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BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 401k Plan overview

Plan NameBETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN
Plan identification number 005

BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BETH ISRAEL DEACONESS MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:BETH ISRAEL DEACONESS MEDICAL CENTER
Employer identification number (EIN):042103881
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01JAMIE KATZ2019-10-10
0052017-01-01
0052016-01-01
0052015-01-01
0052014-01-01
0052013-01-01
0052012-01-01LAURA ANDERSON
0052011-01-01RICHARD MAETHNER
0052009-01-01LISA ZANKMAN

Plan Statistics for BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN

401k plan membership statisitcs for BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN

Measure Date Value
2022: BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0114,669
Total number of active participants reported on line 7a of the Form 55002022-01-0113,981
Number of retired or separated participants receiving benefits2022-01-0139
Number of other retired or separated participants entitled to future benefits2022-01-011,267
Total of all active and inactive participants2022-01-0115,287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0115
Total participants2022-01-0115,302
Number of participants with account balances2022-01-013,725
2021: BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0114,011
Total number of active participants reported on line 7a of the Form 55002021-01-0113,317
Number of retired or separated participants receiving benefits2021-01-0138
Number of other retired or separated participants entitled to future benefits2021-01-011,300
Total of all active and inactive participants2021-01-0114,655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0114
Total participants2021-01-0114,669
Number of participants with account balances2021-01-013,633
2020: BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0113,943
Total number of active participants reported on line 7a of the Form 55002020-01-0112,674
Number of retired or separated participants receiving benefits2020-01-0120
Number of other retired or separated participants entitled to future benefits2020-01-011,308
Total of all active and inactive participants2020-01-0114,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-0114,011
Number of participants with account balances2020-01-013,483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0113,870
Total number of active participants reported on line 7a of the Form 55002019-01-0112,592
Number of retired or separated participants receiving benefits2019-01-0137
Number of other retired or separated participants entitled to future benefits2019-01-011,305
Total of all active and inactive participants2019-01-0113,934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-0113,943
Number of participants with account balances2019-01-013,374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0113,453
Total number of active participants reported on line 7a of the Form 55002018-01-0112,322
Number of retired or separated participants receiving benefits2018-01-0129
Number of other retired or separated participants entitled to future benefits2018-01-011,510
Total of all active and inactive participants2018-01-0113,861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-019
Total participants2018-01-0113,870
Number of participants with account balances2018-01-013,484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0114,114
Total number of active participants reported on line 7a of the Form 55002017-01-0111,870
Number of retired or separated participants receiving benefits2017-01-0123
Number of other retired or separated participants entitled to future benefits2017-01-011,552
Total of all active and inactive participants2017-01-0113,445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-0113,453
Number of participants with account balances2017-01-013,346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0112,795
Total number of active participants reported on line 7a of the Form 55002016-01-0111,511
Number of retired or separated participants receiving benefits2016-01-0167
Number of other retired or separated participants entitled to future benefits2016-01-013,439
Total of all active and inactive participants2016-01-0115,017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0137
Total participants2016-01-0115,054
Number of participants with account balances2016-01-0111,561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111,817
Total number of active participants reported on line 7a of the Form 55002015-01-0111,005
Number of retired or separated participants receiving benefits2015-01-0114
Number of other retired or separated participants entitled to future benefits2015-01-011,768
Total of all active and inactive participants2015-01-0112,787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-0112,795
Number of participants with account balances2015-01-013,554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111,867
Total number of active participants reported on line 7a of the Form 55002014-01-0110,502
Number of retired or separated participants receiving benefits2014-01-0119
Number of other retired or separated participants entitled to future benefits2014-01-011,290
Total of all active and inactive participants2014-01-0111,811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-0111,817
Number of participants with account balances2014-01-012,961
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111,923
Total number of active participants reported on line 7a of the Form 55002013-01-0110,626
Number of retired or separated participants receiving benefits2013-01-0115
Number of other retired or separated participants entitled to future benefits2013-01-011,219
Total of all active and inactive participants2013-01-0111,860
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-0111,867
Number of participants with account balances2013-01-012,905
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0112,752
Total number of active participants reported on line 7a of the Form 55002012-01-0110,538
Number of retired or separated participants receiving benefits2012-01-0122
Number of other retired or separated participants entitled to future benefits2012-01-011,356
Total of all active and inactive participants2012-01-0111,916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-0111,923
Number of participants with account balances2012-01-013,158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112,735
Total number of active participants reported on line 7a of the Form 55002011-01-0111,529
Number of retired or separated participants receiving benefits2011-01-0120
Number of other retired or separated participants entitled to future benefits2011-01-011,198
Total of all active and inactive participants2011-01-0112,747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-0112,752
Number of participants with account balances2011-01-012,987
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111,226
Total number of active participants reported on line 7a of the Form 55002009-01-0110,683
Number of retired or separated participants receiving benefits2009-01-0116
Number of other retired or separated participants entitled to future benefits2009-01-011,281
Total of all active and inactive participants2009-01-0111,980
