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Plan Name | RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE |
Plan identification number | 333 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | RESEARCH TRIANGLE INSTITUTE |
Employer identification number (EIN): | 560686338 |
NAIC Classification: | 541700 |
Additional information about RESEARCH TRIANGLE INSTITUTE
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1998-05-11 |
Company Identification Number: | 0012056407 |
Legal Registered Office Address: |
350 N SAINT PAUL ST DALLAS United States of America (USA) 75201 |
More information about RESEARCH TRIANGLE INSTITUTE
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
333 | 2022-01-01 | ||||
333 | 2021-01-01 | ||||
333 | 2020-01-01 | ||||
333 | 2019-01-01 | ||||
333 | 2018-01-01 | ||||
333 | 2017-01-01 | MARJORIE M. WILLIAMSON | |||
333 | 2016-01-01 | MARJORIE M. WILLIAMSON | |||
333 | 2015-01-01 | MARJORIE M. WILLIAMSON | |||
333 | 2014-01-01 | KRISTEN VOSBURGH | KRISTEN VOSBURGH | 2015-10-14 | |
333 | 2013-01-01 | KRISTEN VOSBURGH | KRISTEN VOSBURGH | 2014-10-13 | |
333 | 2012-01-01 | KRISTEN VOSBURGH | |||
333 | 2011-01-01 | KRISTEN VOSBURGH | |||
333 | 2010-01-01 | KRISTEN VOSBURGH | |||
333 | 2009-01-01 | KRISTEN VOSBURGH |
Measure | Date | Value |
---|---|---|
2022: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 4,886 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3,646 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 111 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1,549 |
Total of all active and inactive participants | 2022-01-01 | 5,306 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 27 |
Total participants | 2022-01-01 | 5,333 |
Number of participants with account balances | 2022-01-01 | 5,257 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 160 |
2021: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 4,673 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3,369 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 104 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1,390 |
Total of all active and inactive participants | 2021-01-01 | 4,863 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 23 |
Total participants | 2021-01-01 | 4,886 |
Number of participants with account balances | 2021-01-01 | 4,824 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 144 |
2020: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 4,449 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3,290 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 97 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1,263 |
Total of all active and inactive participants | 2020-01-01 | 4,650 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 23 |
Total participants | 2020-01-01 | 4,673 |
Number of participants with account balances | 2020-01-01 | 4,603 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 95 |
2019: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 4,467 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3,085 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 103 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1,240 |
Total of all active and inactive participants | 2019-01-01 | 4,428 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 21 |
Total participants | 2019-01-01 | 4,449 |
Number of participants with account balances | 2019-01-01 | 4,389 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 157 |
2018: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 4,180 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3,232 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 98 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1,116 |
Total of all active and inactive participants | 2018-01-01 | 4,446 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 21 |
Total participants | 2018-01-01 | 4,467 |
Number of participants with account balances | 2018-01-01 | 4,262 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 162 |
2017: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 3,896 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3,089 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 95 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 975 |
Total of all active and inactive participants | 2017-01-01 | 4,159 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 21 |
Total participants | 2017-01-01 | 4,180 |
Number of participants with account balances | 2017-01-01 | 4,151 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 128 |
2016: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 3,668 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2,874 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 88 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 912 |
Total of all active and inactive participants | 2016-01-01 | 3,874 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 22 |
Total participants | 2016-01-01 | 3,896 |
Number of participants with account balances | 2016-01-01 | 3,868 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 97 |
2015: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 3,638 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2,720 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 76 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 920 |
Total of all active and inactive participants | 2015-01-01 | 3,716 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 19 |
Total participants | 2015-01-01 | 3,735 |
Number of participants with account balances | 2015-01-01 | 3,668 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 82 |
2014: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 3,589 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2,598 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 67 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 952 |
Total of all active and inactive participants | 2014-01-01 | 3,617 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 21 |
Total participants | 2014-01-01 | 3,638 |
Number of participants with account balances | 2014-01-01 | 3,481 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 118 |
2013: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 3,531 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2,675 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 63 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 829 |
Total of all active and inactive participants | 2013-01-01 | 3,567 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 22 |
Total participants | 2013-01-01 | 3,589 |
Number of participants with account balances | 2013-01-01 | 3,534 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 104 |
2012: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 3,748 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2,647 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 56 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 804 |
Total of all active and inactive participants | 2012-01-01 | 3,507 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 24 |
Total participants | 2012-01-01 | 3,531 |
Number of participants with account balances | 2012-01-01 | 3,475 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 117 |
2011: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 3,643 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2,626 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 60 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1,039 |
Total of all active and inactive participants | 2011-01-01 | 3,725 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 23 |
