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UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameUNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN
Plan identification number 005

UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION
Employer identification number (EIN):521362793
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION

Jurisdiction of Incorporation: Maryland Secretary of State
Incorporation Date:
Company Identification Number: D01719095

More information about UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01KATHLEEN M. MCCANN, CHRO KATHLEEN M. MCCANN, CHRO2018-07-31

Plan Statistics for UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0119,845
Total number of active participants reported on line 7a of the Form 55002022-01-0120,496
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-011,961
Total of all active and inactive participants2022-01-0122,464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0122,464
Number of participants with account balances2022-01-0122,464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01402
2021: UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0116,609
Total number of active participants reported on line 7a of the Form 55002021-01-0118,198
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-011,639
Total of all active and inactive participants2021-01-0119,845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0119,845
Number of participants with account balances2021-01-0119,845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01343
2020: UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0114,053
Total number of active participants reported on line 7a of the Form 55002020-01-0115,882
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01724
Total of all active and inactive participants2020-01-0116,609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0116,609
Number of participants with account balances2020-01-0116,609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01255
2019: UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019,674
Total number of active participants reported on line 7a of the Form 55002019-01-0112,692
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-011,360
Total of all active and inactive participants2019-01-0114,053
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0114,053
Number of participants with account balances2019-01-0114,053
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01409
2018: UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016,660
Total number of active participants reported on line 7a of the Form 55002018-01-019,518
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01156
Total of all active and inactive participants2018-01-019,674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-019,674
Number of participants with account balances2018-01-019,674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0152
2017: UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-016,568
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0192
Total of all active and inactive participants2017-01-016,660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016,660
Number of participants with account balances2017-01-013,842
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018

Financial Data on UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$134,338,789
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$22,881,922
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$20,890,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$20,381,670
Expenses. Certain deemed distributions of participant loans2022-12-31$402,930
Value of total corrective distributions2022-12-31$1,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$79,930,302
Value of total assets at end of year2022-12-31$417,930,886
Value of total assets at beginning of year2022-12-31$281,600,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$104,575
Total interest from all sources2022-12-31$295,727
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,918,313
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$3,918,313
Administrative expenses professional fees incurred2022-12-31$18,263
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$7,500,000
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$55,043,658
Participant contributions at end of year2022-12-31$4,392,503
Participant contributions at beginning of year2022-12-31$3,398,598
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$2,000,414
Assets. Other investments not covered elsewhere at end of year2022-12-31$13,620,637
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$7,494,417
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,395,347
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$134,338,789
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$288,432
Administrative expenses (other) incurred2022-12-31$9,075
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$1,991,632
Value of net assets at end of year (total assets less liabilities)2022-12-31$417,930,886
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$281,600,465
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$7,155
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$263,519,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$266,372,085
Value of interest in pooled separate accounts at end of year2022-12-31$1,562,564
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,682,207
Interest on participant loans2022-12-31$171,199
Interest earned on other investments2022-12-31$124,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-61,248,326
Net investment gain/loss from pooled separate accounts2022-12-31$-302,526
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$17,491,297
Employer contributions (assets) at end of year2022-12-31$497,027
Employer contributions (assets) at beginning of year2022-12-31$652,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$20,381,670
Contract administrator fees2022-12-31$70,082
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 name2022-12-31CLIFTON LARSONALLEN, LLP
Accountancy firm EIN2022-12-31410746749
2021 : UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$109,110,836
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$17,258,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,876,611
Expenses. Certain deemed distributions of participant loans2021-12-31$293,508
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$78,815,044
Value of total assets at end of year2021-12-31$281,600,465
Value of total assets at beginning of year2021-12-31$189,747,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$88,113
Total interest from all sources2021-12-31$121,914
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,719,930
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$2,719,930
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$7,500,000
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$49,287,880
Participant contributions at end of year2021-12-31$3,398,598
Participant contributions at beginning of year2021-12-31$2,064,705
Participant contributions at end of year2021-12-31$2,000,414
Assets. Other investments not covered elsewhere at end of year2021-12-31$7,494,417
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$5,998,288
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$12,467,525
Other income not declared elsewhere2021-12-31$212,054
Administrative expenses (other) incurred2021-12-31$88,113
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$91,852,604
Value of net assets at end of year (total assets less liabilities)2021-12-31$281,600,465
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$189,747,861
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$266,372,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$180,573,099
Value of interest in pooled separate accounts at end of year2021-12-31$1,682,207
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,111,769
Interest on participant loans2021-12-31$121,914
Interest earned on other investments2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$27,064,456
Net investment gain/loss from pooled separate accounts2021-12-31$177,438
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$17,059,639
Employer contributions (assets) at end of year2021-12-31$652,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,876,611
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST AND YOUNG, LLC
Accountancy firm EIN2021-12-31346565596
2020 : UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$90,660,009
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,882,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,620,925
Expenses. Certain deemed distributions of participant loans2020-12-31$239,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$61,656,555
Value of total assets at end of year2020-12-31$189,747,861
Value of total assets at beginning of year2020-12-31$108,970,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$21,923
Total interest from all sources2020-12-31$164,430
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,039,011
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$1,039,011
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$7,500,000
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$39,532,897
Participant contributions at end of year2020-12-31$2,064,705
Participant contributions at beginning of year2020-12-31$1,319,465
Assets. Other investments not covered elsewhere at end of year2020-12-31$5,998,288
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,147,736
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,339,850
Other income not declared elsewhere2020-12-31$6,127
Administrative expenses (other) incurred2020-12-31$21,923
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$80,777,598
Value of net assets at end of year (total assets less liabilities)2020-12-31$189,747,861
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$108,970,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$180,573,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$103,857,716
Value of interest in pooled separate accounts at end of year2020-12-31$1,111,769
Value of interest in pooled separate accounts at beginning of year2020-12-31$645,346
Interest on participant loans2020-12-31$88,940
Interest earned on other investments2020-12-31$75,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$27,697,676
Net investment gain/loss from pooled separate accounts2020-12-31$96,210
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$14,783,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,620,925
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 name2020-12-31ERNST AND YOUNG, LLC
Accountancy firm EIN2020-12-31346565596
2019 : UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$63,918,194
Total income from all sources (including contributions)2019-12-31$63,918,194
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,360,657
Total of all expenses incurred2019-12-31$4,360,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,192,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,192,778
Expenses. Certain deemed distributions of participant loans2019-12-31$108,780
Expenses. Certain deemed distributions of participant loans2019-12-31$108,780
Value of total corrective distributions2019-12-31$11,068
Value of total corrective distributions2019-12-31$11,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$48,192,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$48,192,196
Value of total assets at end of year2019-12-31$108,970,263
Value of total assets at end of year2019-12-31$108,970,263
Value of total assets at beginning of year2019-12-31$49,412,726
Value of total assets at beginning of year2019-12-31$49,412,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,031
Total interest from all sources2019-12-31$89,252
Total interest from all sources2019-12-31$89,252
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,107,361
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,107,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,107,361
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,107,361
