401k Plan data: TUFTS UNIVERSITY BASIC RETIREMENT PLAN plan

TUFTS UNIVERSITY BASIC RETIREMENT PLAN 401k Plan overview

Plan Name	TUFTS UNIVERSITY BASIC RETIREMENT PLAN
Plan identification number	002

TUFTS UNIVERSITY BASIC RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Money purchase (other than target benefit)
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.

401k Sponsoring company profile

TRUSTEES OF TUFTS COLLEGE has sponsored the creation of one or more 401k plans.

Company Name: TRUSTEES OF TUFTS COLLEGE

Employer identification number (EIN): 042103634

NAIC Classification: 611000

Additional information about TRUSTEES OF TUFTS COLLEGE

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2017-11-03

Company Identification Number: 0802857208

Legal Registered Office Address: 1999 BRYAN ST STE 900

DALLAS
United States of America (USA)
75201

More information about TRUSTEES OF TUFTS COLLEGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TUFTS UNIVERSITY BASIC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 ROBBYN DEWAR 2023-10-12 ELIZABETH MCCLAIN 2023-10-12
002 2021-01-01 ROBBYN DEWAR 2022-10-03 ELIZABETH MCCLAIN 2022-10-03
002 2020-01-01 ROBBYN DEWAR 2021-10-07 ELIZABETH MCCLAIN 2021-10-07
002 2019-01-01
002 2018-01-01
002 2017-01-01 ROBBYN DEWAR THOMAS S. MCGURTY 2018-10-12
002 2016-01-01 JULEN CARTER THOMAS S. MCGURTY 2017-10-11
002 2015-01-01 ROBBYN DEWAR THOMAS S. MCGURTY 2016-10-05
002 2014-01-01 JULIEN CARTER THOMAS S. MCGURTY 2015-10-04
002 2013-01-01 MARTHA L POKRAS THOMAS S MCGURTY 2014-09-29
002 2012-01-01 LINDA E CATALDO
002 2011-01-01 KATHLEEN CRONIN
002 2009-01-01 KATHLEEN CRONIN
002 2009-01-01 KATHLEEN CRONIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	ROBBYN DEWAR	2023-10-12	ELIZABETH MCCLAIN	2023-10-12
002	2021-01-01	ROBBYN DEWAR	2022-10-03	ELIZABETH MCCLAIN	2022-10-03
002	2020-01-01	ROBBYN DEWAR	2021-10-07	ELIZABETH MCCLAIN	2021-10-07
002	2019-01-01
002	2018-01-01
002	2017-01-01	ROBBYN DEWAR		THOMAS S. MCGURTY	2018-10-12
002	2016-01-01	JULEN CARTER		THOMAS S. MCGURTY	2017-10-11
002	2015-01-01	ROBBYN DEWAR		THOMAS S. MCGURTY	2016-10-05
002	2014-01-01	JULIEN CARTER		THOMAS S. MCGURTY	2015-10-04
002	2013-01-01	MARTHA L POKRAS		THOMAS S MCGURTY	2014-09-29
002	2012-01-01	LINDA E CATALDO
002	2011-01-01	KATHLEEN CRONIN
002	2009-01-01	KATHLEEN CRONIN
002	2009-01-01	KATHLEEN CRONIN

