401k Plan data: INSTITUTE FOR THE FUTURE DC PLAN plan

INSTITUTE FOR THE FUTURE DC PLAN 401k Plan overview

Plan Name	INSTITUTE FOR THE FUTURE DC PLAN
Plan identification number	001

INSTITUTE FOR THE FUTURE DC PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name: INSTITUTE FOR THE FUTURE

Employer identification number (EIN): 952540449

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSTITUTE FOR THE FUTURE DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 KATIE FULLER 2019-07-24 KATIE FULLER 2019-07-24
001 2017-01-01 KATIE FULLER 2018-10-12 KATIE FULLER 2018-10-12
001 2016-01-01 KATIE FULLER 2017-10-13 KATIE FULLER 2017-10-13
001 2015-01-01 KATIE FULLER 2016-10-04 KATIE FULLER 2016-10-04
001 2014-01-01 JEAN HAGAN 2015-10-15 JEAN HAGAN 2015-10-15
001 2013-01-01 JEAN HAGAN 2014-10-17 JEAN HAGAN 2014-10-17
001 2012-01-01 KIM LAWRENCE 2013-09-30 KIM LAWRENCE 2013-09-30
001 2011-01-01 KIM LAWRENCE 2012-07-17 KIM LAWRENCE 2012-07-17
001 2010-01-01 KIM LAWRENCE 2011-10-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	KATIE FULLER	2019-07-24	KATIE FULLER	2019-07-24
001	2017-01-01	KATIE FULLER	2018-10-12	KATIE FULLER	2018-10-12
001	2016-01-01	KATIE FULLER	2017-10-13	KATIE FULLER	2017-10-13
001	2015-01-01	KATIE FULLER	2016-10-04	KATIE FULLER	2016-10-04
001	2014-01-01	JEAN HAGAN	2015-10-15	JEAN HAGAN	2015-10-15
001	2013-01-01	JEAN HAGAN	2014-10-17	JEAN HAGAN	2014-10-17
001	2012-01-01	KIM LAWRENCE	2013-09-30	KIM LAWRENCE	2013-09-30
001	2011-01-01	KIM LAWRENCE	2012-07-17	KIM LAWRENCE	2012-07-17
001	2010-01-01	KIM LAWRENCE	2011-10-04

Plan Statistics for INSTITUTE FOR THE FUTURE DC PLAN

401k plan membership statisitcs for INSTITUTE FOR THE FUTURE DC PLAN

Measure Date Value
2022: INSTITUTE FOR THE FUTURE DC PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 51
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 70
Total of all active and inactive participants 2022-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 121
Number of participants with account balances 2022-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: INSTITUTE FOR THE FUTURE DC PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 44
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 69
Total of all active and inactive participants 2021-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 113
Number of participants with account balances 2021-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: INSTITUTE FOR THE FUTURE DC PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 47
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 78
Total of all active and inactive participants 2020-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 125
Number of participants with account balances 2020-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: INSTITUTE FOR THE FUTURE DC PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 59
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 68
Total of all active and inactive participants 2019-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 127
Number of participants with account balances 2019-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: INSTITUTE FOR THE FUTURE DC PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	51
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	70
Total of all active and inactive participants	2022-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	121
Number of participants with account balances	2022-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: INSTITUTE FOR THE FUTURE DC PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	44
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	69
Total of all active and inactive participants	2021-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	113
Number of participants with account balances	2021-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: INSTITUTE FOR THE FUTURE DC PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	47
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	78
Total of all active and inactive participants	2020-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	125
Number of participants with account balances	2020-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: INSTITUTE FOR THE FUTURE DC PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	59
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	68
Total of all active and inactive participants	2019-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	127
Number of participants with account balances	2019-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on INSTITUTE FOR THE FUTURE DC PLAN

