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TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 401k Plan overview

Plan NameTUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN
Plan identification number 002

TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC.
Employer identification number (EIN):043044706
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01ASSAD SIDDIQI, SENIOR VP OF FINANCE2023-10-12 ASSAD SIDDIQI, SENIOR VP OF FINANCE2023-10-12
0022021-01-01ASSAD SIDDIQI, SENIOR VP OF FINANCE2022-10-07 ASSAD SIDDIQI, SENIOR VP OF FINANCE2022-10-07
0022020-01-01ASSAD SIDDIQI, VP OF FINANCE2021-10-11 ASSAD SIDDIQI, VP OF FINANCE2021-10-11
0022019-01-01CRAIG BEST, PRESIDENT & CEO2020-09-09
0022018-01-01DANIEL MORASH, CFO AND VP2019-10-11
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01KAREN LEIBOLD
0022011-01-01CAROL CZARNECKI - AS PRACTITIONER
0022009-01-01 KAREN LEIBOLD2011-07-20
0022009-01-01KAREN LEIBOLD KAREN LEIBOLD2010-10-15
0022009-01-01KAREN LEIBOLD KAREN LEIBOLD2010-10-14
0022009-01-01KAREN LEIBOLD KAREN LEIBOLD2011-07-20

Plan Statistics for TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN

401k plan membership statisitcs for TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN

Measure Date Value
2022: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,252
Total number of active participants reported on line 7a of the Form 55002022-01-01821
Number of retired or separated participants receiving benefits2022-01-0117
Number of other retired or separated participants entitled to future benefits2022-01-01445
Total of all active and inactive participants2022-01-011,283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,284
Number of participants with account balances2022-01-01990
2021: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,049
Total number of active participants reported on line 7a of the Form 55002021-01-01905
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-01336
Total of all active and inactive participants2021-01-011,252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-011,256
Number of participants with account balances2021-01-01914
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,092
Total number of active participants reported on line 7a of the Form 55002020-01-01722
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-01314
Total of all active and inactive participants2020-01-011,046
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,049
Number of participants with account balances2020-01-01888
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01817
Total number of active participants reported on line 7a of the Form 55002019-01-01787
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-01295
Total of all active and inactive participants2019-01-011,091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,092
Number of participants with account balances2019-01-01856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01788
Total number of active participants reported on line 7a of the Form 55002018-01-01712
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-01298
Total of all active and inactive participants2018-01-011,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,019
Number of participants with account balances2018-01-01817
2017: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01757
Total number of active participants reported on line 7a of the Form 55002017-01-01628
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-01258
Total of all active and inactive participants2017-01-01892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01894
Number of participants with account balances2017-01-01788
2016: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01726
Total number of active participants reported on line 7a of the Form 55002016-01-01654
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-01265
Total of all active and inactive participants2016-01-01925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01927
Number of participants with account balances2016-01-01757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01708
Total number of active participants reported on line 7a of the Form 55002015-01-01641
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-01248
Total of all active and inactive participants2015-01-01895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01899
Number of participants with account balances2015-01-01726
2014: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01702
Total number of active participants reported on line 7a of the Form 55002014-01-01601
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-01244
Total of all active and inactive participants2014-01-01850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01853
Number of participants with account balances2014-01-01708
2013: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01831
Total number of active participants reported on line 7a of the Form 55002013-01-01608
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-01227
Total of all active and inactive participants2013-01-01839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-01845
Number of participants with account balances2013-01-01702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01810
Total number of active participants reported on line 7a of the Form 55002012-01-01623
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-01203
Total of all active and inactive participants2012-01-01831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01831
Number of participants with account balances2012-01-01677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01622
Total number of active participants reported on line 7a of the Form 55002011-01-01599
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-01206
Total of all active and inactive participants2011-01-01810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01810
Number of participants with account balances2011-01-01655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01564
Total number of active participants reported on line 7a of the Form 55002009-01-01461
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-01134
Total of all active and inactive participants2009-01-01599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01599
Number of participants with account balances2009-01-01594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN

Measure Date Value
2022 : TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-68,682,436
Total of all expenses incurred2022-12-31$22,476,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$22,391,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,735,862
Value of total assets at end of year2022-12-31$376,737,449
Value of total assets at beginning of year2022-12-31$467,896,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$85,065
Total interest from all sources2022-12-31$10,473,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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
Participant contributions at end of year2022-12-31$154,912
Participant contributions at beginning of year2022-12-31$221,644
Administrative expenses (other) incurred2022-12-31$85,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-91,158,779
Value of net assets at end of year (total assets less liabilities)2022-12-31$376,737,449
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$467,896,228
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$350,429,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$440,284,832
Value of interest in pooled separate accounts at end of year2022-12-31$2,383,630
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,272,398
Interest on participant loans2022-12-31$9,078
Interest earned on other investments2022-12-31$10,464,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$22,721,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$24,035,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-92,076,506
Net investment gain/loss from pooled separate accounts2022-12-31$184,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$12,735,862
Employer contributions (assets) at end of year2022-12-31$1,047,231
Employer contributions (assets) at beginning of year2022-12-31$1,081,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$22,391,278
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31AAFCPAS, INC.
