?>
Logo

HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameHENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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.
  • 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

THE HENRY M JACKSON FOUNDATION FOR THE ADV OF MILITARY MEDICINE has sponsored the creation of one or more 401k plans.

Company Name:THE HENRY M JACKSON FOUNDATION FOR THE ADV OF MILITARY MEDICINE
Employer identification number (EIN):521317896
NAIC Classification:541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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
0012019-01-01RIZNA AHMED2020-09-30
0012018-01-01RIZNA AHMED2019-09-19
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01RIZNA AHMED
0012012-01-01DEBBIE JO ZARNICK DEBBIE JO ZARNICK2013-10-11
0012011-01-01KATHLEEN CONWAY KATHLEEN CONWAY2012-10-11
0012010-01-01KATHLEEN CONWAY KATHLEEN CONWAY2011-09-19
0012009-01-01KATHLEEN CONWAY KATHLEEN CONWAY2010-10-15
0012007-01-01JOHN BROWN JOHN BROWN2011-04-12

Plan Statistics for HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016,573
Total number of active participants reported on line 7a of the Form 55002022-01-012,255
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-014,446
Total of all active and inactive participants2022-01-016,701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0115
Total participants2022-01-016,716
Number of participants with account balances2022-01-016,716
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,503
Total number of active participants reported on line 7a of the Form 55002021-01-012,259
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-014,297
Total of all active and inactive participants2021-01-016,556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0117
Total participants2021-01-016,573
Number of participants with account balances2021-01-016,573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016,242
Total number of active participants reported on line 7a of the Form 55002020-01-012,533
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014,003
Total of all active and inactive participants2020-01-016,536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0111
Total participants2020-01-016,547
Number of participants with account balances2020-01-016,503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016,016
Total number of active participants reported on line 7a of the Form 55002019-01-012,387
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013,889
Total of all active and inactive participants2019-01-016,276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-016,283
Number of participants with account balances2019-01-016,242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,807
Total number of active participants reported on line 7a of the Form 55002018-01-012,401
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013,610
Total of all active and inactive participants2018-01-016,011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-016,017
Number of participants with account balances2018-01-015,973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,505
Total number of active participants reported on line 7a of the Form 55002017-01-012,463
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013,340
Total of all active and inactive participants2017-01-015,803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-015,808
Number of participants with account balances2017-01-015,755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,140
Total number of active participants reported on line 7a of the Form 55002016-01-012,542
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012,959
Total of all active and inactive participants2016-01-015,501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-015,507
Number of participants with account balances2016-01-015,451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,545
Total number of active participants reported on line 7a of the Form 55002015-01-012,551
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012,593
Total of all active and inactive participants2015-01-015,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-015,151
Number of participants with account balances2015-01-015,116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,682
Total number of active participants reported on line 7a of the Form 55002014-01-012,276
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01831
Total of all active and inactive participants2014-01-013,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013,107
Number of participants with account balances2014-01-012,925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,439
Total number of active participants reported on line 7a of the Form 55002013-01-01983
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,490
Total of all active and inactive participants2013-01-012,473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-012,475
Number of participants with account balances2013-01-012,433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,889
Total number of active participants reported on line 7a of the Form 55002012-01-012,418
Number of other retired or separated participants entitled to future benefits2012-01-011,506
Total of all active and inactive participants2012-01-013,924
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-013,926
Number of participants with account balances2012-01-012,400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,415
Total number of active participants reported on line 7a of the Form 55002011-01-01933
Number of other retired or separated participants entitled to future benefits2011-01-011,460
Total of all active and inactive participants2011-01-012,393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-012,394
Number of participants with account balances2011-01-012,359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,160
Total number of active participants reported on line 7a of the Form 55002010-01-012,621
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01534
Total of all active and inactive participants2010-01-013,155
Total participants2010-01-013,155
Number of participants with account balances2010-01-012,616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,419
Total number of active participants reported on line 7a of the Form 55002009-01-013,163
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01997
Total of all active and inactive participants2009-01-014,160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014,160
Number of participants with account balances2009-01-013,504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2007: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2007 401k membership
Total of all active and inactive participants2007-01-010
Total participants2007-01-010

Financial Data on HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-53,040,489
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$21,791,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$21,398,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$27,675,279
Value of total assets at end of year2022-12-31$449,735,131
Value of total assets at beginning of year2022-12-31$524,567,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$393,476
Total interest from all sources2022-12-31$2,569,456
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,537,664
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$9,537,664
Administrative expenses professional fees incurred2022-12-31$6,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$15,014,325