Plan Statistics for TUFTS UNIVERSITY BASIC RETIREMENT PLAN

401k plan membership statisitcs for TUFTS UNIVERSITY BASIC RETIREMENT PLAN

Measure Date Value
2022: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 11,149
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 6,037
Number of retired or separated participants receiving benefits 2022-01-01 40
Number of other retired or separated participants entitled to future benefits 2022-01-01 4,438
Total of all active and inactive participants 2022-01-01 10,515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 107
Total participants 2022-01-01 10,622
Number of participants with account balances 2022-01-01 8,684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 242
2021: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 11,469
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7,042
Number of retired or separated participants receiving benefits 2021-01-01 39
Number of other retired or separated participants entitled to future benefits 2021-01-01 3,975
Total of all active and inactive participants 2021-01-01 11,056
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 93
Total participants 2021-01-01 11,149
Number of participants with account balances 2021-01-01 8,881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 164
2020: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 11,304
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7,224
Number of retired or separated participants receiving benefits 2020-01-01 25
Number of other retired or separated participants entitled to future benefits 2020-01-01 4,200
Total of all active and inactive participants 2020-01-01 11,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 20
Total participants 2020-01-01 11,469
Number of participants with account balances 2020-01-01 9,214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 14
2019: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10,983
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6,826
Number of retired or separated participants receiving benefits 2019-01-01 36
Number of other retired or separated participants entitled to future benefits 2019-01-01 4,424
Total of all active and inactive participants 2019-01-01 11,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 18
Total participants 2019-01-01 11,304
Number of participants with account balances 2019-01-01 9,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 78
2018: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 11,854
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6,690
Number of retired or separated participants receiving benefits 2018-01-01 30
Number of other retired or separated participants entitled to future benefits 2018-01-01 4,246
Total of all active and inactive participants 2018-01-01 10,966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 17
Total participants 2018-01-01 10,983
Number of participants with account balances 2018-01-01 8,728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 273
2017: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11,606
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 11,002
Number of retired or separated participants receiving benefits 2017-01-01 27
Number of other retired or separated participants entitled to future benefits 2017-01-01 810
Total of all active and inactive participants 2017-01-01 11,839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 15
Total participants 2017-01-01 11,854
Number of participants with account balances 2017-01-01 8,667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 139
2016: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10,396
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10,753
Number of retired or separated participants receiving benefits 2016-01-01 25
Number of other retired or separated participants entitled to future benefits 2016-01-01 811
Total of all active and inactive participants 2016-01-01 11,589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 17
Total participants 2016-01-01 11,606
Number of participants with account balances 2016-01-01 9,390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 165
2015: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 11,874
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9,582
Number of retired or separated participants receiving benefits 2015-01-01 28
Number of other retired or separated participants entitled to future benefits 2015-01-01 782
Total of all active and inactive participants 2015-01-01 10,392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 4
Total participants 2015-01-01 10,396
Number of participants with account balances 2015-01-01 10,410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 202
2014: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11,501
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7,381
Number of retired or separated participants receiving benefits 2014-01-01 21
Number of other retired or separated participants entitled to future benefits 2014-01-01 766
Total of all active and inactive participants 2014-01-01 8,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 4
Total participants 2014-01-01 8,172
Number of participants with account balances 2014-01-01 10,339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 381
2013: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8,670
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10,548
Number of retired or separated participants receiving benefits 2013-01-01 20
Number of other retired or separated participants entitled to future benefits 2013-01-01 912
Total of all active and inactive participants 2013-01-01 11,480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 21
Total participants 2013-01-01 11,501
Number of participants with account balances 2013-01-01 8,275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 218
2012: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7,871
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11,248
Number of retired or separated participants receiving benefits 2012-01-01 6
Number of other retired or separated participants entitled to future benefits 2012-01-01 653
Total of all active and inactive participants 2012-01-01 11,907
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 26
Total participants 2012-01-01 11,933
Number of participants with account balances 2012-01-01 8,670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 32
2011: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8,137
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7,408
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 442
Total of all active and inactive participants 2011-01-01 7,850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 21
Total participants 2011-01-01 7,871
Number of participants with account balances 2011-01-01 7,871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 110
2009: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7,102
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6,684
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 648
Total of all active and inactive participants 2009-01-01 7,332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 10
Total participants 2009-01-01 7,342
Number of participants with account balances 2009-01-01 7,342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 196