Accountancy firm EIN2022-12-31042571780
2021 : TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$72,327,803
Total of all expenses incurred2021-12-31$39,619,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$39,536,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,759,102
Value of total assets at end of year2021-12-31$467,896,228
Value of total assets at beginning of year2021-12-31$435,187,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$82,765
Total interest from all sources2021-12-31$12,874,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$221,644
Participant contributions at beginning of year2021-12-31$213,214
Administrative expenses (other) incurred2021-12-31$82,765
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$32,708,779
Value of net assets at end of year (total assets less liabilities)2021-12-31$467,896,228
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$435,187,449
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$440,284,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$406,897,368
Value of interest in pooled separate accounts at end of year2021-12-31$2,272,398
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,891,160
Interest on participant loans2021-12-31$10,427
Interest earned on other investments2021-12-31$12,863,830
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$24,035,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$25,194,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$47,366,064
Net investment gain/loss from pooled separate accounts2021-12-31$328,380
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$11,759,102
Employer contributions (assets) at end of year2021-12-31$1,081,676
Employer contributions (assets) at beginning of year2021-12-31$990,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$39,536,259
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2021-12-31AAFCPAS, INC.
Accountancy firm EIN2021-12-31042571780
2020 : TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$71,206,735
Total of all expenses incurred2020-12-31$15,008,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,927,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,718,581
Value of total assets at end of year2020-12-31$435,187,449
Value of total assets at beginning of year2020-12-31$378,988,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$80,407
Total interest from all sources2020-12-31$7,953,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$213,214
Participant contributions at beginning of year2020-12-31$180,339
Administrative expenses (other) incurred2020-12-31$80,407
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$56,198,530
Value of net assets at end of year (total assets less liabilities)2020-12-31$435,187,449
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$378,988,919
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$406,897,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$349,965,459
Value of interest in pooled separate accounts at end of year2020-12-31$1,891,160
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,863,418
Interest on participant loans2020-12-31$13,266
Interest earned on other investments2020-12-31$7,939,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$25,194,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$25,027,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$56,560,943
Net investment gain/loss from pooled separate accounts2020-12-31$-25,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$6,718,581
Employer contributions (assets) at end of year2020-12-31$990,951
Employer contributions (assets) at beginning of year2020-12-31$952,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,927,798
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31AAFCPAS, INC.
Accountancy firm EIN2020-12-31042571780
2019 : TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$77,398,634
Total of all expenses incurred2019-12-31$16,319,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,239,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,700,248
Value of total assets at end of year2019-12-31$378,988,919
Value of total assets at beginning of year2019-12-31$317,909,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$79,827
Total interest from all sources2019-12-31$9,931,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$180,339
Participant contributions at beginning of year2019-12-31$74,655
Administrative expenses (other) incurred2019-12-31$79,827
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$61,079,582
Value of net assets at end of year (total assets less liabilities)2019-12-31$378,988,919
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$317,909,337
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$349,965,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$288,852,055
Value of interest in pooled separate accounts at end of year2019-12-31$2,863,418
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,937,937
Interest on participant loans2019-12-31$6,572
Interest earned on other investments2019-12-31$9,924,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$25,027,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$25,142,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$56,608,343
Net investment gain/loss from pooled separate accounts2019-12-31$158,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$10,700,248
Employer contributions (assets) at end of year2019-12-31$952,573
Employer contributions (assets) at beginning of year2019-12-31$902,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,239,225
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31AAFCPAS, INC.
