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WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameWASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
Plan identification number 001

WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

WASHINGTON UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:WASHINGTON UNIVERSITY
Employer identification number (EIN):430653611
NAIC Classification:611000

Additional information about WASHINGTON UNIVERSITY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1465898

More information about WASHINGTON UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JENNIFER SCHAEFER JENNIFER SCHAEFER2018-08-24
0012016-01-01LINDA M. HACK LINDA M. HACK2017-09-19
0012015-01-01LINDA HACK
0012014-01-01LINDA HACK
0012013-01-01LORRAINE GOFFE-RUSH
0012012-01-01MARGO M. JARRELL
0012011-01-01MARGO M. JARRELL
0012009-01-01THOMAS W. LAUMAN

Plan Statistics for WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN

Measure Date Value
2022: WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0128,629
Total number of active participants reported on line 7a of the Form 55002022-01-0118,770
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0111,416
Total of all active and inactive participants2022-01-0130,186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01433
Total participants2022-01-0130,619
Number of participants with account balances2022-01-0129,719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0128,323
Total number of active participants reported on line 7a of the Form 55002021-01-0117,748
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0110,821
Total of all active and inactive participants2021-01-0128,569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01437
Total participants2021-01-0129,006
Number of participants with account balances2021-01-0127,983
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0126,569
Total number of active participants reported on line 7a of the Form 55002020-01-0117,528
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0110,648
Total of all active and inactive participants2020-01-0128,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01147
Total participants2020-01-0128,323
Number of participants with account balances2020-01-0127,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0126,837
Total number of active participants reported on line 7a of the Form 55002019-01-0117,650
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0110,291
Total of all active and inactive participants2019-01-0127,941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01149
Total participants2019-01-0128,090
Number of participants with account balances2019-01-0126,569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0125,221
Total number of active participants reported on line 7a of the Form 55002018-01-0116,616
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0111,491
Total of all active and inactive participants2018-01-0128,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01135
Total participants2018-01-0128,242
Number of participants with account balances2018-01-0126,837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0122,484
Total number of active participants reported on line 7a of the Form 55002017-01-0115,724
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0110,482
Total of all active and inactive participants2017-01-0126,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0179
Total participants2017-01-0126,285
Number of participants with account balances2017-01-0125,221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0123,946
Total number of active participants reported on line 7a of the Form 55002016-01-0115,583
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0110,204
Total of all active and inactive participants2016-01-0125,787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0169
Total participants2016-01-0125,856
Number of participants with account balances2016-01-0122,484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0123,270
Total number of active participants reported on line 7a of the Form 55002015-01-0115,182
Number of retired or separated participants receiving benefits2015-01-0144
Number of other retired or separated participants entitled to future benefits2015-01-019,259
Total of all active and inactive participants2015-01-0124,485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0167
Total participants2015-01-0124,552
Number of participants with account balances2015-01-0123,946
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0122,654
Total number of active participants reported on line 7a of the Form 55002014-01-0114,581
Number of retired or separated participants receiving benefits2014-01-0139
Number of other retired or separated participants entitled to future benefits2014-01-019,152
Total of all active and inactive participants2014-01-0123,772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0158
Total participants2014-01-0123,830
Number of participants with account balances2014-01-0123,270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0122,167
Total number of active participants reported on line 7a of the Form 55002013-01-0114,911
Number of retired or separated participants receiving benefits2013-01-0131
Number of other retired or separated participants entitled to future benefits2013-01-018,544
Total of all active and inactive participants2013-01-0123,486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0150
Total participants2013-01-0123,536
Number of participants with account balances2013-01-0122,654
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0121,476
Total number of active participants reported on line 7a of the Form 55002012-01-0115,764
Number of retired or separated participants receiving benefits2012-01-0125
Number of other retired or separated participants entitled to future benefits2012-01-017,424
Total of all active and inactive participants2012-01-0123,213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0153
Total participants2012-01-0123,266
Number of participants with account balances2012-01-0122,167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0121,860
Total number of active participants reported on line 7a of the Form 55002011-01-0115,315
Number of retired or separated participants receiving benefits2011-01-0120
Number of other retired or separated participants entitled to future benefits2011-01-017,150
Total of all active and inactive participants2011-01-0122,485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0147
Total participants2011-01-0122,532
Number of participants with account balances2011-01-0121,476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0120,710
Total number of active participants reported on line 7a of the Form 55002009-01-0113,239
Number of retired or separated participants receiving benefits2009-01-0118
Number of other retired or separated participants entitled to future benefits2009-01-017,287
Total of all active and inactive participants2009-01-0120,544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0128
Total participants2009-01-0120,572
Number of participants with account balances2009-01-0120,442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-481,875,350
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$275,002,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$273,743,582
Expenses. Certain deemed distributions of participant loans2022-12-31$265,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$292,599,026
