MASSACHUSETTS INSTITUTE OF TECHNOLOGY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MIT RETIREE WELFARE BENEFIT TRUST
| Measure | Date | Value |
|---|
| 2019 : MIT RETIREE WELFARE BENEFIT TRUST 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-06-30 | $36,567,770 |
| Total unrealized appreciation/depreciation of assets | 2019-06-30 | $36,567,770 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $1,057,372 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $4,131,285 |
| Total income from all sources (including contributions) | 2019-06-30 | $55,955,496 |
| Total loss/gain on sale of assets | 2019-06-30 | $5,949,584 |
| Total of all expenses incurred | 2019-06-30 | $36,126,004 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $33,792,633 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $13,168,657 |
| Value of total assets at end of year | 2019-06-30 | $712,213,700 |
| Value of total assets at beginning of year | 2019-06-30 | $695,458,121 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $2,333,371 |
| Total interest from all sources | 2019-06-30 | $234,818 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $1,009 |
| Administrative expenses professional fees incurred | 2019-06-30 | $37,111 |
| Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
| Value of fidelity bond cover | 2019-06-30 | $20,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
| Contributions received from participants | 2019-06-30 | $7,443,478 |
| Assets. Other investments not covered elsewhere at end of year | 2019-06-30 | $1,709,408 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-06-30 | $205,669 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-06-30 | $5,057,559 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-06-30 | $1,259,360 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-06-30 | $8,061,247 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-06-30 | $1,057,372 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-06-30 | $4,131,285 |
| Other income not declared elsewhere | 2019-06-30 | $33,658 |
| Administrative expenses (other) incurred | 2019-06-30 | $198,233 |
| Total non interest bearing cash at end of year | 2019-06-30 | $17,168,389 |
| Total non interest bearing cash at beginning of year | 2019-06-30 | $47,231,853 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Value of net income/loss | 2019-06-30 | $19,829,492 |
| Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $711,156,328 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $691,326,836 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2019-06-30 | $588,493,273 |
| Assets. partnership/joint venture interests at beginning of year | 2019-06-30 | $558,570,333 |
| Investment advisory and management fees | 2019-06-30 | $305,884 |
| Value of interest in common/collective trusts at beginning of year | 2019-06-30 | $76,614,521 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-06-30 | $234,818 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-06-30 | $1,867,346 |
| Asset value of US Government securities at end of year | 2019-06-30 | $89,888,095 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
| Contributions received in cash from employer | 2019-06-30 | $667,620 |
| Income. Dividends from common stock | 2019-06-30 | $1,009 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $31,925,287 |
| Contract administrator fees | 2019-06-30 | $1,792,143 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-06-30 | $13,695,175 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-06-30 | $4,774,498 |
| Did the plan have assets held for investment | 2019-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
| Aggregate proceeds on sale of assets | 2019-06-30 | $422,957,441 |
| Aggregate carrying amount (costs) on sale of assets | 2019-06-30 | $417,007,857 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
| Accountancy firm name | 2019-06-30 | PRICEWATERHOUSECOOPERS |
| Accountancy firm EIN | 2019-06-30 | 134008324 |
| 2018 : MIT RETIREE WELFARE BENEFIT TRUST 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-06-30 | $245,256,817 |
| Total unrealized appreciation/depreciation of assets | 2018-06-30 | $245,256,817 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $4,131,285 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $6,410,095 |
| Total income from all sources (including contributions) | 2018-06-30 | $99,052,311 |
| Total loss/gain on sale of assets | 2018-06-30 | $-165,778,820 |
| Total of all expenses incurred | 2018-06-30 | $31,222,593 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $28,951,659 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $19,493,961 |
| Value of total assets at end of year | 2018-06-30 | $695,458,121 |
| Value of total assets at beginning of year | 2018-06-30 | $629,907,213 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $2,270,934 |
| Total interest from all sources | 2018-06-30 | $469 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $0 |
| Administrative expenses professional fees incurred | 2018-06-30 | $137,283 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-06-30 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-06-30 | $373,052 |
| Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
| Value of fidelity bond cover | 2018-06-30 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
| Contributions received from participants | 2018-06-30 | $6,857,440 |
