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T. ROWE PRICE U.S. RETIREMENT PROGRAM 401k Plan overview

Plan NameT. ROWE PRICE U.S. RETIREMENT PROGRAM
Plan identification number 005

T. ROWE PRICE U.S. RETIREMENT PROGRAM 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

T ROWE PRICE GROUP, INC has sponsored the creation of one or more 401k plans.

Company Name:T ROWE PRICE GROUP, INC
Employer identification number (EIN):522264646
NAIC Classification:523900

Additional information about T ROWE PRICE GROUP, INC

Jurisdiction of Incorporation: Maryland Secretary of State
Incorporation Date:
Company Identification Number: D05650320

More information about T ROWE PRICE GROUP, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan T. ROWE PRICE U.S. RETIREMENT PROGRAM

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
0052018-01-01BARBARA MOWERY BARBARA MOWERY2019-07-12
0052017-01-01BARBARA MOWERY BARBARA MOWERY2018-07-11
0052016-01-01BARBARA MOWERY BARBARA MOWERY2017-07-28
0052015-01-01BARBARA OCONNOR BARBARA OCONNOR2016-07-28
0052014-01-01BARBARA OCONNOR BARBARA OCONNOR2015-07-16
0052013-01-01BARBARA OCONNOR BARBARA OCONNOR2014-07-23
0052012-01-01BARBARA OCONNOR
0052011-01-01BARBARA OCONNOR
0052010-01-01BARBARA OCONNOR
0052009-01-01BARBARA OCONNOR

Plan Statistics for T. ROWE PRICE U.S. RETIREMENT PROGRAM

401k plan membership statisitcs for T. ROWE PRICE U.S. RETIREMENT PROGRAM

Measure Date Value
2022: T. ROWE PRICE U.S. RETIREMENT PROGRAM 2022 401k membership
Total participants, beginning-of-year2022-01-0111,442
Total number of active participants reported on line 7a of the Form 55002022-01-016,292
Number of retired or separated participants receiving benefits2022-01-01146
Number of other retired or separated participants entitled to future benefits2022-01-014,882
Total of all active and inactive participants2022-01-0111,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0156
Total participants2022-01-0111,376
Number of participants with account balances2022-01-0111,376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011,147
2021: T. ROWE PRICE U.S. RETIREMENT PROGRAM 2021 401k membership
Total participants, beginning-of-year2021-01-0111,051
Total number of active participants reported on line 7a of the Form 55002021-01-016,107
Number of retired or separated participants receiving benefits2021-01-01103
Number of other retired or separated participants entitled to future benefits2021-01-015,182
Total of all active and inactive participants2021-01-0111,392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0150
Total participants2021-01-0111,442
Number of participants with account balances2021-01-0111,442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01375
2020: T. ROWE PRICE U.S. RETIREMENT PROGRAM 2020 401k membership
Total participants, beginning-of-year2020-01-0110,999
Total number of active participants reported on line 7a of the Form 55002020-01-016,718
Number of retired or separated participants receiving benefits2020-01-0179
Number of other retired or separated participants entitled to future benefits2020-01-014,229
Total of all active and inactive participants2020-01-0111,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0125
Total participants2020-01-0111,051
Number of participants with account balances2020-01-0111,051
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01515
2019: T. ROWE PRICE U.S. RETIREMENT PROGRAM 2019 401k membership
Total participants, beginning-of-year2019-01-019,347
Total number of active participants reported on line 7a of the Form 55002019-01-016,545
Number of retired or separated participants receiving benefits2019-01-0198
Number of other retired or separated participants entitled to future benefits2019-01-014,321
Total of all active and inactive participants2019-01-0110,964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0135
Total participants2019-01-0110,999
Number of participants with account balances2019-01-0110,999
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01559
2018: T. ROWE PRICE U.S. RETIREMENT PROGRAM 2018 401k membership
Total participants, beginning-of-year2018-01-019,067
Total number of active participants reported on line 7a of the Form 55002018-01-016,348
Number of retired or separated participants receiving benefits2018-01-0176
Number of other retired or separated participants entitled to future benefits2018-01-012,895
Total of all active and inactive participants2018-01-019,319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0128
Total participants2018-01-019,347
Number of participants with account balances2018-01-019,347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01553
2017: T. ROWE PRICE U.S. RETIREMENT PROGRAM 2017 401k membership
Total participants, beginning-of-year2017-01-018,554
Total number of active participants reported on line 7a of the Form 55002017-01-016,304
Number of retired or separated participants receiving benefits2017-01-0159
Number of other retired or separated participants entitled to future benefits2017-01-012,682
Total of all active and inactive participants2017-01-019,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0122
Total participants2017-01-019,067
Number of participants with account balances2017-01-019,067
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01452
2016: T. ROWE PRICE U.S. RETIREMENT PROGRAM 2016 401k membership
Total participants, beginning-of-year2016-01-018,218
Total number of active participants reported on line 7a of the Form 55002016-01-015,851
Number of retired or separated participants receiving benefits2016-01-0126
Number of other retired or separated participants entitled to future benefits2016-01-012,657
Total of all active and inactive participants2016-01-018,534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0120
Total participants2016-01-018,554
Number of participants with account balances2016-01-018,554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01372
2015: T. ROWE PRICE U.S. RETIREMENT PROGRAM 2015 401k membership
Total participants, beginning-of-year2015-01-017,837
Total number of active participants reported on line 7a of the Form 55002015-01-015,585
Number of retired or separated participants receiving benefits2015-01-0118
Number of other retired or separated participants entitled to future benefits2015-01-012,598
Total of all active and inactive participants2015-01-018,201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0117
Total participants2015-01-018,218
Number of participants with account balances2015-01-018,218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01282
2014: T. ROWE PRICE U.S. RETIREMENT PROGRAM 2014 401k membership
Total participants, beginning-of-year2014-01-017,578
Total number of active participants reported on line 7a of the Form 55002014-01-015,501
Number of retired or separated participants receiving benefits2014-01-0117
Number of other retired or separated participants entitled to future benefits2014-01-012,302
Total of all active and inactive participants2014-01-017,820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0117
Total participants2014-01-017,837
Number of participants with account balances2014-01-017,837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01244
2013: T. ROWE PRICE U.S. RETIREMENT PROGRAM 2013 401k membership
Total participants, beginning-of-year2013-01-017,228
Total number of active participants reported on line 7a of the Form 55002013-01-015,338
Number of retired or separated participants receiving benefits2013-01-0112
Number of other retired or separated participants entitled to future benefits2013-01-012,209
Total of all active and inactive participants2013-01-017,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0119
Total participants2013-01-017,578
Number of participants with account balances2013-01-017,578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01325
2012: T. ROWE PRICE U.S. RETIREMENT PROGRAM 2012 401k membership
Total participants, beginning-of-year2012-01-017,107
Total number of active participants reported on line 7a of the Form 55002012-01-015,058
Number of retired or separated participants receiving benefits2012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-012,137
Total of all active and inactive participants2012-01-017,209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0119
Total participants2012-01-017,228
Number of participants with account balances2012-01-017,228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01208
2011: T. ROWE PRICE U.S. RETIREMENT PROGRAM 2011 401k membership
Total participants, beginning-of-year2011-01-016,874
Total number of active participants reported on line 7a of the Form 55002011-01-014,971
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-012,118
Total of all active and inactive participants2011-01-017,090
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0117
Total participants2011-01-017,107
Number of participants with account balances2011-01-017,106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01236
2010: T. ROWE PRICE U.S. RETIREMENT PROGRAM 2010 401k membership
Total participants, beginning-of-year2010-01-016,643
Total number of active participants reported on line 7a of the Form 55002010-01-014,809
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-012,044
Total of all active and inactive participants2010-01-016,854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0120
Total participants2010-01-016,874
Number of participants with account balances2010-01-016,874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01272
2009: T. ROWE PRICE U.S. RETIREMENT PROGRAM 2009 401k membership
Total participants, beginning-of-year2009-01-016,929
Total number of active participants reported on line 7a of the Form 55002009-01-014,586
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-012,038
Total of all active and inactive participants2009-01-016,625
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0118
Total participants2009-01-016,643
Number of participants with account balances2009-01-016,643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01408

Financial Data on T. ROWE PRICE U.S. RETIREMENT PROGRAM

Measure Date Value
2022 : T. ROWE PRICE U.S. RETIREMENT PROGRAM 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$86,958,566
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$278,519
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$237,237
Total income from all sources (including contributions)2022-12-31$-687,589,010
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$181,124,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$181,092,841
Value of total corrective distributions2022-12-31$58,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$199,385,383
Value of total assets at end of year2022-12-31$3,651,080,244
Value of total assets at beginning of year2022-12-31$4,432,793,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$-27,600
Total interest from all sources2022-12-31$539,279
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$56,854,453
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$56,854,453
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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$73,069,528
Participant contributions at end of year2022-12-31$13,307,498
Participant contributions at beginning of year2022-12-31$14,588,296
Assets. Other investments not covered elsewhere at end of year2022-12-31$3,261,153
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$12,459,285
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$86,958,566
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$278,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$237,237
Administrative expenses (other) incurred2022-12-31$-27,600
Total non interest bearing cash at end of year2022-12-31$51,442,714
Total non interest bearing cash at beginning of year2022-12-31$48,508,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-868,713,056
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,650,801,725
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,432,556,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,149,049,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,638,024,000
Interest on participant loans2022-12-31$539,279
Value of interest in common/collective trusts at end of year2022-12-31$2,347,060,486
Value of interest in common/collective trusts at beginning of year2022-12-31$2,731,672,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-462,415,323
Net investment gain or loss from common/collective trusts2022-12-31$-481,952,802
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$113,856,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$181,092,841
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31KPMG, LLC
Accountancy firm EIN2022-12-31135565207
2021 : T. ROWE PRICE U.S. RETIREMENT PROGRAM 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$237,237
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$222,465
Total income from all sources (including contributions)2021-12-31$721,492,635
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$166,819,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$166,805,954
Value of total corrective distributions2021-12-31$13,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$195,139,690
Value of total assets at end of year2021-12-31$4,432,793,452
Value of total assets at beginning of year2021-12-31$3,878,105,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$619,961
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$181,684,684
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$181,684,684
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$70,684,807
Participant contributions at end of year2021-12-31$14,588,296
Participant contributions at beginning of year2021-12-31$15,334,556
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$16,418,423
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$237,237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$222,465
Total non interest bearing cash at end of year2021-12-31$48,508,737
Total non interest bearing cash at beginning of year2021-12-31$48,048,742
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$554,673,173
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,432,556,215
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,877,883,042
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$1,638,024,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,247,879,746
Interest on participant loans2021-12-31$619,961
Value of interest in common/collective trusts at end of year2021-12-31$2,731,672,419
Value of interest in common/collective trusts at beginning of year2021-12-31$2,566,842,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-44,680,530
Net investment gain or loss from common/collective trusts2021-12-31$388,728,830
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$108,036,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$166,805,954
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31KPMG, LLC
Accountancy firm EIN2021-12-31135565207
2020 : T. ROWE PRICE U.S. RETIREMENT PROGRAM 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$222,465
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$237,412
Total income from all sources (including contributions)2020-12-31$877,215,396
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$116,112,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$116,072,895
Value of total corrective distributions2020-12-31$39,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$196,221,522
Value of total assets at end of year2020-12-31$3,878,105,507
Value of total assets at beginning of year2020-12-31$3,117,017,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$690,008
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$75,257,163
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$75,257,163
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$65,822,195
Participant contributions at end of year2020-12-31$15,334,556
Participant contributions at beginning of year2020-12-31$15,129,834
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$24,372,851
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$222,465
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$237,412
Total non interest bearing cash at end of year2020-12-31$48,048,742
Total non interest bearing cash at beginning of year2020-12-31$43,960,554
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$761,103,250
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,877,883,042
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,116,779,792
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$1,247,879,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,016,239,871
Interest on participant loans2020-12-31$690,008
Value of interest in common/collective trusts at end of year2020-12-31$2,566,842,463
Value of interest in common/collective trusts at beginning of year2020-12-31$2,041,686,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$194,201,112
Net investment gain or loss from common/collective trusts2020-12-31$410,845,591
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$106,026,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$116,072,895
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KPMG, LLC
Accountancy firm EIN2020-12-31135565207
2019 : T. ROWE PRICE U.S. RETIREMENT PROGRAM 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$237,412
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,541
Total income from all sources (including contributions)2019-12-31$781,823,352
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$111,795,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$111,800,265
Value of total corrective distributions2019-12-31$-11,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$170,735,631
Value of total assets at end of year2019-12-31$3,117,017,204
Value of total assets at beginning of year2019-12-31$2,446,776,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,963
Total interest from all sources2019-12-31$684,807
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$44,448,284
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$44,448,284
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$59,382,365
Participant contributions at end of year2019-12-31$15,129,834
Participant contributions at beginning of year2019-12-31$14,797,825
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$15,304,431
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$237,412
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$24,541
Administrative expenses (other) incurred2019-12-31$5,963
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$670,028,217
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,116,779,792
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,446,751,575
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$1,016,239,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$782,611,672
Interest on participant loans2019-12-31$684,807
Value of interest in common/collective trusts at end of year2019-12-31$2,041,686,945
Value of interest in common/collective trusts at beginning of year2019-12-31$1,600,860,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$182,437,998
Net investment gain or loss from common/collective trusts2019-12-31$383,516,632
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$96,048,835
Employer contributions (assets) at end of year2019-12-31$43,960,554
Employer contributions (assets) at beginning of year2019-12-31$48,505,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$111,800,265
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31KPMG, LLC
Accountancy firm EIN2019-12-31135565207
2018 : T. ROWE PRICE U.S. RETIREMENT PROGRAM 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$24,541
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$72,857
Total income from all sources (including contributions)2018-12-31$53,132,146
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$89,687,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$89,643,087
Value of total corrective distributions2018-12-31$22,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$169,904,392
Value of total assets at end of year2018-12-31$2,446,776,116
Value of total assets at beginning of year2018-12-31$2,483,379,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,179
Total interest from all sources2018-12-31$607,708
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$71,782,487
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$71,782,487
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$160,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$54,890,537
Participant contributions at end of year2018-12-31$14,797,825
Participant contributions at beginning of year2018-12-31$15,170,681
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$15,735,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$24,541
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$72,857
Administrative expenses (other) incurred2018-12-31$22,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-36,555,514
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,446,751,575
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,483,307,089
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$782,611,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$838,948,886
Interest on participant loans2018-12-31$607,708
Value of interest in common/collective trusts at end of year2018-12-31$1,600,860,890
Value of interest in common/collective trusts at beginning of year2018-12-31$1,590,794,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-106,288,539
Net investment gain or loss from common/collective trusts2018-12-31$-82,873,902
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$99,278,480
Employer contributions (assets) at end of year2018-12-31$48,505,729
Employer contributions (assets) at beginning of year2018-12-31$38,466,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$89,643,087
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31KPMG, LLC
Accountancy firm EIN2018-12-31135565207
2017 : T. ROWE PRICE U.S. RETIREMENT PROGRAM 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$72,857
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$13,363
Total income from all sources (including contributions)2017-12-31$579,525,362
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$76,867,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$76,842,047
Expenses. Certain deemed distributions of participant loans2017-12-31$10,302
Value of total corrective distributions2017-12-31$4,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$148,668,029
Value of total assets at end of year2017-12-31$2,483,379,946
Value of total assets at beginning of year2017-12-31$1,980,662,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,757
Total interest from all sources2017-12-31$536,527
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$55,028,343
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$55,028,343
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$48,822,487
Participant contributions at end of year2017-12-31$15,170,681
Participant contributions at beginning of year2017-12-31$13,926,632
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$15,970,760
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$72,857
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$13,363
Administrative expenses (other) incurred2017-12-31$10,757
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$502,658,034
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,483,307,089
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,980,649,055
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$838,948,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$680,469,949
Interest on participant loans2017-12-31$536,527
Value of interest in common/collective trusts at end of year2017-12-31$1,590,794,340
Value of interest in common/collective trusts at beginning of year2017-12-31$1,251,864,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$113,607,324
Net investment gain or loss from common/collective trusts2017-12-31$261,685,139
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$83,874,782
Employer contributions (assets) at end of year2017-12-31$38,466,039
Employer contributions (assets) at beginning of year2017-12-31$34,401,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$76,842,047
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KPMG, LLC
Accountancy firm EIN2017-12-31135565207
2016 : T. ROWE PRICE U.S. RETIREMENT PROGRAM 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$13,363
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,686
Total income from all sources (including contributions)2016-12-31$256,359,530
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$61,250,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$61,236,241
Value of total corrective distributions2016-12-31$7,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$126,383,578
Value of total assets at end of year2016-12-31$1,980,662,418
Value of total assets at beginning of year2016-12-31$1,785,545,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,150
Total interest from all sources2016-12-31$466,371
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$23,069,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$23,069,789
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$42,901,872
Participant contributions at end of year2016-12-31$13,926,632
Participant contributions at beginning of year2016-12-31$13,059,430
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,289,746
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$13,363
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$5,686
Administrative expenses (other) incurred2016-12-31$7,150
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$195,108,976
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,980,649,055
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,785,540,079
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$680,469,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$681,044,901
Interest on participant loans2016-12-31$466,371
Value of interest in common/collective trusts at end of year2016-12-31$1,251,864,481
Value of interest in common/collective trusts at beginning of year2016-12-31$1,059,872,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$14,859,397
Net investment gain or loss from common/collective trusts2016-12-31$91,580,395
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$75,191,960
Employer contributions (assets) at end of year2016-12-31$34,401,356
Employer contributions (assets) at beginning of year2016-12-31$31,569,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$61,236,241
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KPMG, LLC
Accountancy firm EIN2016-12-31135565207
2015 : T. ROWE PRICE U.S. RETIREMENT PROGRAM 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,686
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,761
Total income from all sources (including contributions)2015-12-31$154,662,719
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$61,292,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$61,263,541
Value of total corrective distributions2015-12-31$12,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$118,467,336
Value of total assets at end of year2015-12-31$1,785,545,765
Value of total assets at beginning of year2015-12-31$1,692,177,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,353
Total interest from all sources2015-12-31$435,927
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$42,769,820
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$42,769,820
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$39,571,267
Participant contributions at end of year2015-12-31$13,059,430
Participant contributions at beginning of year2015-12-31$11,640,253
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,745,965
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$5,686
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$7,761
Administrative expenses (other) incurred2015-12-31$16,353
Total non interest bearing cash 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$93,370,101
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,785,540,079
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,692,169,978
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$681,044,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$655,716,783
Interest on participant loans2015-12-31$435,927
Value of interest in common/collective trusts at end of year2015-12-31$1,059,872,009
Value of interest in common/collective trusts at beginning of year2015-12-31$994,538,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-20,293,553
Net investment gain or loss from common/collective trusts2015-12-31$13,283,189
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$69,150,104
Employer contributions (assets) at end of year2015-12-31$31,569,425
Employer contributions (assets) at beginning of year2015-12-31$30,282,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$61,263,541
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31KPMG, LLC
Accountancy firm EIN2015-12-31135565207
2014 : T. ROWE PRICE U.S. RETIREMENT PROGRAM 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,761
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$11,431
Total income from all sources (including contributions)2014-12-31$225,173,716
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$68,295,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$68,280,660
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$110,606,908
Value of total assets at end of year2014-12-31$1,692,177,739
Value of total assets at beginning of year2014-12-31$1,535,303,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,661
Total interest from all sources2014-12-31$408,875
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$52,272,401
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$52,272,401
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$35,646,702
Participant contributions at end of year2014-12-31$11,640,253
Participant contributions at beginning of year2014-12-31$10,406,525
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$10,081,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$7,761
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$11,431
Administrative expenses (other) incurred2014-12-31$14,661
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$88
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$156,878,395
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,692,169,978
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,535,291,583
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$655,716,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$561,095,226
Interest on participant loans2014-12-31$408,875
Value of interest in common/collective trusts at end of year2014-12-31$994,538,220
Value of interest in common/collective trusts at beginning of year2014-12-31$937,716,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$251,943
Net investment gain or loss from common/collective trusts2014-12-31$61,633,589
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$64,878,497
Employer contributions (assets) at end of year2014-12-31$30,282,483
Employer contributions (assets) at beginning of year2014-12-31$26,084,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$68,280,660
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31KPMG, LLC
Accountancy firm EIN2014-12-31135565207
2013 : T. ROWE PRICE U.S. RETIREMENT PROGRAM 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$11,431
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$933,795
Total income from all sources (including contributions)2013-12-31$381,191,141
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$47,064,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$47,049,000
Expenses. Certain deemed distributions of participant loans2013-12-31$-22,485
Value of total corrective distributions2013-12-31$11,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$92,630,323
Value of total assets at end of year2013-12-31$1,535,303,014
Value of total assets at beginning of year2013-12-31$1,202,098,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$26,274
Total interest from all sources2013-12-31$383,719
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$31,244,878
Participant contributions at end of year2013-12-31$10,406,525
Participant contributions at beginning of year2013-12-31$9,641,539
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,193,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$11,431
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$933,795
Administrative expenses (other) incurred2013-12-31$26,274
Total non interest bearing cash at end of year2013-12-31$88
Total non interest bearing cash at beginning of year2013-12-31$7
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$334,126,945
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,535,291,583
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,201,164,638
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$561,095,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$469,062,792
Interest on participant loans2013-12-31$383,719
Value of interest in common/collective trusts at end of year2013-12-31$937,716,218
Value of interest in common/collective trusts at beginning of year2013-12-31$698,802,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$91,585,087