Total participants | 2011-01-01 | 3,748 |
Number of participants with account balances | 2011-01-01 | 3,693 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 150 |
2010: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 3,514 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2,600 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 58 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 950 |
Total of all active and inactive participants | 2010-01-01 | 3,608 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 35 |
Total participants | 2010-01-01 | 3,643 |
Number of participants with account balances | 2010-01-01 | 3,576 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 137 |
2009: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 3,482 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2,562 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 60 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 858 |
Total of all active and inactive participants | 2009-01-01 | 3,480 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 34 |
Total participants | 2009-01-01 | 3,514 |
Number of participants with account balances | 2009-01-01 | 3,419 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 96 |
Measure | Date | Value |
---|---|---|
2022 : RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-83,302,391 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $53,836,371 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $53,232,816 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $26,315 |
Value of total corrective distributions | 2022-12-31 | $53,022 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $69,215,593 |
Value of total assets at end of year | 2022-12-31 | $809,403,692 |
Value of total assets at beginning of year | 2022-12-31 | $946,542,454 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $524,218 |
Total interest from all sources | 2022-12-31 | $157,653 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $6,390,327 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $6,390,327 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $37,924,350 |
Participant contributions at end of year | 2022-12-31 | $2,954,667 |
Participant contributions at beginning of year | 2022-12-31 | $2,854,716 |
Participant contributions at end of year | 2022-12-31 | $1,248,701 |
Participant contributions at beginning of year | 2022-12-31 | $1,054,033 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $4,596,669 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $16,949 |
Other income not declared elsewhere | 2022-12-31 | $39,694 |
Administrative expenses (other) incurred | 2022-12-31 | $524,218 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-137,138,762 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $809,403,692 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $946,542,454 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $226,879,359 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $336,384,312 |
Interest on participant loans | 2022-12-31 | $157,653 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $577,111,650 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $605,143,162 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-55,489,575 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-103,616,083 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $26,694,574 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,209,315 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,106,231 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $53,215,867 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BLACK & PINCKARD LLC |
Accountancy firm EIN | 2022-12-31 | 260079381 |
2021 : RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $1,101,495 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $177,266,954 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $52,872,400 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $52,272,024 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $33,687 |
Value of total corrective distributions | 2021-12-31 | $46,100 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $65,356,395 |
Value of total assets at end of year | 2021-12-31 | $946,542,454 |
Value of total assets at beginning of year | 2021-12-31 | $821,046,405 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $520,589 |
Total interest from all sources | 2021-12-31 | $155,002 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $11,154,716 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $11,154,716 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $34,220,997 |
Participant contributions at end of year | 2021-12-31 | $2,854,716 |
Participant contributions at beginning of year | 2021-12-31 | $2,750,572 |
Participant contributions at end of year | 2021-12-31 | $1,054,033 |
Participant contributions at beginning of year | 2021-12-31 | $1,825,775 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $5,634,182 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $4,794 |
Other income not declared elsewhere | 2021-12-31 | $473 |
Administrative expenses (other) incurred | 2021-12-31 | $520,589 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $124,394,554 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $946,542,454 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $821,046,405 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $336,384,312 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $270,685,239 |
Interest on participant loans | 2021-12-31 | $155,002 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $605,143,162 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $543,869,825 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $47,743,822 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $52,856,546 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $25,501,216 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,106,231 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,914,994 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $52,267,230 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BLACK & PINCKARD LLC |
Accountancy firm EIN | 2021-12-31 | 260079381 |
2020 : RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $162,597,982 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $38,392,270 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $37,894,823 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $13,575 |
Value of total corrective distributions | 2020-12-31 | $38,048 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $59,635,744 |
Value of total assets at end of year | 2020-12-31 | $821,046,405 |
Value of total assets at beginning of year | 2020-12-31 | $696,840,693 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $445,824 |
Total interest from all sources | 2020-12-31 | $168,422 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $6,781,564 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $6,781,564 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $30,808,058 |
Participant contributions at end of year | 2020-12-31 | $2,750,572 |
Participant contributions at beginning of year | 2020-12-31 | $2,672,142 |
Participant contributions at end of year | 2020-12-31 | $1,825,775 |
Participant contributions at beginning of year | 2020-12-31 | $1,728,809 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $4,773,182 |
Other income not declared elsewhere | 2020-12-31 | $125 |