Participant contributions at end of year2022-12-31$2,904,375
Participant contributions at beginning of year2022-12-31$3,166,882
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,910,359
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,377,396
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,190,526
Other income not declared elsewhere2022-12-31$-34,662
Administrative expenses (other) incurred2022-12-31$303,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-74,832,263
Value of net assets at end of year (total assets less liabilities)2022-12-31$449,735,131
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$524,567,394
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$83,633
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$364,711,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$444,657,700
Value of interest in pooled separate accounts at end of year2022-12-31$9,473,004
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,969,272
Interest on participant loans2022-12-31$145,519
Interest earned on other investments2022-12-31$2,423,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$69,735,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$64,396,144
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$706,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-93,527,859
Net investment gain/loss from pooled separate accounts2022-12-31$739,633
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$11,470,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$20,692,164
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 name2022-12-31WEYRICH, CRONIN & SORRA LLC
Accountancy firm EIN2022-12-31814643077
2021 : HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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$95,812,205
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$31,064,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$30,598,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$28,995,082
Value of total assets at end of year2021-12-31$524,567,394
Value of total assets at beginning of year2021-12-31$459,819,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$466,403
Total interest from all sources2021-12-31$2,125,830
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$11,450,434
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$11,450,434
Administrative expenses professional fees incurred2021-12-31$5,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$14,835,184
Participant contributions at end of year2021-12-31$3,166,882
Participant contributions at beginning of year2021-12-31$2,889,537
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,377,396
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,845,258
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,943,078
Other income not declared elsewhere2021-12-31$434,795
Administrative expenses (other) incurred2021-12-31$461,403
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$64,747,675
Value of net assets at end of year (total assets less liabilities)2021-12-31$524,567,394
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$459,819,719
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$444,657,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$383,354,826
Value of interest in pooled separate accounts at end of year2021-12-31$8,969,272
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,407,498
Interest on participant loans2021-12-31$162,311
Interest earned on other investments2021-12-31$1,963,519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$64,396,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$62,322,600
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$431,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$51,395,341
Net investment gain/loss from pooled separate accounts2021-12-31$1,410,723
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$11,216,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$30,166,709
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31WEYRICH, CRONIN & SORRA LLC
Accountancy firm EIN2021-12-31814643077
2020 : HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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$88,878,349
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$22,412,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$21,965,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$26,328,056
Value of total assets at end of year2020-12-31$459,819,719
Value of total assets at beginning of year2020-12-31$393,354,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$447,195
Total interest from all sources2020-12-31$2,260,735
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$7,564,192
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$7,564,192
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$14,152,006
Participant contributions at end of year2020-12-31$2,889,537
Participant contributions at beginning of year2020-12-31$2,933,981
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,845,258
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,374,125
Other income not declared elsewhere2020-12-31$520,820
Administrative expenses (other) incurred2020-12-31$359,595
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$66,465,465
Value of net assets at end of year (total assets less liabilities)2020-12-31$459,819,719
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$393,354,254
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$87,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$383,354,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$325,389,149
Value of interest in pooled separate accounts at end of year2020-12-31$8,407,498
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,502,249
Interest on participant loans2020-12-31$151,007
Interest earned on other investments2020-12-31$2,109,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$62,322,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$55,528,875
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$356,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$52,283,636
Net investment gain/loss from pooled separate accounts2020-12-31$-79,090
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$10,801,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$21,609,318
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WEYRICH, CRONIN AND SORRA
Accountancy firm EIN2020-12-31814643077
2019 : HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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$92,243,129
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$17,703,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,459,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$25,076,942
Value of total assets at end of year2019-12-31$393,354,254
Value of total assets at beginning of year2019-12-31$318,814,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$243,753
Total interest from all sources2019-12-31$161,012
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$13,597,678
Participant contributions at end of year2019-12-31$2,933,981
Participant contributions at beginning of year2019-12-31$2,750,771
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$915,561
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$74,539,961
Value of net assets at end of year (total assets less liabilities)2019-12-31$393,354,254
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$318,814,293
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$325,389,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$254,315,085
Value of interest in pooled separate accounts at end of year2019-12-31$9,502,249
