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BOSTON UNIVERSITY RETIREMENT PLAN 401k Plan overview

Plan NameBOSTON UNIVERSITY RETIREMENT PLAN
Plan identification number 002

BOSTON UNIVERSITY RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

TRUSTEES OF BOSTON UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF BOSTON UNIVERSITY
Employer identification number (EIN):042103547
NAIC Classification:611000

Additional information about TRUSTEES OF BOSTON UNIVERSITY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1255886

More information about TRUSTEES OF BOSTON UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOSTON UNIVERSITY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01EUGUNIA ROSE2023-10-13
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01NIMET GUNDOGAN
0022016-01-01NIMET GUNDOGAN
0022015-01-01NIMET GUNDOGAN
0022014-01-01NIMET GUNDOGAN
0022013-01-01NIMET GUNDOGAN
0022012-01-01NIMET GUNDOGAN
0022011-01-01NIMET GUNDOGAN
0022010-01-01NIMET GUNDOGAN
0022009-01-01NIMET GUNDOGAN

Plan Statistics for BOSTON UNIVERSITY RETIREMENT PLAN

401k plan membership statisitcs for BOSTON UNIVERSITY RETIREMENT PLAN

Measure Date Value
2022: BOSTON UNIVERSITY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0115,986
Total number of active participants reported on line 7a of the Form 55002022-01-018,130
Number of retired or separated participants receiving benefits2022-01-01152
Number of other retired or separated participants entitled to future benefits2022-01-017,819
Total of all active and inactive participants2022-01-0116,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0185
Total participants2022-01-0116,186
Number of participants with account balances2022-01-0116,162
2021: BOSTON UNIVERSITY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0115,009
Total number of active participants reported on line 7a of the Form 55002021-01-018,045
Number of retired or separated participants receiving benefits2021-01-01135
Number of other retired or separated participants entitled to future benefits2021-01-017,734
Total of all active and inactive participants2021-01-0115,914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0172
Total participants2021-01-0115,986
Number of participants with account balances2021-01-0115,961
2020: BOSTON UNIVERSITY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0113,522
Total number of active participants reported on line 7a of the Form 55002020-01-017,312
Number of retired or separated participants receiving benefits2020-01-0199
Number of other retired or separated participants entitled to future benefits2020-01-017,520
Total of all active and inactive participants2020-01-0114,931
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0178
Total participants2020-01-0115,009
Number of participants with account balances2020-01-0114,946
2019: BOSTON UNIVERSITY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0114,593
Total number of active participants reported on line 7a of the Form 55002019-01-017,837
Number of retired or separated participants receiving benefits2019-01-01115
Number of other retired or separated participants entitled to future benefits2019-01-015,509
Total of all active and inactive participants2019-01-0113,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0161
Total participants2019-01-0113,522
Number of participants with account balances2019-01-0110,020
2018: BOSTON UNIVERSITY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0114,214
Total number of active participants reported on line 7a of the Form 55002018-01-017,762
Number of retired or separated participants receiving benefits2018-01-0199
Number of other retired or separated participants entitled to future benefits2018-01-016,684
Total of all active and inactive participants2018-01-0114,545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0148
Total participants2018-01-0114,593
Number of participants with account balances2018-01-0110,031
2017: BOSTON UNIVERSITY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0113,660
Total number of active participants reported on line 7a of the Form 55002017-01-017,235
Number of retired or separated participants receiving benefits2017-01-0175
Number of other retired or separated participants entitled to future benefits2017-01-016,861
Total of all active and inactive participants2017-01-0114,171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0143
Total participants2017-01-0114,214
Number of participants with account balances2017-01-0110,008
2016: BOSTON UNIVERSITY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0113,556
Total number of active participants reported on line 7a of the Form 55002016-01-017,255
Number of retired or separated participants receiving benefits2016-01-0172
Number of other retired or separated participants entitled to future benefits2016-01-016,294
Total of all active and inactive participants2016-01-0113,621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0139
Total participants2016-01-0113,660
Number of participants with account balances2016-01-0112,744
2015: BOSTON UNIVERSITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0114,899
Total number of active participants reported on line 7a of the Form 55002015-01-017,238
Number of retired or separated participants receiving benefits2015-01-0167
Number of other retired or separated participants entitled to future benefits2015-01-016,212
Total of all active and inactive participants2015-01-0113,517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0139
Total participants2015-01-0113,556
Number of participants with account balances2015-01-0112,581
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BOSTON UNIVERSITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0112,591
Total number of active participants reported on line 7a of the Form 55002014-01-017,275
Number of retired or separated participants receiving benefits2014-01-0142
Number of other retired or separated participants entitled to future benefits2014-01-017,547
Total of all active and inactive participants2014-01-0114,864
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0135
Total participants2014-01-0114,899
Number of participants with account balances2014-01-0112,438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BOSTON UNIVERSITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0114,507
Total number of active participants reported on line 7a of the Form 55002013-01-017,099
Number of retired or separated participants receiving benefits2013-01-014,317
Number of other retired or separated participants entitled to future benefits2013-01-011,106
Total of all active and inactive participants2013-01-0112,522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0169
Total participants2013-01-0112,591
Number of participants with account balances2013-01-0111,639
2012: BOSTON UNIVERSITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0111,461
Total number of active participants reported on line 7a of the Form 55002012-01-0113,800
Number of retired or separated participants receiving benefits2012-01-01346
Number of other retired or separated participants entitled to future benefits2012-01-01270