| Assets. Other investments not covered elsewhere at end of year | 2018-06-30 | $205,669 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-06-30 | $730,237 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-06-30 | $6,094,075 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-06-30 | $8,061,247 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-06-30 | $6,991,341 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-06-30 | $4,131,285 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-06-30 | $6,410,095 |
| Other income not declared elsewhere | 2018-06-30 | $153,176 |
| Administrative expenses (other) incurred | 2018-06-30 | $31,191 |
| Total non interest bearing cash at end of year | 2018-06-30 | $47,231,853 |
| Total non interest bearing cash at beginning of year | 2018-06-30 | $73,938,622 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Value of net income/loss | 2018-06-30 | $67,829,718 |
| Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $691,326,836 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $623,497,118 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2018-06-30 | $558,570,333 |
| Assets. partnership/joint venture interests at beginning of year | 2018-06-30 | $459,973,639 |
| Investment advisory and management fees | 2018-06-30 | $292,551 |
| Value of interest in common/collective trusts at end of year | 2018-06-30 | $76,614,521 |
| Value of interest in common/collective trusts at beginning of year | 2018-06-30 | $76,842,107 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-06-30 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-06-30 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-06-30 | $469 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-06-30 | $1,952,425 |
| Net investment gain or loss from common/collective trusts | 2018-06-30 | $-73,292 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
| Contributions received in cash from employer | 2018-06-30 | $6,542,446 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $26,999,234 |
| Contract administrator fees | 2018-06-30 | $1,809,909 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-06-30 | $4,774,498 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-06-30 | $11,058,215 |
| Did the plan have assets held for investment | 2018-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
| Aggregate proceeds on sale of assets | 2018-06-30 | $319,363,116 |
| Aggregate carrying amount (costs) on sale of assets | 2018-06-30 | $485,141,936 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
| Accountancy firm name | 2018-06-30 | PRICEWATERHOUSECOOPERS |
| Accountancy firm EIN | 2018-06-30 | 134008324 |
| 2017 : MIT RETIREE WELFARE BENEFIT TRUST 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-06-30 | $175,199,288 |
| Total unrealized appreciation/depreciation of assets | 2017-06-30 | $175,199,288 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $6,410,095 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $197,839 |
| Total income from all sources (including contributions) | 2017-06-30 | $106,051,033 |
| Total loss/gain on sale of assets | 2017-06-30 | $-99,623,435 |
| Total of all expenses incurred | 2017-06-30 | $31,709,607 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $29,470,471 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $28,991,970 |
| Value of total assets at end of year | 2017-06-30 | $629,907,213 |
| Value of total assets at beginning of year | 2017-06-30 | $549,353,531 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $2,239,136 |
| Total interest from all sources | 2017-06-30 | $947 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
| Administrative expenses professional fees incurred | 2017-06-30 | $114,506 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-06-30 | $373,052 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-06-30 | $695,195 |
| Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
| Value of fidelity bond cover | 2017-06-30 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Contributions received from participants | 2017-06-30 | $6,191,844 |
| Assets. Other investments not covered elsewhere at end of year | 2017-06-30 | $730,237 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-06-30 | $500,472 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-06-30 | $5,700,680 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-06-30 | $6,991,341 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-06-30 | $1,127,192 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-06-30 | $6,410,095 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-06-30 | $197,839 |
| Other income not declared elsewhere | 2017-06-30 | $506,212 |
| Administrative expenses (other) incurred | 2017-06-30 | $29,395 |
| Total non interest bearing cash at end of year | 2017-06-30 | $73,938,622 |
| Total non interest bearing cash at beginning of year | 2017-06-30 | $28,748,872 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Value of net income/loss | 2017-06-30 | $74,341,426 |
| Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $623,497,118 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $549,155,692 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2017-06-30 | $459,973,639 |
| Assets. partnership/joint venture interests at beginning of year | 2017-06-30 | $411,285,252 |
| Investment advisory and management fees | 2017-06-30 | $338,192 |
| Value of interest in common/collective trusts at end of year | 2017-06-30 | $76,842,107 |
