401k Plan data: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN plan

CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 401k Plan overview

Plan Name	CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN
Plan identification number	002

CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

CARNEGIE INSTITUTION OF WASHINGTON has sponsored the creation of one or more 401k plans.

Company Name: CARNEGIE INSTITUTION OF WASHINGTON

Employer identification number (EIN): 530196523

NAIC Classification: 541700

Additional information about CARNEGIE INSTITUTION OF WASHINGTON

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0144757

More information about CARNEGIE INSTITUTION OF WASHINGTON

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01 BENJAMIN ADERSON 2023-04-17
002 2020-07-01 MICHAEL MCCARTHY 2022-04-14
002 2019-07-01 LORONDA LEE 2021-04-09
002 2018-07-01 LORONDA LEE 2020-07-15
002 2017-07-01
002 2016-07-01
002 2015-07-01
002 2014-07-01
002 2013-07-01
002 2012-07-01 CADY CANAPP
002 2011-07-01 CADY CANAPP CADY CANAPP 2013-04-10
002 2010-07-01 CADY CANAPP CADY CANAPP 2012-04-12
002 2009-07-01 CADY CANAPP CADY CANAPP 2011-04-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-07-01	BENJAMIN ADERSON	2023-04-17
002	2020-07-01	MICHAEL MCCARTHY	2022-04-14
002	2019-07-01	LORONDA LEE	2021-04-09
002	2018-07-01	LORONDA LEE	2020-07-15
002	2017-07-01
002	2016-07-01
002	2015-07-01
002	2014-07-01
002	2013-07-01
002	2012-07-01	CADY CANAPP
002	2011-07-01	CADY CANAPP		CADY CANAPP	2013-04-10
002	2010-07-01	CADY CANAPP		CADY CANAPP	2012-04-12
002	2009-07-01	CADY CANAPP		CADY CANAPP	2011-04-13

Plan Statistics for CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN

401k plan membership statisitcs for CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN

Measure Date Value
2021: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 470
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 263
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 249
Total of all active and inactive participants 2021-07-01 512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 6
Total participants 2021-07-01 518
Number of participants with account balances 2021-07-01 494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 445
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 243
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 227
Total of all active and inactive participants 2020-07-01 470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 470
Number of participants with account balances 2020-07-01 454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 436
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 207
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 236
Total of all active and inactive participants 2019-07-01 443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 1
Total participants 2019-07-01 444
Number of participants with account balances 2019-07-01 430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 407
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 220
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 216
Total of all active and inactive participants 2018-07-01 436
Total participants 2018-07-01 436
Number of participants with account balances 2018-07-01 422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 509
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 402
Number of other retired or separated participants entitled to future benefits 2017-07-01 193
Total of all active and inactive participants 2017-07-01 595
Total participants 2017-07-01 595
Number of participants with account balances 2017-07-01 398
2016: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 367
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 330
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 179
Total of all active and inactive participants 2016-07-01 509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 509
Number of participants with account balances 2016-07-01 376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 640
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 383
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 155
Total of all active and inactive participants 2015-07-01 538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 1
Total participants 2015-07-01 539
Number of participants with account balances 2015-07-01 359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 628
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 481
Number of other retired or separated participants entitled to future benefits 2014-07-01 158
Total of all active and inactive participants 2014-07-01 639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 1
Total participants 2014-07-01 640
Number of participants with account balances 2014-07-01 337
2013: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 666
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 481
Number of other retired or separated participants entitled to future benefits 2013-07-01 146
Total of all active and inactive participants 2013-07-01 627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 1
Total participants 2013-07-01 628
Number of participants with account balances 2013-07-01 331
2012: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 1,135
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 528
Number of other retired or separated participants entitled to future benefits 2012-07-01 138
Total of all active and inactive participants 2012-07-01 666
Total participants 2012-07-01 666
Number of participants with account balances 2012-07-01 323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 757
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 500
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 635
Total of all active and inactive participants 2011-07-01 1,135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 1,135
Number of participants with account balances 2011-07-01 635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 530
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 638
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 119
Total of all active and inactive participants 2010-07-01 757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 757
Number of participants with account balances 2010-07-01 296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 565
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 440
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 99
Total of all active and inactive participants 2009-07-01 539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 539
Number of participants with account balances 2009-07-01 539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2021: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	470
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	263
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	249
Total of all active and inactive participants	2021-07-01	512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	6
Total participants	2021-07-01	518
Number of participants with account balances	2021-07-01	494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	445
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	243
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	227
Total of all active and inactive participants	2020-07-01	470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	470
Number of participants with account balances	2020-07-01	454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	436
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	207
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	236
Total of all active and inactive participants	2019-07-01	443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	1
Total participants	2019-07-01	444
Number of participants with account balances	2019-07-01	430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	407
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	220
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	216
Total of all active and inactive participants	2018-07-01	436
Total participants	2018-07-01	436
Number of participants with account balances	2018-07-01	422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	509
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	402
Number of other retired or separated participants entitled to future benefits	2017-07-01	193
Total of all active and inactive participants	2017-07-01	595
Total participants	2017-07-01	595
Number of participants with account balances	2017-07-01	398
2016: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	367
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	330
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	179
Total of all active and inactive participants	2016-07-01	509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	509
Number of participants with account balances	2016-07-01	376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	640
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	383
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	155
Total of all active and inactive participants	2015-07-01	538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	1
Total participants	2015-07-01	539
Number of participants with account balances	2015-07-01	359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	628
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	481
Number of other retired or separated participants entitled to future benefits	2014-07-01	158
Total of all active and inactive participants	2014-07-01	639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	1
Total participants	2014-07-01	640
Number of participants with account balances	2014-07-01	337
2013: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	666
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	481
Number of other retired or separated participants entitled to future benefits	2013-07-01	146
Total of all active and inactive participants	2013-07-01	627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	1
Total participants	2013-07-01	628
Number of participants with account balances	2013-07-01	331
2012: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	1,135
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	528
Number of other retired or separated participants entitled to future benefits	2012-07-01	138
Total of all active and inactive participants	2012-07-01	666
Total participants	2012-07-01	666
Number of participants with account balances	2012-07-01	323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	757
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	500
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	635
Total of all active and inactive participants	2011-07-01	1,135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	1,135
Number of participants with account balances	2011-07-01	635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	530
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	638
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	119
Total of all active and inactive participants	2010-07-01	757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	757
Number of participants with account balances	2010-07-01	296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	565
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	440
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	99
Total of all active and inactive participants	2009-07-01	539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	539
Number of participants with account balances	2009-07-01	539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN

Measure	Date	Value
2022 : CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-3,228,447
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$1,235,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,235,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$2,123,733
Value of total assets at end of year	2022-06-30	$54,631,305
Value of total assets at beginning of year	2022-06-30	$59,095,067
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$136
Total interest from all sources	2022-06-30	$416,740
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$464,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$464,940
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$1,914,656
Participant contributions at end of year	2022-06-30	$16,412
Participant contributions at beginning of year	2022-06-30	$4,000
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$209,077
Other income not declared elsewhere	2022-06-30	$61,550
Administrative expenses (other) incurred	2022-06-30	$111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-4,463,762
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$54,631,305
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$59,095,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$36,249,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$42,292,274
Value of interest in pooled separate accounts at end of year	2022-06-30	$4,573,714
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$3,834,655
Interest on participant loans	2022-06-30	$576
Interest earned on other investments	2022-06-30	$416,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$13,791,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$12,964,138
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$87,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-7,162,398
Net investment gain/loss from pooled separate accounts	2022-06-30	$866,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,147,861
Contract administrator fees	2022-06-30	$25
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	GRANT THORNTON LLP
Accountancy firm EIN	2022-06-30	366055558
2021 : CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$13,220,902
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$2,472,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$2,472,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$2,876,123
Value of total assets at end of year	2021-06-30	$59,095,067
Value of total assets at beginning of year	2021-06-30	$48,346,988
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$75
Total interest from all sources	2021-06-30	$427,905
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$230,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$230,230
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$1,762,787
Participant contributions at end of year	2021-06-30	$4,000
Participant contributions at beginning of year	2021-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$1,113,336
Other income not declared elsewhere	2021-06-30	$43,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$10,748,079
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$59,095,067
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$48,346,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$75
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$42,292,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$32,236,767
Value of interest in pooled separate accounts at end of year	2021-06-30	$3,834,655
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$3,738,121
Interest earned on other investments	2021-06-30	$427,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$12,964,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$12,372,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$9,403,356
Net investment gain/loss from pooled separate accounts	2021-06-30	$239,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$2,472,748
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	GRANT THORNTON LLP
Accountancy firm EIN	2021-06-30	366055558
2020 : CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$4,358,339
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$2,088,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$2,071,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$2,452,349
Value of total assets at end of year	2020-06-30	$48,346,988
Value of total assets at beginning of year	2020-06-30	$46,077,298
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$16,738
Total interest from all sources	2020-06-30	$392,621
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$561,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$561,860
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$1,784,135
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$668,214
Other income not declared elsewhere	2020-06-30	$55,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$2,269,690
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$48,346,988
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$46,077,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$16,738
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$32,236,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$31,089,627
Value of interest in pooled separate accounts at end of year	2020-06-30	$3,738,121
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$4,187,552
Interest on participant loans	2020-06-30	$0
Interest earned on other investments	2020-06-30	$392,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$12,372,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$10,800,119
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$851,028
Net investment gain/loss from pooled separate accounts	2020-06-30	$44,956
Net investment gain or loss from common/collective trusts	2020-06-30	$0
Net gain/loss from 103.12 investment entities	2020-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$2,071,911
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	GRANT THORNTON LLP
Accountancy firm EIN	2020-06-30	366055558
2019 : CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$4,398,963
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$2,209,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$2,208,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$2,316,170
Value of total assets at end of year	2019-06-30	$46,077,298
Value of total assets at beginning of year	2019-06-30	$43,888,252
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$1,200
Total interest from all sources	2019-06-30	$354,725
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$846,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$846,800
Administrative expenses professional fees incurred	2019-06-30	$1,200
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$1,765,233
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$550,937
Other income not declared elsewhere	2019-06-30	$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$2,189,046
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$46,077,298
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$43,888,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$31,089,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$29,874,955
Value of interest in pooled separate accounts at end of year	2019-06-30	$4,187,552
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$3,905,022
Interest earned on other investments	2019-06-30	$354,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$10,800,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$10,108,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$673,249
Net investment gain/loss from pooled separate accounts	2019-06-30	$208,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$2,208,717
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-06-30	No
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	GRANT THORNTON LLP
Accountancy firm EIN	2019-06-30	366055558
2018 : CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$6,204,334
Total of all expenses incurred	2018-06-30	$1,109,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$1,044,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$2,781,284
Value of total assets at end of year	2018-06-30	$43,888,252
