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WASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT PLAN 401k Plan overview

Plan NameWASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT PLAN
Plan identification number 517

WASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

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 MEDICAL SAVINGS ACCOUNT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5172022-01-01
5172021-01-01
5172020-01-01
5172020-01-01LEGAIL CHANDLER2021-09-29 LEGAIL CHANDLER2021-09-29
5172019-01-01
5172019-01-01
5172018-01-01
5172017-01-01JENNIFER SCHAEFER
5172016-01-01LINDA HACK
5172016-01-01
5172015-01-01LINDA HACK
5172014-01-01LINDA HACK
5172013-01-01LORRAINE GOFFE-RUSH
5172012-01-01MARGO M. JARRELL
5172011-01-01MARGO M. JARRELL
5172009-01-01THOMAS W. LAUMAN
5172009-01-01THOMAS W. LAUMAN

Plan Statistics for WASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT PLAN

401k plan membership statisitcs for WASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT PLAN

Measure Date Value
2022: WASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,417
Total number of active participants reported on line 7a of the Form 55002022-01-013,181
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012,283
Total of all active and inactive participants2022-01-015,464
2021: WASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,311
Total number of active participants reported on line 7a of the Form 55002021-01-013,205
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012,132
Total of all active and inactive participants2021-01-015,337
2020: WASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,175
Total number of active participants reported on line 7a of the Form 55002020-01-013,183
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012,065
Total of all active and inactive participants2020-01-015,248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0164
Number of participants with account balances2020-01-015,306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,010
Total number of active participants reported on line 7a of the Form 55002019-01-013,218
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,904
Total of all active and inactive participants2019-01-015,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0153
Number of participants with account balances2019-01-015,166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,920
Total number of active participants reported on line 7a of the Form 55002018-01-013,205
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,761
Total of all active and inactive participants2018-01-014,966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0144
Number of participants with account balances2018-01-015,002
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,848
Total number of active participants reported on line 7a of the Form 55002017-01-013,264
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,618
Total of all active and inactive participants2017-01-014,882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0138
Number of participants with account balances2017-01-014,914
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,809
Total number of active participants reported on line 7a of the Form 55002016-01-013,308
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,504
Total of all active and inactive participants2016-01-014,812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0136
Number of participants with account balances2016-01-014,846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,749
Total number of active participants reported on line 7a of the Form 55002015-01-013,514
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,271
Total of all active and inactive participants2015-01-014,785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0124
Number of participants with account balances2015-01-014,807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,664
Total number of active participants reported on line 7a of the Form 55002014-01-013,673
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,059
Total of all active and inactive participants2014-01-014,732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0117
Number of participants with account balances2014-01-014,748
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: WASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,328
Total number of active participants reported on line 7a of the Form 55002013-01-013,998
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01656
Total of all active and inactive participants2013-01-014,654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0110
Total participants2013-01-014,664
Number of participants with account balances2013-01-014,662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: WASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,825
Total number of active participants reported on line 7a of the Form 55002012-01-013,745
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01572
Total of all active and inactive participants2012-01-014,317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0111
Total participants2012-01-014,328
Number of participants with account balances2012-01-014,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: WASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,232
Total number of active participants reported on line 7a of the Form 55002011-01-013,338
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01480
Total of all active and inactive participants2011-01-013,818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-017
Number of participants with account balances2011-01-013,824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: WASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,670
Total number of active participants reported on line 7a of the Form 55002009-01-012,732
Number of retired or separated participants receiving benefits2009-01-01115
Number of other retired or separated participants entitled to future benefits2009-01-01179
Total of all active and inactive participants2009-01-013,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016