| Value of interest in common/collective trusts at beginning of year | 2017-06-30 | $76,017,320 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-06-30 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-06-30 | $1,125,022 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-06-30 | $1,125,022 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-06-30 | $947 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-06-30 | $2,063,186 |
| Net investment gain or loss from common/collective trusts | 2017-06-30 | $976,051 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Contributions received in cash from employer | 2017-06-30 | $17,099,446 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $27,407,285 |
| Contract administrator fees | 2017-06-30 | $1,757,043 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-06-30 | $11,058,215 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-06-30 | $29,854,206 |
| Did the plan have assets held for investment | 2017-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
| Aggregate proceeds on sale of assets | 2017-06-30 | $291,113,261 |
| Aggregate carrying amount (costs) on sale of assets | 2017-06-30 | $390,736,696 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
| Accountancy firm name | 2017-06-30 | PRICEWATERHOUSECOOPERS |
| Accountancy firm EIN | 2017-06-30 | 134008324 |
| 2016 : MIT RETIREE WELFARE BENEFIT TRUST 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-06-30 | $30,868,733 |
| Total unrealized appreciation/depreciation of assets | 2016-06-30 | $30,868,733 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $197,839 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $691,691 |
| Total income from all sources (including contributions) | 2016-06-30 | $28,632,811 |
| Total loss/gain on sale of assets | 2016-06-30 | $-31,787,770 |
| Total of all expenses incurred | 2016-06-30 | $28,397,568 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $25,252,637 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $24,472,379 |
| Value of total assets at end of year | 2016-06-30 | $549,353,531 |
| Value of total assets at beginning of year | 2016-06-30 | $549,612,140 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $3,144,931 |
| Total interest from all sources | 2016-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
| Administrative expenses professional fees incurred | 2016-06-30 | $69,314 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-06-30 | $695,195 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-06-30 | $362,289 |
| Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
| Value of fidelity bond cover | 2016-06-30 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Contributions received from participants | 2016-06-30 | $5,543,190 |
| Assets. Other investments not covered elsewhere at end of year | 2016-06-30 | $500,472 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-06-30 | $10,261 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-06-30 | $5,053,094 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-06-30 | $1,127,192 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-06-30 | $197,839 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-06-30 | $691,691 |
| Other income not declared elsewhere | 2016-06-30 | $345,442 |
| Total non interest bearing cash at end of year | 2016-06-30 | $28,748,872 |
| Total non interest bearing cash at beginning of year | 2016-06-30 | $14,470,024 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $235,243 |
| Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $549,155,692 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $548,920,449 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2016-06-30 | $411,285,252 |
| Assets. partnership/joint venture interests at beginning of year | 2016-06-30 | $415,173,144 |
| Investment advisory and management fees | 2016-06-30 | $361,164 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $1,091,955 |
| Value of interest in common/collective trusts at end of year | 2016-06-30 | $76,017,320 |
| Value of interest in common/collective trusts at beginning of year | 2016-06-30 | $71,427,992 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-06-30 | $1,125,022 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-06-30 | $4,571,408 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-06-30 | $4,571,408 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-06-30 | $2,023,468 |
| Net investment gain or loss from common/collective trusts | 2016-06-30 | $4,734,027 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Contributions received in cash from employer | 2016-06-30 | $13,876,095 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $23,229,169 |
| Contract administrator fees | 2016-06-30 | $2,714,453 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-06-30 | $29,854,206 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-06-30 | $42,505,067 |
| Did the plan have assets held for investment | 2016-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| Aggregate proceeds on sale of assets | 2016-06-30 | $70,135,019 |
| Aggregate carrying amount (costs) on sale of assets | 2016-06-30 | $101,922,789 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
| Accountancy firm name | 2016-06-30 | PRICEWATERHOUSECOOPERS |
| Accountancy firm EIN | 2016-06-30 | 134008324 |
| 2015 : MIT RETIREE WELFARE BENEFIT TRUST 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-06-30 | $53,788,140 |
| Total unrealized appreciation/depreciation of assets | 2015-06-30 | $53,788,140 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $691,691 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $303,048 |