Administrative expenses (other) incurred | 2020-12-31 | $445,824 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $124,205,712 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $821,046,405 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $696,840,693 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $270,685,239 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $270,431,416 |
Interest on participant loans | 2020-12-31 | $168,422 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $543,869,825 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $420,027,547 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $44,802,482 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $51,209,645 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $24,054,504 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,914,994 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,980,779 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $37,894,823 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BLACK & PINCKARD LLC |
Accountancy firm EIN | 2020-12-31 | 260079381 |
2019 : RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $169,219,084 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $35,221,711 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $34,766,975 |
Value of total corrective distributions | 2019-12-31 | $35,837 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $55,066,238 |
Value of total assets at end of year | 2019-12-31 | $696,840,693 |
Value of total assets at beginning of year | 2019-12-31 | $562,843,320 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $418,899 |
Total interest from all sources | 2019-12-31 | $165,080 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $8,951,075 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $8,951,075 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $28,026,798 |
Participant contributions at end of year | 2019-12-31 | $2,672,142 |
Participant contributions at beginning of year | 2019-12-31 | $2,828,406 |
Participant contributions at end of year | 2019-12-31 | $1,728,809 |
Participant contributions at beginning of year | 2019-12-31 | $1,575,271 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $3,853,878 |
Administrative expenses (other) incurred | 2019-12-31 | $418,899 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $133,997,373 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $696,840,693 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $562,843,320 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $270,431,416 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $210,564,777 |
Interest on participant loans | 2019-12-31 | $165,080 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $420,027,547 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $345,907,829 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $46,728,961 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $58,307,730 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $23,185,562 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,980,779 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,967,037 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $34,766,975 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BLACK & PINCKARD LLC |
Accountancy firm EIN | 2019-12-31 | 260079381 |
2018 : RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $26,081,868 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $29,074,079 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $28,661,810 |
Value of total corrective distributions | 2018-12-31 | $23,400 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $52,919,663 |
Value of total assets at end of year | 2018-12-31 | $562,843,320 |
Value of total assets at beginning of year | 2018-12-31 | $565,835,531 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $388,869 |
Total interest from all sources | 2018-12-31 | $157,131 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $7,284,678 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $7,284,678 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $25,316,783 |
Participant contributions at end of year | 2018-12-31 | $2,828,406 |
Participant contributions at beginning of year | 2018-12-31 | $2,894,028 |
Participant contributions at end of year | 2018-12-31 | $1,575,271 |
Participant contributions at beginning of year | 2018-12-31 | $16,273 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $4,619,915 |
Other income not declared elsewhere | 2018-12-31 | $3 |
Administrative expenses (other) incurred | 2018-12-31 | $388,869 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-2,992,211 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $562,843,320 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $565,835,531 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $210,564,777 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $475,389,352 |
Interest on participant loans | 2018-12-31 | $157,131 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $345,907,829 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $87,503,882 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-20,821,397 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-13,458,210 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $22,982,965 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,967,037 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $31,996 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $28,661,810 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BLACK & PINCKARD LLC |
Accountancy firm EIN | 2018-12-31 | 260079381 |
2017 : RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $126,856,398 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $25,221,637 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $24,854,160 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $5,319 |
Value of total corrective distributions | 2017-12-31 | $18,590 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $51,846,271 |
Value of total assets at end of year | 2017-12-31 | $565,835,531 |
Value of total assets at beginning of year | 2017-12-31 | $464,200,770 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $343,568 |
Total interest from all sources | 2017-12-31 | $135,746 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $13,373,284 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $13,373,284 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $22,717,553 |
Participant contributions at end of year | 2017-12-31 | $2,894,028 |
Participant contributions at beginning of year | 2017-12-31 | $2,282,386 |
Participant contributions at end of year | 2017-12-31 | $16,273 |
Participant contributions at beginning of year | 2017-12-31 | $1,337 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $6,829,496 |
Administrative expenses (other) incurred | 2017-12-31 | $343,568 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $101,634,761 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $565,835,531 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $464,200,770 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $475,389,352 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $371,595,992 |
Interest on participant loans | 2017-12-31 | $135,746 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $87,503,882 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $90,316,465 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $59,799,025 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,702,072 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $22,299,222 |
Employer contributions (assets) at end of year | 2017-12-31 | $31,996 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $4,590 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $24,854,160 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BLACK & PINCKARD LLC |
