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THE URBAN INSTITUTE RETIREMENT PLAN 401k Plan overview

Plan NameTHE URBAN INSTITUTE RETIREMENT PLAN
Plan identification number 001

THE URBAN INSTITUTE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE URBAN INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:THE URBAN INSTITUTE
Employer identification number (EIN):520880375
NAIC Classification:611000

Additional information about THE URBAN INSTITUTE

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2003-01-03
Company Identification Number: 0800161273
Legal Registered Office Address: 500 LENFANT PLZ SW FL 2

WASHINGTON
United States of America (USA)
20024

More information about THE URBAN INSTITUTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE URBAN INSTITUTE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT M BUCHANAN
0012016-01-01ROBERT M BUCHANAN
0012015-01-01ROBERT M BUCHANAN
0012014-01-01DEBORAH HOOVER
0012013-01-01DEBORAH HOOVER
0012012-01-01DEBORAH HOOVER
0012011-01-01DEBORAH HOOVER
0012009-01-01DEBORAH K. HOOVER

Plan Statistics for THE URBAN INSTITUTE RETIREMENT PLAN

401k plan membership statisitcs for THE URBAN INSTITUTE RETIREMENT PLAN

Measure Date Value
2022: THE URBAN INSTITUTE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,824
Total number of active participants reported on line 7a of the Form 55002022-01-01619
Number of retired or separated participants receiving benefits2022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-011,215
Total of all active and inactive participants2022-01-011,844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0115
Total participants2022-01-011,859
Number of participants with account balances2022-01-011,827
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE URBAN INSTITUTE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,774
Total number of active participants reported on line 7a of the Form 55002021-01-01598
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-011,203
Total of all active and inactive participants2021-01-011,811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0113
Total participants2021-01-011,824
Number of participants with account balances2021-01-011,768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE URBAN INSTITUTE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,732
Total number of active participants reported on line 7a of the Form 55002020-01-01560
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-011,203
Total of all active and inactive participants2020-01-011,770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-011,774
Number of participants with account balances2020-01-011,750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE URBAN INSTITUTE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,718
Total number of active participants reported on line 7a of the Form 55002019-01-01493
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-011,224
Total of all active and inactive participants2019-01-011,727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-011,732
Number of participants with account balances2019-01-011,732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE URBAN INSTITUTE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,662
Total number of active participants reported on line 7a of the Form 55002018-01-01523
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-011,180
Total of all active and inactive participants2018-01-011,713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-011,718
Number of participants with account balances2018-01-011,718
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE URBAN INSTITUTE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,668
Total number of active participants reported on line 7a of the Form 55002017-01-01517
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-011,135
Total of all active and inactive participants2017-01-011,658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-011,662
Number of participants with account balances2017-01-011,685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE URBAN INSTITUTE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,646
Total number of active participants reported on line 7a of the Form 55002016-01-01495
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-011,164
Total of all active and inactive participants2016-01-011,667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,668
Number of participants with account balances2016-01-011,651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE URBAN INSTITUTE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,831
Total number of active participants reported on line 7a of the Form 55002015-01-01460
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-011,176
Total of all active and inactive participants2015-01-011,643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-011,646
Number of participants with account balances2015-01-011,624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE URBAN INSTITUTE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,754
Total number of active participants reported on line 7a of the Form 55002014-01-01442
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-011,382
Total of all active and inactive participants2014-01-011,830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,831
Number of participants with account balances2014-01-011,758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE URBAN INSTITUTE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,700
Total number of active participants reported on line 7a of the Form 55002013-01-01392
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-011,351
Total of all active and inactive participants2013-01-011,749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-011,754
Number of participants with account balances2013-01-011,698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE URBAN INSTITUTE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,428
Total number of active participants reported on line 7a of the Form 55002012-01-01309
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-011,386
Total of all active and inactive participants2012-01-011,698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,700
Number of participants with account balances2012-01-011,700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE URBAN INSTITUTE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,643
Total number of active participants reported on line 7a of the Form 55002011-01-01288
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-011,138
Total of all active and inactive participants2011-01-011,427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,428
Number of participants with account balances2011-01-011,428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE URBAN INSTITUTE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,364
Total number of active participants reported on line 7a of the Form 55002009-01-01276
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,830
Total of all active and inactive participants2009-01-012,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-012,109
Number of participants with account balances2009-01-012,109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE URBAN INSTITUTE RETIREMENT PLAN