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,532,763
Interest on participant loans2019-12-31$161,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$55,528,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$52,215,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$67,005,175
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$10,563,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,459,415
Contract administrator fees2019-12-31$243,753
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 name2019-12-31WEYRICH, CRONIN AND SORRA
Accountancy firm EIN2019-12-31814643077
2018 : HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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$12,215,075
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$17,044,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,622,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$26,210,097
Value of total assets at end of year2018-12-31$318,814,293
Value of total assets at beginning of year2018-12-31$323,644,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$422,400
Total interest from all sources2018-12-31$138,516
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$13,448,983
Participant contributions at end of year2018-12-31$2,750,771
Participant contributions at beginning of year2018-12-31$2,256,581
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$521,342
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,444,218
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,335,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,829,874
Value of net assets at end of year (total assets less liabilities)2018-12-31$318,814,293
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$323,644,167
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$254,315,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$262,477,524
Value of interest in pooled separate accounts at end of year2018-12-31$9,532,763
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,342,780
Interest on participant loans2018-12-31$138,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$52,215,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$47,213,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-14,133,538
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$10,425,650
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$388,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,622,549
Contract administrator fees2018-12-31$422,400
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 name2018-12-31WEYRICH, CRONIN AND SORRA
Accountancy firm EIN2018-12-31814643077
2017 : HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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$70,991,048
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$14,501,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,154,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$26,551,343
Value of total assets at end of year2017-12-31$323,644,167
Value of total assets at beginning of year2017-12-31$267,154,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$346,568
Total interest from all sources2017-12-31$95,541
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$12,677,002
Participant contributions at end of year2017-12-31$2,256,581
Participant contributions at beginning of year2017-12-31$1,955,667
Participant contributions at end of year2017-12-31$521,342
Participant contributions at beginning of year2017-12-31$467,765
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,444,218
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$753,375
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,838,350
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$56,489,627
Value of net assets at end of year (total assets less liabilities)2017-12-31$323,644,167
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$267,154,540
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$262,477,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$209,698,148
Value of interest in pooled separate accounts at end of year2017-12-31$9,342,780
Value of interest in pooled separate accounts at beginning of year2017-12-31$9,857,287
Interest on participant loans2017-12-31$95,541
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$47,213,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$44,063,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$44,344,164
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$10,035,991
Employer contributions (assets) at end of year2017-12-31$388,091
Employer contributions (assets) at beginning of year2017-12-31$359,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,154,853
Contract administrator fees2017-12-31$346,568
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 name2017-12-31WEYRICH, CRONIN AND SORRA
Accountancy firm EIN2017-12-31814643077
2016 : HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$40,452,809
Total of all expenses incurred2016-12-31$14,715,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,501,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$24,438,703
Value of total assets at end of year2016-12-31$267,154,540
Value of total assets at beginning of year2016-12-31$241,417,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$214,381
Total interest from all sources2016-12-31$72,366
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$11,997,712
Participant contributions at end of year2016-12-31$1,955,667
Participant contributions at beginning of year2016-12-31$1,440,797
Participant contributions at end of year2016-12-31$467,765
Participant contributions at beginning of year2016-12-31$451,983
Assets. Other investments not covered elsewhere at end of year2016-12-31$753,375
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,934,160
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$25,736,881
Value of net assets at end of year (total assets less liabilities)2016-12-31$267,154,540
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$241,417,659
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$209,698,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$189,728,019
Value of interest in pooled separate accounts at end of year2016-12-31$9,857,287
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,673,146
Interest on participant loans2016-12-31$72,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$44,063,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$38,784,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$15,941,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$9,506,831
Employer contributions (assets) at end of year2016-12-31$359,109
Employer contributions (assets) at beginning of year2016-12-31$339,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,501,547
Contract administrator fees2016-12-31$214,381
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 name2016-12-31WEYRICH, CRONIN AND SORRA
Accountancy firm EIN2016-12-31814643077
2015 : HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
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$26,570,783
Total of all expenses incurred2015-12-31$14,702,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$14,571,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$23,362,568
Value of total assets at end of year2015-12-31$241,417,659
Value of total assets at beginning of year2015-12-31$229,549,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$130,407
Total interest from all sources2015-12-31$56,680
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,247,224