Total of all active and inactive participants2012-01-0114,416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0191
Total participants2012-01-0114,507
Number of participants with account balances2012-01-0112,267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BOSTON UNIVERSITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017,143
Total number of active participants reported on line 7a of the Form 55002011-01-016,059
Number of retired or separated participants receiving benefits2011-01-011,183
Number of other retired or separated participants entitled to future benefits2011-01-014,134
Total of all active and inactive participants2011-01-0111,376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0185
Total participants2011-01-0111,461
Number of participants with account balances2011-01-0111,461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BOSTON UNIVERSITY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015,692
Total number of active participants reported on line 7a of the Form 55002010-01-016,832
Number of retired or separated participants receiving benefits2010-01-0137
Number of other retired or separated participants entitled to future benefits2010-01-01242
Total of all active and inactive participants2010-01-017,111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0132
Total participants2010-01-017,143
Number of participants with account balances2010-01-017,207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BOSTON UNIVERSITY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,282
Total number of active participants reported on line 7a of the Form 55002009-01-015,424
Number of other retired or separated participants entitled to future benefits2009-01-01263
Total of all active and inactive participants2009-01-015,687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-015,692
Number of participants with account balances2009-01-015,690

Financial Data on BOSTON UNIVERSITY RETIREMENT PLAN

Measure Date Value
2022 : BOSTON UNIVERSITY RETIREMENT PLAN 2022 401k financial data
Total transfer of assets from this plan2022-12-31$844,748
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$19,825
Total income from all sources (including contributions)2022-12-31$-301,075,659
Total of all expenses incurred2022-12-31$154,810,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$154,148,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$91,913,461
Value of total assets at end of year2022-12-31$2,463,034,550
Value of total assets at beginning of year2022-12-31$2,919,785,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$662,052
Total interest from all sources2022-12-31$19,016,079
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$40,840,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$40,840,407
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$182,814,046
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$196,128,417
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$19,825
Other income not declared elsewhere2022-12-31$979,673
Administrative expenses (other) incurred2022-12-31$662,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-455,886,360
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,463,034,550
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,919,765,658
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,730,594,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,172,067,657
Value of interest in pooled separate accounts at end of year2022-12-31$22,127,654
Value of interest in pooled separate accounts at beginning of year2022-12-31$21,625,922
Interest earned on other investments2022-12-31$19,016,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$54,613,937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$62,669,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$62,669,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$471,427,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$466,436,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-455,599,570
Net investment gain/loss from pooled separate accounts2022-12-31$1,774,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$91,913,461
Employer contributions (assets) at end of year2022-12-31$1,456,910
Employer contributions (assets) at beginning of year2022-12-31$857,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$154,148,649
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 name2022-12-31MAZARS USA LLP
Accountancy firm EIN2022-12-31131459550
2021 : BOSTON UNIVERSITY RETIREMENT PLAN 2021 401k financial data
Total transfer of assets from this plan2021-12-31$10,748,471
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$19,825
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$142,354
Total income from all sources (including contributions)2021-12-31$390,250,467
Total of all expenses incurred2021-12-31$167,698,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$167,018,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$49,157,569
Value of total assets at end of year2021-12-31$2,919,785,483
Value of total assets at beginning of year2021-12-31$2,708,104,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$680,053
Total interest from all sources2021-12-31$30,428,661
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$63,915,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$63,915,820
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$196,128,417
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$179,577,560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$19,825
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$142,354
Other income not declared elsewhere2021-12-31$1,317,344
Administrative expenses (other) incurred2021-12-31$680,053
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$222,551,684
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,919,765,658
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,707,962,445
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,172,067,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,952,036,436
Value of interest in pooled separate accounts at end of year2021-12-31$21,625,922
Value of interest in pooled separate accounts at beginning of year2021-12-31$20,591,211
Interest earned on other investments2021-12-31$30,428,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$62,669,888
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$81,691,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$81,691,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$466,436,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$473,221,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$242,035,607
Net investment gain/loss from pooled separate accounts2021-12-31$3,395,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$49,157,569
Employer contributions (assets) at end of year2021-12-31$857,417
Employer contributions (assets) at beginning of year2021-12-31$986,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$167,018,730
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SAMET & COMPANY PC
Accountancy firm EIN2021-12-31043027605
2020 : BOSTON UNIVERSITY RETIREMENT PLAN 2020 401k financial data
Total transfer of assets from this plan2020-12-31$2,081,065
