,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$56,376,886
Net investment gain/loss from pooled separate accounts	2016-12-31	$1,532,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$39,445,034
Employer contributions (assets) at end of year	2016-12-31	$15,979,544
Employer contributions (assets) at beginning of year	2016-12-31	$2,658,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$49,139,790
Contract administrator fees	2016-12-31	$20,640
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN	2016-12-31	222428965
2015 : THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$1,192,362,239
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	$6,173,121
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$158,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$158,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$6,155,306
Value of total assets at end of year	2015-12-31	$1,203,079,519
Value of total assets at beginning of year	2015-12-31	$4,702,660
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$6,355
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$171,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$171,376
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,797,397
Participant contributions at end of year	2015-12-31	$48,992
Participant contributions at beginning of year	2015-12-31	$111,443
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$7,683
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$1,192,362,239
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$135,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$6,014,620
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,203,079,519
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,702,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$7,802,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,618,983
Value of interest in pooled separate accounts at end of year	2015-12-31	$44,478
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$8,527
Interest earned on other investments	2015-12-31	$6,355
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$163,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$91,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-314,208
Net investment gain/loss from pooled separate accounts	2015-12-31	$18,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$3,350,226
Employer contributions (assets) at end of year	2015-12-31	$2,658,068
Employer contributions (assets) at beginning of year	2015-12-31	$1,871,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$158,501
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN	2015-12-31	222428965
2014 : THOMAS JEFFERSON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$4,721,398
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$18,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$18,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$4,632,818
Value of total assets at end of year	2014-12-31	$4,702,660
Value of total assets at beginning of year	2014-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$3,875
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$51,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$51,667
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,163,556
Participant contributions at end of year	2014-12-31	$111,443
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$81,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$4,702,660
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,702,660
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,618,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Value of interest in pooled separate accounts at end of year	2014-12-31	$8,527
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest earned on other investments	2014-12-31	$3,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$91,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$32,562
Net investment gain/loss from pooled separate accounts	2014-12-31	$476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$2,388,004
Employer contributions (assets) at end of year	2014-12-31	$1,871,971
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$18,738
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN	2014-12-31	222428965