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JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 401k Plan overview

Plan NameJOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN
Plan identification number 003

JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.

401k Sponsoring company profile

JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES has sponsored the creation of one or more 401k plans.

Company Name:JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES
Employer identification number (EIN):520595110
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01JOEL SEARFOSS2023-10-13
0032021-07-01JOEL SEARFOSS2023-04-12
0032020-07-01JOEL SEARFOSS2022-04-14
0032019-07-01JOEL SEARFOSS2021-04-15
0032018-07-01JOEL SEARFOSS2020-04-15
0032017-07-01JOEL SEARFOSS2019-04-11
0032016-07-01JOEL SEARFOSS
0032015-07-01
0032014-07-01
0032013-07-01
0032012-07-01SUSAN M. CARTER
0032011-07-01SUSAN M. CARTER
0032009-07-01SUSAN M. CARTER

Plan Statistics for JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN

401k plan membership statisitcs for JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN

Measure Date Value
2022: JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0144,337
Total number of active participants reported on line 7a of the Form 55002022-01-0125,397
Number of retired or separated participants receiving benefits2022-01-011,480
Number of other retired or separated participants entitled to future benefits2022-01-0117,107
Total of all active and inactive participants2022-01-0143,984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01192
Total participants2022-01-0144,176
Number of participants with account balances2022-01-0135,083
2021: JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-0141,555
Total number of active participants reported on line 7a of the Form 55002021-07-0126,366
Number of retired or separated participants receiving benefits2021-07-011,235
Number of other retired or separated participants entitled to future benefits2021-07-0116,538
Total of all active and inactive participants2021-07-0144,139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-01198
Total participants2021-07-0144,337
Number of participants with account balances2021-07-0133,958
2020: JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-0139,003
Total number of active participants reported on line 7a of the Form 55002020-07-0124,074
Number of retired or separated participants receiving benefits2020-07-011,239
Number of other retired or separated participants entitled to future benefits2020-07-0116,057
Total of all active and inactive participants2020-07-0141,370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-01185
Total participants2020-07-0141,555
Number of participants with account balances2020-07-0133,014
2019: JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-0139,692
Total number of active participants reported on line 7a of the Form 55002019-07-0123,702
Number of retired or separated participants receiving benefits2019-07-012,281
Number of other retired or separated participants entitled to future benefits2019-07-0115,229
Total of all active and inactive participants2019-07-0141,212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-01164
Total participants2019-07-0141,376
Number of participants with account balances2019-07-0132,157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-0138,586
Total number of active participants reported on line 7a of the Form 55002018-07-0125,189
Number of retired or separated participants receiving benefits2018-07-012,163
Number of other retired or separated participants entitled to future benefits2018-07-0117,197
Total of all active and inactive participants2018-07-0144,549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-01148
Total participants2018-07-0144,697
Number of participants with account balances2018-07-0133,362
2017: JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0136,582
Total number of active participants reported on line 7a of the Form 55002017-07-0124,578
Number of retired or separated participants receiving benefits2017-07-011,883
Number of other retired or separated participants entitled to future benefits2017-07-0114,507
Total of all active and inactive participants2017-07-0140,968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-01130
Total participants2017-07-0141,098
Number of participants with account balances2017-07-0129,736
2016: JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0135,759
Total number of active participants reported on line 7a of the Form 55002016-07-0123,997
Number of retired or separated participants receiving benefits2016-07-011,846
Number of other retired or separated participants entitled to future benefits2016-07-0112,720
Total of all active and inactive participants2016-07-0138,563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0192
Total participants2016-07-0138,655
Number of participants with account balances2016-07-0128,538
2015: JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0134,411
Total number of active participants reported on line 7a of the Form 55002015-07-0123,707
Number of retired or separated participants receiving benefits2015-07-012,057
Number of other retired or separated participants entitled to future benefits2015-07-0112,504
Total of all active and inactive participants2015-07-0138,268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0180
Total participants2015-07-0138,348
Number of participants with account balances2015-07-0127,106
2014: JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0133,443
Total number of active participants reported on line 7a of the Form 55002014-07-0122,945
Number of retired or separated participants receiving benefits2014-07-012,017
Number of other retired or separated participants entitled to future benefits2014-07-018,798
Total of all active and inactive participants2014-07-0133,760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0180
Total participants2014-07-0133,840
Number of participants with account balances2014-07-0124,561
2013: JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0131,915
Total number of active participants reported on line 7a of the Form 55002013-07-0121,373
Number of retired or separated participants receiving benefits2013-07-011,491
Number of other retired or separated participants entitled to future benefits2013-07-0110,367
Total of all active and inactive participants2013-07-0133,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0174
Total participants2013-07-0133,305
