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DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 401k Plan overview

Plan NameDANA-FARBER CANCER INSTITUTE RETIREMENT PLAN
Plan identification number 003

DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

DANA-FARBER CANCER INSTITUTE, INC. has sponsored the creation of one or more 401k plans.

Company Name:DANA-FARBER CANCER INSTITUTE, INC.
Employer identification number (EIN):042263040
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01DEBORAH HICKS DEBORAH HICKS2018-10-15
0032017-01-01DEBORAH HICKS DEBORAH HICKS2018-10-15
0032016-01-01DEBORAH HICKS DEBORAH HICKS2017-10-16
0032015-01-01DEBORAH HICKS DEBORAH HICKS2016-10-14
0032014-01-01DEBORAH HICKS DEBORAH HICKS2015-10-14
0032013-01-01DEBORAH HICKS DEBORAH HICKS2014-10-08
0032012-01-01DEBORAH HICKS DEBORAH HICKS2013-10-09
0032011-01-01DEBORAH HICKS
0032009-01-01MARY REBECCA MIX

Plan Statistics for DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN

401k plan membership statisitcs for DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN

Measure Date Value
2022: DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018,018
Total number of active participants reported on line 7a of the Form 55002022-01-014,630
Number of retired or separated participants receiving benefits2022-01-0141
Number of other retired or separated participants entitled to future benefits2022-01-013,905
Total of all active and inactive participants2022-01-018,576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0119
Total participants2022-01-018,595
Number of participants with account balances2022-01-018,240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01250
2021: DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017,367
Total number of active participants reported on line 7a of the Form 55002021-01-014,216
Number of retired or separated participants receiving benefits2021-01-0125
Number of other retired or separated participants entitled to future benefits2021-01-013,762
Total of all active and inactive participants2021-01-018,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0115
Total participants2021-01-018,018
Number of participants with account balances2021-01-017,678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01153
2020: DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017,079
Total number of active participants reported on line 7a of the Form 55002020-01-013,987
Number of retired or separated participants receiving benefits2020-01-0127
Number of other retired or separated participants entitled to future benefits2020-01-013,343
Total of all active and inactive participants2020-01-017,357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0110
Total participants2020-01-017,367
Number of participants with account balances2020-01-017,056
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01161
2019: DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016,284
Total number of active participants reported on line 7a of the Form 55002019-01-013,744
Number of retired or separated participants receiving benefits2019-01-0130
Number of other retired or separated participants entitled to future benefits2019-01-013,295
Total of all active and inactive participants2019-01-017,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0110
Total participants2019-01-017,079
Number of participants with account balances2019-01-017,073
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01149
2018: DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,549
Total number of active participants reported on line 7a of the Form 55002018-01-013,509
Number of retired or separated participants receiving benefits2018-01-0127
Number of other retired or separated participants entitled to future benefits2018-01-012,741
Total of all active and inactive participants2018-01-016,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-016,284
Number of participants with account balances2018-01-016,254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01248
2017: DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,054
Total number of active participants reported on line 7a of the Form 55002017-01-013,272
Number of retired or separated participants receiving benefits2017-01-0115
Number of other retired or separated participants entitled to future benefits2017-01-012,256
Total of all active and inactive participants2017-01-015,543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-015,549
Number of participants with account balances2017-01-013,885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01233
2016: DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,845
Total number of active participants reported on line 7a of the Form 55002016-01-013,104
Number of retired or separated participants receiving benefits2016-01-0115
Number of other retired or separated participants entitled to future benefits2016-01-012,123
Total of all active and inactive participants2016-01-015,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-015,248
Number of participants with account balances2016-01-015,054
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01204
2015: DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,698
Total number of active participants reported on line 7a of the Form 55002015-01-012,944
Number of retired or separated participants receiving benefits2015-01-0114
Number of other retired or separated participants entitled to future benefits2015-01-011,894
Total of all active and inactive participants2015-01-014,852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-014,858
Number of participants with account balances2015-01-014,845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01245
2014: DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,891
Total number of active participants reported on line 7a of the Form 55002014-01-012,694
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-012,301
Total of all active and inactive participants2014-01-014,999
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-015,005
Number of participants with account balances2014-01-014,698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01103
2013: DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,651
Total number of active participants reported on line 7a of the Form 55002013-01-012,869
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-012,020
Total of all active and inactive participants2013-01-014,891
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014,891
Number of participants with account balances2013-01-014,779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01190
2012: DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,890
Total number of active participants reported on line 7a of the Form 55002012-01-012,545
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-012,077
Total of all active and inactive participants2012-01-014,630
Total participants2012-01-014,630
Number of participants with account balances2012-01-014,651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01184
2011: DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,721
Total number of active participants reported on line 7a of the Form 55002011-01-012,571
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-012,342
Total of all active and inactive participants2011-01-014,918
Total participants2011-01-014,918
Number of participants with account balances2011-01-014,890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01204
2009: DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,248
Total number of active participants reported on line 7a of the Form 55002009-01-012,457
Number of retired or separated participants receiving benefits2009-01-01225
Number of other retired or separated participants entitled to future benefits2009-01-01269
Total of all active and inactive participants2009-01-012,951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-012,955
Number of participants with account balances2009-01-012,955
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01128