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$142,354
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$157,633
Total income from all sources (including contributions)2020-12-31$369,548,684
Total of all expenses incurred2020-12-31$167,297,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$166,442,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$41,551,923
Value of total assets at end of year2020-12-31$2,708,104,799
Value of total assets at beginning of year2020-12-31$2,507,949,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$854,330
Total interest from all sources2020-12-31$18,922,861
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$48,297,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$48,297,107
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$179,577,560
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$165,054,770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$142,354
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$157,633
Other income not declared elsewhere2020-12-31$1,485,218
Administrative expenses (other) incurred2020-12-31$854,330
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$202,251,486
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,707,962,445
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,507,792,024
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 in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,952,036,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,780,036,937
Value of interest in pooled separate accounts at end of year2020-12-31$20,591,211
Value of interest in pooled separate accounts at beginning of year2020-12-31$24,278,579
Interest earned on other investments2020-12-31$18,922,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$81,691,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$60,685,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$60,685,997
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$473,221,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$475,892,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$259,487,537
Net investment gain/loss from pooled separate accounts2020-12-31$-195,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$41,551,923
Employer contributions (assets) at end of year2020-12-31$986,116
Employer contributions (assets) at beginning of year2020-12-31$2,001,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$166,442,868
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 name2020-12-31SAMET & COMPANY PC
Accountancy firm EIN2020-12-31043027605
2019 : BOSTON UNIVERSITY RETIREMENT PLAN 2019 401k financial data
Total transfer of assets from this plan2019-12-31$126,568
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$157,633
Total income from all sources (including contributions)2019-12-31$474,720,071
Total of all expenses incurred2019-12-31$143,182,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$142,636,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$81,756,620
Value of total assets at end of year2019-12-31$2,507,949,657
Value of total assets at beginning of year2019-12-31$2,176,381,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$546,281
Total interest from all sources2019-12-31$19,030,548
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$42,038,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$42,038,755
Administrative expenses professional fees incurred2019-12-31$15,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$165,054,770
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$146,086,827
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$157,633
Other income not declared elsewhere2019-12-31$1,151,650
Administrative expenses (other) incurred2019-12-31$512,930
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$331,537,217
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,507,792,024
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,176,381,375
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
Investment advisory and management fees2019-12-31$18,351
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,780,036,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,464,918,094
Value of interest in pooled separate accounts at end of year2019-12-31$24,278,579
Value of interest in pooled separate accounts at beginning of year2019-12-31$25,149,987
Interest earned on other investments2019-12-31$19,030,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$60,685,997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$57,426,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$57,426,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$475,892,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$479,885,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$329,408,602
Net investment gain/loss from pooled separate accounts2019-12-31$1,333,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$81,756,620
Employer contributions (assets) at end of year2019-12-31$2,001,002
Employer contributions (assets) at beginning of year2019-12-31$2,914,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$142,636,573
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 name2019-12-31SAMET & COMPANY PC
Accountancy firm EIN2019-12-31043027605
2018 : BOSTON UNIVERSITY RETIREMENT PLAN 2018 401k financial data
Total transfer of assets from this plan2018-12-31$713,663
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,871,180
Total income from all sources (including contributions)2018-12-31$-8,191,107
Total of all expenses incurred2018-12-31$126,678,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$125,844,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$78,602,531
Value of total assets at end of year2018-12-31$2,176,381,375
Value of total assets at beginning of year2018-12-31$2,318,835,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$833,841
Total interest from all sources2018-12-31$19,866,613
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$45,412,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$45,412,886
Administrative expenses professional fees incurred2018-12-31$107,780
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$146,086,827
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$160,632,552
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$326,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$6,871,180
Other income not declared elsewhere2018-12-31$1,322,119
Administrative expenses (other) incurred2018-12-31$651,123
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$1,016,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-134,869,256
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,176,381,375
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,311,964,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$74,938
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,464,918,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,610,557,904
Value of interest in pooled separate accounts at end of year2018-12-31$25,149,987
Value of interest in pooled separate accounts at beginning of year2018-12-31$25,646,778
