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DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameDANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN
Plan identification number 004

DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN Benefits

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01DEBORAH HICKS DEBORAH HICKS2018-10-15
0042017-01-01DEBORAH HICKS DEBORAH HICKS2018-10-15
0042016-01-01DEBORAH HICKS DEBORAH HICKS2017-10-16
0042015-01-01DEBORAH HICKS DEBORAH HICKS2016-10-14
0042014-01-01DEBORAH HICKS DEBORAH HICKS2015-10-14
0042013-01-01DEBORAH HICKS DEBORAH HICKS2014-10-08
0042012-01-01DEBORAH HICKS DEBORAH HICKS2013-10-09
0042011-01-01DEBORAH HICKS
0042010-01-01DEBORAH HICKS
0042009-01-01MARY REBECCA MIX

Plan Statistics for DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0111,280
Total number of active participants reported on line 7a of the Form 55002022-01-016,758
Number of retired or separated participants receiving benefits2022-01-0149
Number of other retired or separated participants entitled to future benefits2022-01-015,237
Total of all active and inactive participants2022-01-0112,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0112
Total participants2022-01-0112,056
Number of participants with account balances2022-01-0110,845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-019,394
Total number of active participants reported on line 7a of the Form 55002021-01-016,492
Number of retired or separated participants receiving benefits2021-01-0130
Number of other retired or separated participants entitled to future benefits2021-01-014,743
Total of all active and inactive participants2021-01-0111,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0115
Total participants2021-01-0111,280
Number of participants with account balances2021-01-019,969
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018,843
Total number of active participants reported on line 7a of the Form 55002020-01-015,266
Number of retired or separated participants receiving benefits2020-01-0123
Number of other retired or separated participants entitled to future benefits2020-01-014,093
Total of all active and inactive participants2020-01-019,382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0112
Total participants2020-01-019,394
Number of participants with account balances2020-01-018,929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017,772
Total number of active participants reported on line 7a of the Form 55002019-01-015,269
Number of retired or separated participants receiving benefits2019-01-0124
Number of other retired or separated participants entitled to future benefits2019-01-013,538
Total of all active and inactive participants2019-01-018,831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0112
Total participants2019-01-018,843
Number of participants with account balances2019-01-018,312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016,692
Total number of active participants reported on line 7a of the Form 55002018-01-014,699
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-013,042
Total of all active and inactive participants2018-01-017,747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0125
Total participants2018-01-017,772
Number of participants with account balances2018-01-017,578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,245
Total number of active participants reported on line 7a of the Form 55002017-01-014,574
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-012,479
Total of all active and inactive participants2017-01-017,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-017,065
Number of participants with account balances2017-01-016,692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,282
Total number of active participants reported on line 7a of the Form 55002016-01-014,387
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-012,459
Total of all active and inactive participants2016-01-016,852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-016,855
Number of participants with account balances2016-01-015,245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,592
Total number of active participants reported on line 7a of the Form 55002015-01-014,100
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-012,004
Total of all active and inactive participants2015-01-016,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-016,109
Number of participants with account balances2015-01-015,282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,592
Total number of active participants reported on line 7a of the Form 55002014-01-013,878
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-011,387
Total of all active and inactive participants2014-01-015,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-015,269
Number of participants with account balances2014-01-014,696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,273
Total number of active participants reported on line 7a of the Form 55002013-01-013,170
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-011,421
Total of all active and inactive participants2013-01-014,592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014,592
Number of participants with account balances2013-01-014,292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,615
Total number of active participants reported on line 7a of the Form 55002012-01-013,557
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-011,470
Total of all active and inactive participants2012-01-015,031
Total participants2012-01-015,031
Number of participants with account balances2012-01-014,273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,607
Total number of active participants reported on line 7a of the Form 55002011-01-013,511
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-011,404
Total of all active and inactive participants2011-01-014,918
Total participants2011-01-014,918
Number of participants with account balances2011-01-012,615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,411
Total number of active participants reported on line 7a of the Form 55002010-01-013,673
Number of retired or separated participants receiving benefits2010-01-015
Number of other retired or separated participants entitled to future benefits2010-01-011,642
Total of all active and inactive participants2010-01-015,320
Total participants2010-01-015,320
Number of participants with account balances2010-01-012,607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,720
Total number of active participants reported on line 7a of the Form 55002009-01-013,708
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-011,274
Total of all active and inactive participants2009-01-014,984
Total participants2009-01-014,984
Number of participants with account balances2009-01-012,411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-53,315,073
Total of all expenses incurred2022-12-31$30,284,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$30,070,465
Expenses. Certain deemed distributions of participant loans2022-12-31$1,203
Value of total corrective distributions2022-12-31$3,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$57,496,482
Value of total assets at end of year2022-12-31$594,679,916
Value of total assets at beginning of year2022-12-31$678,279,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$208,886