Measure	Date	Value
2022: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	11,149
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	6,037
Number of retired or separated participants receiving benefits	2022-01-01	40
Number of other retired or separated participants entitled to future benefits	2022-01-01	4,438
Total of all active and inactive participants	2022-01-01	10,515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	107
Total participants	2022-01-01	10,622
Number of participants with account balances	2022-01-01	8,684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	242
2021: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	11,469
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7,042
Number of retired or separated participants receiving benefits	2021-01-01	39
Number of other retired or separated participants entitled to future benefits	2021-01-01	3,975
Total of all active and inactive participants	2021-01-01	11,056
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	93
Total participants	2021-01-01	11,149
Number of participants with account balances	2021-01-01	8,881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	164
2020: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	11,304
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7,224
Number of retired or separated participants receiving benefits	2020-01-01	25
Number of other retired or separated participants entitled to future benefits	2020-01-01	4,200
Total of all active and inactive participants	2020-01-01	11,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	20
Total participants	2020-01-01	11,469
Number of participants with account balances	2020-01-01	9,214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	14
2019: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10,983
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6,826
Number of retired or separated participants receiving benefits	2019-01-01	36
Number of other retired or separated participants entitled to future benefits	2019-01-01	4,424
Total of all active and inactive participants	2019-01-01	11,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	18
Total participants	2019-01-01	11,304
Number of participants with account balances	2019-01-01	9,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	78
2018: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	11,854
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6,690
Number of retired or separated participants receiving benefits	2018-01-01	30
Number of other retired or separated participants entitled to future benefits	2018-01-01	4,246
Total of all active and inactive participants	2018-01-01	10,966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	17
Total participants	2018-01-01	10,983
Number of participants with account balances	2018-01-01	8,728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	273
2017: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11,606
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	11,002
Number of retired or separated participants receiving benefits	2017-01-01	27
Number of other retired or separated participants entitled to future benefits	2017-01-01	810
Total of all active and inactive participants	2017-01-01	11,839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	15
Total participants	2017-01-01	11,854
Number of participants with account balances	2017-01-01	8,667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	139
2016: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10,396
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10,753
Number of retired or separated participants receiving benefits	2016-01-01	25
Number of other retired or separated participants entitled to future benefits	2016-01-01	811
Total of all active and inactive participants	2016-01-01	11,589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	17
Total participants	2016-01-01	11,606
Number of participants with account balances	2016-01-01	9,390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	165
2015: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	11,874
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9,582
Number of retired or separated participants receiving benefits	2015-01-01	28
Number of other retired or separated participants entitled to future benefits	2015-01-01	782
Total of all active and inactive participants	2015-01-01	10,392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	4
Total participants	2015-01-01	10,396
Number of participants with account balances	2015-01-01	10,410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	202
2014: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11,501
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7,381
Number of retired or separated participants receiving benefits	2014-01-01	21
Number of other retired or separated participants entitled to future benefits	2014-01-01	766
Total of all active and inactive participants	2014-01-01	8,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	4
Total participants	2014-01-01	8,172
Number of participants with account balances	2014-01-01	10,339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	381
2013: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8,670
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10,548
Number of retired or separated participants receiving benefits	2013-01-01	20
Number of other retired or separated participants entitled to future benefits	2013-01-01	912
Total of all active and inactive participants	2013-01-01	11,480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	21
Total participants	2013-01-01	11,501
Number of participants with account balances	2013-01-01	8,275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	218
2012: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7,871
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11,248
Number of retired or separated participants receiving benefits	2012-01-01	6
Number of other retired or separated participants entitled to future benefits	2012-01-01	653
Total of all active and inactive participants	2012-01-01	11,907
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	26
Total participants	2012-01-01	11,933
Number of participants with account balances	2012-01-01	8,670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	32
2011: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8,137
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7,408
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	442
Total of all active and inactive participants	2011-01-01	7,850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	21
Total participants	2011-01-01	7,871
Number of participants with account balances	2011-01-01	7,871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	110
2009: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7,102
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6,684
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	648
Total of all active and inactive participants	2009-01-01	7,332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	10
Total participants	2009-01-01	7,342
Number of participants with account balances	2009-01-01	7,342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	196