Interest earned on other investments2018-12-31$19,866,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$57,426,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$45,979,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$45,979,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$479,885,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$475,002,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-154,583,996
Net investment gain/loss from pooled separate accounts2018-12-31$1,188,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$78,275,996
Employer contributions (assets) at end of year2018-12-31$2,914,683
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$125,844,308
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SAMET & COMPANY PC
Accountancy firm EIN2018-12-31043027605
2017 : BOSTON UNIVERSITY RETIREMENT PLAN 2017 401k financial data
Total transfer of assets from this plan2017-12-31$485,986
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,871,180
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,552,292
Total income from all sources (including contributions)2017-12-31$391,300,106
Total of all expenses incurred2017-12-31$99,789,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$98,902,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$87,343,460
Value of total assets at end of year2017-12-31$2,318,835,474
Value of total assets at beginning of year2017-12-31$2,027,492,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$887,157
Total interest from all sources2017-12-31$19,023,217
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$35,706,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$35,706,369
Administrative expenses professional fees incurred2017-12-31$222,749
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$20,269,107
Assets. Other investments not covered elsewhere at end of year2017-12-31$160,632,552
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$142,217,387
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,075,363
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$6,871,180
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$6,552,292
Other income not declared elsewhere2017-12-31$733,058
Administrative expenses (other) incurred2017-12-31$573,453
Total non interest bearing cash at end of year2017-12-31$1,016,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$291,510,568
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,311,964,294
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,020,939,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$90,955
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,610,557,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,353,131,340
Value of interest in pooled separate accounts at end of year2017-12-31$25,646,778
Value of interest in pooled separate accounts at beginning of year2017-12-31$26,125,302
Interest earned on other investments2017-12-31$19,023,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$45,979,266
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$39,457,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$39,457,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$475,002,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$466,560,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$247,389,777
Net investment gain/loss from pooled separate accounts2017-12-31$1,104,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$65,998,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$98,902,381
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SAMET & COMPANY PC
Accountancy firm EIN2017-12-31043027605
2016 : BOSTON UNIVERSITY RETIREMENT PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$417,149
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,552,292
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,062,016
Total income from all sources (including contributions)2016-12-31$214,491,931
Total of all expenses incurred2016-12-31$104,271,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$103,555,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$84,050,843
Value of total assets at end of year2016-12-31$2,027,492,004
Value of total assets at beginning of year2016-12-31$1,918,198,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$715,928
Total interest from all sources2016-12-31$20,378,775
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$24,913,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$24,913,994
Administrative expenses professional fees incurred2016-12-31$91,340
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$19,504,401
Assets. Other investments not covered elsewhere at end of year2016-12-31$142,217,387
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$141,639,953
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,099,188
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$126,384
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$6,552,292
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$7,062,016
Other income not declared elsewhere2016-12-31$627,251
Administrative expenses (other) incurred2016-12-31$570,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$110,220,481
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,020,939,712
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,911,136,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$54,253
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,353,131,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,253,631,561
Value of interest in pooled separate accounts at end of year2016-12-31$26,125,302
Value of interest in pooled separate accounts at beginning of year2016-12-31$26,044,998
Interest earned on other investments2016-12-31$20,378,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$39,457,585
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$34,344,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$34,344,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$466,560,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$462,410,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$83,199,706
Net investment gain/loss from pooled separate accounts2016-12-31$1,321,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$63,447,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$103,555,522
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SAMET & COMPANY PC
Accountancy firm EIN2016-12-31043027605
2015 : BOSTON UNIVERSITY RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$34,403
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,062,016
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,357,762
Total income from all sources (including contributions)2015-12-31$98,489,929
Total of all expenses incurred2015-12-31$114,358,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$108,137,932
Value of total corrective distributions2015-12-31$5,498,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$81,012,609
Value of total assets at end of year2015-12-31$1,918,198,396
Value of total assets at beginning of year2015-12-31$1,933,327,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$721,231
Total interest from all sources2015-12-31$19,087,789
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$14,334,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$14,334,761