Total interest from all sources2022-12-31$1,777,712
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$36,910,533
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$36,910,533
Administrative expenses professional fees incurred2022-12-31$123,200
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
Contributions received from participants2022-12-31$45,390,094
Participant contributions at end of year2022-12-31$2,355,611
Participant contributions at beginning of year2022-12-31$2,078,692
Participant contributions at end of year2022-12-31$142,936
Participant contributions at beginning of year2022-12-31$147,708
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$12,106,388
Other income not declared elsewhere2022-12-31$704,541
Administrative expenses (other) incurred2022-12-31$43,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-83,599,283
Value of net assets at end of year (total assets less liabilities)2022-12-31$594,679,916
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$678,279,199
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$523,509,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$606,906,243
Value of interest in pooled separate accounts at end of year2022-12-31$9,811,124
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,488,186
Interest on participant loans2022-12-31$99,669
Interest earned on other investments2022-12-31$1,467,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$14,991,786
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$14,212,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$14,212,298
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$210,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$43,868,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$44,446,072
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$146,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-150,919,954
Net investment gain/loss from pooled separate accounts2022-12-31$715,613
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$29,924,204
Contract administrator fees2022-12-31$18,175
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 TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$129,550,371
Total of all expenses incurred2021-12-31$26,787,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$26,571,034
Expenses. Certain deemed distributions of participant loans2021-12-31$4,153
Value of total corrective distributions2021-12-31$7,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$44,977,216
Value of total assets at end of year2021-12-31$678,279,199
Value of total assets at beginning of year2021-12-31$575,516,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$205,300
Total interest from all sources2021-12-31$1,419,063
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$47,537,282
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$47,537,282
Administrative expenses professional fees incurred2021-12-31$126,627
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
Contributions received from participants2021-12-31$39,773,674
Participant contributions at end of year2021-12-31$2,078,692
Participant contributions at beginning of year2021-12-31$2,028,020
Participant contributions at end of year2021-12-31$147,708
Participant contributions at beginning of year2021-12-31$175,088
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,194,518
Other income not declared elsewhere2021-12-31$616,266
Administrative expenses (other) incurred2021-12-31$38,746
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$102,762,574
Value of net assets at end of year (total assets less liabilities)2021-12-31$678,279,199
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$575,516,625
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$16,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$606,906,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$504,520,542
Value of interest in pooled separate accounts at end of year2021-12-31$10,488,186
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,226,500
Interest on participant loans2021-12-31$109,758
Interest earned on other investments2021-12-31$1,304,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$14,212,298
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$17,195,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$17,195,969
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$5,226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$44,446,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$42,370,506
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$99,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$33,275,766
Net investment gain/loss from pooled separate accounts2021-12-31$1,724,778
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$9,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$26,471,325
Contract administrator fees2021-12-31$23,677
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 TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$120,626,778
Total of all expenses incurred2020-12-31$13,943,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,712,807
Expenses. Certain deemed distributions of participant loans2020-12-31$8,648
Value of total corrective distributions2020-12-31$3,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$43,214,465
Value of total assets at end of year2020-12-31$575,516,625
Value of total assets at beginning of year2020-12-31$468,833,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$217,994
Total interest from all sources2020-12-31$1,439,456
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$21,595,530
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$21,595,530
Administrative expenses professional fees incurred2020-12-31$95,453
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
Contributions received from participants2020-12-31$36,550,982
Participant contributions at end of year2020-12-31$2,028,020
Participant contributions at beginning of year2020-12-31$1,797,300
Participant contributions at end of year2020-12-31$175,088
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,663,483
Other income not declared elsewhere2020-12-31$389,582
Administrative expenses (other) incurred2020-12-31$38,722
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$106,683,368
Value of net assets at end of year (total assets less liabilities)2020-12-31$575,516,625
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$468,833,257
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$24,375
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$504,520,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$406,593,437
Value of interest in pooled separate accounts at end of year2020-12-31$9,226,500
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,048,709
Interest on participant loans2020-12-31$103,515
Interest earned on other investments2020-12-31$1,301,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$17,195,969
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$11,089,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$11,089,231
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$34,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$42,370,506
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$40,304,580
