BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2014 : LIFEPATH INDEX 2040 FUND K 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-1,777,770 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-1,777,770 |
| Total transfer of assets to this plan | 2014-12-31 | $17,137,679 |
| Total transfer of assets from this plan | 2014-12-31 | $89,455,342 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $119,200 |
| Total income from all sources (including contributions) | 2014-12-31 | $4,306,675 |
| Total loss/gain on sale of assets | 2014-12-31 | $-4,856,638 |
| Total of all expenses incurred | 2014-12-31 | $111,062 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
| Value of total assets at end of year | 2014-12-31 | $0 |
| Value of total assets at beginning of year | 2014-12-31 | $68,241,250 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $111,062 |
| Total interest from all sources | 2014-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Administrative expenses professional fees incurred | 2014-12-31 | $3,424 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $84,923 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $119,200 |
| Administrative expenses (other) incurred | 2014-12-31 | $-3,098 |
| Value of net income/loss | 2014-12-31 | $4,195,613 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $68,122,050 |
| Investment advisory and management fees | 2014-12-31 | $110,736 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $68,155,524 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $803 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $803 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $10,941,083 |
| Aggregate proceeds on sale of assets | 2014-12-31 | $84,503,668 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $89,360,306 |
| 2013 : LIFEPATH INDEX 2040 FUND K 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $1,399,378 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $1,399,378 |
| Total transfer of assets to this plan | 2013-12-31 | $24,137,942 |
| Total transfer of assets from this plan | 2013-12-31 | $27,736,977 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $119,200 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,210,382 |
| Total income from all sources (including contributions) | 2013-12-31 | $9,812,953 |
| Total loss/gain on sale of assets | 2013-12-31 | $91,497 |
| Total of all expenses incurred | 2013-12-31 | $109,783 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
| Value of total assets at end of year | 2013-12-31 | $68,241,250 |
| Value of total assets at beginning of year | 2013-12-31 | $63,228,297 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $109,783 |
| Total interest from all sources | 2013-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Administrative expenses professional fees incurred | 2013-12-31 | $4,100 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $84,923 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $1,175,859 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $119,200 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $1,210,382 |
| Administrative expenses (other) incurred | 2013-12-31 | $-4,610 |
| Value of net income/loss | 2013-12-31 | $9,703,170 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $68,122,050 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $62,017,915 |
| Investment advisory and management fees | 2013-12-31 | $110,293 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $68,155,524 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $62,051,881 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $803 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $557 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $557 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $8,322,078 |
| Aggregate proceeds on sale of assets | 2013-12-31 | $23,050,958 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $22,959,461 |
| 2012 : LIFEPATH INDEX 2040 FUND K 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $-9,279,142 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $-9,279,142 |
| Total transfer of assets to this plan | 2012-12-31 | $22,760,708 |
| Total transfer of assets from this plan | 2012-12-31 | $38,882,385 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,210,382 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $180,059 |
| Total income from all sources (including contributions) | 2012-12-31 | $9,528,626 |
| Total loss/gain on sale of assets | 2012-12-31 | $12,717,689 |
| Total of all expenses incurred | 2012-12-31 | $126,522 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
| Value of total assets at end of year | 2012-12-31 | $63,228,297 |
| Value of total assets at beginning of year | 2012-12-31 | $68,917,547 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $126,522 |
| Total interest from all sources | 2012-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Administrative expenses professional fees incurred | 2012-12-31 | $4,000 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $1,175,859 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $145,608 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $1,210,382 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $180,059 |
| Administrative expenses (other) incurred | 2012-12-31 | $-4,834 |
| Value of net income/loss | 2012-12-31 | $9,402,104 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $62,017,915 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $68,737,488 |
| Investment advisory and management fees | 2012-12-31 | $127,356 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $62,051,881 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $68,770,546 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $557 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,393 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,393 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $6,090,079 |
| Aggregate proceeds on sale of assets | 2012-12-31 | $33,426,525 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $20,708,836 |
| 2011 : LIFEPATH INDEX 2040 FUND K 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-8,809,651 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-8,809,651 |
| Total transfer of assets to this plan | 2011-12-31 | $24,741,867 |
| Total transfer of assets from this plan | 2011-12-31 | $12,243,182 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $180,059 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $3,816,832 |
| Total income from all sources (including contributions) | 2011-12-31 | $-2,007,867 |
| Total loss/gain on sale of assets | 2011-12-31 | $2,924,474 |
| Total of all expenses incurred | 2011-12-31 | $125,877 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
| Value of total assets at end of year | 2011-12-31 | $68,917,547 |
| Value of total assets at beginning of year | 2011-12-31 | $62,189,379 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $125,877 |
| Total interest from all sources | 2011-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Administrative expenses professional fees incurred | 2011-12-31 | $4,975 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $145,608 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $3,789,136 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $180,059 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $3,816,832 |
| Administrative expenses (other) incurred | 2011-12-31 | $-4,937 |
| Value of net income/loss | 2011-12-31 | $-2,133,744 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $68,737,488 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $58,372,547 |
| Investment advisory and management fees | 2011-12-31 | $125,839 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $68,770,546 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $58,398,569 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,393 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,674 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,674 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $3,877,310 |
| Aggregate proceeds on sale of assets | 2011-12-31 | $6,378,245 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $3,453,771 |
| 2010 : LIFEPATH INDEX 2040 FUND K 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-1,297,373 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-1,297,373 |
| Total transfer of assets to this plan | 2010-12-31 | $19,412,934 |
| Total transfer of assets from this plan | 2010-12-31 | $12,465,161 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $3,816,832 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $25,242 |
| Total income from all sources (including contributions) | 2010-12-31 | $7,907,634 |
| Total loss/gain on sale of assets | 2010-12-31 | $5,168,954 |
| Total of all expenses incurred | 2010-12-31 | $96,449 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
| Value of total assets at end of year | 2010-12-31 | $62,189,379 |
| Value of total assets at beginning of year | 2010-12-31 | $43,638,831 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $96,449 |
| Total interest from all sources | 2010-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Administrative expenses professional fees incurred | 2010-12-31 | $4,975 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $3,789,136 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $2,825 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $3,816,832 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $25,242 |
| Administrative expenses (other) incurred | 2010-12-31 | $-9,491 |
| Value of net income/loss | 2010-12-31 | $7,811,185 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $58,372,547 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $43,613,589 |
| Investment advisory and management fees | 2010-12-31 | $100,965 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $58,398,569 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $43,632,458 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,674 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $3,548 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $3,548 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $4,036,053 |
| Aggregate proceeds on sale of assets | 2010-12-31 | $9,401,753 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $4,232,799 |