Number of participants with account balances2013-07-0123,560
2012: JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0121,339
Total number of active participants reported on line 7a of the Form 55002012-07-0121,182
Number of retired or separated participants receiving benefits2012-07-011,355
Number of other retired or separated participants entitled to future benefits2012-07-019,694
Total of all active and inactive participants2012-07-0132,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0183
Total participants2012-07-0132,314
Number of participants with account balances2012-07-0122,615
2011: JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0119,477
Total number of active participants reported on line 7a of the Form 55002011-07-0121,238
Number of retired or separated participants receiving benefits2011-07-01566
Number of other retired or separated participants entitled to future benefits2011-07-019,413
Total of all active and inactive participants2011-07-0131,217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0166
Total participants2011-07-0131,283
Number of participants with account balances2011-07-0121,627
2009: JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0113,425
Total number of active participants reported on line 7a of the Form 55002009-07-0111,456
Number of retired or separated participants receiving benefits2009-07-011,749
Total of all active and inactive participants2009-07-0113,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0183
Total participants2009-07-0113,288
Number of participants with account balances2009-07-0113,288

Financial Data on JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN

Measure Date Value
2022 : JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$21,173,370
Total unrealized appreciation/depreciation of assets2022-12-31$21,173,370
Total income from all sources (including contributions)2022-12-31$-901,716,413
Total of all expenses incurred2022-12-31$567,504,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$566,915,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$341,140,339
Value of total assets at end of year2022-12-31$6,730,860,814
Value of total assets at beginning of year2022-12-31$8,200,081,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$588,394
Total interest from all sources2022-12-31$2,547,073
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$193,745,539
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$193,745,539
Administrative expenses professional fees incurred2022-12-31$481,176
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$139,134,766
Participant contributions at end of year2022-12-31$6,163,186
Participant contributions at beginning of year2022-12-31$4,508,335
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$40,131,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,469,220,494
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,730,860,814
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,200,081,308
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$107,218
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,816,384,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,320,359,336
Value of interest in pooled separate accounts at end of year2022-12-31$113,104,698
Value of interest in pooled separate accounts at beginning of year2022-12-31$106,324,622
Interest on participant loans2022-12-31$308,648
Interest earned on other investments2022-12-31$2,238,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$795,146,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$768,889,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,469,810,993
Net investment gain/loss from pooled separate accounts2022-12-31$9,488,259
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
Contributions received in cash from employer2022-12-31$161,873,670
Employer contributions (assets) at end of year2022-12-31$62,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$566,915,687
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 plan2022-12-31Unqualified
Accountancy firm name2022-12-31SB & COMPANY LLC
Accountancy firm EIN2022-12-31202153727
2021 : JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$508,541,815
Total of all expenses incurred2021-12-31$227,648,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$227,570,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$158,724,744
Value of total assets at end of year2021-12-31$8,200,081,308
Value of total assets at beginning of year2021-12-31$7,919,187,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$77,213
Total interest from all sources2021-12-31$2,270,446
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$302,597,729
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$302,597,729
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$65,765,608
Participant contributions at end of year2021-12-31$4,508,335
Participant contributions at beginning of year2021-12-31$4,717,305
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$16,466,939
Other income not declared elsewhere2021-12-31$11,351,603
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$280,893,789
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,200,081,308
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,919,187,519
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$77,213
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,320,359,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,058,986,580
Value of interest in pooled separate accounts at end of year2021-12-31$106,324,622
Value of interest in pooled separate accounts at beginning of year2021-12-31$92,071,525
Interest on participant loans2021-12-31$114,750
Interest earned on other investments2021-12-31$2,155,696
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$768,889,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$763,412,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$23,133,461
Net investment gain/loss from pooled separate accounts2021-12-31$10,463,832
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
Contributions received in cash from employer2021-12-31$76,492,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$227,570,813
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31SB & COMPANY, LLC
Accountancy firm EIN2021-12-31202153727
Total income from all sources (including contributions)2021-06-30$2,031,910,553
Total of all expenses incurred2021-06-30$353,978,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$353,832,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$300,745,238
Value of total assets at end of year2021-06-30$7,919,187,519