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-017
Total participants2009-01-0111,987
Number of participants with account balances2009-01-012,978
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN

Measure Date Value
2022 : BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-38,735,907
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$39,977,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$39,876,384
Expenses. Certain deemed distributions of participant loans2022-12-31$20,528
Value of total corrective distributions2022-12-31$78
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$18,285,074
Value of total assets at end of year2022-12-31$314,096,955
Value of total assets at beginning of year2022-12-31$392,810,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$80,230
Total interest from all sources2022-12-31$1,811,993
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$18,244,789
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$18,244,789
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
Contributions received from participants2022-12-31$15,908,516
Participant contributions at end of year2022-12-31$255,227
Participant contributions at beginning of year2022-12-31$300,810
Assets. Other investments not covered elsewhere at end of year2022-12-31$13,342,143
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$17,179,069
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,352,841
Administrative expenses (other) incurred2022-12-31$22,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-78,713,127
Value of net assets at end of year (total assets less liabilities)2022-12-31$314,096,955
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$392,810,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$58,135
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$258,096,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$332,213,405
Value of interest in pooled separate accounts at end of year2022-12-31$1,777,705
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,757,348
Interest on participant loans2022-12-31$14,952
Interest earned on other investments2022-12-31$1,671,386
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$125,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$40,625,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$41,359,450
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$33,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-77,224,810
Net investment gain/loss from pooled separate accounts2022-12-31$147,047
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$23,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$39,843,318
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$69,062,150
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$33,811,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$33,744,157
Expenses. Certain deemed distributions of participant loans2021-12-31$1,685
Value of total corrective distributions2021-12-31$3,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$18,681,275
Value of total assets at end of year2021-12-31$392,810,082
Value of total assets at beginning of year2021-12-31$357,559,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$62,178
Total interest from all sources2021-12-31$1,491,121
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$22,611,834
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$22,611,834
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
Contributions received from participants2021-12-31$15,293,146
Participant contributions at end of year2021-12-31$300,810
Participant contributions at beginning of year2021-12-31$328,179
Assets. Other investments not covered elsewhere at end of year2021-12-31$17,179,069
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$13,599,808
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,388,129
Administrative expenses (other) incurred2021-12-31$-12,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$35,250,882
Value of net assets at end of year (total assets less liabilities)2021-12-31$392,810,082
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$357,559,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$74,251
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$332,213,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$299,264,528
Value of interest in pooled separate accounts at end of year2021-12-31$1,757,348
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,727,400
Interest on participant loans2021-12-31$18,182
Interest earned on other investments2021-12-31$1,471,348
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$41,359,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$42,639,285
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$412,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$25,997,808
Net investment gain/loss from pooled separate accounts2021-12-31$280,112
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$33,331,267
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$63,311,680
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$24,851,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$24,735,562
Expenses. Certain deemed distributions of participant loans2020-12-31$9,242
Value of total corrective distributions2020-12-31$5,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$15,412,081
Value of total assets at end of year2020-12-31$357,559,200
Value of total assets at beginning of year2020-12-31$319,099,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$101,579
Total interest from all sources2020-12-31$1,757,305
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$11,865,118
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$11,865,118
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
Contributions received from participants2020-12-31$14,659,120
Participant contributions at end of year2020-12-31$328,179
Participant contributions at beginning of year2020-12-31$493,823
Assets. Other investments not covered elsewhere at end of year2020-12-31$13,599,808
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$12,212,123
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$752,961
Other income not declared elsewhere2020-12-31$132,740
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$38,460,151
Value of net assets at end of year (total assets less liabilities)2020-12-31$357,559,200
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$319,099,049
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
Investment advisory and management fees2020-12-31$101,579
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$299,264,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$261,707,243
Value of interest in pooled separate accounts at end of year2020-12-31$1,727,400
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,897,765
Interest on participant loans2020-12-31$28,018
Interest earned on other investments2020-12-31$1,686,947
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$42,340
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$42,639,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$42,788,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$34,161,287
Net investment gain/loss from pooled separate accounts2020-12-31$-16,851
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$24,735,562
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$68,861,381
Total income from all sources (including contributions)2019-12-31$68,861,381
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$25,106,234