Financial Data on TUFTS UNIVERSITY BASIC RETIREMENT PLAN

Measure	Date	Value
2022 : TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-86,524,465
Total of all expenses incurred	2022-12-31	$49,650,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$49,146,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$36,922,835
Value of total assets at end of year	2022-12-31	$819,422,216
Value of total assets at beginning of year	2022-12-31	$955,597,041
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$504,153
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$21,161,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$21,161,814
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$23,381
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$23,975
Other income not declared elsewhere	2022-12-31	$658,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-136,174,825
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$819,422,216
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$955,597,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$504,153
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$623,006,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$759,699,244
Value of interest in pooled separate accounts at end of year	2022-12-31	$6,900,982
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$6,630,435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$189,459,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$189,193,489
Net investment gain/loss from pooled separate accounts	2022-12-31	$541,600
Net gain/loss from 103.12 investment entities	2022-12-31	$-145,809,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$36,922,835
Employer contributions (assets) at end of year	2022-12-31	$31,276
Employer contributions (assets) at beginning of year	2022-12-31	$49,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$49,146,207
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BDO USA LLP
Accountancy firm EIN	2022-12-31	135381590
2021 : TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$139,860,747
Total of all expenses incurred	2021-12-31	$45,496,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$44,945,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$33,413,903
Value of total assets at end of year	2021-12-31	$955,597,041
Value of total assets at beginning of year	2021-12-31	$861,233,272
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$551,823
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$21,699,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$21,699,555
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$33,413,903
Amount contributed by the employer to the plan for this plan year	2021-12-31	$33,413,903
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Participant contributions at end of year	2021-12-31	$23,975
Participant contributions at beginning of year	2021-12-31	$23,875
Other income not declared elsewhere	2021-12-31	$444,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$94,363,769
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$955,597,041
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$861,233,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$551,823
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$759,699,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$666,276,007
Value of interest in pooled separate accounts at end of year	2021-12-31	$6,630,435
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$5,935,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$189,193,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$188,824,052
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,017,180
Net gain/loss from 103.12 investment entities	2021-12-31	$83,286,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$33,413,903
Employer contributions (assets) at end of year	2021-12-31	$49,898
Employer contributions (assets) at beginning of year	2021-12-31	$173,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$44,945,155
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BDO USA LLP
Accountancy firm EIN	2021-12-31	135381590
2020 : TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$138,126,219
Total of all expenses incurred	2020-12-31	$41,989,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$41,460,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$34,719,528
Value of total assets at end of year	2020-12-31	$861,233,272
Value of total assets at beginning of year	2020-12-31	$765,096,420
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$528,979
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$15,369,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$15,369,671
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Funding deficiency by the employer to the plan for this plan year	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$34,718,814
Amount contributed by the employer to the plan for this plan year	2020-12-31	$34,718,814
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$23,875
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$52,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$96,136,852
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$861,233,272
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$765,096,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$528,979
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$666,276,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$572,455,675
Value of interest in pooled separate accounts at end of year	2020-12-31	$5,935,998
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$6,677,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$188,824,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$185,821,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$376,823
Net investment gain/loss from pooled separate accounts	2020-12-31	$-55,175
Net gain/loss from 103.12 investment entities	2020-12-31	$87,715,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$34,719,528
Employer contributions (assets) at end of year	2020-12-31	$173,340
Employer contributions (assets) at beginning of year	2020-12-31	$90,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$41,460,388
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BDO USA LLP
Accountancy firm EIN	2020-12-31	135381590
2019 : TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$146,880,511
Total of all expenses incurred	2019-12-31	$37,350,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$36,868,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$33,165,468
Value of total assets at end of year	2019-12-31	$765,096,420
Value of total assets at beginning of year	2019-12-31	$655,566,390
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$481,989
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$12,871,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$12,871,170
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Minimum employer required contribution for this plan year	2019-12-31	$36,868,492
Amount contributed by the employer to the plan for this plan year	2019-12-31	$36,868,492
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$52,028
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$61,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$109,530,030
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$765,096,420
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$655,566,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$481,989
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$572,455,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$465,029,048
Value of interest in pooled separate accounts at end of year	2019-12-31	$6,677,126
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$6,600,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$185,821,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$183,634,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$185,966
Net investment gain/loss from pooled separate accounts	2019-12-31	$357,630
Net gain/loss from 103.12 investment entities	2019-12-31	$100,300,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$33,165,468
Employer contributions (assets) at end of year	2019-12-31	$90,043
Employer contributions (assets) at beginning of year	2019-12-31	$241,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$36,868,492
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BDO USA LLP
Accountancy firm EIN	2019-12-31	135381590
2018 : TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$8,928,533
Total of all expenses incurred	2018-12-31	$32,403,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$32,002,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$32,604,983
Value of total assets at end of year	2018-12-31	$655,566,390
Value of total assets at beginning of year	2018-12-31	$679,041,603
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$401,547
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$13,822,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$13,822,378
Administrative expenses professional fees incurred	2018-12-31	$13,518
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Minimum employer required contribution for this plan year	2018-12-31	$32,002,199