Accountancy firm EIN2019-12-31042571780
2018 : TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-4,963,309
Total of all expenses incurred2018-12-31$16,183,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,144,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,939,172
Value of total assets at end of year2018-12-31$317,909,337
Value of total assets at beginning of year2018-12-31$339,056,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,327
Total interest from all sources2018-12-31$9,863,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$74,655
Participant contributions at beginning of year2018-12-31$262,491
Administrative expenses (other) incurred2018-12-31$39,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-21,146,897
Value of net assets at end of year (total assets less liabilities)2018-12-31$317,909,337
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$339,056,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$288,852,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$310,742,341
Value of interest in pooled separate accounts at end of year2018-12-31$2,937,937
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,812,278
Interest on participant loans2018-12-31$6,962
Interest earned on other investments2018-12-31$9,856,217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$25,142,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$24,409,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-24,900,868
Net investment gain/loss from pooled separate accounts2018-12-31$135,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$9,939,172
Employer contributions (assets) at end of year2018-12-31$902,276
Employer contributions (assets) at beginning of year2018-12-31$829,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,144,261
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31ALEXANDER, ARONSON, FINNING & CO.
Accountancy firm EIN2018-12-31042571780
2017 : TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$263,386
Total income from all sources (including contributions)2017-12-31$59,351,752
Total of all expenses incurred2017-12-31$16,373,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$16,373,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,349,009
Value of total assets at end of year2017-12-31$339,056,234
Value of total assets at beginning of year2017-12-31$296,341,854
Total interest from all sources2017-12-31$8,971,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$262,491
Participant contributions at beginning of year2017-12-31$327,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$263,386
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$42,977,766
Value of net assets at end of year (total assets less liabilities)2017-12-31$339,056,234
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$296,078,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$310,742,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$267,714,511
Value of interest in pooled separate accounts at end of year2017-12-31$2,812,278
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,861,674
Interest on participant loans2017-12-31$11,557
Interest earned on other investments2017-12-31$8,959,914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$24,409,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$24,324,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$40,908,909
Net investment gain/loss from pooled separate accounts2017-12-31$122,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$9,349,009
Employer contributions (assets) at end of year2017-12-31$829,503
Employer contributions (assets) at beginning of year2017-12-31$1,113,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$16,373,986
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31ALEXANDER, ARONSON, FINNING CO. P.C
Accountancy firm EIN2017-12-31042571780
2016 : TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$263,386
Total income from all sources (including contributions)2016-12-31$33,249,409
Total of all expenses incurred2016-12-31$13,003,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,997,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,387,555
Value of total assets at end of year2016-12-31$296,341,854
Value of total assets at beginning of year2016-12-31$275,832,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,217
Total interest from all sources2016-12-31$7,150,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$6,217
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$327,136
Participant contributions at beginning of year2016-12-31$243,931
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$263,386
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$20,245,698
Value of net assets at end of year (total assets less liabilities)2016-12-31$296,078,468
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$275,832,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$267,714,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$248,070,812
Value of interest in pooled separate accounts at end of year2016-12-31$2,861,674
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,828,088
Interest on participant loans2016-12-31$13,930
Interest earned on other investments2016-12-31$7,136,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$24,324,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$23,648,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$13,567,288
Net investment gain/loss from pooled separate accounts2016-12-31$144,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$12,387,555
Employer contributions (assets) at end of year2016-12-31$1,113,633
Employer contributions (assets) at beginning of year2016-12-31$1,041,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,997,494
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31ALEXANDER, ARONSON, FINNING & CO.,
Accountancy firm EIN2016-12-31042571780
2015 : TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,001,257
Total income from all sources (including contributions)2015-12-31$12,981,096
Total of all expenses incurred2015-12-31$17,936,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,935,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,201,969
Value of total assets at end of year2015-12-31$275,832,770
Value of total assets at beginning of year2015-12-31$281,789,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,050
Total interest from all sources2015-12-31$8,360,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$1,050
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
Participant contributions at end of year2015-12-31$243,931
Participant contributions at beginning of year2015-12-31$320,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,001,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,955,495
Value of net assets at end of year (total assets less liabilities)2015-12-31$275,832,770
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$280,788,265
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$248,070,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$253,855,602
Value of interest in pooled separate accounts at end of year2015-12-31$2,828,088
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,610,531
Interest on participant loans2015-12-31$11,851
Interest earned on other investments2015-12-31$8,348,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$23,648,216
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$23,992,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,793,590
Net investment gain/loss from pooled separate accounts2015-12-31$212,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$12,201,969
Employer contributions (assets) at end of year2015-12-31$1,041,723
Employer contributions (assets) at beginning of year2015-12-31$1,009,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,935,541
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31ALEXANDER, ARONSON, FINNING & CO.,
Accountancy firm EIN2015-12-31042571780
2014 : TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,001,257
Total income from all sources (including contributions)2014-12-31$31,195,186
Total of all expenses incurred2014-12-31$15,861,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$15,860,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,017,669
Value of total assets at end of year2014-12-31$281,789,522
Value of total assets at beginning of year2014-12-31$265,454,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$900