Financial Data on DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN

Measure Date Value
2022 : DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-97,233,922
Total of all expenses incurred2022-12-31$31,599,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$31,391,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$39,490,083
Value of total assets at end of year2022-12-31$635,251,544
Value of total assets at beginning of year2022-12-31$764,084,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$208,003
Total interest from all sources2022-12-31$1,522,469
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$38,538,149
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$38,538,149
Administrative expenses professional fees incurred2022-12-31$120,853
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
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
Other income not declared elsewhere2022-12-31$799,658
Administrative expenses (other) incurred2022-12-31$46,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-128,832,942
Value of net assets at end of year (total assets less liabilities)2022-12-31$635,251,544
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$764,084,486
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$24,375
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$573,496,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$707,160,199
Value of interest in pooled separate accounts at end of year2022-12-31$7,168,577
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,923,484
Interest earned on other investments2022-12-31$1,192,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$24,462,580
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$21,071,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$21,071,306
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$329,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$30,010,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$28,808,919
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$103,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-178,144,485
Net investment gain/loss from pooled separate accounts2022-12-31$560,204
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$39,490,083
Employer contributions (assets) at end of year2022-12-31$113,087
Employer contributions (assets) at beginning of year2022-12-31$120,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$31,287,504
Contract administrator fees2022-12-31$16,035
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$128,967,886
Total of all expenses incurred2021-12-31$25,117,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$24,929,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$30,772,589
Value of total assets at end of year2021-12-31$764,084,486
Value of total assets at beginning of year2021-12-31$660,233,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$187,684
Total interest from all sources2021-12-31$961,177
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$56,859,840
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$56,859,840
Administrative expenses professional fees incurred2021-12-31$106,276
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
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
Other income not declared elsewhere2021-12-31$720,299
Administrative expenses (other) incurred2021-12-31$42,176
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$103,850,753
Value of net assets at end of year (total assets less liabilities)2021-12-31$764,084,486
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$660,233,733
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$25,740
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$707,160,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$604,709,591
Value of interest in pooled separate accounts at end of year2021-12-31$6,923,484
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,634,628
Interest earned on other investments2021-12-31$961,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$21,071,306
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$22,835,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$22,835,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$28,808,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$26,803,634
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$406,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$38,607,372
Net investment gain/loss from pooled separate accounts2021-12-31$1,046,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$30,772,589
Employer contributions (assets) at end of year2021-12-31$120,578
Employer contributions (assets) at beginning of year2021-12-31$250,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$24,522,987
Contract administrator fees2021-12-31$13,492
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2021-12-31043499945
2020 : DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$135,549,917
Total of all expenses incurred2020-12-31$13,622,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,428,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$24,848,853
Value of total assets at end of year2020-12-31$660,233,733
Value of total assets at beginning of year2020-12-31$538,306,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$193,686
Total interest from all sources2020-12-31$1,067,139
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$27,559,021
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$27,559,021
Administrative expenses professional fees incurred2020-12-31$80,297
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
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
Other income not declared elsewhere2020-12-31$500,801
Administrative expenses (other) incurred2020-12-31$42,151
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$121,927,416
Value of net assets at end of year (total assets less liabilities)2020-12-31$660,233,733
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$538,306,317
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$32,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$604,709,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$488,670,613
Value of interest in pooled separate accounts at end of year2020-12-31$5,634,628
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,586,295
Interest earned on other investments2020-12-31$1,010,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$22,835,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$18,816,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$18,816,378
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$56,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$26,803,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$25,233,031
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$393,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$81,621,361
Net investment gain/loss from pooled separate accounts2020-12-31$-47,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$24,848,853
Employer contributions (assets) at end of year2020-12-31$250,719
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,035,222
Contract administrator fees2020-12-31$38,738
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 name2020-12-31CARON & BLETZER PLLC
Accountancy firm EIN2020-12-31043499945
2019 : DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$128,726,272
Total of all expenses incurred2019-12-31$16,667,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,523,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$30,387,350
Value of total assets at end of year2019-12-31$538,306,317
Value of total assets at beginning of year2019-12-31$426,247,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$144,431
Total interest from all sources2019-12-31$1,310,215
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$22,709,602
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$22,709,602
Administrative expenses professional fees incurred2019-12-31$75,253
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other income not declared elsewhere2019-12-31$362,145
Administrative expenses (other) incurred2019-12-31$33,451
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$112,058,738
Value of net assets at end of year (total assets less liabilities)2019-12-31$538,306,317
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$426,247,579
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$32,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$488,670,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$377,685,699
Value of interest in pooled separate accounts at end of year2019-12-31$5,586,295
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,100,091
Interest earned on other investments2019-12-31$955,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$18,816,378
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$19,363,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$19,363,275
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$354,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$25,233,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$23,972,902
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$154,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$73,673,026
Net investment gain/loss from pooled separate accounts2019-12-31$283,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$30,387,350
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$125,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,368,431
Contract administrator fees2019-12-31$3,227
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2019-12-31043499945
2018 : DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,993,284