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$7,247,224
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$11,742,380
Participant contributions at end of year2015-12-31$1,440,797
Participant contributions at beginning of year2015-12-31$1,078,977
Participant contributions at end of year2015-12-31$451,983
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,420,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$11,868,512
Value of net assets at end of year (total assets less liabilities)2015-12-31$241,417,659
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$229,549,147
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$189,728,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$189,614,297
Value of interest in pooled separate accounts at end of year2015-12-31$10,673,146
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,326,704
Interest on participant loans2015-12-31$56,680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$38,784,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$29,529,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,588,108
Net investment gain/loss from pooled separate accounts2015-12-31$-507,581
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$9,199,462
Employer contributions (assets) at end of year2015-12-31$339,486
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$14,571,864
Contract administrator fees2015-12-31$130,407
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 name2015-12-31MISTER, BURTON AND FRENCH, LLC
Accountancy firm EIN2015-12-31262574303
2014 : HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
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$41,478
Total income from all sources (including contributions)2014-12-31$33,151,621
Total of all expenses incurred2014-12-31$13,458,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,455,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$19,843,750
Value of total assets at end of year2014-12-31$229,549,147
Value of total assets at beginning of year2014-12-31$209,897,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,500
Total interest from all sources2014-12-31$48,108
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,353,099
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$5,353,099
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$10,863,635
Participant contributions at end of year2014-12-31$1,078,977
Participant contributions at beginning of year2014-12-31$1,237,804
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$96,096
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$621,152
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$41,478
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$19,693,313
Value of net assets at end of year (total assets less liabilities)2014-12-31$229,549,147
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$209,855,834
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$189,614,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$173,373,969
Value of interest in pooled separate accounts at end of year2014-12-31$9,326,704
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,654,534
Interest on participant loans2014-12-31$48,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$29,529,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$27,519,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$6,926,788
Net investment gain/loss from pooled separate accounts2014-12-31$979,876
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$8,358,963
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$15,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,455,808
Contract administrator fees2014-12-31$2,500
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 name2014-12-31MISTER, BURTON AND FRENCH, LLC
Accountancy firm EIN2014-12-31262574303
2013 : HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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$41,478
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$51,623,596
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$8,517,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,510,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$20,452,083
Value of total assets at end of year2013-12-31$209,897,312
Value of total assets at beginning of year2013-12-31$166,749,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,450
Total interest from all sources2013-12-31$41,743
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,866,457
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$2,866,457
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$11,121,246
Participant contributions at end of year2013-12-31$1,237,804
Participant contributions at beginning of year2013-12-31$954,756
Participant contributions at end of year2013-12-31$96,096
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$827,448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$41,478
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$43,106,540
Value of net assets at end of year (total assets less liabilities)2013-12-31$209,855,834
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$166,749,294
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$173,373,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$134,227,901
Value of interest in pooled separate accounts at end of year2013-12-31$7,654,534
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,529,106
Interest on participant loans2013-12-31$41,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$27,519,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$25,037,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$28,029,659
Net investment gain/loss from pooled separate accounts2013-12-31$233,654
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$8,503,389
Employer contributions (assets) at end of year2013-12-31$15,399
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$8,510,606
Contract administrator fees2013-12-31$6,450
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 name2013-12-31MISTER, BURTON AND FRENCH, LLC
Accountancy firm EIN2013-12-31262574303
2012 : HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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$36,573,469
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$9,317,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,311,027
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$20,235,884
Value of total assets at end of year2012-12-31$166,749,294
Value of total assets at beginning of year2012-12-31$139,493,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,375
Total interest from all sources2012-12-31$958,421
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$11,153,213
Participant contributions at end of year2012-12-31$954,756
Participant contributions at beginning of year2012-12-31$602,642
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$699,393
Other income not declared elsewhere2012-12-31$49,477
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$27,256,067
Value of net assets at end of year (total assets less liabilities)2012-12-31$166,749,294
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$139,493,227
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$134,227,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$111,062,034
Value of interest in pooled separate accounts at end of year2012-12-31$6,529,106
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,327,937
Interest on participant loans2012-12-31$29,686
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$928,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$25,037,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$22,500,614