Value of total assets at end of year2022-12-31$5,876,925,706
Value of total assets at beginning of year2022-12-31$6,633,803,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$993,967
Total interest from all sources2022-12-31$55,227,764
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$154,547,457
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$154,547,457
Administrative expenses professional fees incurred2022-12-31$24,050
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,900,000
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$152,257,357
Participant contributions at end of year2022-12-31$10,881,428
Participant contributions at beginning of year2022-12-31$5,829,059
Participant contributions at end of year2022-12-31$428,771
Participant contributions at beginning of year2022-12-31$408,401
Assets. Other investments not covered elsewhere at end of year2022-12-31$47,904,566
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$56,503,402
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$25,016,268
Other income not declared elsewhere2022-12-31$3,359,690
Administrative expenses (other) incurred2022-12-31$875,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-756,878,189
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,876,925,706
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,633,803,895
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
Investment advisory and management fees2022-12-31$93,999
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,272,841,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,051,302,206
Value of interest in pooled separate accounts at end of year2022-12-31$189,837,133
Value of interest in pooled separate accounts at beginning of year2022-12-31$179,141,080
Interest on participant loans2022-12-31$368,515
Interest earned on other investments2022-12-31$54,859,249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,353,584,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,327,273,521
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$14,584,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,002,533,679
Net investment gain/loss from pooled separate accounts2022-12-31$14,924,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$115,325,401
Employer contributions (assets) at end of year2022-12-31$1,447,530
Employer contributions (assets) at beginning of year2022-12-31$13,346,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$259,159,511
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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
Total income from all sources (including contributions)2021-12-31$1,061,968,445
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$300,452,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$298,791,540
Expenses. Certain deemed distributions of participant loans2021-12-31$48,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$276,838,200
Value of total assets at end of year2021-12-31$6,633,803,895
Value of total assets at beginning of year2021-12-31$5,872,288,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,612,609
Total interest from all sources2021-12-31$46,023,883
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$186,587,256
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$186,587,256
Administrative expenses professional fees incurred2021-12-31$22,716
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,900,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$139,786,915
Participant contributions at end of year2021-12-31$5,829,059
Participant contributions at beginning of year2021-12-31$163,456
Participant contributions at end of year2021-12-31$408,401
Participant contributions at beginning of year2021-12-31$297,297
Assets. Other investments not covered elsewhere at end of year2021-12-31$56,503,402
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$49,142,847
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$17,985,011
Other income not declared elsewhere2021-12-31$3,392,099
Administrative expenses (other) incurred2021-12-31$1,523,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$761,515,802
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,633,803,895
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,872,288,093
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
Investment advisory and management fees2021-12-31$66,767
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,051,302,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,373,437,531
Value of interest in pooled separate accounts at end of year2021-12-31$179,141,080
Value of interest in pooled separate accounts at beginning of year2021-12-31$147,485,993
Interest on participant loans2021-12-31$99,303
Interest earned on other investments2021-12-31$45,924,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,327,273,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,301,536,103
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$15,679,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$522,306,908
Net investment gain/loss from pooled separate accounts2021-12-31$26,820,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$119,066,274
Employer contributions (assets) at end of year2021-12-31$13,346,226
Employer contributions (assets) at beginning of year2021-12-31$224,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$283,112,133
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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
Total income from all sources (including contributions)2020-12-31$877,373,343
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$284,711,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$283,257,912
Expenses. Certain deemed distributions of participant loans2020-12-31$14,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$214,351,442
Value of total assets at end of year2020-12-31$5,872,288,093
Value of total assets at beginning of year2020-12-31$5,279,626,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,439,472
Total interest from all sources2020-12-31$50,715,127
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$96,225,563
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$96,225,563
Administrative expenses professional fees incurred2020-12-31$22,460
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,900,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$127,847,482
Participant contributions at end of year2020-12-31$163,456
Participant contributions at beginning of year2020-12-31$404,625
Participant contributions at end of year2020-12-31$297,297
Participant contributions at beginning of year2020-12-31$844,728
Assets. Other investments not covered elsewhere at end of year2020-12-31$49,142,847
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$38,611,663
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$18,999,734
Other income not declared elsewhere2020-12-31$2,625,651
Administrative expenses (other) incurred2020-12-31$1,345,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$592,661,493
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,872,288,093
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,279,626,600
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
Investment advisory and management fees2020-12-31$71,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,373,437,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,710,390,522