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$7,500,000
Value of fidelity bond cover2019-12-31$7,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$29,906,796
Contributions received from participants2019-12-31$29,906,796
Participant contributions at end of year2019-12-31$1,319,465
Participant contributions at end of year2019-12-31$1,319,465
Participant contributions at beginning of year2019-12-31$501,810
Participant contributions at beginning of year2019-12-31$501,810
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$43,106
Participant contributions at beginning of year2019-12-31$43,106
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,147,736
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,147,736
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,559,629
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,559,629
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,150,848
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,150,848
Other income not declared elsewhere2019-12-31$8,208
Other income not declared elsewhere2019-12-31$8,208
Administrative expenses (other) incurred2019-12-31$48,031
Administrative expenses (other) incurred2019-12-31$48,031
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$59,557,537
Value of net assets at end of year (total assets less liabilities)2019-12-31$108,970,263
Value of net assets at end of year (total assets less liabilities)2019-12-31$108,970,263
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$49,412,726
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$49,412,726
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 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
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$103,857,716
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$103,857,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$46,993,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$46,993,514
Value of interest in pooled separate accounts at end of year2019-12-31$645,346
Value of interest in pooled separate accounts at end of year2019-12-31$645,346
Value of interest in pooled separate accounts at beginning of year2019-12-31$297,842
Value of interest in pooled separate accounts at beginning of year2019-12-31$297,842
Interest on participant loans2019-12-31$45,993
Interest on participant loans2019-12-31$45,993
Interest earned on other investments2019-12-31$43,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,449,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,449,000
Net investment gain/loss from pooled separate accounts2019-12-31$72,177
Net investment gain/loss from pooled separate accounts2019-12-31$72,177
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$11,134,552
Contributions received in cash from employer2019-12-31$11,134,552
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$16,825
Employer contributions (assets) at beginning of year2019-12-31$16,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,192,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,192,778
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm name2019-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$17,962,426
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$26,021,609
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$968,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$800,551
Expenses. Certain deemed distributions of participant loans2018-12-31$148,176
Value of total corrective distributions2018-12-31$12,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$29,521,617
Value of total assets at end of year2018-12-31$49,412,726
Value of total assets at beginning of year2018-12-31$6,397,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,925
Total interest from all sources2018-12-31$35,324
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$505,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$505,770
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$7,500,000
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$18,517,450
Participant contributions at end of year2018-12-31$501,810
Participant contributions at beginning of year2018-12-31$35,475
Participant contributions at end of year2018-12-31$43,106
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,559,629
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$64,455
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,478,568
Other income not declared elsewhere2018-12-31$10,990
Administrative expenses (other) incurred2018-12-31$6,925
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$25,053,121
Value of net assets at end of year (total assets less liabilities)2018-12-31$49,412,726
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,397,179
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$46,993,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,255,766
Value of interest in pooled separate accounts at end of year2018-12-31$297,842
Value of interest in pooled separate accounts at beginning of year2018-12-31$41,483
Interest on participant loans2018-12-31$13,800
Interest earned on other investments2018-12-31$21,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,037,085
Net investment gain/loss from pooled separate accounts2018-12-31$-15,007
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$6,525,599
Employer contributions (assets) at end of year2018-12-31$16,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$800,551
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 name2018-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,452,201
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$55,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$54,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,118,540
Value of total assets at end of year2017-12-31$6,397,179
Value of total assets at beginning of year2017-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$750
Total interest from all sources2017-12-31$866
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$30,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$30,201
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$7,500,000
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$3,181,394
Participant contributions at end of year2017-12-31$35,475
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$64,455
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,686,725
Other income not declared elsewhere2017-12-31$183
Administrative expenses (other) incurred2017-12-31$750
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$6,397,179
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,397,179
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$0
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$6,255,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$41,483
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$572
Interest earned on other investments2017-12-31$294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$300,398
Net investment gain/loss from pooled separate accounts2017-12-31$2,013
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$250,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$54,272
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 name2017-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2017-12-31410746749

Form 5500 Responses for UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN

2022: UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained 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: UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained 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: UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained 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: UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041702
Policy instance 1
Insurance contract or identification number041702
Number of Individuals Covered22464
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?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041702
Policy instance 1
Insurance contract or identification number041702
Number of Individuals Covered19845
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041702
Policy instance 1
Insurance contract or identification number041702
Number of Individuals Covered16609
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?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041702
Policy instance 1
Insurance contract or identification number041702
Number of Individuals Covered14053
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041702
Policy instance 1
Insurance contract or identification number041702
Number of Individuals Covered9674
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041702
Policy instance 1
Insurance contract or identification number041702
Number of Individuals Covered6660
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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