Measure Date Value
2022 : THE URBAN INSTITUTE RETIREMENT PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$20,588
Total income from all sources (including contributions)2022-12-31$-31,143,127
Total of all expenses incurred2022-12-31$11,521,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,283,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,257,610
Value of total assets at end of year2022-12-31$260,302,201
Value of total assets at beginning of year2022-12-31$302,946,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$238,631
Total interest from all sources2022-12-31$1,885,311
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,158,189
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$3,158,189
Administrative expenses professional fees incurred2022-12-31$24,352
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$5,720,719
Participant contributions at end of year2022-12-31$307,292
Participant contributions at beginning of year2022-12-31$337,652
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$538,342
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$517
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$105
Administrative expenses (other) incurred2022-12-31$174,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-42,665,119
Value of net assets at end of year (total assets less liabilities)2022-12-31$260,302,201
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$302,946,732
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$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$208,231,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$251,022,865
Value of interest in pooled separate accounts at end of year2022-12-31$3,846,333
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,600,181
Interest on participant loans2022-12-31$14,942
Interest earned on other investments2022-12-31$1,870,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$47,916,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$47,970,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-47,737,234
Net investment gain/loss from pooled separate accounts2022-12-31$292,997
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$4,998,549
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$15,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,283,361
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : THE URBAN INSTITUTE RETIREMENT PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$1,876
Total income from all sources (including contributions)2021-12-31$47,371,383
Total of all expenses incurred2021-12-31$16,002,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,688,033
Expenses. Certain deemed distributions of participant loans2021-12-31$1,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,108,935
Value of total assets at end of year2021-12-31$302,946,732
Value of total assets at beginning of year2021-12-31$271,575,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$312,987
Total interest from all sources2021-12-31$1,647,103
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,468,861
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$4,468,861
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,117,144
Participant contributions at end of year2021-12-31$337,652
Participant contributions at beginning of year2021-12-31$244,585
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$149,214
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$469,024
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$105
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$449
Administrative expenses (other) incurred2021-12-31$262,987
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$31,369,355
Value of net assets at end of year (total assets less liabilities)2021-12-31$302,946,732
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$271,575,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$251,022,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$219,520,133
Value of interest in pooled separate accounts at end of year2021-12-31$3,600,181
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,382,031
Interest on participant loans2021-12-31$14,410
Interest earned on other investments2021-12-31$1,632,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$47,970,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$48,102,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$30,585,551
Net investment gain/loss from pooled separate accounts2021-12-31$560,933
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$4,522,767
Employer contributions (assets) at end of year2021-12-31$15,287
Employer contributions (assets) at beginning of year2021-12-31$176,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,688,033
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : THE URBAN INSTITUTE RETIREMENT PLAN 2020 401k financial data
Total transfer of assets from this plan2020-12-31$10,778
Total income from all sources (including contributions)2020-12-31$43,689,267
Total of all expenses incurred2020-12-31$9,875,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,733,298
Expenses. Certain deemed distributions of participant loans2020-12-31$1,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,514,253
Value of total assets at end of year2020-12-31$271,575,501
Value of total assets at beginning of year2020-12-31$237,772,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$141,311
Total interest from all sources2020-12-31$1,835,309
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,776,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,776,202
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,883,226
Participant contributions at end of year2020-12-31$244,585
Participant contributions at beginning of year2020-12-31$281,303
Participant contributions at end of year2020-12-31$149,214
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$93,793
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$449
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$452
Administrative expenses (other) incurred2020-12-31$107,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$33,813,633
Value of net assets at end of year (total assets less liabilities)2020-12-31$271,575,501
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$237,772,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$33,333
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$219,520,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$188,250,314
Value of interest in pooled separate accounts at end of year2020-12-31$3,382,031
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,030,554
Interest on participant loans2020-12-31$15,351
Interest earned on other investments2020-12-31$1,819,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$48,102,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$45,210,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$29,592,290
Net investment gain/loss from pooled separate accounts2020-12-31$-28,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,537,234
Employer contributions (assets) at end of year2020-12-31$176,274
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,733,298
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : THE URBAN INSTITUTE RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$47,991,329
Total income from all sources (including contributions)2019-12-31$47,991,329
Total of all expenses incurred2019-12-31$19,315,218
Total of all expenses incurred2019-12-31$19,315,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$19,203,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,278,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,278,450