Total of all expenses incurred2018-12-31$18,199,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$18,077,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$28,210,350
Value of total assets at end of year2018-12-31$426,247,579
Value of total assets at beginning of year2018-12-31$442,453,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$122,245
Total interest from all sources2018-12-31$1,214,728
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$22,619,673
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$22,619,673
Administrative expenses professional fees incurred2018-12-31$20,659
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
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
Other income not declared elsewhere2018-12-31$321,418
Administrative expenses (other) incurred2018-12-31$31,670
Total non interest bearing cash at beginning of year2018-12-31$7,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-16,206,164
Value of net assets at end of year (total assets less liabilities)2018-12-31$426,247,579
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$442,453,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$32,307
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$377,685,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$397,715,654
Value of interest in pooled separate accounts at end of year2018-12-31$5,100,091
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,088,385
Interest earned on other investments2018-12-31$934,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$19,363,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$17,359,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$17,359,086
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$279,932
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$23,972,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$22,211,817
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$350,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-50,607,244
Net investment gain/loss from pooled separate accounts2018-12-31$234,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$28,210,350
Employer contributions (assets) at end of year2018-12-31$125,612
Employer contributions (assets) at beginning of year2018-12-31$71,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$17,726,987
Contract administrator fees2018-12-31$37,609
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$95,258,987
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$13,011,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,916,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$25,426,304
Value of total assets at end of year2017-12-31$442,453,743
Value of total assets at beginning of year2017-12-31$360,206,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$95,372
Total interest from all sources2017-12-31$938,666
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$17,859,722
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$17,859,722
Administrative expenses professional fees incurred2017-12-31$34,127
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
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
Other income not declared elsewhere2017-12-31$60,861
Administrative expenses (other) incurred2017-12-31$27,398
Total non interest bearing cash at end of year2017-12-31$7,433
Total non interest bearing cash at beginning of year2017-12-31$0
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$82,247,600
Value of net assets at end of year (total assets less liabilities)2017-12-31$442,453,743
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$360,206,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$33,847
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$397,715,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$318,880,415
Value of interest in pooled separate accounts at end of year2017-12-31$5,088,385
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,624,310
Interest earned on other investments2017-12-31$842,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$17,359,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$16,392,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$16,392,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$96,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$22,211,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$20,309,234
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$92,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$50,762,465
Net investment gain/loss from pooled separate accounts2017-12-31$210,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$25,426,304
Employer contributions (assets) at end of year2017-12-31$71,368
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,823,182
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2017-12-31043499945
2016 : DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$8,938
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$49,498,613
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,716,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,606,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$24,176,557
Value of total assets at end of year2016-12-31$360,206,143
Value of total assets at beginning of year2016-12-31$320,432,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$110,131
Total interest from all sources2016-12-31$847,918
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$10,742,655
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$10,742,655
Administrative expenses professional fees incurred2016-12-31$57,313
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
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
Other income not declared elsewhere2016-12-31$37,424
Administrative expenses (other) incurred2016-12-31$34,590
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$39,782,201
Value of net assets at end of year (total assets less liabilities)2016-12-31$360,206,143
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$320,432,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$18,228
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$318,880,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$282,348,179
Value of interest in pooled separate accounts at end of year2016-12-31$4,624,310
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,524,473
Interest earned on other investments2016-12-31$839,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$16,392,184
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$15,883,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$15,883,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$8,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$20,309,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$18,526,357
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$106,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$13,492,128
Net investment gain/loss from pooled separate accounts2016-12-31$201,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$24,176,557
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$150,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,499,367
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2016-12-31043499945
2015 : DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$25,860,802
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,886,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,816,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$22,385,019
Value of total assets at end of year2015-12-31$320,432,880
Value of total assets at beginning of year2015-12-31$304,459,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$70,767
Total interest from all sources2015-12-31$715,505
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$11,951,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$11,951,960
Administrative expenses professional fees incurred2015-12-31$22,092
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
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
Other income not declared elsewhere2015-12-31$140,656
Administrative expenses (other) incurred2015-12-31$3,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$15,973,861
Value of net assets at end of year (total assets less liabilities)2015-12-31$320,432,880
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$304,459,019
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$44,985
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$282,348,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$268,384,860
Value of interest in pooled separate accounts at end of year2015-12-31$3,524,473
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,370,372
Interest earned on other investments2015-12-31$710,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$15,883,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$15,860,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$15,860,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$5,308
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$18,526,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$16,843,339
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$106,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-9,605,141
Net investment gain/loss from pooled separate accounts2015-12-31$272,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$22,385,019
Employer contributions (assets) at end of year2015-12-31$150,162
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,709,690
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2015-12-31043499945
2014 : DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$46,722
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$39,636,979
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$9,281,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,217,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$20,598,682