Total of all expenses incurred2019-12-31$25,106,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$25,060,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$25,060,436
Value of total corrective distributions2019-12-31$1,597
Value of total corrective distributions2019-12-31$1,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,083,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,083,879
Value of total assets at end of year2019-12-31$319,099,049
Value of total assets at end of year2019-12-31$319,099,049
Value of total assets at beginning of year2019-12-31$275,343,902
Value of total assets at beginning of year2019-12-31$275,343,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$44,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$44,201
Total interest from all sources2019-12-31$1,980,956
Total interest from all sources2019-12-31$1,980,956
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,115,451
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,115,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$9,115,451
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$9,115,451
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$13,126,602
Contributions received from participants2019-12-31$13,126,602
Participant contributions at end of year2019-12-31$493,823
Participant contributions at end of year2019-12-31$493,823
Participant contributions at beginning of year2019-12-31$429,303
Participant contributions at beginning of year2019-12-31$429,303
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$310,060
Participant contributions at beginning of year2019-12-31$310,060
Assets. Other investments not covered elsewhere at end of year2019-12-31$12,212,123
Assets. Other investments not covered elsewhere at end of year2019-12-31$12,212,123
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$58,464,286
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$58,464,286
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$957,277
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$957,277
Other income not declared elsewhere2019-12-31$102,804
Other income not declared elsewhere2019-12-31$102,804
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
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$43,755,147
Value of net income/loss2019-12-31$43,755,147
Value of net assets at end of year (total assets less liabilities)2019-12-31$319,099,049
Value of net assets at end of year (total assets less liabilities)2019-12-31$319,099,049
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$275,343,902
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$275,343,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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$44,201
Investment advisory and management fees2019-12-31$44,201
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$261,707,243
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$261,707,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$168,431,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$168,431,303
Value of interest in pooled separate accounts at end of year2019-12-31$1,897,765
Value of interest in pooled separate accounts at end of year2019-12-31$1,897,765
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,102,895
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,102,895
Interest on participant loans2019-12-31$24,500
Interest on participant loans2019-12-31$24,500
Interest earned on other investments2019-12-31$1,770,233
Interest earned on other investments2019-12-31$1,770,233
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$186,223
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$186,223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$42,788,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$42,788,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$45,606,055
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$45,606,055
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$14,043
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$14,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$43,465,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$43,465,659
Net investment gain/loss from pooled separate accounts2019-12-31$112,632
Net investment gain/loss from pooled separate accounts2019-12-31$112,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$25,046,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$25,046,393
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$211,410
Total unrealized appreciation/depreciation of assets2018-12-31$211,410
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,142,120
Total loss/gain on sale of assets2018-12-31$1,235,727
Total of all expenses incurred2018-12-31$23,793,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$23,667,580
Expenses. Certain deemed distributions of participant loans2018-12-31$6,698
Value of total corrective distributions2018-12-31$86,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$12,729,271
Value of total assets at end of year2018-12-31$275,343,902
Value of total assets at beginning of year2018-12-31$297,994,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,624
Total interest from all sources2018-12-31$654,305
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,913,365
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$10,913,365
Administrative expenses professional fees incurred2018-12-31$32,624
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
Contributions received from participants2018-12-31$12,053,541
Participant contributions at end of year2018-12-31$429,303
Participant contributions at beginning of year2018-12-31$510,817
Participant contributions at end of year2018-12-31$310,060
Participant contributions at beginning of year2018-12-31$234,084
Assets. Other investments not covered elsewhere at end of year2018-12-31$58,464,286
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$69,483,353
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$675,730
Other income not declared elsewhere2018-12-31$57,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-22,650,929
Value of net assets at end of year (total assets less liabilities)2018-12-31$275,343,902
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$297,994,831
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$168,431,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$177,513,360
Value of interest in pooled separate accounts at end of year2018-12-31$2,102,895
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,444,772
Interest on participant loans2018-12-31$22,520
Interest earned on other investments2018-12-31$494,867
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$136,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$45,606,055
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$47,808,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-24,762,910
Net investment gain/loss from pooled separate accounts2018-12-31$103,271
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$23,667,580
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
Aggregate proceeds on sale of assets2018-12-31$1,235,727
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 name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$678,474
Total unrealized appreciation/depreciation of assets2017-12-31$678,474
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$55,500,041
