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WELLTOWER INC. RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameWELLTOWER INC. RETIREMENT PLAN AND TRUST
Plan identification number 001

WELLTOWER INC. RETIREMENT PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WELLTOWER INC. has sponsored the creation of one or more 401k plans.

Company Name:WELLTOWER INC.
Employer identification number (EIN):341096634
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELLTOWER INC. RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01BETH AUSTRIACO
0012023-01-01
0012023-01-01BETH AUSTRIACO
0012022-01-01
0012022-01-01BETH AUSTRIACO
0012021-01-01
0012021-01-01BETH AUSTRIACO
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BETH AUSTRIACO
0012017-01-01BETH AUSTRIACO
0012016-01-01CHRISTY C STONE
0012015-01-01TAMI ROBNOLTE
0012014-01-01ERIN C. IBELE
0012013-01-01ERIN IBELE
0012012-01-01ERIN C. IBELE ERIN C. IBELE2013-10-01
0012011-01-01ERIN C. IBELE
0012010-01-01ERIN C. IBELE
0012009-01-01ERIN C. IBELE ERIN C. IBELE2010-10-14

Plan Statistics for WELLTOWER INC. RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for WELLTOWER INC. RETIREMENT PLAN AND TRUST

Measure Date Value
2023: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01706
Total number of active participants reported on line 7a of the Form 55002023-01-01510
Number of retired or separated participants receiving benefits2023-01-017
Number of other retired or separated participants entitled to future benefits2023-01-01198
Total of all active and inactive participants2023-01-01715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01716
Number of participants with account balances2023-01-01688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01643
Total number of active participants reported on line 7a of the Form 55002022-01-01481
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01217
Total of all active and inactive participants2022-01-01705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01706
Number of participants with account balances2022-01-01681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01607
Total number of active participants reported on line 7a of the Form 55002021-01-01433
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-01201
Total of all active and inactive participants2021-01-01643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01643
Number of participants with account balances2021-01-01628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01595
Total number of active participants reported on line 7a of the Form 55002020-01-01397
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01206
Total of all active and inactive participants2020-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01607
Number of participants with account balances2020-01-01597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01570
Total number of active participants reported on line 7a of the Form 55002019-01-01411
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01184
Total of all active and inactive participants2019-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01595
Number of participants with account balances2019-01-01569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01562
Total number of active participants reported on line 7a of the Form 55002018-01-01375
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01195
Total of all active and inactive participants2018-01-01570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01570
Number of participants with account balances2018-01-01544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01589
Total number of active participants reported on line 7a of the Form 55002017-01-01411
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01151
Total of all active and inactive participants2017-01-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01562
Number of participants with account balances2017-01-01530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01564
Total number of active participants reported on line 7a of the Form 55002016-01-01466
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01123
Total of all active and inactive participants2016-01-01589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01589
Number of participants with account balances2016-01-01542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01518
Total number of active participants reported on line 7a of the Form 55002015-01-01458
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01106
Total of all active and inactive participants2015-01-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01564
Number of participants with account balances2015-01-01531
2014: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01486
Total number of active participants reported on line 7a of the Form 55002014-01-01427
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0189
Total of all active and inactive participants2014-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01516
Number of participants with account balances2014-01-01470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01432
Total number of active participants reported on line 7a of the Form 55002013-01-01405
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0181
Total of all active and inactive participants2013-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01486
Number of participants with account balances2013-01-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01379
Total number of active participants reported on line 7a of the Form 55002012-01-01372
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0160
Total of all active and inactive participants2012-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01432
Number of participants with account balances2012-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01254
Total number of active participants reported on line 7a of the Form 55002011-01-01274
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01304
Number of participants with account balances2011-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01223
Total number of active participants reported on line 7a of the Form 55002010-01-01209
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0128
Total of all active and inactive participants2010-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01237
Number of participants with account balances2010-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01193
Total number of active participants reported on line 7a of the Form 55002009-01-01204
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01223
Number of participants with account balances2009-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WELLTOWER INC. RETIREMENT PLAN AND TRUST

Measure Date Value
2023 : WELLTOWER INC. RETIREMENT PLAN AND TRUST 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$75,914
Total unrealized appreciation/depreciation of assets2023-12-31$75,914
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$24,619,716
Total loss/gain on sale of assets2023-12-31$41,607
Total of all expenses incurred2023-12-31$7,370,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$7,388,494
Expenses. Certain deemed distributions of participant loans2023-12-31$0