Value of interest in pooled separate accounts at end of year2020-12-31$147,485,993
Value of interest in pooled separate accounts at beginning of year2020-12-31$155,881,043
Interest on participant loans2020-12-31$12,585
Interest earned on other investments2020-12-31$50,702,542
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$109,909,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$109,909,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,301,536,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,262,920,541
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$22,749,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$514,762,634
Net investment gain/loss from pooled separate accounts2020-12-31$-1,307,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$67,504,226
Employer contributions (assets) at end of year2020-12-31$224,866
Employer contributions (assets) at beginning of year2020-12-31$663,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$260,508,257
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD LLP
Accountancy firm EIN2020-12-31440160260
2019 : WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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
Total income from all sources (including contributions)2019-12-31$1,053,367,642
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$266,677,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$265,176,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$244,169,684
Value of total assets at end of year2019-12-31$5,279,626,600
Value of total assets at beginning of year2019-12-31$4,492,936,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,500,678
Total interest from all sources2019-12-31$49,580,426
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$88,722,026
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$88,722,026
Administrative expenses professional fees incurred2019-12-31$21,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,900,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$119,925,806
Participant contributions at end of year2019-12-31$404,625
Participant contributions at beginning of year2019-12-31$821,648
Participant contributions at end of year2019-12-31$844,728
Participant contributions at beginning of year2019-12-31$717,872
Assets. Other investments not covered elsewhere at end of year2019-12-31$38,611,663
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$31,769,310
Other income not declared elsewhere2019-12-31$3,010,628
Administrative expenses (other) incurred2019-12-31$1,383,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$786,690,321
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,279,626,600
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,492,936,279
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
Investment advisory and management fees2019-12-31$96,158
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,710,390,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,013,200,700
Value of interest in pooled separate accounts at end of year2019-12-31$155,881,043
Value of interest in pooled separate accounts at beginning of year2019-12-31$141,628,089
Interest on participant loans2019-12-31$26,317
Interest earned on other investments2019-12-31$49,554,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$109,909,716
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$100,832,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$100,832,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,262,920,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,235,160,375
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$16,267,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$659,924,549
Net investment gain/loss from pooled separate accounts2019-12-31$7,960,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$92,474,568
Employer contributions (assets) at end of year2019-12-31$663,762
Employer contributions (assets) at beginning of year2019-12-31$574,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$248,909,330
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD LLP
Accountancy firm EIN2019-12-31440160260
2018 : WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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
Total income from all sources (including contributions)2018-12-31$78,230,688
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$270,150,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$268,723,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$226,679,737
Value of total assets at end of year2018-12-31$4,492,936,279
Value of total assets at beginning of year2018-12-31$4,684,855,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,426,468
Total interest from all sources2018-12-31$51,149,488
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$98,140,808
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$98,140,808
Administrative expenses professional fees incurred2018-12-31$20,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,900,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$108,964,189
Participant contributions at end of year2018-12-31$821,648
Participant contributions at beginning of year2018-12-31$1,496,614
Participant contributions at end of year2018-12-31$717,872
Participant contributions at beginning of year2018-12-31$668,015
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$32,251,575
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$3,601
Other income not declared elsewhere2018-12-31$2,330,967
Administrative expenses (other) incurred2018-12-31$1,281,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-191,919,567
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,492,936,279
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,684,855,846
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
Investment advisory and management fees2018-12-31$124,706
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,013,200,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,272,227,374
Value of interest in pooled separate accounts at end of year2018-12-31$141,628,089
Value of interest in pooled separate accounts at beginning of year2018-12-31$133,522,362
Interest on participant loans2018-12-31$48,766
Interest earned on other investments2018-12-31$50,274,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$100,832,843
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$82,457,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$82,457,175
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$826,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,235,160,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,193,983,853
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$20,444,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-306,378,173
Net investment gain/loss from pooled separate accounts2018-12-31$6,307,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$85,463,973
Employer contributions (assets) at end of year2018-12-31$574,752
Employer contributions (assets) at beginning of year2018-12-31$496,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$248,279,202
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD LLP
Accountancy firm EIN2018-12-31440160260
2017 : WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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
Total income from all sources (including contributions)2017-12-31$796,345,157