Amount contributed by the employer to the plan for this plan year	2018-12-31	$32,002,199
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$61,411
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$61,411
Other income not declared elsewhere	2018-12-31	$53,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-23,475,213
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$655,566,390
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$679,041,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$388,029
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$465,029,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$492,663,632
Value of interest in pooled separate accounts at end of year	2018-12-31	$6,600,125
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$6,679,847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$183,634,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$179,580,936
Net investment gain/loss from pooled separate accounts	2018-12-31	$309,910
Net gain/loss from 103.12 investment entities	2018-12-31	$-37,862,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$32,604,983
Employer contributions (assets) at end of year	2018-12-31	$241,358
Employer contributions (assets) at beginning of year	2018-12-31	$55,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$32,002,199
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BDO USA LLP
Accountancy firm EIN	2018-12-31	135381590
2017 : TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$117,214,686
Total of all expenses incurred	2017-12-31	$29,559,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$29,060,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$31,924,783
Value of total assets at end of year	2017-12-31	$679,041,603
Value of total assets at beginning of year	2017-12-31	$591,386,216
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$498,744
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$10,819,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$10,819,871
Administrative expenses professional fees incurred	2017-12-31	$16,000
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Minimum employer required contribution for this plan year	2017-12-31	$29,060,555
Amount contributed by the employer to the plan for this plan year	2017-12-31	$29,060,555
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$61,411
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$74,974
Other income not declared elsewhere	2017-12-31	$71,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$87,655,387
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$679,041,603
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$591,386,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$482,744
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$492,663,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$410,386,723
Value of interest in pooled separate accounts at end of year	2017-12-31	$6,679,847
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$7,125,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$179,580,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$173,798,555
Net investment gain/loss from pooled separate accounts	2017-12-31	$293,613
Net gain/loss from 103.12 investment entities	2017-12-31	$74,104,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$31,924,783
Employer contributions (assets) at end of year	2017-12-31	$55,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$29,060,555
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BDO USA LLP
Accountancy firm EIN	2017-12-31	135381590
2016 : TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$64,953,773
Total of all expenses incurred	2016-12-31	$30,266,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$30,200,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$30,465,261
Value of total assets at end of year	2016-12-31	$591,386,216
Value of total assets at beginning of year	2016-12-31	$556,698,835
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$66,371
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$11,756,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$11,756,534
Administrative expenses professional fees incurred	2016-12-31	$15,000
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Minimum employer required contribution for this plan year	2016-12-31	$30,465,261
Amount contributed by the employer to the plan for this plan year	2016-12-31	$30,465,261
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$74,974
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$61,411
Other income not declared elsewhere	2016-12-31	$73,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$34,687,381
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$591,386,216
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$556,698,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$51,371
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$410,386,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$382,405,070
Value of interest in pooled separate accounts at end of year	2016-12-31	$7,125,964
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$7,194,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$173,798,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$167,037,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$22,294,789
Net investment gain/loss from pooled separate accounts	2016-12-31	$363,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$30,465,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$30,200,021
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BDO USA LLP
Accountancy firm EIN	2016-12-31	135381590
2015 : TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$35,989,655
Total of all expenses incurred	2015-12-31	$28,757,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$28,721,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$28,485,113
Value of total assets at end of year	2015-12-31	$556,698,835
Value of total assets at beginning of year	2015-12-31	$549,466,932
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$36,507
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$12,902,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$12,902,938
Administrative expenses professional fees incurred	2015-12-31	$10,550
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$8,500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Minimum employer required contribution for this plan year	2015-12-31	$28,485,113
Amount contributed by the employer to the plan for this plan year	2015-12-31	$28,485,113
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$61,411
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$36,352
Other income not declared elsewhere	2015-12-31	$42,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$7,231,903
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$556,698,835
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$549,466,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$25,957
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$382,405,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$380,132,786
Value of interest in pooled separate accounts at end of year	2015-12-31	$7,194,404
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$7,014,754
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$167,037,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$162,283,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-5,997,173
Net investment gain/loss from pooled separate accounts	2015-12-31	$555,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$28,485,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$28,721,245
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BDO USA LLP
Accountancy firm EIN	2015-12-31	135381590
2014 : TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$256
Total income from all sources (including contributions)	2014-12-31	$56,551,538
Total of all expenses incurred	2014-12-31	$29,134,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$29,042,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$26,873,723
Value of total assets at end of year	2014-12-31	$549,466,932
Value of total assets at beginning of year	2014-12-31	$522,049,786
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$91,208
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$16,862,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$16,862,990
Administrative expenses professional fees incurred	2014-12-31	$19,548
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$8,500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Minimum employer required contribution for this plan year	2014-12-31	$26,873,723
Amount contributed by the employer to the plan for this plan year	2014-12-31	$26,873,723
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$36,352
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$256
Other income not declared elsewhere	2014-12-31	$92,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$27,417,402
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$549,466,932