Value of total corrective distributions2023-12-31$1,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$11,411,141
Value of total assets at end of year2023-12-31$87,549,965
Value of total assets at beginning of year2023-12-31$70,300,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$-19,155
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$9,650
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,695,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,691,911
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$4,064
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$3,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$4,981,564
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,821,626
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$0
Administrative expenses (other) incurred2023-12-31$0
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$17,249,357
Value of net assets at end of year (total assets less liabilities)2023-12-31$87,549,965
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$70,300,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$15,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$82,872,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$65,880,669
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$0
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$0
Income. Interest from US Government securities2023-12-31$26
Income. Interest from corporate debt instruments2023-12-31$1,106
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$2,139,941
Value of interest in common/collective trusts at beginning of year2023-12-31$2,346,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$209,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$167,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$167,614
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$8,518
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$5,336
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$11,324,716
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$61,687
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$4,607,951
Employer contributions (assets) at end of year2023-12-31$1,848,192
Employer contributions (assets) at beginning of year2023-12-31$1,680,582
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$3,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$7,388,494
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$34,470
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$440,339
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$220,736
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$117,123
Aggregate carrying amount (costs) on sale of assets2023-12-31$75,516
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLENLLP
Accountancy firm EIN2023-12-31410746749
Unrealized appreciation/depreciation of real estate assets2023-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$75,914
Total unrealized appreciation/depreciation of assets2023-01-01$75,914
Total transfer of assets to this plan2023-01-01$0
Total transfer of assets from this plan2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$24,619,716
Total loss/gain on sale of assets2023-01-01$41,607
Total of all expenses incurred2023-01-01$7,370,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$7,388,494
Expenses. Certain deemed distributions of participant loans2023-01-01$0
Value of total corrective distributions2023-01-01$1,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$11,411,141
Value of total assets at end of year2023-01-01$87,549,965
Value of total assets at beginning of year2023-01-01$70,300,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$-19,155
Total income from rents2023-01-01$0
Total interest from all sources2023-01-01$9,650
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$1,695,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$1,691,911
Assets. Real estate other than employer real property at end of year2023-01-01$0
Assets. Real estate other than employer real property at beginning of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-01-01$4,064
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$3,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$4,981,564
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$0
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$0
Assets. Other investments not covered elsewhere at end of year2023-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$1,821,626
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$0
Assets. Loans (other than to participants) at end of year2023-01-01$0
Assets. Loans (other than to participants) at beginning of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$0
Other income not declared elsewhere2023-01-01$0
Administrative expenses (other) incurred2023-01-01$0
Liabilities. Value of operating payables at end of year2023-01-01$0
Liabilities. Value of operating payables at beginning of year2023-01-01$0
Total non interest bearing cash at end of year2023-01-01$0
Total non interest bearing cash at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Income. Non cash contributions2023-01-01$0
Value of net income/loss2023-01-01$17,249,357
Value of net assets at end of year (total assets less liabilities)2023-01-01$87,549,965
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$70,300,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Assets. partnership/joint venture interests at end of year2023-01-01$0
Assets. partnership/joint venture interests at beginning of year2023-01-01$0
Investment advisory and management fees2023-01-01$15,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$82,872,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$65,880,669
Value of interest in pooled separate accounts at end of year2023-01-01$0
Value of interest in pooled separate accounts at beginning of year2023-01-01$0
Interest on participant loans2023-01-01$0
Income. Interest from loans (other than to participants)2023-01-01$0
Interest earned on other investments2023-01-01$0
Income. Interest from US Government securities2023-01-01$26
Income. Interest from corporate debt instruments2023-01-01$1,106
Value of interest in master investment trust accounts at end of year2023-01-01$0
Value of interest in master investment trust accounts at beginning of year2023-01-01$0
Value of interest in common/collective trusts at end of year2023-01-01$2,139,941
Value of interest in common/collective trusts at beginning of year2023-01-01$2,346,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$209,202
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$8,518
Assets. Value of investments in 103.12 investment entities at end of year2023-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$0
Asset value of US Government securities at end of year2023-01-01$5,336
Asset value of US Government securities at beginning of year2023-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$11,324,716
Net investment gain/loss from pooled separate accounts2023-01-01$0
Net investment gain or loss from common/collective trusts2023-01-01$61,687
Net gain/loss from 103.12 investment entities2023-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Assets. Invements in employer securities at end of year2023-01-01$0