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$181,987,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$181,530,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$206,182,917
Value of total assets at end of year2017-12-31$4,684,855,846
Value of total assets at beginning of year2017-12-31$4,070,497,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$457,230
Total interest from all sources2017-12-31$47,951,541
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$80,197,558
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$80,197,558
Administrative expenses professional fees incurred2017-12-31$131,468
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,900,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$95,809,100
Participant contributions at end of year2017-12-31$1,496,614
Participant contributions at beginning of year2017-12-31$2,474,335
Participant contributions at end of year2017-12-31$668,015
Participant contributions at beginning of year2017-12-31$460,104
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$31,789,873
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3,601
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$889
Other income not declared elsewhere2017-12-31$1,111,521
Administrative expenses (other) incurred2017-12-31$243,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$614,357,901
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,684,855,846
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,070,497,945
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
Investment advisory and management fees2017-12-31$82,630
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,272,227,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,723,223,250
Value of interest in pooled separate accounts at end of year2017-12-31$133,522,362
Value of interest in pooled separate accounts at beginning of year2017-12-31$116,392,058
Interest on participant loans2017-12-31$88,721
Interest earned on other investments2017-12-31$47,310,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$82,457,175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$82,518,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$82,518,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$552,016
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,193,983,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,145,004,696
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$12,967,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$455,471,568
Net investment gain/loss from pooled separate accounts2017-12-31$5,430,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$78,583,944
Employer contributions (assets) at end of year2017-12-31$496,852
Employer contributions (assets) at beginning of year2017-12-31$424,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$168,562,325
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD LLP
Accountancy firm EIN2017-12-31440160260
2016 : WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 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$466,214,392
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$171,576,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$171,156,487
Expenses. Certain deemed distributions of participant loans2016-12-31$19,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$199,898,390
Value of total assets at end of year2016-12-31$4,070,497,945
Value of total assets at beginning of year2016-12-31$3,775,859,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$399,977
Total interest from all sources2016-12-31$49,019,487
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$56,057,762
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$56,057,762
Administrative expenses professional fees incurred2016-12-31$115,884
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,900,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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$87,110,662
Participant contributions at end of year2016-12-31$2,474,335
Participant contributions at beginning of year2016-12-31$3,179,259
Participant contributions at end of year2016-12-31$460,104
Participant contributions at beginning of year2016-12-31$302,356
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$39,056,962
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$889
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$239,993
Other income not declared elsewhere2016-12-31$283,011
Administrative expenses (other) incurred2016-12-31$284,093
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$294,638,252
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,070,497,945
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,775,859,693
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$2,723,223,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,576,790,514
Value of interest in pooled separate accounts at end of year2016-12-31$116,392,058
Value of interest in pooled separate accounts at beginning of year2016-12-31$103,537,708
Interest on participant loans2016-12-31$135,443
Interest earned on other investments2016-12-31$48,884,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$82,518,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,145,004,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,091,501,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$155,447,894
Net investment gain/loss from pooled separate accounts2016-12-31$5,507,848
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$73,730,766
Employer contributions (assets) at end of year2016-12-31$424,463
Employer contributions (assets) at beginning of year2016-12-31$308,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$171,156,487
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31BKD LLP
Accountancy firm EIN2016-12-31440160260
2015 : WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 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$233,423,747
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$191,074,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$190,707,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$184,122,234
Value of total assets at end of year2015-12-31$3,775,859,693
Value of total assets at beginning of year2015-12-31$3,733,510,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$367,349
Total interest from all sources2015-12-31$44,879,523
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$64,442,352
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$64,442,352
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,900,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$82,776,697
Participant contributions at end of year2015-12-31$3,179,259
Participant contributions at beginning of year2015-12-31$2,765,358
Participant contributions at end of year2015-12-31$302,356
Participant contributions at beginning of year2015-12-31$254,543
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$29,933,789
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$239,993
Other income not declared elsewhere2015-12-31$1,466,099
Administrative expenses (other) incurred2015-12-31$367,349
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$42,349,082
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,775,859,693
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,733,510,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,576,790,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,571,432,144
Value of interest in pooled separate accounts at end of year2015-12-31$103,537,708