Accountancy firm EIN | 2017-12-31 | 260079381 |
2016 : RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $78,986,349 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $23,298,974 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $23,194,974 |
Value of total corrective distributions | 2016-12-31 | $17,978 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $44,976,792 |
Value of total assets at end of year | 2016-12-31 | $464,200,770 |
Value of total assets at beginning of year | 2016-12-31 | $408,513,395 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $86,022 |
Total interest from all sources | 2016-12-31 | $108,024 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $9,754,709 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $9,754,709 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $108,024 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $108,024 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $19,384,215 |
Participant contributions at end of year | 2016-12-31 | $2,282,386 |
Participant contributions at beginning of year | 2016-12-31 | $1,424,182 |
Participant contributions at end of year | 2016-12-31 | $1,337 |
Participant contributions at beginning of year | 2016-12-31 | $1,219,063 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $4,075,641 |
Other income not declared elsewhere | 2016-12-31 | $2,993 |
Administrative expenses (other) incurred | 2016-12-31 | $86,022 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $55,687,375 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $464,200,770 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $408,513,395 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $371,595,992 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $313,220,300 |
Interest on participant loans | 2016-12-31 | $108,024 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $90,316,465 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $91,074,160 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $22,325,741 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $1,818,090 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $21,516,936 |
Employer contributions (assets) at end of year | 2016-12-31 | $4,590 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,575,690 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $23,194,974 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BLACK & PINCKARD LLC |
Accountancy firm EIN | 2016-12-31 | 260079381 |
2015 : RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $39,490,436 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $23,841,327 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $23,800,569 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $39,741,179 |
Value of total assets at end of year | 2015-12-31 | $408,513,395 |
Value of total assets at beginning of year | 2015-12-31 | $392,864,286 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $40,758 |
Total interest from all sources | 2015-12-31 | $37,251 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $13,122,648 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $13,122,648 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $18,218,493 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $18,218,493 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $16,563,031 |
Participant contributions at end of year | 2015-12-31 | $1,424,182 |
Participant contributions at beginning of year | 2015-12-31 | $31,087 |
Participant contributions at end of year | 2015-12-31 | $1,219,063 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $4,959,655 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $2,727 |
Other income not declared elsewhere | 2015-12-31 | $8,077 |
Administrative expenses (other) incurred | 2015-12-31 | $40,758 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $15,649,109 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $408,513,395 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $392,864,286 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $313,220,300 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $300,258,417 |
Interest on participant loans | 2015-12-31 | $37,251 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $91,074,160 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $92,574,782 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-15,269,339 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $1,850,620 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $18,218,493 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,575,690 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $23,797,842 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BLACK & PINCKARD LLC |
Accountancy firm EIN | 2015-12-31 | 260079381 |
2014 : RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $38,188,839 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $28,547,255 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $28,509,583 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $17,965,902 |
Value of total assets at end of year | 2014-12-31 | $392,864,286 |
Value of total assets at beginning of year | 2014-12-31 | $383,222,702 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $37,672 |
Total interest from all sources | 2014-12-31 | $1,487 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $12,994,167 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $12,994,167 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $17,233,256 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $17,233,256 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $717,037 |
Participant contributions at end of year | 2014-12-31 | $31,087 |
Participant contributions at beginning of year | 2014-12-31 | $32,541 |
Participant contributions at beginning of year | 2014-12-31 | $1,589 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $15,609 |
Other income not declared elsewhere | 2014-12-31 | $6,754 |
Administrative expenses (other) incurred | 2014-12-31 | $37,672 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $9,641,584 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $392,864,286 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $383,222,702 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $300,258,417 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $279,006,660 |
Interest on participant loans | 2014-12-31 | $1,487 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $92,574,782 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $104,135,274 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $8,118,458 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $-897,929 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $17,233,256 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $46,638 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $28,509,583 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BLACK & PINCKARD LLC |
Accountancy firm EIN | 2014-12-31 | 260079381 |
2013 : RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $78,183,192 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $18,215,362 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $18,203,161 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $25,619,092 |
Value of total assets at end of year | 2013-12-31 | $383,222,702 |
Value of total assets at beginning of year | 2013-12-31 | $323,254,872 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $12,201 |