Value of total assets at end of year2019-12-31$237,772,646
Value of total assets at end of year2019-12-31$237,772,646
Value of total assets at beginning of year2019-12-31$209,096,535
Value of total assets at beginning of year2019-12-31$209,096,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$111,229
Total interest from all sources2019-12-31$1,874,372
Total interest from all sources2019-12-31$1,874,372
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,406,966
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,406,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,406,966
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,406,966
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,176,951
Contributions received from participants2019-12-31$4,176,951
Participant contributions at end of year2019-12-31$281,303
Participant contributions at end of year2019-12-31$281,303
Participant contributions at beginning of year2019-12-31$223,454
Participant contributions at beginning of year2019-12-31$223,454
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$73,102
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$73,102
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$452
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$452
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$739
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$739
Administrative expenses (other) incurred2019-12-31$111,229
Administrative expenses (other) incurred2019-12-31$111,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$28,676,111
Value of net income/loss2019-12-31$28,676,111
Value of net assets at end of year (total assets less liabilities)2019-12-31$237,772,646
Value of net assets at end of year (total assets less liabilities)2019-12-31$237,772,646
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$209,096,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$188,250,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$156,175,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$156,175,201
Value of interest in pooled separate accounts at end of year2019-12-31$4,030,554
Value of interest in pooled separate accounts at end of year2019-12-31$4,030,554
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,663,575
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,663,575
Interest on participant loans2019-12-31$14,049
Interest on participant loans2019-12-31$14,049
Interest earned on other investments2019-12-31$1,860,323
Interest earned on other investments2019-12-31$1,860,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$45,210,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$45,210,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$45,033,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$45,033,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$35,187,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$35,187,073
Net investment gain/loss from pooled separate accounts2019-12-31$244,468
Net investment gain/loss from pooled separate accounts2019-12-31$244,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,028,397
Contributions received in cash from employer2019-12-31$4,028,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,203,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,203,989
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : THE URBAN INSTITUTE RETIREMENT PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$141
Total income from all sources (including contributions)2018-12-31$-1,695,795
Total of all expenses incurred2018-12-31$14,000,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,394,270
Expenses. Certain deemed distributions of participant loans2018-12-31$487,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,076,951
Value of total assets at end of year2018-12-31$209,096,535
Value of total assets at beginning of year2018-12-31$224,792,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$118,708
Total interest from all sources2018-12-31$1,936,143
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,619,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,619,277
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,944,227
Participant contributions at end of year2018-12-31$223,454
Participant contributions at beginning of year2018-12-31$246,921
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$280,561
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$739
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$771
Administrative expenses (other) incurred2018-12-31$118,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-15,696,515
Value of net assets at end of year (total assets less liabilities)2018-12-31$209,096,535
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$224,792,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$156,175,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$171,322,605
Value of interest in pooled separate accounts at end of year2018-12-31$7,663,575
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,713,874
Interest on participant loans2018-12-31$10,978
Interest earned on other investments2018-12-31$1,925,165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$45,033,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$45,508,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-14,562,994
Net investment gain/loss from pooled separate accounts2018-12-31$234,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,852,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,394,270
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : THE URBAN INSTITUTE RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$38,224,651
Total of all expenses incurred2017-12-31$8,643,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,526,496
Expenses. Certain deemed distributions of participant loans2017-12-31$13,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,109,435
Value of total assets at end of year2017-12-31$224,792,909
Value of total assets at beginning of year2017-12-31$195,211,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$103,662
Total interest from all sources2017-12-31$1,894,632
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,127,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,127,762
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,746,554
Participant contributions at end of year2017-12-31$246,921
Participant contributions at beginning of year2017-12-31$242,698
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$722,724
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$771
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$478
Administrative expenses (other) incurred2017-12-31$103,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$29,581,029
Value of net assets at end of year (total assets less liabilities)2017-12-31$224,792,909
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$195,211,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$171,322,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$142,118,599
Value of interest in pooled separate accounts at end of year2017-12-31$7,713,874
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,492,047
Interest on participant loans2017-12-31$10,235
Interest earned on other investments2017-12-31$1,884,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$45,508,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$45,358,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$25,876,784
Net investment gain/loss from pooled separate accounts2017-12-31$216,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,640,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,526,496