Value of total assets at beginning of year2021-06-30$6,241,255,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$146,787
Total interest from all sources2021-06-30$238,834,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$5,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-06-300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Minimum employer required contribution for this plan year2021-06-30$0
Amount contributed by the employer to the plan for this plan year2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$125,844,938
Participant contributions at end of year2021-06-30$4,717,305
Participant contributions at beginning of year2021-06-30$4,711,358
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$30,739,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$5,422,237
Other income not declared elsewhere2021-06-30$23,021,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,677,931,565
Value of net assets at end of year (total assets less liabilities)2021-06-30$7,919,187,519
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$6,241,255,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$146,787
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$7,058,986,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$5,403,761,544
Value of interest in pooled separate accounts at end of year2021-06-30$92,071,525
Value of interest in pooled separate accounts at beginning of year2021-06-30$84,433,341
Interest earned on other investments2021-06-30$238,834,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$763,412,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$742,927,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,463,608,853
Net investment gain/loss from pooled separate accounts2021-06-30$5,701,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$144,161,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$353,832,201
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30KPMG LLP
Accountancy firm EIN2021-06-30135565207
2020 : JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$630,999,534
Total of all expenses incurred2020-06-30$270,717,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$270,577,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$299,665,285
Value of total assets at end of year2020-06-30$6,241,255,954
Value of total assets at beginning of year2020-06-30$5,880,973,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$139,737
Total interest from all sources2020-06-30$181,463,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$5,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$119,788,589
Participant contributions at end of year2020-06-30$4,711,358
Participant contributions at beginning of year2020-06-30$4,557,490
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$33,508,351
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$5,422,237
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$8,600,000
Other income not declared elsewhere2020-06-30$21,665,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$360,282,529
Value of net assets at end of year (total assets less liabilities)2020-06-30$6,241,255,954
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$5,880,973,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$139,737
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$5,403,761,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$5,055,030,870
Value of interest in pooled separate accounts at end of year2020-06-30$84,433,341
Value of interest in pooled separate accounts at beginning of year2020-06-30$86,475,571
Interest earned on other investments2020-06-30$181,463,078
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$742,927,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$726,309,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$127,223,494
Net investment gain/loss from pooled separate accounts2020-06-30$982,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$146,368,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$270,577,268
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30KPMG LLP
Accountancy firm EIN2020-06-30135565207
2019 : JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$620,095,884
Total of all expenses incurred2019-06-30$247,249,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$247,135,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$305,347,784
Value of total assets at end of year2019-06-30$5,880,973,425
Value of total assets at beginning of year2019-06-30$5,508,126,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$113,630
Total interest from all sources2019-06-30$224,322,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$5,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-06-300
Minimum employer required contribution for this plan year2019-06-30$0
Amount contributed by the employer to the plan for this plan year2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$112,699,534
Participant contributions at end of year2019-06-30$4,557,490
Participant contributions at beginning of year2019-06-30$4,220,929
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$43,146,724
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$8,600,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$0
Other income not declared elsewhere2019-06-30$22,747,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$372,846,580
Value of net assets at end of year (total assets less liabilities)2019-06-30$5,880,973,425
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$5,508,126,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$113,630
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$5,055,030,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$4,719,757,381
Value of interest in pooled separate accounts at end of year2019-06-30$86,475,571
Value of interest in pooled separate accounts at beginning of year2019-06-30$77,217,515
Interest earned on other investments2019-06-30$224,322,437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$726,309,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$706,931,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$63,513,537
Net investment gain/loss from pooled separate accounts2019-06-30$4,164,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$149,501,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$247,135,674
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30KPMG LLP
Accountancy firm EIN2019-06-30135565207
2018 : JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$767,377,804