Total interest from all sources | 2013-12-31 | $2,226 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $7,886,136 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $7,886,136 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $21,287,347 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $21,287,347 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $665,501 |
Participant contributions at end of year | 2013-12-31 | $32,541 |
Participant contributions at beginning of year | 2013-12-31 | $19,639 |
Participant contributions at end of year | 2013-12-31 | $1,589 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $3,666,244 |
Administrative expenses (other) incurred | 2013-12-31 | $12,201 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $59,967,830 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $383,222,702 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $323,254,872 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $279,006,660 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $212,923,076 |
Interest on participant loans | 2013-12-31 | $2,226 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $104,135,274 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $110,312,157 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $45,468,475 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-792,737 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $21,287,347 |
Employer contributions (assets) at end of year | 2013-12-31 | $46,638 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $18,203,161 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2013-12-31 | 134008324 |
2012 : RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $50,610,702 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $18,204,407 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $18,135,877 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $22,380,369 |
Value of total assets at end of year | 2012-12-31 | $323,254,872 |
Value of total assets at beginning of year | 2012-12-31 | $290,848,577 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $68,530 |
Total interest from all sources | 2012-12-31 | $1,884 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $6,327,605 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $6,327,605 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $21,756,251 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $21,756,251 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $624,118 |
Participant contributions at end of year | 2012-12-31 | $19,639 |
Participant contributions at beginning of year | 2012-12-31 | $20,964 |
Administrative expenses (other) incurred | 2012-12-31 | $68,530 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $32,406,295 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $323,254,872 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $290,848,577 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $212,923,076 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $177,368,696 |
Interest on participant loans | 2012-12-31 | $1,884 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $110,312,157 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $113,458,917 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $18,966,086 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $2,934,758 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $21,756,251 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $18,135,877 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2012-12-31 | 134008324 |
2011 : RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $2,415,296 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $24,427,703 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $14,125,457 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $14,049,318 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $21,223,747 |
Value of total assets at end of year | 2011-12-31 | $290,848,577 |
Value of total assets at beginning of year | 2011-12-31 | $278,131,035 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $76,139 |
Total interest from all sources | 2011-12-31 | $2,211 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $5,485,064 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $5,485,064 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $20,676,717 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $20,676,717 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $547,030 |
Participant contributions at end of year | 2011-12-31 | $20,964 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Administrative expenses (other) incurred | 2011-12-31 | $76,139 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $10,302,246 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $290,848,577 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $278,131,035 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $177,368,696 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $168,442,397 |
Interest on participant loans | 2011-12-31 | $2,211 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $113,458,917 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $109,688,638 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-6,419,176 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $4,135,857 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $20,676,717 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $14,049,318 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | Yes |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2011-12-31 | 134008324 |
2010 : RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $49,348,394 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $12,596,910 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $12,532,565 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $21,280,378 |
Value of total assets at end of year | 2010-12-31 | $278,131,035 |
Value of total assets at beginning of year | 2010-12-31 | $241,379,551 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $64,345 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $3,942,348 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $3,942,348 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $20,729,076 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $20,729,076 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $547,031 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $43,014 |
Administrative expenses (other) incurred | 2010-12-31 | $64,345 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $36,751,484 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $278,131,035 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $241,379,551 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $168,442,397 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $135,449,738 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $109,688,638 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $104,066,949 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $16,652,090 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $7,473,578 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $20,733,347 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,819,850 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $12,532,565 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | Yes |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2010-12-31 | 134008324 |
2009 : RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2009 401k financial data | ||
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $17,663,127 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $17,663,127 |
2022: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |