401k Plan data: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) plan

CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 401k Plan overview

Plan Name	CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B)
Plan identification number	005

CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met. Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

CORIELL INSTITUTE FOR MEDICAL RESEARCH has sponsored the creation of one or more 401k plans.

Company Name: CORIELL INSTITUTE FOR MEDICAL RESEARCH

Employer identification number (EIN): 210672684

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2022-01-01 DENISE BUSCHER 2023-10-10 ROBERT ELEFANTE 2023-10-10
005 2021-01-01 CONSTANTINE STOIOS 2022-10-13 APRIL JACKSON 2022-10-13
005 2020-01-01 CONSTANTINE STOIOS 2021-09-22 DANA YOUNGBLOOD 2021-09-22
005 2019-01-01 CONSTANTINE STOIOS 2020-10-14 DANA YOUNGBLOOD 2020-10-14
005 2018-01-01 CONSTANTINE STOIOS 2019-10-01 DANA YOUNGBLOOD 2019-01-01
005 2017-01-01
005 2016-01-01
005 2015-01-01
005 2014-01-01
005 2013-01-01
005 2012-01-01 JOSEPH L MINTZER
005 2011-01-01 JOSEPH L MINTZER
005 2009-01-01 JOSEPH L. MINTZER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
005	2022-01-01	DENISE BUSCHER	2023-10-10	ROBERT ELEFANTE	2023-10-10
005	2021-01-01	CONSTANTINE STOIOS	2022-10-13	APRIL JACKSON	2022-10-13
005	2020-01-01	CONSTANTINE STOIOS	2021-09-22	DANA YOUNGBLOOD	2021-09-22
005	2019-01-01	CONSTANTINE STOIOS	2020-10-14	DANA YOUNGBLOOD	2020-10-14
005	2018-01-01	CONSTANTINE STOIOS	2019-10-01	DANA YOUNGBLOOD	2019-01-01
005	2017-01-01
005	2016-01-01
005	2015-01-01
005	2014-01-01
005	2013-01-01
005	2012-01-01	JOSEPH L MINTZER
005	2011-01-01	JOSEPH L MINTZER
005	2009-01-01	JOSEPH L. MINTZER

Plan Statistics for CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B)

401k plan membership statisitcs for CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B)

Measure Date Value
2022: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2022 401k membership
Total participants, beginning-of-year 2022-01-01 243
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 105
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 142
Total of all active and inactive participants 2022-01-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 249
Number of participants with account balances 2022-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2021 401k membership
Total participants, beginning-of-year 2021-01-01 246
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 96
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 146
Total of all active and inactive participants 2021-01-01 242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 244
Number of participants with account balances 2021-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2020 401k membership
Total participants, beginning-of-year 2020-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 91
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 155
Total of all active and inactive participants 2020-01-01 246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 247
Number of participants with account balances 2020-01-01 224
2019: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2019 401k membership
Total participants, beginning-of-year 2019-01-01 249
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 93
Number of other retired or separated participants entitled to future benefits 2019-01-01 158
Total of all active and inactive participants 2019-01-01 251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 252
Number of participants with account balances 2019-01-01 223
2018: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2018 401k membership
Total participants, beginning-of-year 2018-01-01 261
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 92
Number of other retired or separated participants entitled to future benefits 2018-01-01 156
Total of all active and inactive participants 2018-01-01 248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 249
Number of participants with account balances 2018-01-01 215
2017: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2017 401k membership
Total participants, beginning-of-year 2017-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 97
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 163
Total of all active and inactive participants 2017-01-01 260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 261
Number of participants with account balances 2017-01-01 222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2016 401k membership
Total participants, beginning-of-year 2016-01-01 247
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 92
Number of retired or separated participants receiving benefits 2016-01-01 161
Total of all active and inactive participants 2016-01-01 253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 254
Number of participants with account balances 2016-01-01 221
2015: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2015 401k membership
Total participants, beginning-of-year 2015-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 85
Number of other retired or separated participants entitled to future benefits 2015-01-01 161
Total of all active and inactive participants 2015-01-01 246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 247
Number of participants with account balances 2015-01-01 219
2014: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2014 401k membership
Total participants, beginning-of-year 2014-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 118
Number of other retired or separated participants entitled to future benefits 2014-01-01 134
Total of all active and inactive participants 2014-01-01 252
Total participants 2014-01-01 252
Number of participants with account balances 2014-01-01 227
2013: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2013 401k membership
Total participants, beginning-of-year 2013-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 123
Number of other retired or separated participants entitled to future benefits 2013-01-01 131
Total of all active and inactive participants 2013-01-01 254
Total participants 2013-01-01 254
Number of participants with account balances 2013-01-01 227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2012 401k membership
Total participants, beginning-of-year 2012-01-01 249
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 138
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 114
Total of all active and inactive participants 2012-01-01 252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 252
Number of participants with account balances 2012-01-01 231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2011 401k membership
Total participants, beginning-of-year 2011-01-01 255
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 128
Number of other retired or separated participants entitled to future benefits 2011-01-01 121
Total of all active and inactive participants 2011-01-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 249
Number of participants with account balances 2011-01-01 229
2009: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2009 401k membership
Total participants, beginning-of-year 2009-01-01 251
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 176
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 73
Total of all active and inactive participants 2009-01-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 249
Number of participants with account balances 2009-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2022 401k membership
Total participants, beginning-of-year	2022-01-01	243
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	105
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	142
Total of all active and inactive participants	2022-01-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	249
Number of participants with account balances	2022-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2021 401k membership
Total participants, beginning-of-year	2021-01-01	246
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	96
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	146
Total of all active and inactive participants	2021-01-01	242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	244
Number of participants with account balances	2021-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2020 401k membership
Total participants, beginning-of-year	2020-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	91
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	155
Total of all active and inactive participants	2020-01-01	246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	247
Number of participants with account balances	2020-01-01	224
2019: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2019 401k membership
Total participants, beginning-of-year	2019-01-01	249
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	93
Number of other retired or separated participants entitled to future benefits	2019-01-01	158
Total of all active and inactive participants	2019-01-01	251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	252
Number of participants with account balances	2019-01-01	223
2018: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2018 401k membership
Total participants, beginning-of-year	2018-01-01	261
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	92
Number of other retired or separated participants entitled to future benefits	2018-01-01	156
Total of all active and inactive participants	2018-01-01	248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	249
Number of participants with account balances	2018-01-01	215
2017: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2017 401k membership
Total participants, beginning-of-year	2017-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	97
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	163
Total of all active and inactive participants	2017-01-01	260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	261
Number of participants with account balances	2017-01-01	222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2016 401k membership
Total participants, beginning-of-year	2016-01-01	247
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	92
Number of retired or separated participants receiving benefits	2016-01-01	161
Total of all active and inactive participants	2016-01-01	253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	254
Number of participants with account balances	2016-01-01	221
2015: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2015 401k membership
Total participants, beginning-of-year	2015-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	85
Number of other retired or separated participants entitled to future benefits	2015-01-01	161
Total of all active and inactive participants	2015-01-01	246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	247
Number of participants with account balances	2015-01-01	219
2014: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2014 401k membership
Total participants, beginning-of-year	2014-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	118
Number of other retired or separated participants entitled to future benefits	2014-01-01	134
Total of all active and inactive participants	2014-01-01	252
Total participants	2014-01-01	252
Number of participants with account balances	2014-01-01	227
2013: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2013 401k membership
Total participants, beginning-of-year	2013-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	123
Number of other retired or separated participants entitled to future benefits	2013-01-01	131
Total of all active and inactive participants	2013-01-01	254
Total participants	2013-01-01	254
Number of participants with account balances	2013-01-01	227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2012 401k membership
Total participants, beginning-of-year	2012-01-01	249
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	138
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	114
Total of all active and inactive participants	2012-01-01	252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	252
Number of participants with account balances	2012-01-01	231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2011 401k membership
Total participants, beginning-of-year	2011-01-01	255
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	128
Number of other retired or separated participants entitled to future benefits	2011-01-01	121
Total of all active and inactive participants	2011-01-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	249
Number of participants with account balances	2011-01-01	229
2009: CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2009 401k membership
Total participants, beginning-of-year	2009-01-01	251
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	176
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	73
Total of all active and inactive participants	2009-01-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	249
Number of participants with account balances	2009-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B)