Value of total assets at beginning of year	2018-06-30	$38,793,722
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$65,420
Total interest from all sources	2018-06-30	$326,016
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$584,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$584,941
Administrative expenses professional fees incurred	2018-06-30	$65,420
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$1,899,965
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$881,319
Other income not declared elsewhere	2018-06-30	$121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$5,094,530
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$43,888,252
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$38,793,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$29,874,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$25,353,556
Value of interest in pooled separate accounts at end of year	2018-06-30	$3,905,022
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$3,878,110
Interest earned on other investments	2018-06-30	$326,016
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$10,108,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$9,562,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$2,321,364
Net investment gain/loss from pooled separate accounts	2018-06-30	$190,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$1,044,384
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	No
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	CALIBRE CPA GROUP, PLLC
Accountancy firm EIN	2018-06-30	470900880
2017 : CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$6,324,435
Total of all expenses incurred	2017-06-30	$1,660,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$1,660,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$2,361,908
Value of total assets at end of year	2017-06-30	$38,793,722
Value of total assets at beginning of year	2017-06-30	$34,130,030
Total interest from all sources	2017-06-30	$313,535
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$344,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$344,630
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$1,848,929
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$512,979
Other income not declared elsewhere	2017-06-30	$17,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$4,663,692
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$38,793,722
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$34,130,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$25,353,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$21,141,760
Value of interest in pooled separate accounts at end of year	2017-06-30	$3,878,110
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$3,953,691
Interest earned on other investments	2017-06-30	$313,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$9,562,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$9,034,579
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$64,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$3,133,660
Net investment gain/loss from pooled separate accounts	2017-06-30	$153,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$1,596,440
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	No
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	CALIBRE CPA GROUP, PLLC
Accountancy firm EIN	2017-06-30	470900880
2016 : CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$2,205,681
Total of all expenses incurred	2016-06-30	$1,503,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$1,457,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,985,524
Value of total assets at end of year	2016-06-30	$34,130,030
Value of total assets at beginning of year	2016-06-30	$33,427,751
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$46,002
Total interest from all sources	2016-06-30	$276,177
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$462,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$462,225
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$1,696,209
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$289,315
Other income not declared elsewhere	2016-06-30	$18,964
Administrative expenses (other) incurred	2016-06-30	$46,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$702,279
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$34,130,030
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$33,427,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$21,141,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$21,536,534
Value of interest in pooled separate accounts at end of year	2016-06-30	$3,953,691
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$3,563,618
Interest earned on other investments	2016-06-30	$276,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$9,034,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$8,327,599
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$54,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-785,340
Net investment gain/loss from pooled separate accounts	2016-06-30	$248,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$1,402,845
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-06-30	No
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	CALIBRE CPA GROUP, PLLC
Accountancy firm EIN	2016-06-30	470900880
2015 : CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$3,588,151
Total of all expenses incurred	2015-06-30	$1,620,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$1,615,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$1,939,947
Value of total assets at end of year	2015-06-30	$33,427,751
Value of total assets at beginning of year	2015-06-30	$31,460,123
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$4,998
Total interest from all sources	2015-06-30	$259,780
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$466,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$466,273
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$1,690,422
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$249,525
Other income not declared elsewhere	2015-06-30	$21,928
Administrative expenses (other) incurred	2015-06-30	$4,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$1,967,628
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$33,427,751
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$31,460,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$21,536,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$21,126,818
Value of interest in pooled separate accounts at end of year	2015-06-30	$3,563,618
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$3,069,046
Interest earned on other investments	2015-06-30	$259,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$8,327,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$7,264,259
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$201,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$556,208
Net investment gain/loss from pooled separate accounts	2015-06-30	$344,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$1,414,082
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-06-30	No
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	CALIBRE CPA GROUP PLLC
Accountancy firm EIN	2015-06-30	470900880
2014 : CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-06-30	$5,939,102
Total of all expenses incurred	2014-06-30	$1,027,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$1,027,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$1,773,765
Value of total assets at end of year	2014-06-30	$31,460,123
Value of total assets at beginning of year	2014-06-30	$26,548,923
Total interest from all sources	2014-06-30	$245,989
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$361,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$361,782
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$1,695,359
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$78,406
Other income not declared elsewhere	2014-06-30	$19,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$4,911,200
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$31,460,123
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$26,548,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$21,126,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$16,609,307