Value of interest in pooled separate accounts at beginning of year2015-12-31$90,888,361
Interest earned on other investments2015-12-31$44,879,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,091,501,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,067,903,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-69,039,763
Net investment gain/loss from pooled separate accounts2015-12-31$7,553,302
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$71,411,748
Employer contributions (assets) at end of year2015-12-31$308,427
Employer contributions (assets) at beginning of year2015-12-31$266,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$190,707,316
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 name2015-12-31BKD LLP
Accountancy firm EIN2015-12-31440160260
2014 : WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 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$397,654,516
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$174,488,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$174,272,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$158,740,164
Value of total assets at end of year2014-12-31$3,733,510,611
Value of total assets at beginning of year2014-12-31$3,510,344,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$216,331
Total interest from all sources2014-12-31$45,280,996
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$62,281,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$62,281,420
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,900,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$78,144,463
Participant contributions at end of year2014-12-31$2,765,358
Participant contributions at beginning of year2014-12-31$2,378,853
Participant contributions at end of year2014-12-31$254,543
Participant contributions at beginning of year2014-12-31$216,270
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$11,858,176
Other income not declared elsewhere2014-12-31$1,385,208
Administrative expenses (other) incurred2014-12-31$216,331
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$223,166,136
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,733,510,611
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,510,344,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,571,432,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,382,411,521
Value of interest in pooled separate accounts at end of year2014-12-31$90,888,361
Value of interest in pooled separate accounts at beginning of year2014-12-31$77,969,413
Interest earned on other investments2014-12-31$45,280,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,067,903,713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,047,139,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$120,183,260
Net investment gain/loss from pooled separate accounts2014-12-31$9,783,468
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$68,737,525
Employer contributions (assets) at end of year2014-12-31$266,492
Employer contributions (assets) at beginning of year2014-12-31$228,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$174,272,049
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 name2014-12-31BKD LLP
Accountancy firm EIN2014-12-31440160260
2013 : WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 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$652,637,018
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$166,457,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$166,216,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$159,125,027
Value of total assets at end of year2013-12-31$3,510,344,475
Value of total assets at beginning of year2013-12-31$3,024,164,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$240,340
Total interest from all sources2013-12-31$42,721,594
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$43,921,521
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$43,921,521
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,900,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$75,268,574
Participant contributions at end of year2013-12-31$2,378,853
Participant contributions at beginning of year2013-12-31$1,536,630
Participant contributions at end of year2013-12-31$216,270
Participant contributions at beginning of year2013-12-31$175,949
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$17,533,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$1,194,035
Administrative expenses (other) incurred2013-12-31$240,340
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$486,179,763
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,510,344,475
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,024,164,712
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$2,382,411,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,936,874,253
Value of interest in pooled separate accounts at end of year2013-12-31$77,969,413
Value of interest in pooled separate accounts at beginning of year2013-12-31$67,947,379
Interest earned on other investments2013-12-31$42,721,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,047,139,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,017,443,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$398,945,538
Net investment gain/loss from pooled separate accounts2013-12-31$6,729,303
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$66,323,013
Employer contributions (assets) at end of year2013-12-31$228,680
Employer contributions (assets) at beginning of year2013-12-31$187,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$166,216,915
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$146,439
Total income from all sources (including contributions)2012-12-31$435,623,304
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$149,396,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$149,315,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$144,426,139
Value of total assets at end of year2012-12-31$3,024,164,712
Value of total assets at beginning of year2012-12-31$2,738,084,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$80,783
Total interest from all sources2012-12-31$40,342,233
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$25,098,666
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$25,098,666
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,900,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$71,874,713
Participant contributions at end of year2012-12-31$1,536,630
Participant contributions at beginning of year2012-12-31$535,726
Participant contributions at end of year2012-12-31$175,949
Participant contributions at beginning of year2012-12-31$135,622
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,881,527
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$146,439
Other income not declared elsewhere2012-12-31$1,371,691
Administrative expenses (other) incurred2012-12-31$80,783
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$286,227,140
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,024,164,712
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,737,937,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,936,874,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,685,227,151
Value of interest in pooled separate accounts at end of year2012-12-31$67,947,379
Value of interest in pooled separate accounts at beginning of year2012-12-31$59,201,915
