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HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN 401k Plan overview

Plan NameHOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN
Plan identification number 508

HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Other welfare benefit cover

401k Sponsoring company profile

HOWARD HUGHES MEDICAL INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:HOWARD HUGHES MEDICAL INSTITUTE
Employer identification number (EIN):590735717
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about HOWARD HUGHES MEDICAL INSTITUTE

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0472016

More information about HOWARD HUGHES MEDICAL INSTITUTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5082022-01-01
5082021-01-01
5082021-01-01
5082020-01-01
5082020-01-01
5082019-01-01
5082019-01-01
5082018-01-01
5082017-01-01
5082016-01-01WENDY B. JOLLY
5082015-01-01KATHY WYSZYNSKI
5082015-01-01KATHY WYSZYNSKI
5082015-01-01

Plan Statistics for HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN

401k plan membership statisitcs for HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN

Measure Date Value
2022: HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01875
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-01630
Number of other retired or separated participants entitled to future benefits2022-01-01266
Total of all active and inactive participants2022-01-01896
2021: HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01844
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-01617
Number of other retired or separated participants entitled to future benefits2021-01-01264
Total of all active and inactive participants2021-01-01881
2020: HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01823
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-01590
Number of other retired or separated participants entitled to future benefits2020-01-01312
Total of all active and inactive participants2020-01-01902
2019: HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01765
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-01585
Number of other retired or separated participants entitled to future benefits2019-01-01230
Total of all active and inactive participants2019-01-01815
2018: HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01516
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-01542
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01542
2017: HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01475
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-01485
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01485
2016: HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01498
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-01535
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01535
2015: HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01604
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-01502
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01502

Financial Data on HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN

Measure Date Value
2022 : HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$601,155
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$510,157
Total income from all sources (including contributions)2022-12-31$8,865,718
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,732,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,230,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,279,093
Value of total assets at end of year2022-12-31$39,270,723
Value of total assets at beginning of year2022-12-31$39,046,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$501,469
Total interest from all sources2022-12-31$586,625
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$2,207,868
Participant contributions at end of year2022-12-31$166,368
Participant contributions at beginning of year2022-12-31$139,108
Assets. Other investments not covered elsewhere at end of year2022-12-31$27,712
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,036
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$666,957
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$455,481
Liabilities. Value of operating payables at end of year2022-12-31$195,734
Liabilities. Value of operating payables at beginning of year2022-12-31$310,180
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$133,611
Value of net assets at end of year (total assets less liabilities)2022-12-31$38,669,568
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,535,957
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$48,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$38,409,686
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$38,448,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$38,448,489
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$586,625
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$20,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$6,071,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,210,095
Contract administrator fees2022-12-31$453,101
Liabilities. Value of benefit claims payable at end of year2022-12-31$405,421
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$199,977
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2022-12-31134008324
2021 : HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$510,157
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$297,728
Total income from all sources (including contributions)2021-12-31$42,866,129
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,438,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,006,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$42,865,355
Value of total assets at end of year2021-12-31$39,046,114
Value of total assets at beginning of year2021-12-31$3,406,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$431,877
Total interest from all sources2021-12-31$774
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,865,059
Participant contributions at end of year2021-12-31$139,108
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,036
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$28,796
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$455,481
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$571,512
Liabilities. Value of operating payables at end of year2021-12-31$310,180
Liabilities. Value of operating payables at beginning of year2021-12-31$119,396
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$35,427,435
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,535,957
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,108,522
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$18,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$38,448,489
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,805,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,805,942
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$774
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$25,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$41,000,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,981,225
Contract administrator fees2021-12-31$412,971
Liabilities. Value of benefit claims payable at end of year2021-12-31$199,977
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$178,332
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 name2021-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2021-12-31134008324
2020 : HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$297,728
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$293,947
Total income from all sources (including contributions)2020-12-31$8,964,302
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,734,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,338,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,958,275
Value of total assets at end of year2020-12-31$3,406,250
Value of total assets at beginning of year2020-12-31$1,172,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$395,647
Total interest from all sources2020-12-31$6,027
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,830,999
Assets. Other investments not covered elsewhere at end of year2020-12-31$28,796
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$28,293
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$571,512
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$134,040
Liabilities. Value of operating payables at end of year2020-12-31$119,396
Liabilities. Value of operating payables at beginning of year2020-12-31$75,868
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$2,229,844
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,108,522
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$878,678
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,805,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,010,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,010,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6,027
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$24,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$7,127,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,314,098
Contract administrator fees2020-12-31$395,647
Liabilities. Value of benefit claims payable at end of year2020-12-31$178,332
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$218,079
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2020-12-31134008324
2019 : HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$293,947
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$683,012
Total income from all sources (including contributions)2019-12-31$7,723,153
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,564,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,564,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,710,721
Value of total assets at end of year2019-12-31$1,172,625
Value of total assets at beginning of year2019-12-31$403,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$12,432
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,618,158
Assets. Other investments not covered elsewhere at end of year2019-12-31$28,293
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$25,241
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$134,040
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$378,272
Liabilities. Value of operating payables at end of year2019-12-31$75,868
Liabilities. Value of operating payables at beginning of year2019-12-31$502,170
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$1,158,177
Value of net assets at end of year (total assets less liabilities)2019-12-31$878,678
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$-279,499
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 bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,010,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$12,432
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$20,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Contributions received in cash from employer2019-12-31$6,092,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,544,179
Liabilities. Value of benefit claims payable at end of year2019-12-31$218,079
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$180,842
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PRICEWATERBHOUSECOOPERS LLP
Accountancy firm EIN2019-12-31134008324

Form 5500 Responses for HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN

2022: HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number51871
Policy instance 1
Insurance contract or identification number51871
Number of Individuals Covered290
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $572
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $11,435
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $572
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number51871
Policy instance 1
Insurance contract or identification number51871
Number of Individuals Covered305
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $648
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $12,954
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $648
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number51871
Policy instance 1
Insurance contract or identification number51871
Number of Individuals Covered312
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $648
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $12,958
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $648
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number51871
Policy instance 1
Insurance contract or identification number51871
Number of Individuals Covered327
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $452
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,039
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $452
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number51871
Policy instance 1
Insurance contract or identification number51871
Number of Individuals Covered334
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $463
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,263
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $463
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number51871
Policy instance 1
Insurance contract or identification number51871
Number of Individuals Covered343
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $482
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,639
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $482
Insurance broker organization code?3
Insurance broker nameMERCER HEALTH AND BENEFITS, LLC
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number51871
Policy instance 1
Insurance contract or identification number51871
Number of Individuals Covered318
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $524
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,474
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $524
Insurance broker organization code?3
Insurance broker nameMERCER HEALTH AND BENEFITS, LLC

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