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$215,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$53,598,887
Net investment gain/loss from pooled separate accounts2020-12-31$388,858
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,496,856
Contract administrator fees2020-12-31$59,444
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 TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$122,697,967
Total of all expenses incurred2019-12-31$22,200,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,028,766
Value of total corrective distributions2019-12-31$2,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$42,072,510
Value of total assets at end of year2019-12-31$468,833,257
Value of total assets at beginning of year2019-12-31$368,335,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$169,094
Total interest from all sources2019-12-31$1,531,482
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$19,167,200
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$19,167,200
Administrative expenses professional fees incurred2019-12-31$64,949
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
Contributions received from participants2019-12-31$33,076,951
Participant contributions at end of year2019-12-31$1,797,300
Participant contributions at beginning of year2019-12-31$1,396,350
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$165,067
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,995,559
Other income not declared elsewhere2019-12-31$286,821
Administrative expenses (other) incurred2019-12-31$55,089
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$100,497,948
Value of net assets at end of year (total assets less liabilities)2019-12-31$468,833,257
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$368,335,309
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$23,189
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$406,593,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$310,322,967
Value of interest in pooled separate accounts at end of year2019-12-31$9,048,709
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,146,044
Interest on participant loans2019-12-31$83,150
Interest earned on other investments2019-12-31$1,246,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$11,089,231
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$9,881,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$9,881,344
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$201,520
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$40,304,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$38,423,537
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$442,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$58,831,388
Net investment gain/loss from pooled separate accounts2019-12-31$808,566
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$21,585,894
Contract administrator fees2019-12-31$25,867
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 TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$12,132,563
Total of all expenses incurred2018-12-31$17,380,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$17,247,632
Value of total corrective distributions2018-12-31$1,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$33,081,172
Value of total assets at end of year2018-12-31$368,335,309
Value of total assets at beginning of year2018-12-31$373,583,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$132,102
Total interest from all sources2018-12-31$1,430,670
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$18,890,670
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$18,890,670
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
Contributions received from participants2018-12-31$29,255,564
Participant contributions at end of year2018-12-31$1,396,350
Participant contributions at beginning of year2018-12-31$1,311,833
Participant contributions at end of year2018-12-31$165,067
Participant contributions at beginning of year2018-12-31$133,054
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,825,608
Other income not declared elsewhere2018-12-31$256,368
Administrative expenses (other) incurred2018-12-31$2,700
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$103,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,248,359
Value of net assets at end of year (total assets less liabilities)2018-12-31$368,335,309
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$373,583,668
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$36,637
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$310,322,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$317,328,065
Value of interest in pooled separate accounts at end of year2018-12-31$8,146,044
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,258,114
Interest on participant loans2018-12-31$70,182
Interest earned on other investments2018-12-31$1,216,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$9,881,344
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$8,543,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$8,543,042
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$143,550
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$38,423,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$37,906,221
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$342,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-41,830,362
Net investment gain/loss from pooled separate accounts2018-12-31$304,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,905,046
Contract administrator fees2018-12-31$92,765
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 TAX DEFERRED ANNUITY 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$89,911,251
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$15,464,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,344,334
Expenses. Certain deemed distributions of participant loans2017-12-31$2,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$35,087,804
Value of total assets at end of year2017-12-31$373,583,668
Value of total assets at beginning of year2017-12-31$299,137,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$118,392
Total interest from all sources2017-12-31$1,255,153
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$14,634,820
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$14,634,820
Administrative expenses professional fees incurred2017-12-31$11,723
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
Contributions received from participants2017-12-31$26,601,877
Participant contributions at end of year2017-12-31$1,311,833
Participant contributions at beginning of year2017-12-31$1,022,620
Participant contributions at end of year2017-12-31$133,054
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,485,927
Other income not declared elsewhere2017-12-31$35,581
Administrative expenses (other) incurred2017-12-31$72,783
Total non interest bearing cash at end of year2017-12-31$103,339
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$74,446,337
Value of net assets at end of year (total assets less liabilities)2017-12-31$373,583,668
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$299,137,331
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$33,886
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$317,328,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$250,886,858
