WOODS HOLE OCEANOGRAPHIC INSTITUTION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WOODS HOLE OCEANOGRAPHIC INSTITUTION MEDICAL
| Measure | Date | Value |
|---|
| 2022 : WOODS HOLE OCEANOGRAPHIC INSTITUTION MEDICAL 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $2,332,415 |
| Total income from all sources (including contributions) | 2022-12-31 | $10,124,416 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $11,089,760 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $10,537,385 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $10,537,385 |
| Value of total assets at end of year | 2022-12-31 | $9,824,311 |
| Value of total assets at beginning of year | 2022-12-31 | $13,122,070 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $552,375 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $3,631,032 |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $9,824,311 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $12,696,605 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $425,465 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $345,351 |
| Other income not declared elsewhere | 2022-12-31 | $-412,969 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $6,800 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-965,344 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $9,824,311 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,789,655 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $18,208 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $6,906,353 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $10,537,385 |
| Contract administrator fees | 2022-12-31 | $534,167 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $1,980,264 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2022-12-31 | 431947695 |
| 2021 : WOODS HOLE OCEANOGRAPHIC INSTITUTION MEDICAL 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $827,670 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $827,670 |
| Total income from all sources (including contributions) | 2021-12-31 | $0 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
| Value of total assets at end of year | 2021-12-31 | $13,476,741 |
| Value of total assets at beginning of year | 2021-12-31 | $13,476,741 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $3,748,139 |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $13,334,060 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $13,334,060 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $142,681 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $142,681 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $183,328 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $183,328 |
| Other income not declared elsewhere | 2021-12-31 | $975,827 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $22,672 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $22,672 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $12,649,071 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $12,649,071 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $18,208 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $4,426,059 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $9,290,305 |
| Contract administrator fees | 2021-12-31 | $534,167 |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $621,670 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $621,670 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2021-12-31 | 431947695 |
| 2020 : WOODS HOLE OCEANOGRAPHIC INSTITUTION MEDICAL 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $827,670 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $520,440 |
| Total income from all sources (including contributions) | 2020-12-31 | $9,414,885 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $8,471,346 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $7,881,474 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $7,453,374 |
| Value of total assets at end of year | 2020-12-31 | $13,476,741 |
| Value of total assets at beginning of year | 2020-12-31 | $12,225,972 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $589,872 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $3,449,232 |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $13,334,060 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $12,102,343 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $142,681 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $123,629 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $183,328 |
| Other income not declared elsewhere | 2020-12-31 | $1,961,511 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $22,672 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $943,539 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $12,649,071 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,705,532 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $16,817 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $4,004,142 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $7,881,474 |
| Contract administrator fees | 2020-12-31 | $573,055 |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $621,670 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $520,440 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2020-12-31 | 431947695 |
| 2019 : WOODS HOLE OCEANOGRAPHIC INSTITUTION MEDICAL 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $520,440 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $438,425 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $438,425 |
| Total income from all sources (including contributions) | 2019-12-31 | $10,992,119 |
| Total income from all sources (including contributions) | 2019-12-31 | $10,992,119 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $9,299,897 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $8,758,639 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $8,602,254 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $8,602,254 |
| Value of total assets at end of year | 2019-12-31 | $12,225,972 |
| Value of total assets at end of year | 2019-12-31 | $12,225,972 |
| Value of total assets at beginning of year | 2019-12-31 | $10,451,735 |
| Value of total assets at beginning of year | 2019-12-31 | $10,451,735 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $541,258 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $3,394,028 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $12,102,343 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $12,102,343 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $10,162,863 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $10,162,863 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $123,629 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $123,629 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $288,872 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $288,872 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $117,842 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $117,842 |
| Other income not declared elsewhere | 2019-12-31 | $2,389,865 |
| Other income not declared elsewhere | 2019-12-31 | $2,389,865 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $7,500 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $7,500 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $1,692,222 |
| Value of net income/loss | 2019-12-31 | $1,692,222 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $11,705,532 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $11,705,532 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,013,310 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,013,310 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $19,679 |
| Investment advisory and management fees | 2019-12-31 | $19,679 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $5,208,226 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $8,758,639 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $8,758,639 |
| Contract administrator fees | 2019-12-31 | $521,579 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $520,440 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $520,440 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $313,083 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $313,083 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2019-12-31 | 431947695 |
| Accountancy firm EIN | 2019-12-31 | 431947695 |
| 2018 : WOODS HOLE OCEANOGRAPHIC INSTITUTION MEDICAL 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $438,425 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,805,729 |
| Total income from all sources (including contributions) | 2018-12-31 | $7,981,803 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $9,402,718 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $8,886,632 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $8,845,326 |
| Value of total assets at end of year | 2018-12-31 | $10,451,735 |
| Value of total assets at beginning of year | 2018-12-31 | $13,239,954 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $516,086 |
| Total interest from all sources | 2018-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $50,370 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $3,350,109 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $10,162,863 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $13,006,587 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $288,872 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $233,367 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $117,842 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $1,073,215 |