| Total income from all sources (including contributions) | 2015-06-30 | $83,968,324 |
| Total loss/gain on sale of assets | 2015-06-30 | $-5,351,296 |
| Total of all expenses incurred | 2015-06-30 | $30,506,285 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $28,920,531 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $33,531,129 |
| Value of total assets at end of year | 2015-06-30 | $549,612,140 |
| Value of total assets at beginning of year | 2015-06-30 | $495,761,458 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $1,585,754 |
| Total interest from all sources | 2015-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-06-30 | $0 |
| Administrative expenses professional fees incurred | 2015-06-30 | $121,562 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-06-30 | $362,289 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-06-30 | $959,838 |
| Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
| Value of fidelity bond cover | 2015-06-30 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Contributions received from participants | 2015-06-30 | $4,881,170 |
| Assets. Other investments not covered elsewhere at end of year | 2015-06-30 | $10,261 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-06-30 | $6,272,575 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-06-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-06-30 | $691,691 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-06-30 | $303,048 |
| Other income not declared elsewhere | 2015-06-30 | $596,961 |
| Total non interest bearing cash at end of year | 2015-06-30 | $14,470,024 |
| Total non interest bearing cash at beginning of year | 2015-06-30 | $36,242,496 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $53,462,039 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $548,920,449 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $495,458,410 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2015-06-30 | $415,173,144 |
| Assets. partnership/joint venture interests at beginning of year | 2015-06-30 | $349,657,009 |
| Investment advisory and management fees | 2015-06-30 | $361,164 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $1,091,955 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $589,079 |
| Value of interest in common/collective trusts at end of year | 2015-06-30 | $71,427,992 |
| Value of interest in common/collective trusts at beginning of year | 2015-06-30 | $78,182,472 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-06-30 | $4,571,408 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-06-30 | $5,576,575 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-06-30 | $5,576,575 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-06-30 | $2,097,643 |
| Net investment gain or loss from common/collective trusts | 2015-06-30 | $1,403,390 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Contributions received in cash from employer | 2015-06-30 | $22,377,384 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $26,822,888 |
| Contract administrator fees | 2015-06-30 | $1,103,028 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-06-30 | $42,505,067 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-06-30 | $24,553,989 |
| Did the plan have assets held for investment | 2015-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| Aggregate proceeds on sale of assets | 2015-06-30 | $38,921,674 |
| Aggregate carrying amount (costs) on sale of assets | 2015-06-30 | $44,272,970 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
| Accountancy firm name | 2015-06-30 | PRICEWATERHOUSECOOPERS |
| Accountancy firm EIN | 2015-06-30 | 134008324 |
| 2014 : MIT RETIREE WELFARE BENEFIT TRUST 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-06-30 | $72,169,413 |
| Total unrealized appreciation/depreciation of assets | 2014-06-30 | $72,169,413 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $303,048 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $13,917,724 |
| Total income from all sources (including contributions) | 2014-06-30 | $106,900,077 |
| Total loss/gain on sale of assets | 2014-06-30 | $-5,708,326 |
| Total of all expenses incurred | 2014-06-30 | $26,422,486 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $25,116,233 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $35,861,050 |
| Value of total assets at end of year | 2014-06-30 | $495,761,458 |
| Value of total assets at beginning of year | 2014-06-30 | $428,898,543 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $1,306,253 |
| Total interest from all sources | 2014-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Administrative expenses professional fees incurred | 2014-06-30 | $106,781 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-06-30 | $959,838 |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Contributions received from participants | 2014-06-30 | $4,346,187 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-06-30 | $2,994,134 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-06-30 | $13,244,380 |
| Assets. Loans (other than to participants) at end of year | 2014-06-30 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2014-06-30 | $14,912,815 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-06-30 | $303,048 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-06-30 | $13,917,724 |
| Other income not declared elsewhere | 2014-06-30 | $809,206 |
| Total non interest bearing cash at end of year | 2014-06-30 | $36,242,496 |