Measure	Date	Value
2022 : CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-1,128,695
Total of all expenses incurred	2022-12-31	$478,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$478,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$543,795
Value of total assets at end of year	2022-12-31	$9,215,175
Value of total assets at beginning of year	2022-12-31	$10,822,643
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$100
Total interest from all sources	2022-12-31	$52,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$541,725
Participant contributions at end of year	2022-12-31	$49,360
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,070
Administrative expenses (other) incurred	2022-12-31	$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,607,468
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,215,175
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,822,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,116,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,675,095
Value of interest in pooled separate accounts at end of year	2022-12-31	$518,501
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$487,072
Interest on participant loans	2022-12-31	$372
Interest earned on other investments	2022-12-31	$52,078
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,530,808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,660,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,764,861
Net investment gain/loss from pooled separate accounts	2022-12-31	$39,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$478,673
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2022-12-31	390859910
2021 : CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,929,121
Total of all expenses incurred	2021-12-31	$760,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$760,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$568,079
Value of total assets at end of year	2021-12-31	$10,822,643
Value of total assets at beginning of year	2021-12-31	$9,654,254
Total interest from all sources	2021-12-31	$52,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$538,400
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$29,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,168,389
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,822,643
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,654,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,675,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,469,455
Value of interest in pooled separate accounts at end of year	2021-12-31	$487,072
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$424,077
Interest earned on other investments	2021-12-31	$52,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,660,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,760,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,234,534
Net investment gain/loss from pooled separate accounts	2021-12-31	$74,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$760,732
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2021-12-31	390859910
2020 : CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$2,393,256
Total of all expenses incurred	2020-12-31	$568,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$568,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,158,204
Value of total assets at end of year	2020-12-31	$9,654,254
Value of total assets at beginning of year	2020-12-31	$7,829,078
Total interest from all sources	2020-12-31	$65,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$505,801
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$652,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,825,176
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,654,254
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,829,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,469,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,277,483
Value of interest in pooled separate accounts at end of year	2020-12-31	$424,077
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$401,312
Interest earned on other investments	2020-12-31	$65,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,760,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,150,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,172,462
Net investment gain/loss from pooled separate accounts	2020-12-31	$-3,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$568,080
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2020-12-31	390859910
2019 : CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,543,405
Total income from all sources (including contributions)	2019-12-31	$1,543,405
Total of all expenses incurred	2019-12-31	$201,749
Total of all expenses incurred	2019-12-31	$201,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$201,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$201,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$456,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$456,366
Value of total assets at end of year	2019-12-31	$7,829,078
Value of total assets at end of year	2019-12-31	$7,829,078
Value of total assets at beginning of year	2019-12-31	$6,487,422
Value of total assets at beginning of year	2019-12-31	$6,487,422
Total interest from all sources	2019-12-31	$67,773
Total interest from all sources	2019-12-31	$67,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$427,852
Contributions received from participants	2019-12-31	$427,852
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$28,514
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$28,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,341,656
Value of net income/loss	2019-12-31	$1,341,656
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,829,078
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,829,078
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,487,422
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,487,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,277,483
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,277,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,038,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,038,309
Value of interest in pooled separate accounts at end of year	2019-12-31	$401,312
Value of interest in pooled separate accounts at end of year	2019-12-31	$401,312
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$377,505
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$377,505
Interest earned on other investments	2019-12-31	$67,773
Interest earned on other investments	2019-12-31	$67,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,150,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,150,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,071,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,071,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$997,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$997,970
Net investment gain/loss from pooled separate accounts	2019-12-31	$21,296
Net investment gain/loss from pooled separate accounts	2019-12-31	$21,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$201,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$201,749
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BAKER TILLY US, LLP
Accountancy firm name	2019-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2019-12-31	390859910
Accountancy firm EIN	2019-12-31	390859910
2018 : CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$173,838
Total of all expenses incurred	2018-12-31	$864,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$864,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$414,568
Value of total assets at end of year	2018-12-31	$6,487,422
Value of total assets at beginning of year	2018-12-31	$7,178,480
Total interest from all sources	2018-12-31	$67,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$305,772
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$108,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-691,058
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,487,422
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,178,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,038,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,764,773
Value of interest in pooled separate accounts at end of year	2018-12-31	$377,505
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$387,825
Interest on participant loans	2018-12-31	$1
Interest earned on other investments	2018-12-31	$67,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,071,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,025,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-326,386
Net investment gain/loss from pooled separate accounts	2018-12-31	$18,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$864,896
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2018-12-31	390859910
2017 : CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,250,450
Total of all expenses incurred	2017-12-31	$1,186,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,186,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$362,751
Value of total assets at end of year	2017-12-31	$7,178,480
Value of total assets at beginning of year	2017-12-31	$7,114,405
Total interest from all sources	2017-12-31	$65,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$286,739
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$76,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$64,075
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,178,480
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,114,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,764,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,637,473
Value of interest in pooled separate accounts at end of year	2017-12-31	$387,825
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$440,928
Interest on participant loans	2017-12-31	$4
Interest earned on other investments	2017-12-31	$65,972
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,025,882
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,036,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$804,902
Net investment gain/loss from pooled separate accounts	2017-12-31	$16,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,186,375
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN	2017-12-31	390859910
2016 : CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$692,179