Total loss/gain on sale of assets2017-12-31$794,647
Total of all expenses incurred2017-12-31$17,135,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$17,031,145
Expenses. Certain deemed distributions of participant loans2017-12-31$12,020
Value of total corrective distributions2017-12-31$66,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,515,456
Value of total assets at end of year2017-12-31$297,994,831
Value of total assets at beginning of year2017-12-31$259,630,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,180
Total interest from all sources2017-12-31$542,027
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$9,175,009
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$9,175,009
Administrative expenses professional fees incurred2017-12-31$25,180
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$11,155,399
Participant contributions at end of year2017-12-31$510,817
Participant contributions at beginning of year2017-12-31$594,586
Participant contributions at end of year2017-12-31$234,084
Participant contributions at beginning of year2017-12-31$189,777
Assets. Other investments not covered elsewhere at end of year2017-12-31$69,483,353
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$61,360,278
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$360,057
Other income not declared elsewhere2017-12-31$71,917
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$38,364,803
Value of net assets at end of year (total assets less liabilities)2017-12-31$297,994,831
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$259,630,028
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$177,513,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$147,194,491
Value of interest in pooled separate accounts at end of year2017-12-31$2,444,772
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,587,436
Interest on participant loans2017-12-31$26,519
Interest earned on other investments2017-12-31$467,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$47,949
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$47,808,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$47,703,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$32,612,961
Net investment gain/loss from pooled separate accounts2017-12-31$109,550
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$17,031,145
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
Aggregate proceeds on sale of assets2017-12-31$794,647
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 name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$983,905
Total unrealized appreciation/depreciation of assets2016-12-31$983,905
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$27,544,114
Total loss/gain on sale of assets2016-12-31$497,716
Total of all expenses incurred2016-12-31$14,494,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,415,995
Value of total corrective distributions2016-12-31$63,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,770,958
Value of total assets at end of year2016-12-31$259,630,028
Value of total assets at beginning of year2016-12-31$246,580,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,516
Total interest from all sources2016-12-31$664,588
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,049,449
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$5,049,449
Administrative expenses professional fees incurred2016-12-31$14,516
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$10,357,965
Participant contributions at end of year2016-12-31$594,586
Participant contributions at beginning of year2016-12-31$588,608
Participant contributions at end of year2016-12-31$189,777
Participant contributions at beginning of year2016-12-31$132,816
Assets. Other investments not covered elsewhere at end of year2016-12-31$61,360,278
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$60,106,016
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,412,993
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$73,398
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$13,049,962
Value of net assets at end of year (total assets less liabilities)2016-12-31$259,630,028
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$246,580,066
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$147,194,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$135,795,384
Value of interest in pooled separate accounts at end of year2016-12-31$2,587,436
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,740,589
Interest on participant loans2016-12-31$25,512
Interest earned on other investments2016-12-31$635,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$47,703,460
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$47,216,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,368,052
Net investment gain/loss from pooled separate accounts2016-12-31$136,048
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,415,995
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
Aggregate proceeds on sale of assets2016-12-31$497,716
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 name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$68,474,253
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$12,986,150
Total loss/gain on sale of assets2015-12-31$-3,734,694
Total of all expenses incurred2015-12-31$12,652,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$12,564,397
Expenses. Certain deemed distributions of participant loans2015-12-31$1,710
Value of total corrective distributions2015-12-31$77,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,033,693
Value of total assets at end of year2015-12-31$246,580,066
Value of total assets at beginning of year2015-12-31$177,772,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,415
Total interest from all sources2015-12-31$282,240
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,372,712
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,372,712
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$9,857,084
Participant contributions at end of year2015-12-31$588,608
Participant contributions at beginning of year2015-12-31$556,516
Participant contributions at end of year2015-12-31$132,816
Participant contributions at beginning of year2015-12-31$90,995
Assets. Other investments not covered elsewhere at end of year2015-12-31$60,106,016
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$33,838,991
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$176,609
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$32,199
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$333,678
Value of net assets at end of year (total assets less liabilities)2015-12-31$246,580,066
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$177,772,135
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$8,415
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$135,795,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$126,155,339
Value of interest in pooled separate accounts at end of year2015-12-31$2,740,589
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,515,471
Interest on participant loans2015-12-31$24,621
Interest earned on other investments2015-12-31$256,681
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$47,216,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$15,614,823
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$12,564,397
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
Aggregate proceeds on sale of assets2015-12-31$11,912,806
Aggregate carrying amount (costs) on sale of assets2015-12-31$15,647,500
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 name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$19,663,032
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$10,160,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,099,531
Expenses. Certain deemed distributions of participant loans2014-12-31$12,760
Value of total corrective distributions2014-12-31$43,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,344,166
Value of total assets at end of year2014-12-31$177,772,135
Value of total assets at beginning of year2014-12-31$168,269,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,500
Total interest from all sources2014-12-31$174,418
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$8,704,514
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$8,704,514
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$9,191,075
Participant contributions at end of year2014-12-31$556,516
Participant contributions at beginning of year2014-12-31$488,044
Participant contributions at end of year2014-12-31$90,995
Participant contributions at beginning of year2014-12-31$69,555
Assets. Other investments not covered elsewhere at end of year2014-12-31$33,838,991
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$32,134,871
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$153,091
Other income not declared elsewhere2014-12-31$2,261,146
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$9,502,798
Value of net assets at end of year (total assets less liabilities)2014-12-31$177,772,135
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$168,269,337
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$4,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$126,155,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$118,594,769
Value of interest in pooled separate accounts at end of year2014-12-31$1,515,471
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,294,314
Interest on participant loans2014-12-31$23,143
Interest earned on other investments2014-12-31$146,204
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$5,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$15,614,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$15,687,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-989,407
Net investment gain/loss from pooled separate accounts2014-12-31$168,195
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,099,531
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 name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$150,666
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$39,156,527
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,222,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,151,407
Value of total corrective distributions2013-12-31$71,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$11,644,469
Value of total assets at end of year2013-12-31$168,269,337
Value of total assets at beginning of year2013-12-31$139,184,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$142,840
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,407,476
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$4,407,476
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 period2013-12-31No
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$8,446,365
Participant contributions at end of year2013-12-31$488,044
Participant contributions at beginning of year2013-12-31$369,475
Participant contributions at end of year2013-12-31$69,555
Participant contributions at beginning of year2013-12-31$151,320
Assets. Other investments not covered elsewhere at end of year2013-12-31$32,134,871
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$26,538,668
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,198,104
Other income not declared elsewhere2013-12-31$5,699,148
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$28,934,109
Value of net assets at end of year (total assets less liabilities)2013-12-31$168,269,337
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$139,184,562
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$118,594,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$95,861,994
Value of interest in pooled separate accounts at end of year2013-12-31$1,294,314
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,228,712
Interest on participant loans2013-12-31$16,594
Interest earned on other investments2013-12-31$125,599
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$15,687,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$15,034,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$17,154,439
Net investment gain/loss from pooled separate accounts2013-12-31$108,155
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,151,407
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 name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$110,676
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$24,768,802
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$10,961,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,887,740
Expenses. Certain deemed distributions of participant loans2012-12-31$9,404
Value of total corrective distributions2012-12-31$64,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,321,193
Value of total assets at end of year2012-12-31$139,184,562
Value of total assets at beginning of year2012-12-31$125,266,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$110,773
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,881,994
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$2,881,994
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$8,252,034
Participant contributions at end of year2012-12-31$369,475
Participant contributions at beginning of year2012-12-31$317,244
Participant contributions at end of year2012-12-31$151,320
Participant contributions at beginning of year2012-12-31$148,594
Assets. Other investments not covered elsewhere at end of year2012-12-31$26,538,668
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$21,522,615
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,069,159
Other income not declared elsewhere2012-12-31$3,633,489
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$13,807,127
Value of net assets at end of year (total assets less liabilities)2012-12-31$139,184,562
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$125,266,759
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$95,861,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$86,934,415
Value of interest in pooled separate accounts at end of year2012-12-31$1,228,712
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,070,237
Interest on participant loans2012-12-31$16,619
Interest earned on other investments2012-12-31$94,154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$15,034,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$15,273,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,711,269
Net investment gain/loss from pooled separate accounts2012-12-31$110,084
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,887,740
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 name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$456,572
Total unrealized appreciation/depreciation of assets2011-12-31$456,572
Total transfer of assets from this plan2011-12-31$16,354
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$6,274,298
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,818,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,740,680
Expenses. Certain deemed distributions of participant loans2011-12-31$30,074
Value of total corrective distributions2011-12-31$41,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,642,422
Value of total assets at end of year2011-12-31$125,266,759
Value of total assets at beginning of year2011-12-31$126,827,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,021
Total interest from all sources2011-12-31$106,246
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,081,351
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$2,081,351
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$8,028,923
Participant contributions at end of year2011-12-31$317,244
Participant contributions at beginning of year2011-12-31$333,642
Participant contributions at end of year2011-12-31$148,594
Participant contributions at beginning of year2011-12-31$127,366
Assets. Other investments not covered elsewhere at end of year2011-12-31$21,522,615
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$24,884,770
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$613,499
Administrative expenses (other) incurred2011-12-31$6,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,544,336
Value of net assets at end of year (total assets less liabilities)2011-12-31$125,266,759
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$126,827,449
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$86,934,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$84,528,808
Value of interest in pooled separate accounts at end of year2011-12-31$1,070,237
Value of interest in pooled separate accounts at beginning of year2011-12-31$961,758
Interest on participant loans2011-12-31$14,334
Interest earned on other investments2011-12-31$91,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$15,273,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$15,991,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,567,967
Net investment gain/loss from pooled separate accounts2011-12-31$-444,326
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,740,680
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$489,362
Total unrealized appreciation/depreciation of assets2010-12-31$489,362
Total transfer of assets to this plan2010-12-31$446,777
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$22,032,241
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,649,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,643,070
Expenses. Certain deemed distributions of participant loans2010-12-31$1,560
Value of total corrective distributions2010-12-31$78
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,965,123
Value of total assets at end of year2010-12-31$126,827,449
Value of total assets at beginning of year2010-12-31$111,998,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,159
Total interest from all sources2010-12-31$69,587
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,287,907
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$1,287,907
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$7,858,860
Participant contributions at end of year2010-12-31$333,642
Participant contributions at beginning of year2010-12-31$326,104
Participant contributions at end of year2010-12-31$127,366
Participant contributions at beginning of year2010-12-31$109,508
Assets. Other investments not covered elsewhere at end of year2010-12-31$24,884,770
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$22,921,586
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$106,263
Other income not declared elsewhere2010-12-31$2,969,962
Administrative expenses (other) incurred2010-12-31$5,159
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$14,382,374
Value of net assets at end of year (total assets less liabilities)2010-12-31$126,827,449
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$111,998,298
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$84,528,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$71,102,760
Value of interest in pooled separate accounts at end of year2010-12-31$961,758
Value of interest in pooled separate accounts at beginning of year2010-12-31$919,472
Interest on participant loans2010-12-31$15,362
Interest earned on other investments2010-12-31$54,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$15,991,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$16,618,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$9,134,197
Net investment gain/loss from pooled separate accounts2010-12-31$116,103
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,643,070
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207
2009 : BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) 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 BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN

2022: BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
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: BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
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: BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BETH ISRAEL DEACONESS MEDICAL CENTER VOLUNTARY 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150282
Policy instance 1
Insurance contract or identification number150282
Number of Individuals Covered921
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number150282
Policy instance 1
Insurance contract or identification number150282
Number of Individuals Covered955
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number150282
Policy instance 1
Insurance contract or identification number150282
Number of Individuals Covered994
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number150282
Policy instance 1
Insurance contract or identification number150282
Number of Individuals Covered1032
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number150282
Policy instance 1
Insurance contract or identification number150282
Number of Individuals Covered1070
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number150282
Policy instance 1
Insurance contract or identification number150282
Number of Individuals Covered1119
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number150282
Policy instance 1
Insurance contract or identification number150282
Number of Individuals Covered747
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150278
Policy instance 2
Insurance contract or identification number150278
Number of Individuals Covered597
Insurance policy start date2015-09-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number150282
Policy instance 1
Insurance contract or identification number150282
Number of Individuals Covered769
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number150282
Policy instance 1
Insurance contract or identification number150282
Number of Individuals Covered802
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number150282
Policy instance 1
Insurance contract or identification number150282
Number of Individuals Covered843
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number150282
Policy instance 1
Insurance contract or identification number150282
Number of Individuals Covered877
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number150282
Policy instance 1
Insurance contract or identification number150282
Number of Individuals Covered924
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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