Value of total assets at end of year2014-12-31$304,459,019
Value of total assets at beginning of year2014-12-31$274,149,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$63,097
Total interest from all sources2014-12-31$693,197
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$14,560,325
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$14,560,325
Administrative expenses professional fees incurred2014-12-31$11,045
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$8,938
Other income not declared elsewhere2014-12-31$100,273
Administrative expenses (other) incurred2014-12-31$43,927
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$30,355,902
Value of net assets at end of year (total assets less liabilities)2014-12-31$304,459,019
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$274,149,839
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$8,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$268,384,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$239,283,125
Value of interest in pooled separate accounts at end of year2014-12-31$3,370,372
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,686,234
Interest earned on other investments2014-12-31$683,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$15,860,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$16,396,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$16,396,447
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$9,972
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$16,843,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$15,784,033
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$168,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,334,356
Net investment gain/loss from pooled separate accounts2014-12-31$350,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$20,589,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,049,392
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 name2014-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2014-12-31043499945
2013 : DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$63,140,019
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,463,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,461,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$19,478,549
Value of total assets at end of year2013-12-31$274,149,839
Value of total assets at beginning of year2013-12-31$221,472,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,076
Total interest from all sources2013-12-31$637,968
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$6,313,833
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$6,313,833
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$35,635
Other income not declared elsewhere2013-12-31$74,047
Administrative expenses (other) incurred2013-12-31$2,076
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$52,676,882
Value of net assets at end of year (total assets less liabilities)2013-12-31$274,149,839
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$221,472,957
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$239,283,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$145,041,806
Value of interest in pooled separate accounts at end of year2013-12-31$2,686,234
Value of interest in pooled separate accounts at beginning of year2013-12-31$43,800,908
Interest earned on other investments2013-12-31$635,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$16,396,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$17,747,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$17,747,233
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$15,784,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$14,883,010
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$271,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$36,408,790
Net investment gain/loss from pooled separate accounts2013-12-31$226,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$19,442,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,189,467
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 name2013-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2013-12-31043499945
2012 : DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$18,126,490
Total unrealized appreciation/depreciation of assets2012-12-31$18,126,490
Total income from all sources (including contributions)2012-12-31$42,928,103
Total of all expenses incurred2012-12-31$8,253,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,252,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$19,483,512
Value of total assets at end of year2012-12-31$221,472,957
Value of total assets at beginning of year2012-12-31$186,798,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$534,603
Other income not declared elsewhere2012-12-31$5,318,101
Administrative expenses (other) incurred2012-12-31$1,145
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$34,674,868
Value of net assets at end of year (total assets less liabilities)2012-12-31$221,472,957
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$186,798,089
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$145,041,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$114,744,781
Value of interest in pooled separate accounts at end of year2012-12-31$43,800,908
Value of interest in pooled separate accounts at beginning of year2012-12-31$38,917,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$17,747,233
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$18,206,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$18,206,630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$14,883,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$14,073,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$18,948,909
Employer contributions (assets) at beginning of year2012-12-31$855,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,252,090
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2012-12-31043499945
2011 : DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-6,502,978
Total unrealized appreciation/depreciation of assets2011-12-31$-6,502,978
Total income from all sources (including contributions)2011-12-31$17,740,599
Total of all expenses incurred2011-12-31$7,926,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,923,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$19,615,792
Value of total assets at end of year2011-12-31$186,798,089
Value of total assets at beginning of year2011-12-31$176,984,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$220,573
Other income not declared elsewhere2011-12-31$4,627,785
Administrative expenses (other) incurred2011-12-31$3,128
Total non interest bearing cash at beginning of year2011-12-31$159,499
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$9,813,975
Value of net assets at end of year (total assets less liabilities)2011-12-31$186,798,089
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$176,984,114
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$114,744,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$106,331,296
Value of interest in pooled separate accounts at end of year2011-12-31$38,917,600
Value of interest in pooled separate accounts at beginning of year2011-12-31$38,634,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$18,206,630
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$17,516,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$17,516,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$14,073,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$13,430,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$19,395,219
Employer contributions (assets) at end of year2011-12-31$855,363
Employer contributions (assets) at beginning of year2011-12-31$912,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,923,496
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2011-12-31043499945
2010 : DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$16,373,381
Total unrealized appreciation/depreciation of assets2010-12-31$16,373,381
Total income from all sources (including contributions)2010-12-31$36,736,669
Total of all expenses incurred2010-12-31$5,216,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,214,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$18,463,938
Value of total assets at end of year2010-12-31$176,984,114
Value of total assets at beginning of year2010-12-31$145,464,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$51,462
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$159,499
Other income not declared elsewhere2010-12-31$1,899,350
Administrative expenses (other) incurred2010-12-31$2,206
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$31,519,712
Value of net assets at end of year (total assets less liabilities)2010-12-31$176,984,114
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$145,464,402
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$106,331,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$121,506,197
Value of interest in pooled separate accounts at end of year2010-12-31$38,634,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$17,516,323
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$23,172,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$23,172,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$13,430,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$18,412,476
Employer contributions (assets) at end of year2010-12-31$912,256
Employer contributions (assets) at beginning of year2010-12-31$785,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,214,751
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CARON & BLETZER, PLLC.
Accountancy firm EIN2010-12-31043499945