Total of all expenses incurred	2016-12-31	$347,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$347,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$310,973
Value of total assets at end of year	2016-12-31	$7,114,405
Value of total assets at beginning of year	2016-12-31	$6,769,945
Total interest from all sources	2016-12-31	$72,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$203,650
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$107,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$344,460
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,114,405
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,769,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,637,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,449,096
Value of interest in pooled separate accounts at end of year	2016-12-31	$440,928
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$361,966
Interest earned on other investments	2016-12-31	$72,403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$2,036,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,958,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$289,063
Net investment gain/loss from pooled separate accounts	2016-12-31	$19,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$347,719
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN	2016-12-31	390859910
2015 : CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$385,277
Total of all expenses incurred	2015-12-31	$737,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$737,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$283,917
Value of total assets at end of year	2015-12-31	$6,769,945
Value of total assets at beginning of year	2015-12-31	$7,122,136
Total interest from all sources	2015-12-31	$66,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$221,827
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$62,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-352,191
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,769,945
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,122,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,449,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,843,467
Value of interest in pooled separate accounts at end of year	2015-12-31	$361,966
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$275,181
Interest earned on other investments	2015-12-31	$66,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,958,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,003,488
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$5,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$9,008
Net investment gain/loss from pooled separate accounts	2015-12-31	$26,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$731,603
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN	2015-12-31	390859910
2014 : CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$699,261
Total of all expenses incurred	2014-12-31	$428,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$428,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$261,493
Value of total assets at end of year	2014-12-31	$7,122,136
Value of total assets at beginning of year	2014-12-31	$6,851,454
Total interest from all sources	2014-12-31	$11,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$245,157
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$16,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$270,682
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,122,136
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,851,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,122,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,636,322
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$267,467
Interest earned on other investments	2014-12-31	$11,669
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,947,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$426,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$428,579
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN	2014-12-31	390859910
2013 : CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$1,321,410
Total of all expenses incurred	2013-12-31	$803,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$803,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$313,908
Value of total assets at end of year	2013-12-31	$6,851,454
Value of total assets at beginning of year	2013-12-31	$6,333,126
Total interest from all sources	2013-12-31	$76,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$277,779
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$36,129
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$5,546
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$518,328
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,851,454
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,333,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,636,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,841,964
Value of interest in pooled separate accounts at end of year	2013-12-31	$267,467
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$215,635
Interest earned on other investments	2013-12-31	$76,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,947,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,261,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$908,723
Net investment gain/loss from pooled separate accounts	2013-12-31	$22,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$14,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$797,536
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PARENTEBEARD LLC
Accountancy firm EIN	2013-12-31	232932984
2012 : CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,144,770
Total of all expenses incurred	2012-12-31	$475,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$475,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$546,660
Value of total assets at end of year	2012-12-31	$6,333,126
Value of total assets at beginning of year	2012-12-31	$5,664,187
Total interest from all sources	2012-12-31	$80,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$350,230
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$196,430
Other income not declared elsewhere	2012-12-31	$12,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$668,939
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,333,126
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,664,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,841,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,241,012
Value of interest in pooled separate accounts at end of year	2012-12-31	$215,635
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$188,599
Interest earned on other investments	2012-12-31	$80,421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,261,086
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,234,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$485,934
Net investment gain/loss from pooled separate accounts	2012-12-31	$19,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Employer contributions (assets) at end of year	2012-12-31	$14,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$475,831
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PARENTEBEARD LLC
Accountancy firm EIN	2012-12-31	232932984
2011 : CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2011 401k financial data
Total transfer of assets to this plan	2011-12-31	$54,467
Total income from all sources (including contributions)	2011-12-31	$369,293
Total of all expenses incurred	2011-12-31	$1,151,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,151,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$357,610
Value of total assets at end of year	2011-12-31	$5,664,187
Value of total assets at beginning of year	2011-12-31	$6,391,762
Total interest from all sources	2011-12-31	$81,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$250,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$332,952
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$24,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-782,042
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,664,187
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$6,391,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,241,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,785,197
Value of interest in pooled separate accounts at end of year	2011-12-31	$188,599
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$216,018
Interest earned on other investments	2011-12-31	$81,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,234,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,390,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-96,465
Net investment gain/loss from pooled separate accounts	2011-12-31	$26,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,151,335
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PARENTEBEARD LLC
Accountancy firm EIN	2011-12-31	232932984
2010 : CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B) 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$914,851
Total of all expenses incurred	2010-12-31	$80,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$80,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$366,025
Value of total assets at end of year	2010-12-31	$6,391,762
Value of total assets at beginning of year	2010-12-31	$5,557,781
Total interest from all sources	2010-12-31	$74,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$250,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$364,036
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$833,981
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$6,391,762
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,557,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,785,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,162,195
Value of interest in pooled separate accounts at end of year	2010-12-31	$216,018
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$165,456
Interest earned on other investments	2010-12-31	$74,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,390,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,230,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$450,228
Net investment gain/loss from pooled separate accounts	2010-12-31	$23,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$80,870
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	PARENTEBEARD LLC
Accountancy firm EIN	2010-12-31	232932984