Financial Data on WASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT PLAN

Measure Date Value
2022 : WASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT 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$0
Total income from all sources (including contributions)2022-12-31$-8,336,609
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,625,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,546,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,743,185
Value of total assets at end of year2022-12-31$63,918,021
Value of total assets at beginning of year2022-12-31$73,879,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$78,322
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,834,048
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$2,834,048
Administrative expenses professional fees incurred2022-12-31$78,322
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$3,743,185
Participant contributions at end of year2022-12-31$6,577
Participant contributions at beginning of year2022-12-31$9,266
Other income not declared elsewhere2022-12-31$-14,913,842
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$-9,961,769
Value of net assets at end of year (total assets less liabilities)2022-12-31$63,918,021
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$73,879,790
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$63,911,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$73,870,524
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,546,838
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
Accountancy firm EIN2022-12-31440160260
2021 : WASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT 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$10,965,811
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,659,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,522,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,549,588
Value of total assets at end of year2021-12-31$73,879,790
Value of total assets at beginning of year2021-12-31$64,573,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$137,181
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,960,983
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$4,960,983
Administrative expenses professional fees incurred2021-12-31$137,181
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,549,588
Participant contributions at end of year2021-12-31$9,266
Participant contributions at beginning of year2021-12-31$5,251
Other income not declared elsewhere2021-12-31$2,455,240
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$9,306,271
Value of net assets at end of year (total assets less liabilities)2021-12-31$73,879,790
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$64,573,519
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$73,870,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$64,568,268
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,522,359
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 name2021-12-31BKD, LLP
Accountancy firm EIN2021-12-31440160260
2020 : WASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT 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$11,548,011
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,085,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,058,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,399,885
Value of total assets at end of year2020-12-31$64,573,519
Value of total assets at beginning of year2020-12-31$54,111,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$27,521
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,771,601
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$4,771,601
Administrative expenses professional fees incurred2020-12-31$27,521
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,399,885
Participant contributions at end of year2020-12-31$5,251
Participant contributions at beginning of year2020-12-31$14,201
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$10,462,088
Value of net assets at end of year (total assets less liabilities)2020-12-31$64,573,519
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$54,111,431
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$64,568,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$54,097,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,376,525
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,058,402
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 MEDICAL SAVINGS ACCOUNT 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$11,884,421
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,224,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,156,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,256,241
Value of total assets at end of year2019-12-31$54,111,431
Value of total assets at beginning of year2019-12-31$43,451,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$67,909
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,643,409
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$1,643,409
Administrative expenses professional fees incurred2019-12-31$67,909
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,256,241
Participant contributions at end of year2019-12-31$14,201
Participant contributions at beginning of year2019-12-31$14,223
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$10,660,086
Value of net assets at end of year (total assets less liabilities)2019-12-31$54,111,431
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,451,345
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$54,097,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$43,437,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,984,771
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,156,426
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 MEDICAL SAVINGS ACCOUNT 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$253,547
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$984,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$960,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,828,808
Value of total assets at end of year2018-12-31$43,451,345
Value of total assets at beginning of year2018-12-31$44,182,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,276
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,781,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,781,395
Administrative expenses professional fees incurred2018-12-31$24,276
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,828,808
Participant contributions at end of year2018-12-31$14,223
Participant contributions at beginning of year2018-12-31$12,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-731,338
Value of net assets at end of year (total assets less liabilities)2018-12-31$43,451,345
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$44,182,683
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$43,437,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$44,169,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,356,656
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$960,609
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 MEDICAL SAVINGS ACCOUNT 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$8,573,541
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$825,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$794,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,656,287
Value of total assets at end of year2017-12-31$44,182,683
Value of total assets at beginning of year2017-12-31$36,434,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,773
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,683,624
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$1,683,624
Administrative expenses professional fees incurred2017-12-31$31,773
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,656,287
Participant contributions at end of year2017-12-31$12,945
Participant contributions at beginning of year2017-12-31$11,668
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$7,747,710
Value of net assets at end of year (total assets less liabilities)2017-12-31$44,182,683
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$36,434,973
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$44,169,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$36,423,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,233,630
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$794,058
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 MEDICAL SAVINGS ACCOUNT 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$4,553,945
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$752,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$727,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,486,614
Value of total assets at end of year2016-12-31$36,434,973
Value of total assets at beginning of year2016-12-31$32,633,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$25,350
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,238,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,238,440
Administrative expenses professional fees incurred2016-12-31$25,350
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 period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,486,614
Participant contributions at end of year2016-12-31$11,668
Participant contributions at beginning of year2016-12-31$9,607
Other income not declared elsewhere2016-12-31$828,891
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$3,801,096