Value of interest in pooled separate accounts at end of year2017-12-31$8,258,114
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,967,629
Interest on participant loans2017-12-31$49,547
Interest earned on other investments2017-12-31$1,161,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$8,543,042
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$7,485,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$7,485,377
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$43,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$37,906,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$32,774,847
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$79,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$38,314,965
Net investment gain/loss from pooled separate accounts2017-12-31$582,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,265,122
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 TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to 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$49,394,405
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,746,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,631,135
Expenses. Certain deemed distributions of participant loans2016-12-31$4,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$29,274,758
Value of total assets at end of year2016-12-31$299,137,331
Value of total assets at beginning of year2016-12-31$258,480,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$110,852
Total interest from all sources2016-12-31$1,089,354
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,964,164
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$7,964,164
Administrative expenses professional fees incurred2016-12-31$41,863
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
Contributions received from participants2016-12-31$24,289,288
Participant contributions at end of year2016-12-31$1,022,620
Participant contributions at beginning of year2016-12-31$730,451
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$163,469
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,985,470
Other income not declared elsewhere2016-12-31$115,770
Administrative expenses (other) incurred2016-12-31$36,392
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$40,648,298
Value of net assets at end of year (total assets less liabilities)2016-12-31$299,137,331
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$258,480,095
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$32,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$250,886,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$215,184,319
Value of interest in pooled separate accounts at end of year2016-12-31$6,967,629
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,308,134
Interest on participant loans2016-12-31$33,081
Interest earned on other investments2016-12-31$1,051,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$7,485,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6,336,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6,336,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$32,774,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$29,756,727
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$127,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$10,689,668
Net investment gain/loss from pooled separate accounts2016-12-31$260,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,503,275
Contract administrator fees2016-12-31$97
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 TAX DEFERRED ANNUITY 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$29,836,965
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,466,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,390,732
Expenses. Certain deemed distributions of participant loans2015-12-31$3,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$27,430,185
Value of total assets at end of year2015-12-31$258,480,095
Value of total assets at beginning of year2015-12-31$237,109,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$72,708
Total interest from all sources2015-12-31$883,558
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$9,821,687
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$9,821,687
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
Contributions received from participants2015-12-31$21,985,917
Participant contributions at end of year2015-12-31$730,451
Participant contributions at beginning of year2015-12-31$238,651
Participant contributions at end of year2015-12-31$163,469
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,444,268
Other income not declared elsewhere2015-12-31$111,742
Administrative expenses (other) incurred2015-12-31$39,833
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$21,370,146
Value of net assets at end of year (total assets less liabilities)2015-12-31$258,480,095
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$237,109,949
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$32,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$215,184,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$200,851,945
Value of interest in pooled separate accounts at end of year2015-12-31$6,308,134
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,736,903
Interest on participant loans2015-12-31$19,648
Interest earned on other investments2015-12-31$862,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6,336,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,646,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,646,082
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$29,756,727
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$24,636,368
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$115,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,757,292
Net investment gain/loss from pooled separate accounts2015-12-31$347,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,274,997
Contract administrator fees2015-12-31$375
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 TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to 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$39,556,825
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$9,825,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,771,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$25,700,019
Value of total assets at end of year2014-12-31$237,109,949
Value of total assets at beginning of year2014-12-31$207,331,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$53,822
Total interest from all sources2014-12-31$816,103
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$10,782,350
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$10,782,350
Administrative expenses professional fees incurred2014-12-31$18,725
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
Contributions received from participants2014-12-31$19,415,823
Participant contributions at end of year2014-12-31$238,651
Participant contributions at beginning of year2014-12-31$8,367
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,284,196
Other income not declared elsewhere2014-12-31$-23,124
Administrative expenses (other) incurred2014-12-31$26,597
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$29,731,348
Value of net assets at end of year (total assets less liabilities)2014-12-31$237,109,949