Administrative expenses professional fees incurred2015-12-31$95,800
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$19,029,827
Assets. Other investments not covered elsewhere at end of year2015-12-31$141,639,953
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$148,925,396
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,286,562
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$126,384
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$852,979
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$7,062,016
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$6,357,762
Other income not declared elsewhere2015-12-31$776,663
Administrative expenses (other) incurred2015-12-31$571,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-15,868,126
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,911,136,380
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,926,970,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$53,434
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,253,631,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,264,490,174
Value of interest in pooled separate accounts at end of year2015-12-31$26,044,998
Value of interest in pooled separate accounts at beginning of year2015-12-31$25,867,067
Interest earned on other investments2015-12-31$19,073,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$34,344,687
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$36,868,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$36,868,570
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$13,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$462,410,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$456,323,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-18,773,691
Net investment gain/loss from pooled separate accounts2015-12-31$2,051,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$60,696,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$108,137,932
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SAMET & COMPANY PC
Accountancy firm EIN2015-12-31043027605
2014 : BOSTON UNIVERSITY RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$278,022
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,357,762
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,777,074
Total income from all sources (including contributions)2014-12-31$196,761,227
Total of all expenses incurred2014-12-31$117,585,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$111,123,977
Value of total corrective distributions2014-12-31$5,644,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$79,653,899
Value of total assets at end of year2014-12-31$1,933,327,865
Value of total assets at beginning of year2014-12-31$1,855,293,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$817,587
Total interest from all sources2014-12-31$19,386,685
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$21,421,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$21,421,415
Administrative expenses professional fees incurred2014-12-31$271,399
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$18,490,943
Assets. Other investments not covered elsewhere at end of year2014-12-31$148,925,396
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,824,866
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$852,979
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$82,899,971
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$6,357,762
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$7,777,074
Other income not declared elsewhere2014-12-31$11,338,394
Administrative expenses (other) incurred2014-12-31$404,758
Total non interest bearing cash at beginning of year2014-12-31$139,906,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$79,175,423
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,926,970,103
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,847,516,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$141,430
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,264,490,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,134,686,019
Value of interest in pooled separate accounts at end of year2014-12-31$25,867,067
Value of interest in pooled separate accounts at beginning of year2014-12-31$25,247,439
Interest earned on other investments2014-12-31$19,370,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$36,868,570
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$30,404,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$30,404,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$16,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$456,323,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$442,149,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$62,039,816
Net investment gain/loss from pooled separate accounts2014-12-31$2,921,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$59,338,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$111,123,977
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SAMET & COMPANY PC
Accountancy firm EIN2014-12-31043027605
2013 : BOSTON UNIVERSITY RETIREMENT PLAN 2013 401k financial data
Total transfer of assets from this plan2013-12-31$506,767
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,777,074
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,491,550
Total income from all sources (including contributions)2013-12-31$361,479,138
Total of all expenses incurred2013-12-31$120,742,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$117,378,166
Value of total corrective distributions2013-12-31$3,150,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$77,086,357
Value of total assets at end of year2013-12-31$1,855,293,732
Value of total assets at beginning of year2013-12-31$1,613,778,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$213,996
Total interest from all sources2013-12-31$17,995,566
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$37,396,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$37,396,759
Administrative expenses professional fees incurred2013-12-31$112,840
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$18,110,850
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,028,069
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$82,899,971
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$26,608
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$7,777,074
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$6,491,550
Other income not declared elsewhere2013-12-31$1,518,407
Administrative expenses (other) incurred2013-12-31$27,026
Total non interest bearing cash at end of year2013-12-31$139,906,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$240,736,972
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,847,516,658
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,607,286,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$74,130
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,134,686,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,102,811,886
Value of interest in pooled separate accounts at end of year2013-12-31$25,247,439
Value of interest in pooled separate accounts at beginning of year2013-12-31$20,621,064