Value of net assets at end of year (total assets less liabilities)2016-12-31$36,434,973
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$32,633,877
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$36,423,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$32,624,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$727,499
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 MEDICAL SAVINGS ACCOUNT 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$2,461,582
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$574,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$529,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,366,349
Value of total assets at end of year2015-12-31$32,633,877
Value of total assets at beginning of year2015-12-31$30,746,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$45,564
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,585,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,585,147
Administrative expenses professional fees incurred2015-12-31$45,564
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$2,366,349
Participant contributions at end of year2015-12-31$9,607
Participant contributions at beginning of year2015-12-31$8,227
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$19,966
Other income not declared elsewhere2015-12-31$-1,489,914
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$1,886,897
Value of net assets at end of year (total assets less liabilities)2015-12-31$32,633,877
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$30,746,980
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$32,624,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$30,718,787
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$529,121
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 MEDICAL SAVINGS ACCOUNT 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$3,928,145
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$322,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$317,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,401,814
Value of total assets at end of year2014-12-31$30,746,980
Value of total assets at beginning of year2014-12-31$27,140,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,039
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,541,571
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$1,541,571
Administrative expenses professional fees incurred2014-12-31$4,039
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$2,401,814
Participant contributions at end of year2014-12-31$8,227
Participant contributions at beginning of year2014-12-31$7,496
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$19,966
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$3,606,116
Value of net assets at end of year (total assets less liabilities)2014-12-31$30,746,980
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$27,140,864
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$30,718,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$27,133,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-15,240
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$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$317,990
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 MEDICAL SAVINGS ACCOUNT 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$7,453,273
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$191,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$191,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,774,333
Value of total assets at end of year2013-12-31$27,140,864
Value of total assets at beginning of year2013-12-31$19,879,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$71
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,163,925
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$1,163,925
Administrative expenses professional fees incurred2013-12-31$71
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$2,349,527
Participant contributions at end of year2013-12-31$7,496
Participant contributions at beginning of year2013-12-31$7,748
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$7,261,668
Value of net assets at end of year (total assets less liabilities)2013-12-31$27,140,864
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,879,196
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$27,133,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$19,871,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,515,015
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$1,424,806
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$191,534
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 MEDICAL SAVINGS ACCOUNT 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$0
Total income from all sources (including contributions)2012-12-31$5,614,374
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$113,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$113,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,620,638
Value of total assets at end of year2012-12-31$19,879,196
Value of total assets at beginning of year2012-12-31$14,378,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$62
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$635,117
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$635,117
Administrative expenses professional fees incurred2012-12-31$62
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$2,223,786
Participant contributions at end of year2012-12-31$7,748
Participant contributions at beginning of year2012-12-31$5,783
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$5,501,016
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,879,196
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,378,180
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$19,871,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,365,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,358,619
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$1,396,852
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$7,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$113,296
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 MEDICAL SAVINGS ACCOUNT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,291,991
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$69,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$68,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,338,502
Value of total assets at end of year2011-12-31$14,378,180
Value of total assets at beginning of year2011-12-31$11,155,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$782
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$396,284
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$396,284
Administrative expenses professional fees incurred2011-12-31$782
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$2,049,191
Participant contributions at end of year2011-12-31$5,783
Participant contributions at beginning of year2011-12-31$4,679
Total non interest bearing cash at beginning of year2011-12-31$834
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$3,222,443
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,378,180
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,155,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,365,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,143,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-442,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,289,311
Employer contributions (assets) at end of year2011-12-31$7,226
Employer contributions (assets) at beginning of year2011-12-31$6,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$68,766
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 MEDICAL SAVINGS ACCOUNT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,937,576
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$44,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$27,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,850,995
Value of total assets at end of year2010-12-31$11,155,737
Value of total assets at beginning of year2010-12-31$7,262,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,495
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$219,057
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$219,057
Administrative expenses professional fees incurred2010-12-31$16,495
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$1,718,973
Participant contributions at end of year2010-12-31$4,679
Participant contributions at beginning of year2010-12-31$2,583
Total non interest bearing cash at end of year2010-12-31$834
Total non interest bearing cash at beginning of year2010-12-31$4,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,893,251
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,155,737
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,262,486
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$11,143,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,251,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$867,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,132,022
Employer contributions (assets) at end of year2010-12-31$6,243
Employer contributions (assets) at beginning of year2010-12-31$3,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$27,830
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 MEDICAL SAVINGS ACCOUNT PLAN

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

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