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : THE URBAN INSTITUTE RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$19,876,757
Total of all expenses incurred2016-12-31$10,050,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,963,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,858,563
Value of total assets at end of year2016-12-31$195,211,880
Value of total assets at beginning of year2016-12-31$185,385,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$86,725
Total interest from all sources2016-12-31$2,069,212
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,502,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,502,009
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,478,109
Participant contributions at end of year2016-12-31$242,698
Participant contributions at beginning of year2016-12-31$251,004
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$75,395
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$478
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$69
Other income not declared elsewhere2016-12-31$11,135
Administrative expenses (other) incurred2016-12-31$86,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,826,421
Value of net assets at end of year (total assets less liabilities)2016-12-31$195,211,880
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$185,385,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$142,118,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$132,298,189
Value of interest in pooled separate accounts at end of year2016-12-31$7,492,047
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,590,266
Interest on participant loans2016-12-31$11,419
Interest earned on other investments2016-12-31$2,057,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$45,358,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$46,245,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$9,203,245
Net investment gain/loss from pooled separate accounts2016-12-31$232,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,305,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,963,611
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : THE URBAN INSTITUTE RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$98
Total income from all sources (including contributions)2015-12-31$8,643,962
Total of all expenses incurred2015-12-31$8,895,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,895,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,838,101
Value of total assets at end of year2015-12-31$185,385,459
Value of total assets at beginning of year2015-12-31$185,636,781
Total interest from all sources2015-12-31$1,982,585
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,356,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,356,868
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,235,342
Participant contributions at end of year2015-12-31$251,004
Participant contributions at beginning of year2015-12-31$356,654
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$375,965
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$80,159
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$69
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-251,420
Value of net assets at end of year (total assets less liabilities)2015-12-31$185,385,459
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$185,636,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$132,298,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$132,737,318
Value of interest in pooled separate accounts at end of year2015-12-31$6,590,266
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,144,131
Interest on participant loans2015-12-31$11,471
Interest earned on other investments2015-12-31$1,971,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$46,245,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$46,398,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,838,256
Net investment gain/loss from pooled separate accounts2015-12-31$304,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,226,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,815,223
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : THE URBAN INSTITUTE RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$15,664
Total income from all sources (including contributions)2014-12-31$16,520,413
Total of all expenses incurred2014-12-31$10,137,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,082,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,915,676
Value of total assets at end of year2014-12-31$185,636,781
Value of total assets at beginning of year2014-12-31$179,238,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$54,721
Total interest from all sources2014-12-31$2,037,287
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,550,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,550,328
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,825,431
Participant contributions at end of year2014-12-31$356,654
Participant contributions at beginning of year2014-12-31$301,022
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$164,455
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$114
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$78
Administrative expenses (other) incurred2014-12-31$54,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,382,858
Value of net assets at end of year (total assets less liabilities)2014-12-31$185,636,781
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$179,238,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$132,737,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$127,068,538
Value of interest in pooled separate accounts at end of year2014-12-31$6,144,131
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,808,182
Interest on participant loans2014-12-31$12,892
Interest earned on other investments2014-12-31$2,024,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$46,398,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$46,060,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$6,611,604
Net investment gain/loss from pooled separate accounts2014-12-31$405,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,925,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,082,834
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : THE URBAN INSTITUTE RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$30,907,147
Total of all expenses incurred2013-12-31$9,258,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,177,057
Value of total corrective distributions2013-12-31$787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,003,217
Value of total assets at end of year2013-12-31$179,238,259
Value of total assets at beginning of year2013-12-31$157,589,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$80,198
Total interest from all sources2013-12-31$1,948,154
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,296,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,296,650
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,381,419
Participant contributions at end of year2013-12-31$301,022
Participant contributions at beginning of year2013-12-31$280,491
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$64,490
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$78
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$125
Administrative expenses (other) incurred2013-12-31$80,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$21,649,105
Value of net assets at end of year (total assets less liabilities)2013-12-31$179,238,259