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$994,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$14,770,242
Net investment gain/loss from pooled separate accounts2012-12-31$559,445
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$8,383,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,316,528
Contract administrator fees2012-12-31$6,375
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 name2012-12-31MISTER, BURTON & FRENCH, LLC
Accountancy firm EIN2012-12-31262574303
2011 : HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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$19,069,221
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,607,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,581,554
Expenses. Certain deemed distributions of participant loans2011-12-31$20,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$19,638,543
Value of total assets at end of year2011-12-31$139,493,227
Value of total assets at beginning of year2011-12-31$126,031,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,059
Total interest from all sources2011-12-31$867,147
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$10,904,623
Participant contributions at end of year2011-12-31$602,642
Participant contributions at beginning of year2011-12-31$418,049
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$648,999
Other income not declared elsewhere2011-12-31$-10,201
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$13,461,773
Value of net assets at end of year (total assets less liabilities)2011-12-31$139,493,227
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$126,031,454
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$111,062,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$101,331,868
Value of interest in pooled separate accounts at end of year2011-12-31$5,327,937
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,887,665
Interest on participant loans2011-12-31$22,073
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$845,074
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$22,500,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$20,393,872
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$69,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,979,906
Net investment gain/loss from pooled separate accounts2011-12-31$553,638
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$8,084,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,511,901
Contract administrator fees2011-12-31$5,059
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 name2011-12-31THE LICHTER GROUP, LLC
Accountancy firm EIN2011-12-31260853738
2010 : HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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$30,022,029
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,513,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,467,656
Expenses. Certain deemed distributions of participant loans2010-12-31$41,342
Value of total corrective distributions2010-12-31$1,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$17,567,358
Value of total assets at end of year2010-12-31$126,031,454
Value of total assets at beginning of year2010-12-31$101,522,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,575
Total interest from all sources2010-12-31$817,508
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$9,824,977
Participant contributions at end of year2010-12-31$418,049
Participant contributions at beginning of year2010-12-31$369,345
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$524,836
Other income not declared elsewhere2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$24,508,887
Value of net assets at end of year (total assets less liabilities)2010-12-31$126,031,454
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$101,522,567
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$101,331,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$80,114,741
Value of interest in pooled separate accounts at end of year2010-12-31$3,887,665
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,824,308
Interest on participant loans2010-12-31$17,942
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$799,566
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$20,393,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$18,214,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$11,199,836
Net investment gain/loss from pooled separate accounts2010-12-31$437,327
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$7,217,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,467,656
Contract administrator fees2010-12-31$2,575
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31THE LICHTER GROUP, LLC
Accountancy firm EIN2010-12-31260853738

Form 5500 Responses for HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

2022: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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 planNo
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: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2007: HENRY M JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406797
Policy instance 1
Insurance contract or identification number406797
Number of Individuals Covered2681
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 number406797
Policy instance 1
Insurance contract or identification number406797
Number of Individuals Covered2635
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 number406797
Policy instance 1
Insurance contract or identification number406797
Number of Individuals Covered2674
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 number406797
Policy instance 1
Insurance contract or identification number406797
Number of Individuals Covered2728
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number406797
Policy instance 1
Insurance contract or identification number406797
Number of Individuals Covered2767
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number104248
Policy instance 1
Insurance contract or identification number104248
Number of Individuals Covered2799
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 unallocated funds for contracts of type guaranteed investment?Yes
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 number104248
Policy instance 1
Insurance contract or identification number104248
Number of Individuals Covered2520
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 unallocated funds for contracts of type guaranteed investment?Yes
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 number104248
Policy instance 1
Insurance contract or identification number104248
Number of Individuals Covered2439
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 number104248
Policy instance 1
Insurance contract or identification number104248
Number of Individuals Covered2402
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 number104249
Policy instance 2
Insurance contract or identification number104249
Number of Individuals Covered332
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 number104248
Policy instance 1
Insurance contract or identification number104248
Number of Individuals Covered2361
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 number104249
Policy instance 2
Insurance contract or identification number104249
Number of Individuals Covered343
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104248
Policy instance 1
Insurance contract or identification number104248
Number of Individuals Covered2274
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3