401k Plan data: JOHNS HOPKINS UNIVERSITY STAFF VOLUNTARY 403(B) RETIREMENT PLAN plan

JOHNS HOPKINS UNIVERSITY STAFF VOLUNTARY 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	JOHNS HOPKINS UNIVERSITY STAFF VOLUNTARY 403(B) RETIREMENT PLAN
Plan identification number	004

JOHNS HOPKINS UNIVERSITY STAFF VOLUNTARY 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.

401k Sponsoring company profile

JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES has sponsored the creation of one or more 401k plans.

Company Name: JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES

Employer identification number (EIN): 520595110

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNS HOPKINS UNIVERSITY STAFF VOLUNTARY 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2009-07-01 SUSAN M. CARTER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2009-07-01	SUSAN M. CARTER

Plan Statistics for JOHNS HOPKINS UNIVERSITY STAFF VOLUNTARY 403(B) RETIREMENT PLAN

401k plan membership statisitcs for JOHNS HOPKINS UNIVERSITY STAFF VOLUNTARY 403(B) RETIREMENT PLAN

Measure Date Value
2009: JOHNS HOPKINS UNIVERSITY STAFF VOLUNTARY 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 3,947
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 8,311
Number of retired or separated participants receiving benefits 2009-07-01 260
Total of all active and inactive participants 2009-07-01 8,571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 21
Total participants 2009-07-01 8,592
Number of participants with account balances 2009-07-01 4,535

Measure	Date	Value
2009: JOHNS HOPKINS UNIVERSITY STAFF VOLUNTARY 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	3,947
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	8,311
Number of retired or separated participants receiving benefits	2009-07-01	260
Total of all active and inactive participants	2009-07-01	8,571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	21
Total participants	2009-07-01	8,592
Number of participants with account balances	2009-07-01	4,535

Financial Data on JOHNS HOPKINS UNIVERSITY STAFF VOLUNTARY 403(B) RETIREMENT PLAN

Measure	Date	Value
2012 : JOHNS HOPKINS UNIVERSITY STAFF VOLUNTARY 403(B) RETIREMENT PLAN 2012 401k financial data
Total transfer of assets from this plan	2012-06-30	$74,065,496
Value of total assets at end of year	2012-06-30	$0
Value of total assets at beginning of year	2012-06-30	$74,065,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$5,000,000
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Participant contributions at end of year	2012-06-30	$0
Participant contributions at beginning of year	2012-06-30	$121,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$74,065,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$68,813,407
Value of interest in pooled separate accounts at end of year	2012-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$199,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$4,930,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	KPMG LLP
Accountancy firm EIN	2012-06-30	135565207
2011 : JOHNS HOPKINS UNIVERSITY STAFF VOLUNTARY 403(B) RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-06-30	$20,291,266
Total of all expenses incurred	2011-06-30	$3,392,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$3,269,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$6,661,213
Value of total assets at end of year	2011-06-30	$74,065,496
Value of total assets at beginning of year	2011-06-30	$57,166,513
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$122,289
Total interest from all sources	2011-06-30	$1,187,827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$5,013,730
Participant contributions at end of year	2011-06-30	$121,628
Participant contributions at beginning of year	2011-06-30	$170,635
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$1,043,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$16,898,983
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$74,065,496
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$57,166,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Investment advisory and management fees	2011-06-30	$122,289
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$68,813,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$52,001,159
Value of interest in pooled separate accounts at end of year	2011-06-30	$199,501
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$150,305
Interest earned on other investments	2011-06-30	$1,187,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$4,930,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$4,844,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$12,412,098
Net investment gain/loss from pooled separate accounts	2011-06-30	$30,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$604,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$3,269,994
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	No
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	KPMG LLP
Accountancy firm EIN	2011-06-30	135565207
2010 : JOHNS HOPKINS UNIVERSITY STAFF VOLUNTARY 403(B) RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for JOHNS HOPKINS UNIVERSITY STAFF VOLUNTARY 403(B) RETIREMENT PLAN

2009: JOHNS HOPKINS UNIVERSITY STAFF VOLUNTARY 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES
Employer identification number (EIN):	520595110
NAIC Classification:	611000