Form 5500 Responses for DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN

2022: DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: DANA-FARBER CANCER INSTITUTE RETIREMENT 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: DANA-FARBER CANCER INSTITUTE RETIREMENT 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: DANA-FARBER CANCER INSTITUTE RETIREMENT 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: DANA-FARBER CANCER INSTITUTE RETIREMENT 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: DANA-FARBER CANCER INSTITUTE RETIREMENT 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: DANA-FARBER CANCER INSTITUTE RETIREMENT 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 – Section 412(e)(3) insurance ContractsYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DANA-FARBER CANCER INSTITUTE RETIREMENT 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 – Section 412(e)(3) insurance ContractsYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151175
Policy instance 1
Insurance contract or identification number151175
Number of Individuals Covered660
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151175
Policy instance 1
Insurance contract or identification number151175
Number of Individuals Covered675
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151175
Policy instance 1
Insurance contract or identification number151175
Number of Individuals Covered692
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151175
Policy instance 1
Insurance contract or identification number151175
Number of Individuals Covered698
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151175
Policy instance 1
Insurance contract or identification number151175
Number of Individuals Covered711
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151175
Policy instance 1
Insurance contract or identification number151175
Number of Individuals Covered739
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number151175
Policy instance 1
Insurance contract or identification number151175
Number of Individuals Covered762
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number151175
Policy instance 1
Insurance contract or identification number151175
Number of Individuals Covered796
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 number151175
Policy instance 1
Insurance contract or identification number151175
Number of Individuals Covered809
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 number151175
Policy instance 1
Insurance contract or identification number151175
Number of Individuals Covered893
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151175
Policy instance 1
Insurance contract or identification number151175
Number of Individuals Covered869
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151175
Policy instance 1
Insurance contract or identification number151175
Number of Individuals Covered884
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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