Net investment gain or loss from common/collective trusts2013-12-31$196,592,012
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$57,192,020
Employer contributions (assets) at end of year2013-12-31$26,084,957
Employer contributions (assets) at beginning of year2013-12-31$24,591,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$47,049,000
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31KPMG, LLC
Accountancy firm EIN2013-12-31135565207
2012 : T. ROWE PRICE U.S. RETIREMENT PROGRAM 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$933,795
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,593
Total income from all sources (including contributions)2012-12-31$240,604,353
Total of all expenses incurred2012-12-31$36,385,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$36,365,828
Value of total corrective distributions2012-12-31$885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$86,566,883
Value of total assets at end of year2012-12-31$1,202,098,433
Value of total assets at beginning of year2012-12-31$996,948,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$19,153
Total interest from all sources2012-12-31$393,634
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$100,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$28,791,154
Participant contributions at end of year2012-12-31$9,641,539
Participant contributions at beginning of year2012-12-31$8,845,976
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,411,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$933,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,593
Administrative expenses (other) incurred2012-12-31$19,153
Total non interest bearing cash at end of year2012-12-31$7
Total non interest bearing cash at beginning of year2012-12-31$84
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$204,218,487
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,201,164,638
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$996,946,151
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$469,062,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$918,918,488
Interest on participant loans2012-12-31$393,634
Value of interest in common/collective trusts at end of year2012-12-31$698,802,414
Value of interest in common/collective trusts at beginning of year2012-12-31$46,021,517
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$695,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$125,499,111
Net investment gain or loss from common/collective trusts2012-12-31$28,144,725
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$53,364,001
Employer contributions (assets) at end of year2012-12-31$24,591,681
Employer contributions (assets) at beginning of year2012-12-31$23,162,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$35,669,911
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31KPMG, LLC
Accountancy firm EIN2012-12-31135565207
2011 : T. ROWE PRICE U.S. RETIREMENT PROGRAM 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,593
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$18,357
Total income from all sources (including contributions)2011-12-31$50,887,993
Total of all expenses incurred2011-12-31$29,940,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$29,907,194
Value of total corrective distributions2011-12-31$2,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$80,041,859
Value of total assets at end of year2011-12-31$996,948,744
Value of total assets at beginning of year2011-12-31$976,017,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$31,179
Total interest from all sources2011-12-31$408,325
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$100,000,000
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$26,845,790
Participant contributions at end of year2011-12-31$8,845,976
Participant contributions at beginning of year2011-12-31$7,987,476
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,154,675
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,593
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$18,357
Administrative expenses (other) incurred2011-12-31$31,179
Total non interest bearing cash at end of year2011-12-31$84
Total non interest bearing cash at beginning of year2011-12-31$83
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$20,947,114
Value of net assets at end of year (total assets less liabilities)2011-12-31$996,946,151
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$975,999,037
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$918,918,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$915,229,107
Interest on participant loans2011-12-31$408,325
Value of interest in common/collective trusts at end of year2011-12-31$46,021,517
Value of interest in common/collective trusts at beginning of year2011-12-31$32,903,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-30,685,419
Net investment gain or loss from common/collective trusts2011-12-31$1,123,228
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$51,041,394
Employer contributions (assets) at end of year2011-12-31$23,162,679
Employer contributions (assets) at beginning of year2011-12-31$19,897,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$29,907,194
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31KPMG, LLP
Accountancy firm EIN2011-12-31135565207
2010 : T. ROWE PRICE U.S. RETIREMENT PROGRAM 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$18,357
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$75,134
Total income from all sources (including contributions)2010-12-31$207,968,224
Total of all expenses incurred2010-12-31$39,358,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$39,334,685
Value of total corrective distributions2010-12-31$4,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$69,700,602
Value of total assets at end of year2010-12-31$976,017,394
Value of total assets at beginning of year2010-12-31$807,464,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,587
Total interest from all sources2010-12-31$389,250
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$110,000,000
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$24,776,071
Participant contributions at end of year2010-12-31$7,987,476
Participant contributions at beginning of year2010-12-31$6,628,199
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,061,654
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$18,357
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$123
Administrative expenses (other) incurred2010-12-31$19,587
Total non interest bearing cash at end of year2010-12-31$83
Total non interest bearing cash at beginning of year2010-12-31$65
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$168,609,364
Value of net assets at end of year (total assets less liabilities)2010-12-31$975,999,037
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$807,389,673
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$915,229,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$772,501,325
Interest on participant loans2010-12-31$389,250
Value of interest in common/collective trusts at end of year2010-12-31$32,903,603
Value of interest in common/collective trusts at beginning of year2010-12-31$14,042,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$136,586,885
Net investment gain or loss from common/collective trusts2010-12-31$1,291,487
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$43,862,877
Employer contributions (assets) at end of year2010-12-31$19,897,125
Employer contributions (assets) at beginning of year2010-12-31$14,292,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$39,334,685
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$75,011
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 plan2010-12-31Unqualified
Accountancy firm name2010-12-31KPMG, LLP
Accountancy firm EIN2010-12-31135565207

Form 5500 Responses for T. ROWE PRICE U.S. RETIREMENT PROGRAM

2022: T. ROWE PRICE U.S. RETIREMENT PROGRAM 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: T. ROWE PRICE U.S. RETIREMENT PROGRAM 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: T. ROWE PRICE U.S. RETIREMENT PROGRAM 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: T. ROWE PRICE U.S. RETIREMENT PROGRAM 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: T. ROWE PRICE U.S. RETIREMENT PROGRAM 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: T. ROWE PRICE U.S. RETIREMENT PROGRAM 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: T. ROWE PRICE U.S. RETIREMENT PROGRAM 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: T. ROWE PRICE U.S. RETIREMENT PROGRAM 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: T. ROWE PRICE U.S. RETIREMENT PROGRAM 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: T. ROWE PRICE U.S. RETIREMENT PROGRAM 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: T. ROWE PRICE U.S. RETIREMENT PROGRAM 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: T. ROWE PRICE U.S. RETIREMENT PROGRAM 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: T. ROWE PRICE U.S. RETIREMENT PROGRAM 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: T. ROWE PRICE U.S. RETIREMENT PROGRAM 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberTFA-7545
Policy instance 1
Insurance contract or identification numberTFA-7545
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $20,877
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,877
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameWILLIAM P. MCLEAN

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