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$157,589,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$127,068,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$105,827,749
Value of interest in pooled separate accounts at end of year2013-12-31$5,808,182
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,299,397
Interest on participant loans2013-12-31$17,128
Interest earned on other investments2013-12-31$1,931,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$46,060,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$46,181,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$22,355,762
Net investment gain/loss from pooled separate accounts2013-12-31$303,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,557,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,177,057
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : THE URBAN INSTITUTE RETIREMENT PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$10,678
Total income from all sources (including contributions)2012-12-31$21,123,767
Total of all expenses incurred2012-12-31$5,226,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,149,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,179,578
Value of total assets at end of year2012-12-31$157,589,154
Value of total assets at beginning of year2012-12-31$141,680,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$76,467
Total interest from all sources2012-12-31$1,860,396
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,050,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,050,364
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,327,584
Participant contributions at end of year2012-12-31$280,491
Participant contributions at beginning of year2012-12-31$142,887
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$260,385
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$125
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$124
Administrative expenses (other) incurred2012-12-31$76,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$15,897,579
Value of net assets at end of year (total assets less liabilities)2012-12-31$157,589,154
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$141,680,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$105,827,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$91,122,567
Value of interest in pooled separate accounts at end of year2012-12-31$5,299,397
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,727,915
Interest on participant loans2012-12-31$7,165
Interest earned on other investments2012-12-31$1,853,231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$46,181,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$45,687,404
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$281,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$12,761,413
Net investment gain/loss from pooled separate accounts2012-12-31$272,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,591,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,868,243
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : THE URBAN INSTITUTE RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$4,663,038
Total of all expenses incurred2011-12-31$5,854,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,778,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,878,774
Value of total assets at end of year2011-12-31$141,680,897
Value of total assets at beginning of year2011-12-31$142,872,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$75,736
Total interest from all sources2011-12-31$1,809,246
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$794,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$794,264
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,073,826
Participant contributions at end of year2011-12-31$142,887
Participant contributions at beginning of year2011-12-31$125,042
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$37,351
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$464,410
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$124
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$75
Administrative expenses (other) incurred2011-12-31$75,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,191,504
Value of net assets at end of year (total assets less liabilities)2011-12-31$141,680,897
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$142,872,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$91,122,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$93,687,408
Value of interest in pooled separate accounts at end of year2011-12-31$4,727,915
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,432,383
Interest on participant loans2011-12-31$4,667
Interest earned on other investments2011-12-31$1,804,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$45,687,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$44,590,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,127,085
Net investment gain/loss from pooled separate accounts2011-12-31$307,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,340,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,778,806
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ARGY, WILTSE & ROBINSON, P.C.
Accountancy firm EIN2011-12-31541586993
2010 : THE URBAN INSTITUTE RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$18,406,728
Total of all expenses incurred2010-12-31$9,789,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,730,030
Expenses. Certain deemed distributions of participant loans2010-12-31$1,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,908,419
Value of total assets at end of year2010-12-31$142,872,401
Value of total assets at beginning of year2010-12-31$134,255,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$58,167
Total interest from all sources2010-12-31$1,687,864
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$595,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$595,263
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,016,971
Participant contributions at end of year2010-12-31$125,042
Participant contributions at beginning of year2010-12-31$139,853
Assets. Other investments not covered elsewhere at end of year2010-12-31$37,351
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$713,817
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$72,978
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$75
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$37,351
Administrative expenses (other) incurred2010-12-31$58,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,617,277
Value of net assets at end of year (total assets less liabilities)2010-12-31$142,872,401
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$134,255,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$93,687,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$87,285,773
Value of interest in pooled separate accounts at end of year2010-12-31$4,432,383
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,842,774
Interest on participant loans2010-12-31$4,545
Interest earned on other investments2010-12-31$1,683,319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$44,590,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$44,986,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$10,852,564
Net investment gain/loss from pooled separate accounts2010-12-31$325,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,177,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,657,052
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ARGY, WILTSE & ROBINSON, P.C.
Accountancy firm EIN2010-12-31541586993
2009 : THE URBAN INSTITUTE RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE URBAN INSTITUTE RETIREMENT PLAN