| Total non interest bearing cash at beginning of year | 2014-06-30 | $19,326,609 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $80,477,591 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $495,458,410 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $414,980,819 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2014-06-30 | $349,657,009 |
| Assets. partnership/joint venture interests at beginning of year | 2014-06-30 | $287,970,122 |
| Investment advisory and management fees | 2014-06-30 | $260,807 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $589,079 |
| Value of interest in common/collective trusts at end of year | 2014-06-30 | $78,182,472 |
| Value of interest in common/collective trusts at beginning of year | 2014-06-30 | $61,572,273 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-06-30 | $5,576,575 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-06-30 | $5,006,587 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-06-30 | $5,006,587 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-06-30 | $2,094,500 |
| Net investment gain or loss from common/collective trusts | 2014-06-30 | $3,768,734 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Contributions received in cash from employer | 2014-06-30 | $28,520,729 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $23,021,733 |
| Contract administrator fees | 2014-06-30 | $938,665 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-06-30 | $24,553,989 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-06-30 | $26,865,757 |
| Did the plan have assets held for investment | 2014-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Aggregate proceeds on sale of assets | 2014-06-30 | $86,684,946 |
| Aggregate carrying amount (costs) on sale of assets | 2014-06-30 | $92,393,272 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
| Accountancy firm name | 2014-06-30 | PRICEWATERHOUSECOOPERS |
| Accountancy firm EIN | 2014-06-30 | 134008324 |
| 2013 : MIT RETIREE WELFARE BENEFIT TRUST 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-06-30 | $49,425,691 |
| Total unrealized appreciation/depreciation of assets | 2013-06-30 | $49,425,691 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $13,917,724 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $2,301,665 |
| Total income from all sources (including contributions) | 2013-06-30 | $82,370,540 |
| Total loss/gain on sale of assets | 2013-06-30 | $-967,287 |
| Total of all expenses incurred | 2013-06-30 | $26,301,734 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $24,931,674 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $39,689,054 |
| Value of total assets at end of year | 2013-06-30 | $428,898,543 |
| Value of total assets at beginning of year | 2013-06-30 | $361,213,678 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $1,370,060 |
| Total interest from all sources | 2013-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $47,767 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $47,767 |
| Administrative expenses professional fees incurred | 2013-06-30 | $146,304 |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Contributions received from participants | 2013-06-30 | $4,065,483 |
| Assets. Other investments not covered elsewhere at end of year | 2013-06-30 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-06-30 | $1,596,078 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-06-30 | $3,240,229 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-06-30 | $13,244,380 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-06-30 | $0 |
| Assets. Loans (other than to participants) at end of year | 2013-06-30 | $14,912,815 |
| Assets. Loans (other than to participants) at beginning of year | 2013-06-30 | $12,202,216 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-06-30 | $13,917,724 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-06-30 | $2,301,665 |
| Other income not declared elsewhere | 2013-06-30 | $766,508 |
| Total non interest bearing cash at end of year | 2013-06-30 | $19,326,609 |
| Total non interest bearing cash at beginning of year | 2013-06-30 | $23,461,468 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $56,068,806 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $414,980,819 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $358,912,013 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2013-06-30 | $287,970,122 |
| Assets. partnership/joint venture interests at beginning of year | 2013-06-30 | $230,390,875 |
| Investment advisory and management fees | 2013-06-30 | $262,677 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $3,634,851 |
| Value of interest in common/collective trusts at end of year | 2013-06-30 | $61,572,273 |
| Value of interest in common/collective trusts at beginning of year | 2013-06-30 | $56,940,971 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $5,006,587 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-06-30 | $5,249,280 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-06-30 | $5,249,280 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-06-30 | $2,085,621 |
| Asset value of US Government securities at end of year | 2013-06-30 | $0 |
| Asset value of US Government securities at beginning of year | 2013-06-30 | $2,146,813 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $-6,934,198 |
| Net investment gain or loss from common/collective trusts | 2013-06-30 | $343,005 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Contributions received in cash from employer | 2013-06-30 | $32,383,342 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $22,846,053 |