Assets. Invements in employer securities at beginning of year2023-01-01$0
Assets. Value of employer real property at end of year2023-01-01$0
Assets. Value of employer real property at beginning of year2023-01-01$0
Contributions received in cash from employer2023-01-01$4,607,951
Employer contributions (assets) at end of year2023-01-01$1,848,192
Employer contributions (assets) at beginning of year2023-01-01$1,680,582
Income. Dividends from preferred stock2023-01-01$0
Income. Dividends from common stock2023-01-01$3,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$7,388,494
Asset. Corporate debt instrument preferred debt at end of year2023-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2023-01-01$34,470
Asset. Corporate debt instrument debt (other) at beginning of year2023-01-01$0
Contract administrator fees2023-01-01$0
Assets. Corporate common stocks other than exployer securities at end of year2023-01-01$440,339
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-01$220,736
Liabilities. Value of benefit claims payable at end of year2023-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-01-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-01-01$0
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$117,123
Aggregate carrying amount (costs) on sale of assets2023-01-01$75,516
Liabilities. Value of acquisition indebtedness at end of year2023-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-01-01$0
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CLIFTONLARSONALLENLLP
Accountancy firm EIN2023-01-01410746749
2022 : WELLTOWER INC. RETIREMENT PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-300,971
Total unrealized appreciation/depreciation of assets2022-12-31$-300,971
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,352,012
Total loss/gain on sale of assets2022-12-31$-22,536
Total of all expenses incurred2022-12-31$6,175,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,194,216
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,825,835
Value of total assets at end of year2022-12-31$70,300,608
Value of total assets at beginning of year2022-12-31$80,827,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$-19,084
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$2,289
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,848,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,847,639
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$4,064
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,529,684
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$646
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,181,273
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$-32,243
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-10,527,144
Value of net assets at end of year (total assets less liabilities)2022-12-31$70,300,608
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$80,827,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$13,159
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$65,880,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$76,796,874
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$2,346,943
Value of interest in common/collective trusts at beginning of year2022-12-31$2,647,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$167,614
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,289
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,749,182
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$43,811
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$4,114,878
Employer contributions (assets) at end of year2022-12-31$1,680,582
Employer contributions (assets) at beginning of year2022-12-31$1,382,663
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$1,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,194,216
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$220,736
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$118,046
Aggregate carrying amount (costs) on sale of assets2022-12-31$140,582
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLENLLP
Accountancy firm EIN2022-12-31410746749
Unrealized appreciation/depreciation of real estate assets2022-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$-300,971
Total unrealized appreciation/depreciation of assets2022-01-01$-300,971
Total transfer of assets to this plan2022-01-01$0
Total transfer of assets from this plan2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-4,352,012
Total loss/gain on sale of assets2022-01-01$-22,536
Total of all expenses incurred2022-01-01$6,175,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$6,194,216
Expenses. Certain deemed distributions of participant loans2022-01-01$0
Value of total corrective distributions2022-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$9,825,835
Value of total assets at end of year2022-01-01$70,300,608
Value of total assets at beginning of year2022-01-01$80,827,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$-19,084
Total income from rents2022-01-01$0
Total interest from all sources2022-01-01$2,289
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$4,848,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$4,847,639
Assets. Real estate other than employer real property at end of year2022-01-01$0
Assets. Real estate other than employer real property at beginning of year2022-01-01$0
Administrative expenses professional fees incurred2022-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-01-01$4,064
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-01-01$0
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$3,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$4,529,684
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$0
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$0
Assets. Other investments not covered elsewhere at end of year2022-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$646
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$1,181,273
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$0
Assets. Loans (other than to participants) at end of year2022-01-01$0
Assets. Loans (other than to participants) at beginning of year2022-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$0
Other income not declared elsewhere2022-01-01$0
Administrative expenses (other) incurred2022-01-01$-32,243
Liabilities. Value of operating payables at end of year2022-01-01$0
Liabilities. Value of operating payables at beginning of year2022-01-01$0
Total non interest bearing cash at end of year2022-01-01$0
Total non interest bearing cash at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Income. Non cash contributions2022-01-01$0
Value of net income/loss2022-01-01$-10,527,144
Value of net assets at end of year (total assets less liabilities)2022-01-01$70,300,608
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$80,827,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Assets. partnership/joint venture interests at end of year2022-01-01$0
Assets. partnership/joint venture interests at beginning of year2022-01-01$0
Investment advisory and management fees2022-01-01$13,159
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$65,880,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$76,796,874