| Other income not declared elsewhere | 2018-12-31 | $-863,523 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $7,500 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $36,050 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-1,420,915 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $10,013,310 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,434,225 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $27,971 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $5,495,217 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $8,886,632 |
| Contract administrator fees | 2018-12-31 | $437,745 |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $313,083 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $696,464 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2018-12-31 | 431947695 |
| 2017 : WOODS HOLE OCEANOGRAPHIC INSTITUTION MEDICAL 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,805,729 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $649,748 |
| Total income from all sources (including contributions) | 2017-12-31 | $9,902,081 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $9,268,688 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $8,694,075 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $8,109,447 |
| Value of total assets at end of year | 2017-12-31 | $13,239,954 |
| Value of total assets at beginning of year | 2017-12-31 | $11,450,580 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $574,613 |
| Total interest from all sources | 2017-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Administrative expenses professional fees incurred | 2017-12-31 | $81,056 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $3,357,612 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $13,006,587 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $11,240,322 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $233,367 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $94,417 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $1,073,215 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $152,219 |
| Other income not declared elsewhere | 2017-12-31 | $1,792,634 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $36,050 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $36,103 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $633,393 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $11,434,225 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $10,800,832 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $30,982 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $115,841 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $115,841 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $4,751,835 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $8,694,075 |
| Contract administrator fees | 2017-12-31 | $462,575 |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $696,464 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $461,426 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | MAYER HOFF,MAN MCCANN P.C. |
| Accountancy firm EIN | 2017-12-31 | 431947695 |
| 2016 : WOODS HOLE OCEANOGRAPHIC INSTITUTION MEDICAL 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $649,748 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,448,132 |
| Total income from all sources (including contributions) | 2016-12-31 | $7,863,714 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $9,144,670 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $8,591,013 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $6,884,724 |
| Value of total assets at end of year | 2016-12-31 | $11,450,580 |
| Value of total assets at beginning of year | 2016-12-31 | $13,529,920 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $553,657 |
| Total interest from all sources | 2016-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $76,445 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $2,857,299 |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $11,240,322 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $13,383,228 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $94,417 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $52,906 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $152,219 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $408,589 |
| Other income not declared elsewhere | 2016-12-31 | $978,990 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $36,103 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $51,441 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $-1,280,956 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $10,800,832 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $12,081,788 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $37,957 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $115,841 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $93,786 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $93,786 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $8,591,013 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $4,027,425 |
| Contract administrator fees | 2016-12-31 | $439,255 |
| Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $461,426 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $988,102 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2016-12-31 | 431947695 |
| 2015 : WOODS HOLE OCEANOGRAPHIC INSTITUTION MEDICAL 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,448,132 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $600,564 |
| Total income from all sources (including contributions) | 2015-12-31 | $6,534,841 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $8,520,989 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $7,993,764 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $6,880,265 |
| Value of total assets at end of year | 2015-12-31 | $13,477,014 |
| Value of total assets at beginning of year | 2015-12-31 | $14,615,594 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $527,225 |
| Total interest from all sources | 2015-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $2,789,229 |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $13,383,228 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $14,474,324 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $52,906 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $4 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $408,589 |
| Other income not declared elsewhere | 2015-12-31 | $-345,424 |
| Administrative expenses (other) incurred | 2015-12-31 | $489,978 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $51,441 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $63,534 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-1,986,148 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $12,028,882 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $14,015,030 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $37,247 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $93,786 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $141,266 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $141,266 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $7,993,764 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $4,091,036 |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $988,102 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $537,030 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2015-12-31 | 431947695 |
| 2014 : WOODS HOLE OCEANOGRAPHIC INSTITUTION MEDICAL 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $63,534 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $150,940 |
| Total income from all sources (including contributions) | 2014-12-31 | $9,194,809 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $7,963,759 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $7,459,623 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $7,383,155 |
| Value of total assets at end of year | 2014-12-31 | $15,059,747 |
| Value of total assets at beginning of year | 2014-12-31 | $13,916,103 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $504,136 |
| Total interest from all sources | 2014-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $2,516,669 |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $14,918,477 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $13,914,357 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $4 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $69 |
| Other income not declared elsewhere | 2014-12-31 | $1,811,654 |
| Administrative expenses (other) incurred | 2014-12-31 | $462,433 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $63,534 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $150,940 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $1,231,050 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $14,996,213 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $13,765,163 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $41,703 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $141,266 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,677 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,677 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $7,459,623 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $4,866,486 |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $537,030 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2014-12-31 | 431947695 |
| 2013 : WOODS HOLE OCEANOGRAPHIC INSTITUTION MEDICAL 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $150,940 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $9,632 |