| Contract administrator fees | 2013-06-30 | $961,079 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-06-30 | $26,865,757 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-06-30 | $25,591,126 |
| Did the plan have assets held for investment | 2013-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Aggregate proceeds on sale of assets | 2013-06-30 | $96,921,769 |
| Aggregate carrying amount (costs) on sale of assets | 2013-06-30 | $97,889,056 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
| Accountancy firm name | 2013-06-30 | PRICEWATERHOUSECOOPERS |
| Accountancy firm EIN | 2013-06-30 | 134008324 |
| 2012 : MIT RETIREE WELFARE BENEFIT TRUST 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-06-30 | $14,088,152 |
| Total unrealized appreciation/depreciation of assets | 2012-06-30 | $14,088,152 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $2,301,665 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $322,266 |
| Total income from all sources (including contributions) | 2012-06-30 | $71,742,604 |
| Total loss/gain on sale of assets | 2012-06-30 | $834,454 |
| Total of all expenses incurred | 2012-06-30 | $24,370,010 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $22,788,271 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $56,754,002 |
| Value of total assets at end of year | 2012-06-30 | $361,213,678 |
| Value of total assets at beginning of year | 2012-06-30 | $311,861,685 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $1,581,739 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $164,073 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-30 | $164,073 |
| Administrative expenses professional fees incurred | 2012-06-30 | $100,000 |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Contributions received from participants | 2012-06-30 | $3,834,144 |
| Assets. Other investments not covered elsewhere at end of year | 2012-06-30 | $1,596,078 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-06-30 | $1,580,786 |
| Assets. Loans (other than to participants) at end of year | 2012-06-30 | $12,202,216 |
| Assets. Loans (other than to participants) at beginning of year | 2012-06-30 | $7,084,445 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-06-30 | $2,301,665 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-06-30 | $322,266 |
| Other income not declared elsewhere | 2012-06-30 | $367,559 |
| Total non interest bearing cash at end of year | 2012-06-30 | $23,461,468 |
| Total non interest bearing cash at beginning of year | 2012-06-30 | $137,200 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $47,372,594 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $358,912,013 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $311,539,419 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2012-06-30 | $230,390,875 |
| Assets. partnership/joint venture interests at beginning of year | 2012-06-30 | $143,488,289 |
| Investment advisory and management fees | 2012-06-30 | $235,620 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $3,634,851 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $3,086,455 |
| Value of interest in common/collective trusts at end of year | 2012-06-30 | $56,940,971 |
| Value of interest in common/collective trusts at beginning of year | 2012-06-30 | $132,524,781 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-06-30 | $5,249,280 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-06-30 | $6,183,046 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-06-30 | $6,183,046 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-06-30 | $2,963,658 |
| Asset value of US Government securities at end of year | 2012-06-30 | $2,146,813 |
| Asset value of US Government securities at beginning of year | 2012-06-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $-2,019,718 |
| Net investment gain or loss from common/collective trusts | 2012-06-30 | $1,554,082 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $52,919,858 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $19,824,613 |
| Contract administrator fees | 2012-06-30 | $1,246,119 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-06-30 | $25,591,126 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-06-30 | $17,776,683 |
| Did the plan have assets held for investment | 2012-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Aggregate proceeds on sale of assets | 2012-06-30 | $23,979,298 |
| Aggregate carrying amount (costs) on sale of assets | 2012-06-30 | $23,144,844 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
| Accountancy firm name | 2012-06-30 | PRICEWATERHOUSECOOPERS |
| Accountancy firm EIN | 2012-06-30 | 134008324 |
| 2011 : MIT RETIREE WELFARE BENEFIT TRUST 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-06-30 | $17,529,845 |
| Total unrealized appreciation/depreciation of assets | 2011-06-30 | $17,529,845 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $322,266 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $1,208,061 |
| Total income from all sources (including contributions) | 2011-06-30 | $102,321,043 |
| Total loss/gain on sale of assets | 2011-06-30 | $-1,038,707 |
| Total of all expenses incurred | 2011-06-30 | $20,900,355 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $19,500,256 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $53,326,387 |
| Value of total assets at end of year | 2011-06-30 | $311,861,685 |
| Value of total assets at beginning of year | 2011-06-30 | $231,326,792 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $1,400,099 |