Value of interest in pooled separate accounts at end of year	2014-06-30	$3,069,046
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$2,680,593
Interest on participant loans	2014-06-30	$34
Interest earned on other investments	2014-06-30	$245,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$7,264,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$7,259,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$3,238,144
Net investment gain/loss from pooled separate accounts	2014-06-30	$299,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$1,027,902
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-06-30	No
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	CALIBRE CPA GROUP PLLC
Accountancy firm EIN	2014-06-30	470900880
2013 : CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-06-30	$5,538,122
Total of all expenses incurred	2013-06-30	$989,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$989,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$2,899,038
Value of total assets at end of year	2013-06-30	$26,548,923
Value of total assets at beginning of year	2013-06-30	$22,000,358
Total interest from all sources	2013-06-30	$225,352
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$130,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$130,182
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$1,591,880
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$1,307,158
Other income not declared elsewhere	2013-06-30	$27,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$4,548,565
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$26,548,923
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$22,000,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$16,609,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$13,599,851
Value of interest in pooled separate accounts at end of year	2013-06-30	$2,680,593
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$2,163,124
Interest on participant loans	2013-06-30	$8
Interest earned on other investments	2013-06-30	$225,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$7,259,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$6,237,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$2,053,669
Net investment gain/loss from pooled separate accounts	2013-06-30	$202,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$989,557
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	No
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	CALIBRE CPA GROUP PLLC
Accountancy firm EIN	2013-06-30	470900880
2012 : CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$2,112,084
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$2,060,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$2,060,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$1,755,943
Value of total assets at end of year	2012-06-30	$22,000,358
Value of total assets at beginning of year	2012-06-30	$21,948,717
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$0
Total interest from all sources	2012-06-30	$205,713
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$57,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$57,365
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$1,512,482
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$243,461
Other income not declared elsewhere	2012-06-30	$4,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$51,641
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$22,000,358
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$21,948,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$13,599,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$14,425,881
Value of interest in pooled separate accounts at end of year	2012-06-30	$2,163,124
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$1,878,053
Interest earned on other investments	2012-06-30	$205,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$6,237,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$5,644,783
Expenses. Payments to insurance carriers foe the provision of benefits	2012-06-30	$270,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-123,907
Net investment gain/loss from pooled separate accounts	2012-06-30	$212,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$1,789,454
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	KPMG
Accountancy firm EIN	2012-06-30	135565207
2011 : CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$4,910,520
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$653,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$653,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$1,460,627
Value of total assets at end of year	2011-06-30	$21,948,717
Value of total assets at beginning of year	2011-06-30	$17,692,085
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$0
Total interest from all sources	2011-06-30	$191,597
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$20,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$20,823
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$1,412,719
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$47,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$4,256,632
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$21,948,717
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$17,692,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$14,425,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$10,891,013
Value of interest in pooled separate accounts at end of year	2011-06-30	$1,878,053
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$867,823
Interest earned on other investments	2011-06-30	$191,597
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$5,644,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$5,933,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$3,009,964
Net investment gain/loss from pooled separate accounts	2011-06-30	$227,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$653,888
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	KPMG
Accountancy firm EIN	2011-06-30	135565207
2010 : CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN

2021: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150341

Policy instance

Insurance contract or identification number	150341
Number of Individuals Covered	256
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150341

Policy instance

Insurance contract or identification number	150341
Number of Individuals Covered	259
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150341

Policy instance

Insurance contract or identification number	150341
Number of Individuals Covered	267
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150341

Policy instance

Insurance contract or identification number	150341
Number of Individuals Covered	261
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150341

Policy instance

Insurance contract or identification number	150341
Number of Individuals Covered	256
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150341

Policy instance

Insurance contract or identification number	150341
Number of Individuals Covered	236
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150341

Policy instance

Insurance contract or identification number	150341
Number of Individuals Covered	230
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150341

Policy instance

Insurance contract or identification number	150341
Number of Individuals Covered	231
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150341

Policy instance

Insurance contract or identification number	150341
Number of Individuals Covered	322
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150341

Policy instance

Insurance contract or identification number	150341
Number of Individuals Covered	635
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150341

Policy instance

Insurance contract or identification number	150341
Number of Individuals Covered	296
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	CARNEGIE INSTITUTION OF WASHINGTON
Employer identification number (EIN):	530196523
NAIC Classification:	541700

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0144757