Value of interest in pooled separate accounts at end of year2022-01-01$0
Value of interest in pooled separate accounts at beginning of year2022-01-01$0
Interest on participant loans2022-01-01$0
Income. Interest from loans (other than to participants)2022-01-01$0
Interest earned on other investments2022-01-01$0
Income. Interest from US Government securities2022-01-01$0
Income. Interest from corporate debt instruments2022-01-01$0
Value of interest in master investment trust accounts at end of year2022-01-01$0
Value of interest in master investment trust accounts at beginning of year2022-01-01$0
Value of interest in common/collective trusts at end of year2022-01-01$2,346,943
Value of interest in common/collective trusts at beginning of year2022-01-01$2,647,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$167,614
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$2,289
Assets. Value of investments in 103.12 investment entities at end of year2022-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$0
Asset value of US Government securities at end of year2022-01-01$0
Asset value of US Government securities at beginning of year2022-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-18,749,182
Net investment gain/loss from pooled separate accounts2022-01-01$0
Net investment gain or loss from common/collective trusts2022-01-01$43,811
Net gain/loss from 103.12 investment entities2022-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Assets. Invements in employer securities at end of year2022-01-01$0
Assets. Invements in employer securities at beginning of year2022-01-01$0
Assets. Value of employer real property at end of year2022-01-01$0
Assets. Value of employer real property at beginning of year2022-01-01$0
Contributions received in cash from employer2022-01-01$4,114,878
Employer contributions (assets) at end of year2022-01-01$1,680,582
Employer contributions (assets) at beginning of year2022-01-01$1,382,663
Income. Dividends from preferred stock2022-01-01$0
Income. Dividends from common stock2022-01-01$1,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$6,194,216
Asset. Corporate debt instrument preferred debt at end of year2022-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2022-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-01-01$0
Contract administrator fees2022-01-01$0
Assets. Corporate common stocks other than exployer securities at end of year2022-01-01$220,736
Assets. Corporate common stocks other than exployer securities at beginning of year2022-01-01$0
Liabilities. Value of benefit claims payable at end of year2022-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-01-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-01-01$0
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Aggregate proceeds on sale of assets2022-01-01$118,046
Aggregate carrying amount (costs) on sale of assets2022-01-01$140,582
Liabilities. Value of acquisition indebtedness at end of year2022-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-01-01$0
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CLIFTONLARSONALLENLLP
Accountancy firm EIN2022-01-01410746749
2021 : WELLTOWER INC. RETIREMENT PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-103,408
Total unrealized appreciation/depreciation of assets2021-12-31$-103,408
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$18,224,449
Total loss/gain on sale of assets2021-12-31$50,243
Total of all expenses incurred2021-12-31$7,055,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,081,392
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,248,168
Value of total assets at end of year2021-12-31$80,827,752
Value of total assets at beginning of year2021-12-31$69,658,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$-25,827
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$18
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,142,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$6,141,474
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,731,983
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$646
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$6,501
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,082,135
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$-36,442
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$10,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$11,168,884
Value of net assets at end of year (total assets less liabilities)2021-12-31$80,827,752
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$69,658,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$10,615
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$76,796,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$64,971,194
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$2,647,569
Value of interest in common/collective trusts at beginning of year2021-12-31$2,844,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$266,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$266,295
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$18
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,839,911
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$47,165
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$3,434,050
Employer contributions (assets) at end of year2021-12-31$1,382,663
Employer contributions (assets) at beginning of year2021-12-31$1,317,690
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,081,392
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$242,099
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$1,016,499
Aggregate carrying amount (costs) on sale of assets2021-12-31$966,256
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : WELLTOWER INC. RETIREMENT PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$117,847
Total unrealized appreciation/depreciation of assets2020-12-31$117,847
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$17,162,793
Total loss/gain on sale of assets2020-12-31$73,074
Total of all expenses incurred2020-12-31$6,518,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,539,274
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,175,479
Value of total assets at end of year2020-12-31$69,658,868
Value of total assets at beginning of year2020-12-31$59,014,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$-20,442
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$409
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,993,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,992,892
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,434,288
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$6,501
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$411,672
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$-28,047
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$10,584
Total non interest bearing cash at beginning of year2020-12-31$583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$10,643,961
Value of net assets at end of year (total assets less liabilities)2020-12-31$69,658,868
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$59,014,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$7,605
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$64,971,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$55,369,454