Total interest from all sources2014-12-31$7,783,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$900
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
Participant contributions at end of year2014-12-31$320,542
Participant contributions at beginning of year2014-12-31$260,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,001,257
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$15,333,486
Value of net assets at end of year (total assets less liabilities)2014-12-31$280,788,265
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$265,454,779
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$253,855,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$237,768,674
Value of interest in pooled separate accounts at end of year2014-12-31$2,610,531
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,446,751
Interest on participant loans2014-12-31$13,654
Interest earned on other investments2014-12-31$7,770,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$23,992,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$23,904,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$11,096,063
Net investment gain/loss from pooled separate accounts2014-12-31$297,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$12,017,669
Employer contributions (assets) at end of year2014-12-31$1,009,955
Employer contributions (assets) at beginning of year2014-12-31$1,073,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$15,860,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31ALEXANDER, ARONSON, FINNING & CO.,
Accountancy firm EIN2014-12-31042571780
2013 : TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$30,020
Total income from all sources (including contributions)2013-12-31$53,614,885
Total of all expenses incurred2013-12-31$23,583,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$23,582,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,102,913
Value of total assets at end of year2013-12-31$265,454,779
Value of total assets at beginning of year2013-12-31$235,453,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,087
Total interest from all sources2013-12-31$6,338,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$1,087
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
Participant contributions at end of year2013-12-31$260,674
Participant contributions at beginning of year2013-12-31$314,327
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$30,020
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$30,031,518
Value of net assets at end of year (total assets less liabilities)2013-12-31$265,454,779
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$235,423,261
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$237,768,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$206,821,522
Value of interest in pooled separate accounts at end of year2013-12-31$2,446,751
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,487,750
Interest on participant loans2013-12-31$11,495
Interest earned on other investments2013-12-31$6,327,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$23,904,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$24,760,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$34,934,683
Net investment gain/loss from pooled separate accounts2013-12-31$238,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$12,102,913
Employer contributions (assets) at end of year2013-12-31$1,073,816
Employer contributions (assets) at beginning of year2013-12-31$1,069,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$23,582,280
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31ALEXANDER, ARONSON, FINNING & CO.,
Accountancy firm EIN2013-12-31042571780
2012 : TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$30,020
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$35,702,726
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$13,873,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$13,873,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,387,857
Value of total assets at end of year2012-12-31$235,453,281
Value of total assets at beginning of year2012-12-31$213,594,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$1,016,550
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,346,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,346,839
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$314,327
Participant contributions at beginning of year2012-12-31$483,510
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$30,020
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$21,828,800
Value of net assets at end of year (total assets less liabilities)2012-12-31$235,423,261
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$213,594,461
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$206,821,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$184,668,940
Value of interest in pooled separate accounts at end of year2012-12-31$2,487,750
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,319,536
Interest on participant loans2012-12-31$9,103
Interest earned on other investments2012-12-31$1,007,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$24,760,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$25,207,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$19,718,951
Net investment gain/loss from pooled separate accounts2012-12-31$232,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$11,387,857
Employer contributions (assets) at end of year2012-12-31$1,069,298
Employer contributions (assets) at beginning of year2012-12-31$914,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$13,873,926
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 name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$11,470,683
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$12,462,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$12,461,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$10,770,074
Value of total assets at end of year2011-12-31$213,594,461
Value of total assets at beginning of year2011-12-31$214,586,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,752
Total interest from all sources2011-12-31$255,312
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,383,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,383,564
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$483,510
Participant contributions at beginning of year2011-12-31$459,028
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$145,353
Administrative expenses (other) incurred2011-12-31$1,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-992,075
Value of net assets at end of year (total assets less liabilities)2011-12-31$213,594,461
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$214,586,536
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$184,668,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$186,326,802
Value of interest in pooled separate accounts at end of year2011-12-31$2,319,536
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,092,092
Interest on participant loans2011-12-31$11,286
Interest earned on other investments2011-12-31$244,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$25,207,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$24,872,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,217,142
Net investment gain/loss from pooled separate accounts2011-12-31$278,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$10,624,721
Employer contributions (assets) at end of year2011-12-31$914,942
Employer contributions (assets) at beginning of year2011-12-31$836,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,461,006
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 name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$31,463,555
Total of all expenses incurred2010-12-31$14,373,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$14,371,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$10,130,006
Value of total assets at end of year2010-12-31$214,586,536
Value of total assets at beginning of year2010-12-31$197,496,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,005
Total interest from all sources2010-12-31$13,642
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,823,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,823,662
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$459,028
Participant contributions at beginning of year2010-12-31$422,349
Other income not declared elsewhere2010-12-31$208,091
