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DUKE UNIVERSITY RETIREE HEALTH PLAN 401k Plan overview

Plan NameDUKE UNIVERSITY RETIREE HEALTH PLAN
Plan identification number 525

DUKE UNIVERSITY RETIREE HEALTH PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

DUKE UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:DUKE UNIVERSITY
Employer identification number (EIN):560532129
NAIC Classification:611000

Additional information about DUKE UNIVERSITY

Jurisdiction of Incorporation: North Carolina Secretary of State
Incorporation Date:
Company Identification Number: 0044012

More information about DUKE UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DUKE UNIVERSITY RETIREE HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5252022-01-01
5252021-01-01
5252020-01-01
5252019-01-01
5252018-01-01
5252017-01-01JOYCE WILLIAMS
5252016-01-01JOYCE WILLIAMS
5252015-01-01JOYCE WILLIAMS
5252014-01-01JOYCE WILLIAMS
5252013-01-01JOYCE WILLIAMS
5252012-01-01JOYCE WILLIAMS
5252011-01-01LOIS ANN GREEN

Plan Statistics for DUKE UNIVERSITY RETIREE HEALTH PLAN

401k plan membership statisitcs for DUKE UNIVERSITY RETIREE HEALTH PLAN

Measure Date Value
2022: DUKE UNIVERSITY RETIREE HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016,089
Number of retired or separated participants receiving benefits2022-01-016,185
Total of all active and inactive participants2022-01-016,185
Total participants2022-01-016,185
2021: DUKE UNIVERSITY RETIREE HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,932
Number of retired or separated participants receiving benefits2021-01-016,089
Total of all active and inactive participants2021-01-016,089
Total participants2021-01-016,089
2020: DUKE UNIVERSITY RETIREE HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,814
Number of retired or separated participants receiving benefits2020-01-015,932
Total of all active and inactive participants2020-01-015,932
Total participants2020-01-015,932
2019: DUKE UNIVERSITY RETIREE HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,685
Number of retired or separated participants receiving benefits2019-01-015,814
Total of all active and inactive participants2019-01-015,814
Total participants2019-01-015,814
2018: DUKE UNIVERSITY RETIREE HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,574
Number of retired or separated participants receiving benefits2018-01-015,685
Total of all active and inactive participants2018-01-015,685
Total participants2018-01-015,685
2017: DUKE UNIVERSITY RETIREE HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,338
Number of retired or separated participants receiving benefits2017-01-015,574
Total of all active and inactive participants2017-01-015,574
Total participants2017-01-015,574
2016: DUKE UNIVERSITY RETIREE HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,153
Number of retired or separated participants receiving benefits2016-01-015,061
Total of all active and inactive participants2016-01-015,061
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01277
Total participants2016-01-015,338
2015: DUKE UNIVERSITY RETIREE HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,282
Number of retired or separated participants receiving benefits2015-01-014,881
Number of other retired or separated participants entitled to future benefits2015-01-01272
Total of all active and inactive participants2015-01-015,153
Total participants2015-01-010
2014: DUKE UNIVERSITY RETIREE HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,809
Number of retired or separated participants receiving benefits2014-01-015,015
Number of other retired or separated participants entitled to future benefits2014-01-01267
Total of all active and inactive participants2014-01-015,282
Total participants2014-01-010
2013: DUKE UNIVERSITY RETIREE HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,583
Number of retired or separated participants receiving benefits2013-01-014,809
Total of all active and inactive participants2013-01-014,809
Total participants2013-01-010
2012: DUKE UNIVERSITY RETIREE HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,463
Number of retired or separated participants receiving benefits2012-01-014,583
Total of all active and inactive participants2012-01-014,583
Total participants2012-01-010
2011: DUKE UNIVERSITY RETIREE HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,257
Number of retired or separated participants receiving benefits2011-01-014,463
Total of all active and inactive participants2011-01-014,463
Total participants2011-01-014,463

Form 5500 Responses for DUKE UNIVERSITY RETIREE HEALTH PLAN

2022: DUKE UNIVERSITY RETIREE HEALTH PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: DUKE UNIVERSITY RETIREE HEALTH PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: DUKE UNIVERSITY RETIREE HEALTH PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: DUKE UNIVERSITY RETIREE HEALTH PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: DUKE UNIVERSITY RETIREE HEALTH PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: DUKE UNIVERSITY RETIREE HEALTH PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: DUKE UNIVERSITY RETIREE HEALTH PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: DUKE UNIVERSITY RETIREE HEALTH PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: DUKE UNIVERSITY RETIREE HEALTH PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: DUKE UNIVERSITY RETIREE HEALTH PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: DUKE UNIVERSITY RETIREE HEALTH PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: DUKE UNIVERSITY RETIREE HEALTH PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number14163438
Policy instance 1
Insurance contract or identification number14163438
Number of Individuals Covered261
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number14163438
Policy instance 1
Insurance contract or identification number14163438
Number of Individuals Covered255
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract numberDUNV
Policy instance 1
Insurance contract or identification numberDUNV
Number of Individuals Covered229
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number000029
Policy instance 1
Insurance contract or identification number000029
Number of Individuals Covered230
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number000029
Policy instance 1
Insurance contract or identification number000029
Number of Individuals Covered171
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number000029
Policy instance 1
Insurance contract or identification number000029
Number of Individuals Covered279
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number000029
Policy instance 1
Insurance contract or identification number000029
Number of Individuals Covered283
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number000029
Policy instance 1
Insurance contract or identification number000029
Number of Individuals Covered295
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number000029
Policy instance 1
Insurance contract or identification number000029
Number of Individuals Covered405
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number000029
Policy instance 1
Insurance contract or identification number000029
Number of Individuals Covered411
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number000029
Policy instance 1
Insurance contract or identification number000029
Number of Individuals Covered180
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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