Total of all expenses incurred2018-06-30$227,588,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$227,474,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$274,085,332
Value of total assets at end of year2018-06-30$5,508,126,845
Value of total assets at beginning of year2018-06-30$4,968,337,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$113,648
Total interest from all sources2018-06-30$167,478,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$5,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-06-300
Minimum employer required contribution for this plan year2018-06-30$0
Amount contributed by the employer to the plan for this plan year2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$106,421,507
Participant contributions at end of year2018-06-30$4,220,929
Participant contributions at beginning of year2018-06-30$4,085,600
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$33,075,513
Other income not declared elsewhere2018-06-30$20,938,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$539,789,710
Value of net assets at end of year (total assets less liabilities)2018-06-30$5,508,126,845
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$4,968,337,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$113,648
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$4,719,757,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$4,201,306,061
Value of interest in pooled separate accounts at end of year2018-06-30$77,217,515
Value of interest in pooled separate accounts at beginning of year2018-06-30$70,588,060
Interest earned on other investments2018-06-30$167,478,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$706,931,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$692,357,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$301,245,804
Net investment gain/loss from pooled separate accounts2018-06-30$3,629,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$134,588,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$227,474,446
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30KPMG LLP
Accountancy firm EIN2018-06-30135565207
2017 : JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$861,091,946
Total of all expenses incurred2017-06-30$221,376,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$221,286,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$277,251,802
Value of total assets at end of year2017-06-30$4,968,337,135
Value of total assets at beginning of year2017-06-30$4,328,621,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$89,789
Total interest from all sources2017-06-30$114,397,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$5,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$99,712,174
Participant contributions at end of year2017-06-30$4,085,600
Participant contributions at beginning of year2017-06-30$3,895,021
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$49,107,886
Other income not declared elsewhere2017-06-30$20,429,099
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$639,715,910
Value of net assets at end of year (total assets less liabilities)2017-06-30$4,968,337,135
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,328,621,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$89,789
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$4,201,306,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$3,603,016,113
Value of interest in pooled separate accounts at end of year2017-06-30$70,588,060
Value of interest in pooled separate accounts at beginning of year2017-06-30$63,519,561
Interest earned on other investments2017-06-30$114,397,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$692,357,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$658,190,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$446,426,774
Net investment gain/loss from pooled separate accounts2017-06-30$2,586,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$128,431,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$221,286,247
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30KPMG LLP
Accountancy firm EIN2017-06-30135565207
2016 : JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$244,209,439
Total of all expenses incurred2016-06-30$199,694,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$199,630,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$241,515,224
Value of total assets at end of year2016-06-30$4,328,621,225
Value of total assets at beginning of year2016-06-30$4,284,106,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$63,694
Total interest from all sources2016-06-30$132,223,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$5,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-06-300
Minimum employer required contribution for this plan year2016-06-30$0
Amount contributed by the employer to the plan for this plan year2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$89,166,475
Participant contributions at end of year2016-06-30$3,895,021
Participant contributions at beginning of year2016-06-30$3,673,745
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$30,581,377
Other income not declared elsewhere2016-06-30$19,606,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$44,514,883
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,328,621,225
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,284,106,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$63,694
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$3,603,016,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$3,592,781,379
Value of interest in pooled separate accounts at end of year2016-06-30$63,519,561
Value of interest in pooled separate accounts at beginning of year2016-06-30$54,656,648
Interest earned on other investments2016-06-30$132,223,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$658,190,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$632,994,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-153,102,749
Net investment gain/loss from pooled separate accounts2016-06-30$3,967,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$121,767,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$199,630,862
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30KPMG LLP
Accountancy firm EIN2016-06-30135565207
2015 : JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$428,618,779
Total of all expenses incurred2015-06-30$214,022,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$213,811,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$233,515,171
Value of total assets at end of year2015-06-30$4,284,106,342
Value of total assets at beginning of year2015-06-30$4,069,510,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$210,796