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$2,844,505
Value of interest in common/collective trusts at beginning of year2020-12-31$2,268,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$266,295
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$136,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$136,942
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$409
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,756,419
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$46,283
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$3,329,519
Employer contributions (assets) at end of year2020-12-31$1,317,690
Employer contributions (assets) at beginning of year2020-12-31$1,182,775
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,539,274
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$242,099
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$56,432
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$628,990
Aggregate carrying amount (costs) on sale of assets2020-12-31$555,916
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : WELLTOWER INC. RETIREMENT PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$12,119
Total unrealized appreciation/depreciation of assets2019-12-31$12,119
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$16,960,496
Total loss/gain on sale of assets2019-12-31$2,920
Total of all expenses incurred2019-12-31$2,633,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,657,530
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,789,656
Value of total assets at end of year2019-12-31$59,014,907
Value of total assets at beginning of year2019-12-31$44,688,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$-23,591
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$2,459
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,932,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,931,836
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,278,319
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$499,970
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$-29,939
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$583
Total non interest bearing cash at beginning of year2019-12-31$339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$14,326,557
Value of net assets at end of year (total assets less liabilities)2019-12-31$59,014,907
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$44,688,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$6,348
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$55,369,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$41,393,265
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$2,268,721
Value of interest in common/collective trusts at beginning of year2019-12-31$2,172,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$136,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$128,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$128,344
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,459
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,171,377
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$49,726
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$3,011,367
Employer contributions (assets) at end of year2019-12-31$1,182,775
Employer contributions (assets) at beginning of year2019-12-31$967,579
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,657,530
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$56,432
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$26,460
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$20,351
Aggregate carrying amount (costs) on sale of assets2019-12-31$17,431
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : WELLTOWER INC. RETIREMENT PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,825
Total unrealized appreciation/depreciation of assets2018-12-31$-3,825
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,801,992
Total loss/gain on sale of assets2018-12-31$719
Total of all expenses incurred2018-12-31$9,919,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,964,316
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$2,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,917,520
Value of total assets at end of year2018-12-31$44,688,350
Value of total assets at beginning of year2018-12-31$51,805,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$-47,662
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$469
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,792,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,792,742
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,703,822
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$739,702
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$-52,471
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$339
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-7,117,474
Value of net assets at end of year (total assets less liabilities)2018-12-31$44,688,350
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$51,805,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$4,809
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$41,393,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$47,448,037
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$2,172,363
Value of interest in common/collective trusts at beginning of year2018-12-31$3,013,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$128,344
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,191
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$469
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,951,985
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$46,154
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$2,473,996
Employer contributions (assets) at end of year2018-12-31$967,579
Employer contributions (assets) at beginning of year2018-12-31$1,324,366
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,964,316
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$26,460
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$18,508
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$11,079
Aggregate carrying amount (costs) on sale of assets2018-12-31$10,360
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : WELLTOWER INC. RETIREMENT PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$811
Total unrealized appreciation/depreciation of assets2017-12-31$811
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$13,182,059
Total loss/gain on sale of assets2017-12-31$-627
Total of all expenses incurred2017-12-31$9,845,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,791,416
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,929,620
Value of total assets at end of year2017-12-31$50,481,458
Value of total assets at beginning of year2017-12-31$47,144,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$53,897
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$8
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,317,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,317,585
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,251,391
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$754,621
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$28
Administrative expenses (other) incurred2017-12-31$53,564