Interest earned on other investments2013-12-31$17,990,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$30,404,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$64,931,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$64,931,163
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4,987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$442,149,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$425,387,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$225,384,258
Net investment gain/loss from pooled separate accounts2013-12-31$2,097,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$55,947,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$117,378,166
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SAMET & COMPANY PC
Accountancy firm EIN2013-12-31043027605
2012 : BOSTON UNIVERSITY RETIREMENT PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$1,220,724
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,491,550
Total income from all sources (including contributions)2012-12-31$236,821,440
Total of all expenses incurred2012-12-31$92,558,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$92,425,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$72,816,017
Value of total assets at end of year2012-12-31$1,613,778,003
Value of total assets at beginning of year2012-12-31$1,461,803,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$133,717
Total interest from all sources2012-12-31$17,021,012
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$19,529,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$19,529,481
Administrative expenses professional fees incurred2012-12-31$62,102
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$17,531,630
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$1,238,415
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$601,486
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$26,608
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,660
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$6,491,550
Other income not declared elsewhere2012-12-31$840,614
Administrative expenses (other) incurred2012-12-31$34,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$144,262,459
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,607,286,453
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,461,803,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$37,275
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,102,811,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$954,292,301
Value of interest in pooled separate accounts at end of year2012-12-31$20,621,064
Value of interest in pooled separate accounts at beginning of year2012-12-31$17,454,076
Interest earned on other investments2012-12-31$17,012,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$64,931,163
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$65,894,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$65,894,137
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$8,505
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$425,387,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$417,993,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$124,785,141
Net investment gain/loss from pooled separate accounts2012-12-31$1,829,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$54,682,901
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$4,927,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$92,425,264
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SAMET & COMPANY PC
Accountancy firm EIN2012-12-31043027605
2011 : BOSTON UNIVERSITY RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$71,314,153
Total of all expenses incurred2011-12-31$79,384,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$79,348,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$79,300,976
Value of total assets at end of year2011-12-31$1,461,803,270
Value of total assets at beginning of year2011-12-31$1,469,873,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$36,696
Total interest from all sources2011-12-31$16,599,945
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$14,658,737
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$14,658,737
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$18,891,086
Participant contributions at end of year2011-12-31$1,238,415
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,660
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$38,711
Administrative expenses (other) incurred2011-12-31$36,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-8,070,609
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,461,803,270
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,469,873,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$954,292,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$990,884,201
Value of interest in pooled separate accounts at end of year2011-12-31$17,454,076
Value of interest in pooled separate accounts at beginning of year2011-12-31$14,151,537
Interest earned on other investments2011-12-31$16,591,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$65,894,137
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$61,112,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$61,112,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$8,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$417,993,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$403,686,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-41,170,608
Net investment gain/loss from pooled separate accounts2011-12-31$1,925,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$60,409,890
Employer contributions (assets) at end of year2011-12-31$4,927,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$79,348,066
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SAMET & COMPANY PC
Accountancy firm EIN2011-12-31043027605
2010 : BOSTON UNIVERSITY RETIREMENT PLAN 2010 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,696
Total income from all sources (including contributions)2010-12-31$216,976,045
Total of all expenses incurred2010-12-31$65,291,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$65,268,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$72,079,762
Value of total assets at end of year2010-12-31$1,469,873,879
Value of total assets at beginning of year2010-12-31$1,318,193,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,612
Total interest from all sources2010-12-31$15,196,262
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$9,676,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$9,676,023
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$16,989,557
Participant contributions at beginning of year2010-12-31$540,106
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$38,711
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$16,972
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$3,696
Administrative expenses (other) incurred2010-12-31$23,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$151,684,161
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,469,873,879
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,318,189,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$990,884,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$875,998,168