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$207,331,879
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$200,851,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$172,490,128
Value of interest in pooled separate accounts at end of year2014-12-31$5,736,903
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,790,209
Interest on participant loans2014-12-31$1,091
Interest earned on other investments2014-12-31$813,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,646,082
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,754,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,754,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$24,636,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$23,288,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,754,750
Net investment gain/loss from pooled separate accounts2014-12-31$526,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,771,655
Contract administrator fees2014-12-31$375
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 TAX DEFERRED ANNUITY 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$52,016,495
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$8,475,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,474,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$19,739,331
Value of total assets at end of year2013-12-31$207,331,879
Value of total assets at beginning of year2013-12-31$163,791,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,781
Total interest from all sources2013-12-31$766,277
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,517,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,517,302
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
Contributions received from participants2013-12-31$17,938,917
Participant contributions at end of year2013-12-31$8,367
Participant contributions at beginning of year2013-12-31$18,004
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,800,414
Other income not declared elsewhere2013-12-31$47,803
Administrative expenses (other) incurred2013-12-31$1,781
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$43,540,682
Value of net assets at end of year (total assets less liabilities)2013-12-31$207,331,879
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$163,791,197
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$172,490,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$98,903,718
Value of interest in pooled separate accounts at end of year2013-12-31$4,790,209
Value of interest in pooled separate accounts at beginning of year2013-12-31$36,663,993
Interest earned on other investments2013-12-31$765,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,754,236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$6,583,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$6,583,149
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$696
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$23,288,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$21,622,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$26,287,264
Net investment gain/loss from pooled separate accounts2013-12-31$658,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,474,032
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 TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$13,012,146
Total unrealized appreciation/depreciation of assets2012-12-31$13,012,146
Total income from all sources (including contributions)2012-12-31$35,062,922
Total of all expenses incurred2012-12-31$6,931,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,930,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$18,157,813
Value of total assets at end of year2012-12-31$163,791,197
Value of total assets at beginning of year2012-12-31$135,659,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$844
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$16,045,153
Participant contributions at end of year2012-12-31$18,004
Participant contributions at beginning of year2012-12-31$22,439
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,112,660
Other income not declared elsewhere2012-12-31$3,892,963
Administrative expenses (other) incurred2012-12-31$844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$28,131,659
Value of net assets at end of year (total assets less liabilities)2012-12-31$163,791,197
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$135,659,538
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$98,903,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$77,203,812
Value of interest in pooled separate accounts at end of year2012-12-31$36,663,993
Value of interest in pooled separate accounts at beginning of year2012-12-31$31,567,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$6,583,149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,590,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,590,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$21,622,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$19,581,551
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
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$693,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,930,419
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2012-12-31043499945
2011 : DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-3,566,003
Total unrealized appreciation/depreciation of assets2011-12-31$-3,566,003
Total income from all sources (including contributions)2011-12-31$13,408,249
Total of all expenses incurred2011-12-31$6,479,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,477,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,124,305
Value of total assets at end of year2011-12-31$135,659,538
Value of total assets at beginning of year2011-12-31$128,730,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,783
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
Contributions received from participants2011-12-31$12,628,315
Participant contributions at end of year2011-12-31$22,439
Participant contributions at beginning of year2011-12-31$43,895
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,495,990
Other income not declared elsewhere2011-12-31$2,849,947
Administrative expenses (other) incurred2011-12-31$1,783
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$6,928,642
Value of net assets at end of year (total assets less liabilities)2011-12-31$135,659,538
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$128,730,896
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$77,203,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$72,554,896
Value of interest in pooled separate accounts at end of year2011-12-31$31,567,811
Value of interest in pooled separate accounts at beginning of year2011-12-31$31,324,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,590,205
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,336,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,336,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$19,581,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$18,866,758
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
Employer contributions (assets) at end of year2011-12-31$693,720
Employer contributions (assets) at beginning of year2011-12-31$604,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,477,824
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 TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$12,376,978