Total interest from all sources2015-06-30$147,670,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$5,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-06-300
Minimum employer required contribution for this plan year2015-06-30$0
Amount contributed by the employer to the plan for this plan year2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$77,739,812
Participant contributions at end of year2015-06-30$3,673,745
Participant contributions at beginning of year2015-06-30$3,103,726
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$39,645,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$214,596,320
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,284,106,342
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,069,510,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$210,796
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$3,592,781,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,392,192,131
Value of interest in pooled separate accounts at end of year2015-06-30$54,656,648
Value of interest in pooled separate accounts at beginning of year2015-06-30$49,965,072
Interest earned on other investments2015-06-30$147,670,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$632,994,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$624,249,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$42,105,766
Net investment gain/loss from pooled separate accounts2015-06-30$5,327,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$116,129,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$213,811,663
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30KPMG LLP
Accountancy firm EIN2015-06-30135565207
2014 : JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$816,965,636
Total of all expenses incurred2014-06-30$222,993,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$222,754,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$223,801,413
Value of total assets at end of year2014-06-30$4,069,510,022
Value of total assets at beginning of year2014-06-30$3,475,537,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$238,307
Total interest from all sources2014-06-30$105,936,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$5,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-06-300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$0
Amount contributed by the employer to the plan for this plan year2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$76,511,650
Participant contributions at end of year2014-06-30$3,103,726
Participant contributions at beginning of year2014-06-30$2,302,504
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$37,654,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$593,972,361
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,069,510,022
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,475,537,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$238,307
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,392,192,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,817,090,621
Value of interest in pooled separate accounts at end of year2014-06-30$49,965,072
Value of interest in pooled separate accounts at beginning of year2014-06-30$44,275,726
Interest earned on other investments2014-06-30$105,936,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$624,249,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$611,868,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$463,647,575
Net investment gain/loss from pooled separate accounts2014-06-30$23,579,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$109,635,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$222,754,968
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30KPMG LLP
Accountancy firm EIN2014-06-30135565207
2013 : JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$573,413,263
Total of all expenses incurred2013-06-30$168,910,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$168,734,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$192,096,837
Value of total assets at end of year2013-06-30$3,475,537,661
Value of total assets at beginning of year2013-06-30$3,071,034,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$176,017
Total interest from all sources2013-06-30$58,050,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$5,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-06-300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$0
Amount contributed by the employer to the plan for this plan year2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$73,309,936
Participant contributions at end of year2013-06-30$2,302,504
Participant contributions at beginning of year2013-06-30$1,560,628
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$12,054,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$404,503,128
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,475,537,661
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,071,034,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$176,017
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,817,090,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,425,510,766
Value of interest in pooled separate accounts at end of year2013-06-30$44,275,726
Value of interest in pooled separate accounts at beginning of year2013-06-30$36,386,693
Interest earned on other investments2013-06-30$58,050,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$611,868,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$607,576,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$319,963,142
Net investment gain/loss from pooled separate accounts2013-06-30$3,302,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$106,732,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$168,734,118
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30KPMG LLP
Accountancy firm EIN2013-06-30135565207
2012 : JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2012 401k financial data
Total transfer of assets to this plan2012-06-30$74,065,496
Total income from all sources (including contributions)2012-06-30$218,417,597
Total of all expenses incurred2012-06-30$122,675,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$122,379,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$185,221,672
Value of total assets at end of year2012-06-30$3,071,034,533
Value of total assets at beginning of year2012-06-30$2,901,227,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$296,394
Total interest from all sources2012-06-30$45,038,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$0