Value of interest in pooled separate accounts at end of year2010-12-31$14,151,537
Value of interest in pooled separate accounts at beginning of year2010-12-31$10,364,924
Interest earned on other investments2010-12-31$15,177,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$61,112,939
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$40,666,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$40,666,896
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$18,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$403,686,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$389,362,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$118,499,163
Net investment gain/loss from pooled separate accounts2010-12-31$1,524,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$55,090,205
Employer contributions (assets) at beginning of year2010-12-31$1,243,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$65,268,272
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SAMET & COMPANY PC
Accountancy firm EIN2010-12-31043027605
2009 : BOSTON UNIVERSITY RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BOSTON UNIVERSITY RETIREMENT PLAN

2022: BOSTON UNIVERSITY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BOSTON UNIVERSITY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BOSTON UNIVERSITY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BOSTON UNIVERSITY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BOSTON UNIVERSITY RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BOSTON UNIVERSITY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BOSTON UNIVERSITY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BOSTON UNIVERSITY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BOSTON UNIVERSITY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BOSTON UNIVERSITY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BOSTON UNIVERSITY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BOSTON UNIVERSITY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BOSTON UNIVERSITY RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BOSTON UNIVERSITY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-80338
Policy instance 3
Insurance contract or identification numberGA-80338
Number of Individuals Covered107
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100530
Policy instance 2
Insurance contract or identification number100530
Number of Individuals Covered5427
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25903
Policy instance 1
Insurance contract or identification number25903
Number of Individuals Covered35
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-80338
Policy instance 3
Insurance contract or identification numberGA-80338
Number of Individuals Covered29
Insurance policy start date2021-02-17
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100530
Policy instance 2
Insurance contract or identification number100530
Number of Individuals Covered4208
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25903
Policy instance 1
Insurance contract or identification number25903
Number of Individuals Covered61
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25903
Policy instance 1
Insurance contract or identification number25903
Number of Individuals Covered66
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100530
Policy instance 2
Insurance contract or identification number100530
Number of Individuals Covered4355
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100530
Policy instance 2
Insurance contract or identification number100530
Number of Individuals Covered4721
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25903
Policy instance 1
Insurance contract or identification number25903
Number of Individuals Covered72
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100530
Policy instance 2
Insurance contract or identification number100530
Number of Individuals Covered6220
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25903
Policy instance 1
Insurance contract or identification number25903
Number of Individuals Covered85
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100530
Policy instance 2
Insurance contract or identification number100530
Number of Individuals Covered6288
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25903
Policy instance 1
Insurance contract or identification number25903
Number of Individuals Covered91
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,869
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10869
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameFIDELITY INSURANCE AGENCY
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100530
Policy instance 2
Insurance contract or identification number100530
Number of Individuals Covered6400
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25903
Policy instance 1
Insurance contract or identification number25903
Number of Individuals Covered195
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,409
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12409
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameFIDELITY INSURANCE AGENCY
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25903
Policy instance 1
Insurance contract or identification number25903
Number of Individuals Covered201
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,124
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees13124
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameFIDELITY INSURANCE AGENCY
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100530
Policy instance 2
Insurance contract or identification number100530
Number of Individuals Covered6426
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25903
Policy instance 1
Insurance contract or identification number25903
Number of Individuals Covered104
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,267
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12267
Additional information about fees paid to insurance brokerFEES PAID
Insurance broker organization code?3
Insurance broker nameFIDELITY INSURANCE AGENCY
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100530
Policy instance 2
Insurance contract or identification number100530
Number of Individuals Covered7258
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25903
Policy instance 1
Insurance contract or identification number25903
Number of Individuals Covered100
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,453
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100530
Policy instance 2
Insurance contract or identification number100530
Number of Individuals Covered7225
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number100530
Policy instance 1
Insurance contract or identification number100530
Number of Individuals Covered82
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,959
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10959
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameFIDELITY INSURANCE AGENCY
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100530
Policy instance 2
Insurance contract or identification number100530
Number of Individuals Covered7207
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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