| Total income from all sources (including contributions) | 2013-12-31 | $5,736,737 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $9,391,924 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $9,306,685 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $5,322,246 |
| Value of total assets at end of year | 2013-12-31 | $13,916,103 |
| Value of total assets at beginning of year | 2013-12-31 | $17,429,982 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $85,239 |
| Total interest from all sources | 2013-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $3,125,725 |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $13,914,357 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $69 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $5,528 |
| Other income not declared elsewhere | 2013-12-31 | $337,793 |
| Administrative expenses (other) incurred | 2013-12-31 | $46,657 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $150,940 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $9,632 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $-3,655,187 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $13,765,163 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $17,420,350 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $38,582 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,677 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $17,424,454 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $17,424,454 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $9,306,685 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $76,698 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $2,196,521 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2013-12-31 | 431947695 |
| 2012 : WOODS HOLE OCEANOGRAPHIC INSTITUTION MEDICAL 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $9,632 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $35,041 |
| Total income from all sources (including contributions) | 2012-12-31 | $5,669,044 |
| Total loss/gain on sale of assets | 2012-12-31 | $1,499,217 |
| Total of all expenses incurred | 2012-12-31 | $9,230,012 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $9,056,410 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,069,552 |
| Value of total assets at end of year | 2012-12-31 | $17,429,982 |
| Value of total assets at beginning of year | 2012-12-31 | $21,016,359 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $173,602 |
| Total interest from all sources | 2012-12-31 | $18,369 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $344,372 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $344,372 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $3,069,552 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $5,528 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $44,491 |
| Other income not declared elsewhere | 2012-12-31 | $8,767 |
| Administrative expenses (other) incurred | 2012-12-31 | $43,574 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $9,632 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $35,041 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $-3,560,968 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $17,420,350 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $20,981,318 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $130,028 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,625,070 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $5,605,414 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $17,424,454 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $2,543,530 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $2,543,530 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $18,369 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $9,056,410 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $95,423 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $633,344 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $10,197,854 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $14,240,601 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $12,741,384 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2012-12-31 | 431947695 |
| 2011 : WOODS HOLE OCEANOGRAPHIC INSTITUTION MEDICAL 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-301,363 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-301,363 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $35,041 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $14,483 |
| Total income from all sources (including contributions) | 2011-12-31 | $674,777 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $1,659,570 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,426,116 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $949,491 |
| Value of total assets at end of year | 2011-12-31 | $21,016,359 |
| Value of total assets at beginning of year | 2011-12-31 | $21,980,594 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $233,454 |
| Total interest from all sources | 2011-12-31 | $137 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $388,350 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $446,491 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $44,491 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $29,822 |
| Other income not declared elsewhere | 2011-12-31 | $2,655 |
| Administrative expenses (other) incurred | 2011-12-31 | $87,282 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $35,041 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $14,483 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-984,793 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $20,981,318 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $21,966,111 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $146,172 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,625,070 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,611,253 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $5,605,414 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $6,019,667 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $2,543,530 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $2,693,706 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $2,693,706 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $137 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $1,426,116 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $13,816 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $-378,309 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $503,000 |
| Income. Dividends from common stock | 2011-12-31 | $388,350 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $10,197,854 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $10,626,146 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2011-12-31 | 431947695 |
| 2010 : WOODS HOLE OCEANOGRAPHIC INSTITUTION MEDICAL 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $448,164 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $448,164 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $14,483 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $18,422 |
| Total income from all sources (including contributions) | 2010-12-31 | $3,613,813 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $1,538,158 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,381,568 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,567,982 |
| Value of total assets at end of year | 2010-12-31 | $21,980,594 |
| Value of total assets at beginning of year | 2010-12-31 | $19,908,878 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $156,590 |
| Total interest from all sources | 2010-12-31 | $3,143 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $367,478 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $367,982 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $29,822 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $70,743 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $4,443 |
| Administrative expenses (other) incurred | 2010-12-31 | $25,391 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $14,483 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $13,979 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $2,075,655 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $21,966,111 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $19,890,456 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $131,199 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,611,253 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,557,962 |
| Interest earned on other investments | 2010-12-31 | $2,941 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $6,019,667 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $5,389,013 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $2,693,706 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $2,243,704 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $2,243,704 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $202 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $1,381,568 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $88,818 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $1,138,228 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $1,200,000 |
| Income. Dividends from common stock | 2010-12-31 | $367,478 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $10,626,146 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $9,647,456 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2010-12-31 | 431947695 |