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$3,336,746
Value of net assets at end of year (total assets less liabilities)2017-12-31$50,481,458
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$47,144,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$333
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$47,448,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$42,722,549
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$0
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$3,013,722
Value of interest in common/collective trusts at beginning of year2017-12-31$3,115,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,191
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$8
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,878,284
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$56,337
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$1,923,608
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$1,306,491
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$13
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,791,416
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$18,508
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$8,787
Aggregate carrying amount (costs) on sale of assets2017-12-31$9,414
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : WELLTOWER INC. RETIREMENT PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$10,613,091
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,605,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,541,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,672,850
Value of total assets at end of year2016-12-31$47,144,712
Value of total assets at beginning of year2016-12-31$40,137,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$64,242
Total interest from all sources2016-12-31$2,696
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,499,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,499,901
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,279,707
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$1,040
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$217,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,007,413
Value of net assets at end of year (total assets less liabilities)2016-12-31$47,144,712
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$40,137,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$42,722,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$36,768,625
Interest on participant loans2016-12-31$19
Value of interest in common/collective trusts at end of year2016-12-31$3,115,672
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,188,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,188,581
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,429,486
Net investment gain or loss from common/collective trusts2016-12-31$8,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,175,187
Employer contributions (assets) at end of year2016-12-31$1,306,491
Employer contributions (assets) at beginning of year2016-12-31$1,179,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,541,436
Contract administrator fees2016-12-31$64,242
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2016-12-31381357951
2015 : WELLTOWER INC. RETIREMENT PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$6,420,596
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,222,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,164,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,595,821
Value of total assets at end of year2015-12-31$40,137,299
Value of total assets at beginning of year2015-12-31$37,939,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$58,093
Total interest from all sources2015-12-31$302
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,488,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,488,976
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,152,746
Participant contributions at end of year2015-12-31$1,040
Participant contributions at beginning of year2015-12-31$2,301
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$518,675
Administrative expenses (other) incurred2015-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,197,893
Value of net assets at end of year (total assets less liabilities)2015-12-31$40,137,299
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$37,939,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$58,090
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$36,768,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$34,919,651
Interest on participant loans2015-12-31$72
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,188,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,822,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,822,651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,664,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,924,400
Employer contributions (assets) at end of year2015-12-31$1,179,053
Employer contributions (assets) at beginning of year2015-12-31$1,194,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,164,610
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : WELLTOWER INC. RETIREMENT PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$8,232,742
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,965,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,885,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,608,879
Value of total assets at end of year2014-12-31$37,939,406
Value of total assets at beginning of year2014-12-31$32,671,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$79,236
Total interest from all sources2014-12-31$1,162,351
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,669,753
Participant contributions at end of year2014-12-31$2,301
Participant contributions at beginning of year2014-12-31$3,512
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$155,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,267,591
Value of net assets at end of year (total assets less liabilities)2014-12-31$37,939,406
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,671,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$79,236
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$34,919,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$29,781,543
Interest on participant loans2014-12-31$125
Interest earned on other investments2014-12-31$1,162,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,822,651
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,815,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,815,193
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,461,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,784,081
Employer contributions (assets) at end of year2014-12-31$1,194,803
Employer contributions (assets) at beginning of year2014-12-31$1,071,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,885,915
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : WELLTOWER INC. RETIREMENT PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$10,681,388
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,874,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,800,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,370,844
Value of total assets at end of year2013-12-31$32,671,815