Amount contributed by the employer to the plan for this plan year2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$67,117,435
Participant contributions at end of year2012-06-30$1,560,628
Participant contributions at beginning of year2012-06-30$1,180,052
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$13,753,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$95,741,788
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,071,034,533
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,901,227,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$296,394
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,425,510,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,282,916,116
Value of interest in pooled separate accounts at end of year2012-06-30$36,386,693
Value of interest in pooled separate accounts at beginning of year2012-06-30$29,869,450
Interest earned on other investments2012-06-30$45,038,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$607,576,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$587,261,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-15,329,113
Net investment gain/loss from pooled separate accounts2012-06-30$3,486,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$104,350,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$122,379,415
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30KPMG LLP
Accountancy firm EIN2012-06-30135565207
2011 : JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$636,135,656
Total of all expenses incurred2011-06-30$133,416,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$133,213,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$160,941,854
Value of total assets at end of year2011-06-30$2,901,227,249
Value of total assets at beginning of year2011-06-30$2,398,507,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$202,524
Total interest from all sources2011-06-30$30,954,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$56,719,411
Participant contributions at end of year2011-06-30$1,180,052
Participant contributions at beginning of year2011-06-30$1,002,216
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$10,147,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$502,719,459
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,901,227,249
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,398,507,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$202,524
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,282,916,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,802,812,101
Value of interest in pooled separate accounts at end of year2011-06-30$29,869,450
Value of interest in pooled separate accounts at beginning of year2011-06-30$21,603,331
Interest earned on other investments2011-06-30$30,954,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$587,261,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$573,090,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$439,793,671
Net investment gain/loss from pooled separate accounts2011-06-30$4,445,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$94,075,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$133,213,673
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30KPMG LLP
Accountancy firm EIN2011-06-30135565207
2010 : JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN

2022: JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: JOHNS HOPKINS UNIVERSITY 403(B) PLAN PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406297
Policy instance 3
Insurance contract or identification number406297
Number of Individuals Covered8832
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50923
Policy instance 2
Insurance contract or identification number50923
Number of Individuals Covered313
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $345
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $345
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50923
Policy instance 1
Insurance contract or identification number50923
Number of Individuals Covered374
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,214
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,214
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50923
Policy instance 1
Insurance contract or identification number50923
Number of Individuals Covered395
Insurance policy start date2021-07-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,408
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,408
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50923
Policy instance 2
Insurance contract or identification number50923
Number of Individuals Covered322
Insurance policy start date2021-07-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $188
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $188
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103250
Policy instance 3
Insurance contract or identification number103250
Number of Individuals Covered8752
Insurance policy start date2021-07-01
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50923
Policy instance 2
Insurance contract or identification number50923
Number of Individuals Covered408
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $3,294
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,294
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103250
Policy instance 1
Insurance contract or identification number103250
Number of Individuals Covered8658
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50923
Policy instance 3
Insurance contract or identification number50923
Number of Individuals Covered328
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $632
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $632
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50923
Policy instance 2
Insurance contract or identification number50923
Number of Individuals Covered425
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $3,035
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,035
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50923
Policy instance 3
Insurance contract or identification number50923
Number of Individuals Covered343
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $632
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $632
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103250
Policy instance 1
Insurance contract or identification number103250
Number of Individuals Covered8657
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50923
Policy instance 3
Insurance contract or identification number50923
Number of Individuals Covered363