Interest earned on other investments2012-12-31$40,342,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,017,443,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$992,834,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$218,342,428
Net investment gain/loss from pooled separate accounts2012-12-31$6,042,147
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$63,669,899
Employer contributions (assets) at end of year2012-12-31$187,353
Employer contributions (assets) at beginning of year2012-12-31$148,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$149,315,381
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 name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$146,439
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$752,265
Total income from all sources (including contributions)2011-12-31$150,101,115
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$116,178,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$116,049,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$135,607,344
Value of total assets at end of year2011-12-31$2,738,084,011
Value of total assets at beginning of year2011-12-31$2,704,767,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$129,342
Total interest from all sources2011-12-31$39,267,579
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$18,531,688
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$18,531,688
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,900,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$67,944,333
Participant contributions at end of year2011-12-31$535,726
Participant contributions at end of year2011-12-31$135,622
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,454,221
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$59,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$146,439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$752,265
Other income not declared elsewhere2011-12-31$2,047,808
Administrative expenses (other) incurred2011-12-31$129,342
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$33,922,551
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,737,937,572
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,704,015,021
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$1,685,227,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,700,780,835
Value of interest in pooled separate accounts at end of year2011-12-31$59,201,915
Value of interest in pooled separate accounts at beginning of year2011-12-31$47,117,767
Interest earned on other investments2011-12-31$39,267,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$992,834,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$956,809,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-51,814,693
Net investment gain/loss from pooled separate accounts2011-12-31$6,461,389
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$62,208,790
Employer contributions (assets) at end of year2011-12-31$148,677
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$116,049,222
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 name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN 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$752,265
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$815,522
Total income from all sources (including contributions)2010-12-31$379,286,171
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$109,343,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$109,199,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$132,110,000
Value of total assets at end of year2010-12-31$2,704,767,286
Value of total assets at beginning of year2010-12-31$2,434,887,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$144,286
Total interest from all sources2010-12-31$35,666,849
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$12,182,613
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$12,182,613
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,900,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$64,687,805
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$1,841,308
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$9,600,641
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$59,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$752,265
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$815,522
Other income not declared elsewhere2010-12-31$893,154
Administrative expenses (other) incurred2010-12-31$144,286
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$269,942,690
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,704,015,021
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,434,072,331
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$1,700,780,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,471,635,317
Value of interest in pooled separate accounts at end of year2010-12-31$47,117,767
Value of interest in pooled separate accounts at beginning of year2010-12-31$35,900,084
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$35,666,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$956,809,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$924,059,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$193,288,591
Net investment gain/loss from pooled separate accounts2010-12-31$5,144,964
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$57,821,554
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$1,451,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$109,199,195
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 name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102320
Policy instance 1
Insurance contract or identification number102320
Number of Individuals Covered12544
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102320
Policy instance 1
Insurance contract or identification number102320
Number of Individuals Covered12615
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102320
Policy instance 1
Insurance contract or identification number102320
Number of Individuals Covered12795
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102320
Policy instance 1
Insurance contract or identification number102320
Number of Individuals Covered12887
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102320
Policy instance 1
Insurance contract or identification number102320
Number of Individuals Covered12877
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102320
Policy instance 1
Insurance contract or identification number102320
Number of Individuals Covered12383
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102320
Policy instance 1
Insurance contract or identification number102320
Number of Individuals Covered12128
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102320
Policy instance 1
Insurance contract or identification number102320
Number of Individuals Covered12395
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102320
Policy instance 1
Insurance contract or identification number102320
Number of Individuals Covered12599
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102320
Policy instance 1
Insurance contract or identification number102320
Number of Individuals Covered14642
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102320
Policy instance 1
Insurance contract or identification number102320
Number of Individuals Covered14518
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102320
Policy instance 1
Insurance contract or identification number102320
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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