| Total interest from all sources | 2011-06-30 | $23 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Administrative expenses professional fees incurred | 2011-06-30 | $148,261 |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Contributions received from participants | 2011-06-30 | $2,927,903 |
| Assets. Other investments not covered elsewhere at end of year | 2011-06-30 | $1,580,786 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-06-30 | $988,804 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-06-30 | $4,315,784 |
| Assets. Loans (other than to participants) at end of year | 2011-06-30 | $7,084,445 |
| Assets. Loans (other than to participants) at beginning of year | 2011-06-30 | $4,108,662 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-06-30 | $322,266 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-06-30 | $1,208,061 |
| Other income not declared elsewhere | 2011-06-30 | $375,027 |
| Total non interest bearing cash at end of year | 2011-06-30 | $137,200 |
| Total non interest bearing cash at beginning of year | 2011-06-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $81,420,688 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $311,539,419 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $230,118,731 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2011-06-30 | $143,488,289 |
| Assets. partnership/joint venture interests at beginning of year | 2011-06-30 | $75,383,613 |
| Investment advisory and management fees | 2011-06-30 | $364,117 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $3,086,455 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $0 |
| Value of interest in common/collective trusts at end of year | 2011-06-30 | $132,524,781 |
| Value of interest in common/collective trusts at beginning of year | 2011-06-30 | $142,239,572 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-06-30 | $6,183,046 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $3,433,419 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $3,433,419 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-06-30 | $23 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-06-30 | $3,354,880 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $3,367,771 |
| Net investment gain or loss from common/collective trusts | 2011-06-30 | $28,760,697 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $50,398,484 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $16,145,376 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-06-30 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-06-30 | $29,258 |
| Contract administrator fees | 2011-06-30 | $887,721 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-06-30 | $17,776,683 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-06-30 | $827,680 |
| Did the plan have assets held for investment | 2011-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Aggregate proceeds on sale of assets | 2011-06-30 | $6,455,524 |
| Aggregate carrying amount (costs) on sale of assets | 2011-06-30 | $7,494,231 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
| Accountancy firm name | 2011-06-30 | PRICEWATERHOUSECOOPERS |
| Accountancy firm EIN | 2011-06-30 | 134008324 |
| TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 ) |
| Policy contract number | 1824 |
| Policy instance | 3 |
| Insurance contract or identification number | 1824 | | Number of Individuals Covered | 331 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $764,996 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0112757 |
| Policy instance | 4 |
| Insurance contract or identification number | 0112757 | | Number of Individuals Covered | 1064 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $562,981 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 ) |
| Policy contract number | 00475065 |
| Policy instance | 2 |
| Insurance contract or identification number | 00475065 | | Number of Individuals Covered | 137 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $434,352 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 ) |
| Policy contract number | 0009191 |
| Policy instance | 1 |
| Insurance contract or identification number | 0009191 | | Number of Individuals Covered | 178 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $325,286 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 ) |
| Policy contract number | 0009191 |
| Policy instance | 1 |
| Insurance contract or identification number | 0009191 | | Number of Individuals Covered | 189 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $385,075 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 ) |
| Policy contract number | 1824 |
| Policy instance | 2 |
| Insurance contract or identification number | 1824 | | Number of Individuals Covered | 345 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $639,674 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 ) |
| Policy contract number | 00475065 |
| Policy instance | 3 |
| Insurance contract or identification number | 00475065 | | Number of Individuals Covered | 155 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $446,940 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0112757 |
| Policy instance | 4 |
| Insurance contract or identification number | 0112757 | | Number of Individuals Covered | 1044 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $605,728 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0112757 |
| Policy instance | 4 |