Administrative expenses (other) incurred2010-12-31$2,005
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$17,090,220
Value of net assets at end of year (total assets less liabilities)2010-12-31$214,586,536
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$197,496,316
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$186,326,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$168,613,803
Value of interest in pooled separate accounts at end of year2010-12-31$2,092,092
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,035,837
Interest on participant loans2010-12-31$13,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$24,872,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$25,603,185
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$884,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$18,288,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$10,130,006
Employer contributions (assets) at end of year2010-12-31$836,184
Employer contributions (assets) at beginning of year2010-12-31$821,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,487,327
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31CCR LLP
Accountancy firm EIN2010-12-31043069946

Form 5500 Responses for TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN

2022: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 number103161
Policy instance 3
Insurance contract or identification number103161
Number of Individuals Covered148
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103160
Policy instance 2
Insurance contract or identification number103160
Number of Individuals Covered137
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102949
Policy instance 1
Insurance contract or identification number102949
Number of Individuals Covered94
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103161
Policy instance 3
Insurance contract or identification number103161
Number of Individuals Covered159
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103160
Policy instance 2
Insurance contract or identification number103160
Number of Individuals Covered145
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102949
Policy instance 1
Insurance contract or identification number102949
Number of Individuals Covered91
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102949
Policy instance 1
Insurance contract or identification number102949
Number of Individuals Covered93
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103160
Policy instance 2
Insurance contract or identification number103160
Number of Individuals Covered149
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103161
Policy instance 3
Insurance contract or identification number103161
Number of Individuals Covered160
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102949
Policy instance 1
Insurance contract or identification number102949
Number of Individuals Covered98
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103160
Policy instance 2
Insurance contract or identification number103160
Number of Individuals Covered156
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103161
Policy instance 3
Insurance contract or identification number103161
Number of Individuals Covered163
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103160
Policy instance 2
Insurance contract or identification number103160
Number of Individuals Covered161
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102949
Policy instance 1
Insurance contract or identification number102949
Number of Individuals Covered100
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103161
Policy instance 3
Insurance contract or identification number103161
Number of Individuals Covered169
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103161
Policy instance 3
Insurance contract or identification number103161
Number of Individuals Covered175
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 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 number103160
Policy instance 2
Insurance contract or identification number103160
Number of Individuals Covered170
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 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 number102949
Policy instance 1
Insurance contract or identification number102949
Number of Individuals Covered101
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 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 number102949
Policy instance 1
Insurance contract or identification number102949
Number of Individuals Covered106
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 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 number103160
Policy instance 2
Insurance contract or identification number103160
Number of Individuals Covered186
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 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 number103161
Policy instance 3
Insurance contract or identification number103161
Number of Individuals Covered191
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 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 number103161
Policy instance 3
Insurance contract or identification number103161
Number of Individuals Covered199
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
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 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 number102949
Policy instance 1
Insurance contract or identification number102949
Number of Individuals Covered108
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
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 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 number103160
Policy instance 2
Insurance contract or identification number103160
Number of Individuals Covered200
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
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 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 number103160
Policy instance 2
Insurance contract or identification number103160
Number of Individuals Covered206
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
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 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 number102949
Policy instance 1
Insurance contract or identification number102949
Number of Individuals Covered110
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
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 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 number103161
Policy instance 3
Insurance contract or identification number103161
Number of Individuals Covered210
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
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 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 number103161
Policy instance 3
Insurance contract or identification number103161
Number of Individuals Covered230
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103160
Policy instance 2
Insurance contract or identification number103160
Number of Individuals Covered220
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102949
Policy instance 1
Insurance contract or identification number102949
Number of Individuals Covered114
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102949
Policy instance 1
Insurance contract or identification number102949
Number of Individuals Covered655
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes
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 number103161
Policy instance 2
Insurance contract or identification number103161
Number of Individuals Covered655
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes
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 number103160
Policy instance 3
Insurance contract or identification number103160
Number of Individuals Covered655
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes
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 number102949
Policy instance 1
Insurance contract or identification number102949
Number of Individuals Covered126
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number103160
Policy instance 2
Insurance contract or identification number103160
Number of Individuals Covered230
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number103161
Policy instance 3
Insurance contract or identification number103161
Number of Individuals Covered258
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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