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$522,049,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$71,660
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$380,132,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$357,773,224
Value of interest in pooled separate accounts at end of year	2014-12-31	$7,014,754
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$6,543,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$162,283,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$157,733,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$11,936,852
Net investment gain/loss from pooled separate accounts	2014-12-31	$785,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$26,873,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$29,042,928
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	FEELEY & DRISCOLL PC
Accountancy firm EIN	2014-12-31	042684828
2013 : TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$256
Total income from all sources (including contributions)	2013-12-31	$92,704,889
Total of all expenses incurred	2013-12-31	$17,657,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$17,623,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$26,831,076
Value of total assets at end of year	2013-12-31	$522,049,786
Value of total assets at beginning of year	2013-12-31	$447,002,239
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$34,542
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$7,844,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$7,844,735
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$7,500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Minimum employer required contribution for this plan year	2013-12-31	$26,831,076
Amount contributed by the employer to the plan for this plan year	2013-12-31	$26,831,076
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$256
Other income not declared elsewhere	2013-12-31	$30,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$75,047,291
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$522,049,530
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$447,002,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$34,542
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$357,773,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$290,247,257
Value of interest in pooled separate accounts at end of year	2013-12-31	$6,543,255
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$6,229,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$157,733,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$150,525,117
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$17,623,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$57,227,521
Net investment gain/loss from pooled separate accounts	2013-12-31	$771,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$26,831,076
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	FEELEY&DRISCOLL
Accountancy firm EIN	2013-12-31	042684828
2012 : TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$220,544
Total income from all sources (including contributions)	2012-12-31	$65,677,636
Total of all expenses incurred	2012-12-31	$14,238,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$14,198,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$26,564,036
Value of total assets at end of year	2012-12-31	$447,002,239
Value of total assets at beginning of year	2012-12-31	$395,783,910
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$40,409
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$6,243,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$6,243,322
Administrative expenses professional fees incurred	2012-12-31	$40,409
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$7,500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Minimum employer required contribution for this plan year	2012-12-31	$26,564,036
Amount contributed by the employer to the plan for this plan year	2012-12-31	$26,564,036
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$11,278
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$220,544
Other income not declared elsewhere	2012-12-31	$37,436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$51,438,873
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$447,002,239
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$395,563,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$290,247,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$245,517,257
Value of interest in pooled separate accounts at end of year	2012-12-31	$6,229,865
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$5,918,603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$150,525,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$144,336,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$32,250,853
Net investment gain/loss from pooled separate accounts	2012-12-31	$581,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$26,564,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$14,198,354
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	FEELEY AND DRISCOLL PC
Accountancy firm EIN	2012-12-31	042684828
2011 : TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$220,544
Total income from all sources (including contributions)	2011-12-31	$26,399,740
Total of all expenses incurred	2011-12-31	$24,928,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$24,907,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$24,980,699
Value of total assets at end of year	2011-12-31	$395,783,910
Value of total assets at beginning of year	2011-12-31	$394,092,030
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$21,252
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$5,064,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$5,064,935
Administrative expenses professional fees incurred	2011-12-31	$21,252
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$24,980,699
Amount contributed by the employer to the plan for this plan year	2011-12-31	$24,980,699
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$11,278
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$220,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,471,336
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$395,563,366
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$394,092,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$245,517,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$251,721,254
Value of interest in pooled separate accounts at end of year	2011-12-31	$5,918,603
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$6,222,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$144,336,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$136,148,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-4,413,228
Net investment gain/loss from pooled separate accounts	2011-12-31	$767,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$24,980,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$24,907,152
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	FEELEY & DRISCOLL PC
Accountancy firm EIN	2011-12-31	042684828
2010 : TUFTS UNIVERSITY BASIC 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	$13,352
Total income from all sources (including contributions)	2010-12-31	$56,715,545
Total of all expenses incurred	2010-12-31	$15,929,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$15,921,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$23,698,030
Value of total assets at end of year	2010-12-31	$394,092,030
Value of total assets at beginning of year	2010-12-31	$353,319,068
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$8,074
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$2,607,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$2,607,886
Administrative expenses professional fees incurred	2010-12-31	$8,074
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$23,698,030
Amount contributed by the employer to the plan for this plan year	2010-12-31	$23,698,030
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$18,539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$13,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$40,786,314
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$394,092,030
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$353,305,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$251,721,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$217,160,415
Value of interest in pooled separate accounts at end of year	2010-12-31	$6,222,202
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$4,366,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$136,148,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$131,773,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$29,742,607
Net investment gain/loss from pooled separate accounts	2010-12-31	$667,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$23,698,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$15,921,157
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	FEELEY & DRISCOLL PC
Accountancy firm EIN	2010-12-31	042684828
2009 : TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$22,868,661
Amount contributed by the employer to the plan for this plan year	2009-12-31	$22,868,661