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $1,201
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $735
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50923
Policy instance 2
Insurance contract or identification number50923
Number of Individuals Covered447
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $7,345
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,713
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103250
Policy instance 1
Insurance contract or identification number103250
Number of Individuals Covered8621
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50923
Policy instance 2
Insurance contract or identification number50923
Number of Individuals Covered464
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $9,097
Contracts With Unallocated Funds Deposit Administration1
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 number103250
Policy instance 1
Insurance contract or identification number103250
Number of Individuals Covered8421
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50923
Policy instance 3
Insurance contract or identification number50923
Number of Individuals Covered376
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $1,487
Contracts With Unallocated Funds Deposit Administration1
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 number103250
Policy instance 1
Insurance contract or identification number103250
Number of Individuals Covered8062
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50923
Policy instance 2
Insurance contract or identification number50923
Number of Individuals Covered523
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $7,239
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,674
Insurance broker organization code?3
Insurance broker nameMISC. BROKERS PAID 1000 EACH
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50923
Policy instance 3
Insurance contract or identification number50923
Number of Individuals Covered412
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $1,250
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $610
Insurance broker organization code?3
Insurance broker nameMISC. BROKERS PAID 500
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103250
Policy instance 1
Insurance contract or identification number103250
Number of Individuals Covered7957
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50923
Policy instance 2
Insurance contract or identification number50923
Number of Individuals Covered545
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $19,060
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,718
Insurance broker organization code?3
Insurance broker nameDEVEREAUX PHELPS
VARIABLE ANNUITY LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50923
Policy instance 3
Insurance contract or identification number50923
Number of Individuals Covered433
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $2,951
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,244
Insurance broker organization code?3
Insurance broker nameMISC. BROKERS PAID 1000 EACH
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103250
Policy instance 1
Insurance contract or identification number103250
Number of Individuals Covered14445
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50923
Policy instance 2
Insurance contract or identification number50923
Number of Individuals Covered578
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $24,175
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,763
Insurance broker organization code?3
Insurance broker nameDEVEREAUX PHELPS
VARIABLE ANNUITY LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50923
Policy instance 3
Insurance contract or identification number50923
Number of Individuals Covered452
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $2,741
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,003
Insurance broker organization code?3
Insurance broker nameMISC. BROKERS PAID 1000 EACH
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103250
Policy instance 1
Insurance contract or identification number103250
Number of Individuals Covered13748
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50923
Policy instance 2
Insurance contract or identification number50923
Number of Individuals Covered607
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $20,190
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,792
Insurance broker organization code?3
Insurance broker nameMISC. BROKERS PAID 1000 EACH
VARIABLE ANNUITY LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50923
Policy instance 3
Insurance contract or identification number50923
Number of Individuals Covered473
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $2,352
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,534
Insurance broker organization code?3
Insurance broker nameMISC. BROKERS PAID 1000 EACH
VARIABLE ANNUITY LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50923
Policy instance 5
Insurance contract or identification number50923
Number of Individuals Covered491
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $3,902
Contracts With Unallocated Funds Deposit Administration1
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 number103250
Policy instance 1
Insurance contract or identification number103250
Number of Individuals Covered9868
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103252
Policy instance 2
Insurance contract or identification number103252
Number of Individuals Covered5962
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103251
Policy instance 3
Insurance contract or identification number103251
Number of Individuals Covered2720
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50923
Policy instance 4
Insurance contract or identification number50923
Number of Individuals Covered621
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $37,915
Contracts With Unallocated Funds Deposit Administration1
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 number103252
Policy instance 2
Insurance contract or identification number103252
Number of Individuals Covered5479
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103250
Policy instance 1
Insurance contract or identification number103250
Number of Individuals Covered9814
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50923
Policy instance 3
Insurance contract or identification number50923
Number of Individuals Covered651
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $56,007
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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