Total unrealized appreciation/depreciation of assets2010-12-31$12,376,978
Total income from all sources (including contributions)2010-12-31$26,435,119
Total of all expenses incurred2010-12-31$5,159,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,157,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,569,939
Value of total assets at end of year2010-12-31$128,730,896
Value of total assets at beginning of year2010-12-31$107,455,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,937
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
Contributions received from participants2010-12-31$11,755,644
Participant contributions at end of year2010-12-31$43,895
Participant contributions at beginning of year2010-12-31$55,290
Participant contributions at end of year2010-12-31$604,226
Participant contributions at beginning of year2010-12-31$573,635
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$814,295
Other income not declared elsewhere2010-12-31$1,488,202
Administrative expenses (other) incurred2010-12-31$1,937
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$21,275,748
Value of net assets at end of year (total assets less liabilities)2010-12-31$128,730,896
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$107,455,148
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$72,554,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$85,340,411
Value of interest in pooled separate accounts at end of year2010-12-31$31,324,790
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,451,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,336,331
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,834,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,834,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$18,866,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$17,199,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,157,434
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 TAX DEFERRED ANNUITY PLAN

2022: DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
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 TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
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 TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
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 TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
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 TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
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 TAX DEFERRED ANNUITY 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 planYes
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 TAX DEFERRED ANNUITY 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 planYes
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 TAX DEFERRED ANNUITY 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 planYes
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 TAX DEFERRED ANNUITY 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 planYes
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 TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151174
Policy instance 2
Insurance contract or identification number151174
Number of Individuals Covered801
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number094079-003
Policy instance 1
Insurance contract or identification number094079-003
Number of Individuals Covered44
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 number151174
Policy instance 2
Insurance contract or identification number151174
Number of Individuals Covered822
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number094079-003
Policy instance 1
Insurance contract or identification number094079-003
Number of Individuals Covered50
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 number151174
Policy instance 2
Insurance contract or identification number151174
Number of Individuals Covered833
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number094079-003
Policy instance 1
Insurance contract or identification number094079-003
Number of Individuals Covered53
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number094079-003
Policy instance 1
Insurance contract or identification number094079-003
Number of Individuals Covered55
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 number151174
Policy instance 2
Insurance contract or identification number151174
Number of Individuals Covered842
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number094079-003
Policy instance 1
Insurance contract or identification number094079-003
Number of Individuals Covered61
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 number151174
Policy instance 2
Insurance contract or identification number151174
Number of Individuals Covered870
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 number151174
Policy instance 2
Insurance contract or identification number151174
Number of Individuals Covered879
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number094079-003
Policy instance 1
Insurance contract or identification number094079-003
Number of Individuals Covered66
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number151174
Policy instance 2
Insurance contract or identification number151174
Number of Individuals Covered883
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number094079-003
Policy instance 1
Insurance contract or identification number094079-003
Number of Individuals Covered73
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number151174
Policy instance 2
Insurance contract or identification number151174
Number of Individuals Covered904
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number094079-003
Policy instance 1
Insurance contract or identification number094079-003
Number of Individuals Covered78
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number094079-003
Policy instance 1
Insurance contract or identification number094079-003
Number of Individuals Covered84
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number151174
Policy instance 2
Insurance contract or identification number151174
Number of Individuals Covered911
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number094079
Policy instance 2
Insurance contract or identification number094079
Number of Individuals Covered92
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151174
Policy instance 1
Insurance contract or identification number151174
Number of Individuals Covered1077
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number094079-003
Policy instance 1
Insurance contract or identification number094079-003
Number of Individuals Covered95
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 number151174
Policy instance 2
Insurance contract or identification number151174
Number of Individuals Covered1000
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number094079-003
Policy instance 1
Insurance contract or identification number094079-003
Number of Individuals Covered102
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151174
Policy instance 2
Insurance contract or identification number151174
Number of Individuals Covered979
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

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