| Insurance contract or identification number | 0112757 | | Number of Individuals Covered | 955 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $565,194 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 ) |
| Policy contract number | 00475065 |
| Policy instance | 3 |
| Insurance contract or identification number | 00475065 | | Number of Individuals Covered | 172 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $397,870 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 ) |
| Policy contract number | 1824 |
| Policy instance | 2 |
| Insurance contract or identification number | 1824 | | Number of Individuals Covered | 383 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $680,757 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 ) |
| Policy contract number | 0009191 |
| Policy instance | 1 |
| Insurance contract or identification number | 0009191 | | Number of Individuals Covered | 210 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $393,747 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0112757 |
| Policy instance | 4 |
| Insurance contract or identification number | 0112757 | | Number of Individuals Covered | 1006 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $558,436 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 ) |
| Policy contract number | 00475065 |
| Policy instance | 3 |
| Insurance contract or identification number | 00475065 | | Number of Individuals Covered | 186 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $397,656 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 ) |
| Policy contract number | 1824 |
| Policy instance | 2 |
| Insurance contract or identification number | 1824 | | Number of Individuals Covered | 402 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $637,344 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 ) |
| Policy contract number | 0009191 |
| Policy instance | 1 |
| Insurance contract or identification number | 0009191 | | Number of Individuals Covered | 218 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $408,301 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 ) |
| Policy contract number | 1824 |
| Policy instance | 2 |
| Insurance contract or identification number | 1824 | | Number of Individuals Covered | 406 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $646,694 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 ) |
| Policy contract number | 00475065 |
| Policy instance | 3 |
| Insurance contract or identification number | 00475065 | | Number of Individuals Covered | 195 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $488,412 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0112757 |
| Policy instance | 4 |
| Insurance contract or identification number | 0112757 | | Number of Individuals Covered | 865 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $539,963 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 ) |
| Policy contract number | 0009191 |
| Policy instance | 1 |
| Insurance contract or identification number | 0009191 | | Number of Individuals Covered | 228 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $477,771 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 ) |
| Policy contract number | 1039 |
| Policy instance | 3 |
| Insurance contract or identification number | 1039 | | Number of Individuals Covered | 418 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $586,185 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0112757 |
| Policy instance | 4 |
| Insurance contract or identification number | 0112757 | | Number of Individuals Covered | 889 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $575,627 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 ) |
| Policy contract number | 0009191 |
| Policy instance | 2 |
| Insurance contract or identification number | 0009191 | | Number of Individuals Covered | 237 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $493,891 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 ) |
| Policy contract number | 00475065 |
| Policy instance | 1 |
| Insurance contract or identification number | 00475065 | | Number of Individuals Covered | 207 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $449,280 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 ) |
| Policy contract number | 1039 |
| Policy instance | 3 |
| Insurance contract or identification number | 1039 | | Number of Individuals Covered | 401 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,149,987 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 ) |
| Policy contract number | 0009191 |
| Policy instance | 2 |
| Insurance contract or identification number | 0009191 | | Number of Individuals Covered | 250 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,107,592 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 ) |
| Policy contract number | 00475065 |
| Policy instance | 1 |
| Insurance contract or identification number | 00475065 | | Number of Individuals Covered | 232 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $992,940 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0112757 |
| Policy instance | 4 |
| Insurance contract or identification number | 0112757 | | Number of Individuals Covered | 909 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $585,183 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0112757 |
| Policy instance | 1 |
| Insurance contract or identification number | 0112757 | | Number of Individuals Covered | 932 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $614,781 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