2022: THE URBAN INSTITUTE RETIREMENT 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: THE URBAN INSTITUTE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE URBAN INSTITUTE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE URBAN INSTITUTE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE URBAN INSTITUTE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE URBAN INSTITUTE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE URBAN INSTITUTE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE URBAN INSTITUTE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE URBAN INSTITUTE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE URBAN INSTITUTE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE URBAN INSTITUTE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE URBAN INSTITUTE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE URBAN INSTITUTE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069284
Policy instance 3
Insurance contract or identification numberTT069284
Number of Individuals Covered1075
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number103791
Policy instance 2
Insurance contract or identification number103791
Number of Individuals Covered241
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number103790
Policy instance 1
Insurance contract or identification number103790
Number of Individuals Covered846
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069284
Policy instance 3
Insurance contract or identification numberTT069284
Number of Individuals Covered1006
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number103791
Policy instance 2
Insurance contract or identification number103791
Number of Individuals Covered245
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number103790
Policy instance 1
Insurance contract or identification number103790
Number of Individuals Covered857
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number103790
Policy instance 1
Insurance contract or identification number103790
Number of Individuals Covered884
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number103791
Policy instance 2
Insurance contract or identification number103791
Number of Individuals Covered258
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069284
Policy instance 3
Insurance contract or identification numberTT069284
Number of Individuals Covered958
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number103790
Policy instance 1
Insurance contract or identification number103790
Number of Individuals Covered911
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number103791
Policy instance 2
Insurance contract or identification number103791
Number of Individuals Covered264
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069284
Policy instance 3
Insurance contract or identification numberTT069284
Number of Individuals Covered920
Insurance policy start date2019-01-01
Insurance policy end date2019-06-26
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069284
Policy instance 4
Insurance contract or identification numberTT069284
Number of Individuals Covered920
Insurance policy start date2019-06-26
Insurance policy end date2019-12-31
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 number103791
Policy instance 2
Insurance contract or identification number103791
Number of Individuals Covered277
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number103790
Policy instance 1
Insurance contract or identification number103790
Number of Individuals Covered951
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069284
Policy instance 3
Insurance contract or identification numberTT069284
Number of Individuals Covered856
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069284
Policy instance 3
Insurance contract or identification numberTT069284
Number of Individuals Covered816
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number103791
Policy instance 2
Insurance contract or identification number103791
Number of Individuals Covered277
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number103790
Policy instance 1
Insurance contract or identification number103790
Number of Individuals Covered974
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number103790
Policy instance 1
Insurance contract or identification number103790
Number of Individuals Covered1133
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 number103791
Policy instance 2
Insurance contract or identification number103791
Number of Individuals Covered321
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069284
Policy instance 3
Insurance contract or identification numberTT069284
Number of Individuals Covered689
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069284
Policy instance 3
Insurance contract or identification numberTT069284
Number of Individuals Covered646
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 number103790
Policy instance 1
Insurance contract or identification number103790
Number of Individuals Covered1159
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 number103791
Policy instance 2
Insurance contract or identification number103791
Number of Individuals Covered321
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 number103791
Policy instance 2
Insurance contract or identification number103791
Number of Individuals Covered331
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 number103790
Policy instance 1
Insurance contract or identification number103790
Number of Individuals Covered1130
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069284
Policy instance 3
Insurance contract or identification numberTT069284
Number of Individuals Covered567
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069284
Policy instance 3
Insurance contract or identification numberTT069284
Number of Individuals Covered562
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 number103791
Policy instance 2
Insurance contract or identification number103791
Number of Individuals Covered364
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 number103790
Policy instance 1
Insurance contract or identification number103790
Number of Individuals Covered1235
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 number103790
Policy instance 1
Insurance contract or identification number103790
Number of Individuals Covered1272
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 number103791
Policy instance 2
Insurance contract or identification number103791
Number of Individuals Covered388
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069284
Policy instance 3
Insurance contract or identification numberTT069284
Number of Individuals Covered515
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 number103790
Policy instance 1
Insurance contract or identification number103790
Number of Individuals Covered1308
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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 number103791
Policy instance 2
Insurance contract or identification number103791
Number of Individuals Covered413
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069284
Policy instance 3
Insurance contract or identification numberTT069284
Number of Individuals Covered446
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

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