Measure	Date	Value
2022 : INSTITUTE FOR THE FUTURE DC PLAN 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	$-2,451,302
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$397,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$397,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,078,136
Value of total assets at end of year	2022-12-31	$22,172,354
Value of total assets at beginning of year	2022-12-31	$25,020,797
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$25
Total interest from all sources	2022-12-31	$205,522
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 year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$499,351
Participant contributions at end of year	2022-12-31	$17,619
Participant contributions at beginning of year	2022-12-31	$22,191
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,053
Administrative expenses (other) incurred	2022-12-31	$25
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	$-2,848,443
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$22,172,354
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$25,020,797
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	$16,099,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$19,351,563
Value of interest in pooled separate accounts at end of year	2022-12-31	$629,801
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$525,182
Interest on participant loans	2022-12-31	$855
Interest earned on other investments	2022-12-31	$204,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$5,281,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$4,996,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,777,782
Net investment gain/loss from pooled separate accounts	2022-12-31	$42,822
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	$577,732
Employer contributions (assets) at end of year	2022-12-31	$143,415
Employer contributions (assets) at beginning of year	2022-12-31	$125,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$397,116
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	HOOD & STRONG LLP
Accountancy firm EIN	2022-12-31	941254756
2021 : INSTITUTE FOR THE FUTURE DC PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
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	$3,719,364
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$784,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$784,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$895,292
Value of total assets at end of year	2021-12-31	$25,020,797
Value of total assets at beginning of year	2021-12-31	$22,085,553
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$100
Total interest from all sources	2021-12-31	$173,804
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 year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$407,038
Participant contributions at end of year	2021-12-31	$22,191
Participant contributions at beginning of year	2021-12-31	$15,825
Administrative expenses (other) incurred	2021-12-31	$100
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	$2,935,244
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$25,020,797
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$22,085,553
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	$19,351,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$16,616,250
Value of interest in pooled separate accounts at end of year	2021-12-31	$525,182
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$408,641
Interest on participant loans	2021-12-31	$527
Interest earned on other investments	2021-12-31	$173,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$4,996,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$5,028,722
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$141,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,573,701
Net investment gain/loss from pooled separate accounts	2021-12-31	$76,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$488,254
Employer contributions (assets) at end of year	2021-12-31	$125,515
Employer contributions (assets) at beginning of year	2021-12-31	$16,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$642,843
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	HOOD & STRONG LLP
Accountancy firm EIN	2021-12-31	941254756
2020 : INSTITUTE FOR THE FUTURE DC PLAN 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	$3,877,237
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$636,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$636,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$966,650
Value of total assets at end of year	2020-12-31	$22,085,553
Value of total assets at beginning of year	2020-12-31	$18,845,051
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$185,526
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 year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$434,351
Participant contributions at end of year	2020-12-31	$15,825
Participant contributions at beginning of year	2020-12-31	$18,790
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	$3,240,502
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$22,085,553
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$18,845,051
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	$16,616,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$13,607,904
Value of interest in pooled separate accounts at end of year	2020-12-31	$408,641
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$388,253
Interest earned on other investments	2020-12-31	$185,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$5,028,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$4,579,198
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$30,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,728,327
Net investment gain/loss from pooled separate accounts	2020-12-31	$-3,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$532,299
Employer contributions (assets) at end of year	2020-12-31	$16,115
Employer contributions (assets) at beginning of year	2020-12-31	$250,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$606,456
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	HOOD & STRONG LLP
Accountancy firm EIN	2020-12-31	941254756
2019 : INSTITUTE FOR THE FUTURE DC PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
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 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 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	$3,854,061
Total income from all sources (including contributions)	2019-12-31	$3,854,061
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$924,743
Total of all expenses incurred	2019-12-31	$924,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$924,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$924,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,104,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,104,524
Value of total assets at end of year	2019-12-31	$18,845,051
Value of total assets at end of year	2019-12-31	$18,845,051
Value of total assets at beginning of year	2019-12-31	$15,915,733
Value of total assets at beginning of year	2019-12-31	$15,915,733
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$176,654
Total interest from all sources	2019-12-31	$176,654
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
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 year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$469,010
Contributions received from participants	2019-12-31	$469,010
Participant contributions at end of year	2019-12-31	$18,790
Participant contributions at end of year	2019-12-31	$18,790
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$29,498
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$29,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,929,318
Value of net income/loss	2019-12-31	$2,929,318
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$18,845,051
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$18,845,051
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$15,915,733
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$15,915,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$13,607,904
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$13,607,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$11,186,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$11,186,279
Value of interest in pooled separate accounts at end of year	2019-12-31	$388,253
Value of interest in pooled separate accounts at end of year	2019-12-31	$388,253
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$338,517
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$338,517
Interest earned on other investments	2019-12-31	$176,654
Interest earned on other investments	2019-12-31	$176,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$4,579,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$4,579,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$4,390,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$4,390,937
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$7,676
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$7,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,553,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,553,377
Net investment gain/loss from pooled separate accounts	2019-12-31	$19,506
Net investment gain/loss from pooled separate accounts	2019-12-31	$19,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$606,016
Contributions received in cash from employer	2019-12-31	$606,016
Employer contributions (assets) at end of year	2019-12-31	$250,906
Employer contributions (assets) at end of year	2019-12-31	$250,906
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$917,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$917,067
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HOOD & STRONG LLP
Accountancy firm name	2019-12-31	HOOD & STRONG LLP
Accountancy firm EIN	2019-12-31	941254756
Accountancy firm EIN	2019-12-31	941254756

Form 5500 Responses for INSTITUTE FOR THE FUTURE DC PLAN

2022: INSTITUTE FOR THE FUTURE DC PLAN 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: INSTITUTE FOR THE FUTURE DC PLAN 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: INSTITUTE FOR THE FUTURE DC PLAN 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 – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: INSTITUTE FOR THE FUTURE DC PLAN 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

334686

Policy instance

Insurance contract or identification number	334686
Number of Individuals Covered	117
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

334686

Policy instance

Insurance contract or identification number	334686
Number of Individuals Covered	111
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

334686

Policy instance

Insurance contract or identification number	334686
Number of Individuals Covered	123
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

334686

Policy instance

Insurance contract or identification number	334686
Number of Individuals Covered	125
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	INSTITUTE FOR THE FUTURE
Employer identification number (EIN):	952540449
NAIC Classification:	541600