Value of total assets at beginning of year2013-12-31$23,864,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$73,954
Total interest from all sources2013-12-31$331
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$771,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$771,847
Administrative expenses professional fees incurred2013-12-31$73,954
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,456,664
Participant contributions at end of year2013-12-31$3,512
Participant contributions at beginning of year2013-12-31$4,667
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$398,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$8,806,995
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,671,815
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,864,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$29,781,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,504,255
Interest on participant loans2013-12-31$175
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,815,193
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,238,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,238,808
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,538,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,516,051
Employer contributions (assets) at end of year2013-12-31$1,071,567
Employer contributions (assets) at beginning of year2013-12-31$1,117,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,800,439
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : WELLTOWER INC. RETIREMENT PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$986,677
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,619,346
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,044,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$983,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,875,852
Value of total assets at end of year2012-12-31$23,864,820
Value of total assets at beginning of year2012-12-31$16,303,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$61,394
Total interest from all sources2012-12-31$568
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$588,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$588,561
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,119,617
Participant contributions at end of year2012-12-31$4,667
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$346,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,574,351
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,864,820
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,303,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$61,394
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$21,504,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,596,311
Interest on participant loans2012-12-31$442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,238,808
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,015,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,015,029
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,154,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,409,881
Employer contributions (assets) at end of year2012-12-31$1,117,090
Employer contributions (assets) at beginning of year2012-12-31$692,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$983,601
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : WELLTOWER INC. RETIREMENT PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,810,294
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$925,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$872,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,147,983
Value of total assets at end of year2011-12-31$16,303,792
Value of total assets at beginning of year2011-12-31$14,419,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$52,796
Total interest from all sources2011-12-31$101
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$298,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$298,896
Administrative expenses professional fees incurred2011-12-31$52,796
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,454,562
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$1,449
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$72,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,884,507
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,303,792
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,419,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,596,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,930,201
Interest on participant loans2011-12-31$5
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,015,029
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$859,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$859,103
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$96
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-636,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,620,505
Employer contributions (assets) at end of year2011-12-31$692,452
Employer contributions (assets) at beginning of year2011-12-31$628,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$872,991
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : WELLTOWER INC. RETIREMENT PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,277,871
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$686,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$645,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,676,618
Value of total assets at end of year2010-12-31$14,419,285
Value of total assets at beginning of year2010-12-31$10,827,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$40,248
Total interest from all sources2010-12-31$428
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$332,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$332,637
Administrative expenses professional fees incurred2010-12-31$40,248
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,250,347
Participant contributions at end of year2010-12-31$1,449
Participant contributions at beginning of year2010-12-31$3,664
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,591,746
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,419,285
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,827,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,930,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,428,562
Interest on participant loans2010-12-31$216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$859,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$843,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$843,332
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,268,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,424,083
Employer contributions (assets) at end of year2010-12-31$628,532
Employer contributions (assets) at beginning of year2010-12-31$551,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$645,877
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2010-12-31381357951
2009 : WELLTOWER INC. RETIREMENT PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WELLTOWER INC. RETIREMENT PLAN AND TRUST

2023: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WELLTOWER INC. RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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