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H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 401k Plan overview

Plan NameH. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN
Plan identification number 001

H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. has sponsored the creation of one or more 401k plans.

Company Name:H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC.
Employer identification number (EIN):592451713
NAIC Classification:621510
NAIC Description: Medical and Diagnostic Laboratories

Additional information about H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1984-04-17
Company Identification Number: N02631
Legal Registered Office Address: 12902 MAGNOLIA DRIVE

TAMPA

33612

More information about H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01AMY DURHAM MARIANA BUGALLO-MUROS2018-10-08
0012016-01-01AMY DURHAM MARIANA BUGALLO-MUROS2017-10-10
0012015-01-01AMY DURHAM MARIANA BUGALLO-MUROS2016-10-06
0012014-01-01AMY DURHAM MARIANA BUGALLO-MUROS2015-10-09
0012013-01-01AMY DURHAM JOANNE OLSON2014-10-07
0012012-01-01MICHELE TALKA JOANNE OLSON2013-10-09
0012011-01-01MICHELE TALKA JOANNE OLSON2012-10-15
0012009-01-01MICHELE TALKA YVETTE TREMONTI2010-10-15
0012009-01-01MICHELE TALKA YVETTE TREMONTI2010-10-19

Plan Statistics for H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN

401k plan membership statisitcs for H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN

Measure Date Value
2022: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-019,406
Total number of active participants reported on line 7a of the Form 55002022-01-017,986
Number of retired or separated participants receiving benefits2022-01-0126
Number of other retired or separated participants entitled to future benefits2022-01-012,050
Total of all active and inactive participants2022-01-0110,062
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0110,062
Number of participants with account balances2022-01-0110,062
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-018,523
Total number of active participants reported on line 7a of the Form 55002021-01-017,567
Number of retired or separated participants receiving benefits2021-01-0122
Number of other retired or separated participants entitled to future benefits2021-01-011,817
Total of all active and inactive participants2021-01-019,406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-019,406
Number of participants with account balances2021-01-019,406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017,882
Total number of active participants reported on line 7a of the Form 55002020-01-017,078
Number of retired or separated participants receiving benefits2020-01-0117
Number of other retired or separated participants entitled to future benefits2020-01-011,428
Total of all active and inactive participants2020-01-018,523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-018,523
Number of participants with account balances2020-01-018,523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017,221
Total number of active participants reported on line 7a of the Form 55002019-01-016,632
Number of retired or separated participants receiving benefits2019-01-0116
Number of other retired or separated participants entitled to future benefits2019-01-011,234
Total of all active and inactive participants2019-01-017,882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-017,882
Number of participants with account balances2019-01-017,882
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017,052
Total number of active participants reported on line 7a of the Form 55002018-01-016,050
Number of retired or separated participants receiving benefits2018-01-0118
Number of other retired or separated participants entitled to future benefits2018-01-011,153
Total of all active and inactive participants2018-01-017,221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017,221
Number of participants with account balances2018-01-017,221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016,122
Total number of active participants reported on line 7a of the Form 55002017-01-015,688
Number of retired or separated participants receiving benefits2017-01-0120
Number of other retired or separated participants entitled to future benefits2017-01-011,344
Total of all active and inactive participants2017-01-017,052
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-017,052
Number of participants with account balances2017-01-017,052
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,725
Total number of active participants reported on line 7a of the Form 55002016-01-015,324
Number of retired or separated participants receiving benefits2016-01-0115
Number of other retired or separated participants entitled to future benefits2016-01-01783
Total of all active and inactive participants2016-01-016,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016,122
Number of participants with account balances2016-01-016,122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,194
Total number of active participants reported on line 7a of the Form 55002015-01-014,968
Number of retired or separated participants receiving benefits2015-01-0111
Number of other retired or separated participants entitled to future benefits2015-01-01746
Total of all active and inactive participants2015-01-015,725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015,725
Number of participants with account balances2015-01-015,725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,776
Total number of active participants reported on line 7a of the Form 55002014-01-014,573
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-01612
Total of all active and inactive participants2014-01-015,194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015,194
Number of participants with account balances2014-01-015,194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,583
Total number of active participants reported on line 7a of the Form 55002013-01-014,337
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-01563
Total of all active and inactive participants2013-01-014,907
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014,907
Number of participants with account balances2013-01-014,773
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,739
Total number of active participants reported on line 7a of the Form 55002012-01-014,033
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-01545
Total of all active and inactive participants2012-01-014,583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014,583
Number of participants with account balances2012-01-014,583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,280
Total number of active participants reported on line 7a of the Form 55002011-01-014,310
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01428
Total of all active and inactive participants2011-01-014,739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014,739
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0122
2009: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,413
Total number of active participants reported on line 7a of the Form 55002009-01-014,085
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01310
Total of all active and inactive participants2009-01-014,397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-014,398
Number of participants with account balances2009-01-013,996
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN

Measure Date Value
2022 : H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-36,579,214
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$38,933,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$38,547,446
Expenses. Certain deemed distributions of participant loans2022-12-31$14,010
Value of total corrective distributions2022-12-31$10,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$60,404,601
Value of total assets at end of year2022-12-31$558,304,924
Value of total assets at beginning of year2022-12-31$633,817,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$361,707
Total interest from all sources2022-12-31$1,453,573
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,274,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$9,274,312
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$54,855,205
Participant contributions at end of year2022-12-31$7,496,971
Participant contributions at beginning of year2022-12-31$7,599,339
Assets. Other investments not covered elsewhere at end of year2022-12-31$712,175
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$773,522
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,526,866
Other income not declared elsewhere2022-12-31$-57,062
Administrative expenses (other) incurred2022-12-31$4,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-75,512,433
Value of net assets at end of year (total assets less liabilities)2022-12-31$558,304,924
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$633,817,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$486,862,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$569,841,737
Interest on participant loans2022-12-31$349,154
Interest earned on other investments2022-12-31$1,104,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$63,233,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$55,602,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-107,654,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$22,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$38,547,446
Contract administrator fees2022-12-31$356,857
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ACELL AUDIT & COMPLIANCE, PA
Accountancy firm EIN2022-12-31270563459
2021 : H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$129,178,415
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$36,353,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$35,955,825
Expenses. Certain deemed distributions of participant loans2021-12-31$15,041
Value of total corrective distributions2021-12-31$18,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$54,595,956
Value of total assets at end of year2021-12-31$633,817,357
Value of total assets at beginning of year2021-12-31$540,992,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$364,384
Total interest from all sources2021-12-31$1,429,363
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,194,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$8,194,011
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$49,390,065
Participant contributions at end of year2021-12-31$7,599,339
Participant contributions at beginning of year2021-12-31$7,294,487
Assets. Other investments not covered elsewhere at end of year2021-12-31$773,522
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$626,372
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,205,891
Other income not declared elsewhere2021-12-31$71,564
Administrative expenses (other) incurred2021-12-31$364,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$92,824,891
Value of net assets at end of year (total assets less liabilities)2021-12-31$633,817,357
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$540,992,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$569,841,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$475,860,463
Interest on participant loans2021-12-31$371,760
Interest earned on other investments2021-12-31$1,057,603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$55,602,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$57,211,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$64,887,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$35,955,825
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ACELL AUDIT & COMPLIANCE, PA
Accountancy firm EIN2021-12-31270563459
2020 : H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$118,548,115
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$34,996,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$34,702,164
Expenses. Certain deemed distributions of participant loans2020-12-31$1,202
Value of total corrective distributions2020-12-31$13,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$46,335,935
Value of total assets at end of year2020-12-31$540,992,466
Value of total assets at beginning of year2020-12-31$457,441,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$279,415
Total interest from all sources2020-12-31$1,591,046
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,705,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$6,705,810
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$43,773,022
Participant contributions at end of year2020-12-31$7,294,487
Participant contributions at beginning of year2020-12-31$6,909,867
Assets. Other investments not covered elsewhere at end of year2020-12-31$626,372
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$620,991
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,562,913
Other income not declared elsewhere2020-12-31$88,450
Administrative expenses (other) incurred2020-12-31$279,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$83,551,374
Value of net assets at end of year (total assets less liabilities)2020-12-31$540,992,466
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$457,441,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$475,860,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$400,153,124
Interest on participant loans2020-12-31$389,941
Interest earned on other investments2020-12-31$1,201,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$57,211,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$49,757,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$63,826,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$34,702,164
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ACELL AUDIT & COMPLIANCE, PA
Accountancy firm EIN2020-12-31270563459
2019 : H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$121,692,714
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$29,791,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$29,438,004
Expenses. Certain deemed distributions of participant loans2019-12-31$53,039
Value of total corrective distributions2019-12-31$39,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$43,666,251
Value of total assets at end of year2019-12-31$457,441,092
Value of total assets at beginning of year2019-12-31$365,540,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$261,437
Total interest from all sources2019-12-31$1,543,696
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,904,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,904,483
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$40,409,579
Participant contributions at end of year2019-12-31$6,909,867
Participant contributions at beginning of year2019-12-31$6,577,282
Assets. Other investments not covered elsewhere at end of year2019-12-31$620,991
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,173,411
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,256,672
Administrative expenses (other) incurred2019-12-31$261,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$91,901,069
Value of net assets at end of year (total assets less liabilities)2019-12-31$457,441,092
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$365,540,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$400,153,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$309,160,397
Interest on participant loans2019-12-31$353,900
Interest earned on other investments2019-12-31$1,189,796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$49,757,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$48,628,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$68,578,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$29,438,004
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ACELL AUDIT & COMPLIANCE, PA
Accountancy firm EIN2019-12-31270563459
2018 : H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$20,563,279
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$27,750,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$27,483,562
Expenses. Certain deemed distributions of participant loans2018-12-31$7,983
Value of total corrective distributions2018-12-31$7,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$39,106,525
Value of total assets at end of year2018-12-31$365,540,023
Value of total assets at beginning of year2018-12-31$372,727,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$251,450
Total interest from all sources2018-12-31$1,387,205
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,505,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,505,055
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$36,568,675
Participant contributions at end of year2018-12-31$6,577,282
Participant contributions at beginning of year2018-12-31$5,633,186
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,173,411
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,255,698
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,531,957
Other income not declared elsewhere2018-12-31$-81,859
Administrative expenses (other) incurred2018-12-31$251,450
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,187,080
Value of net assets at end of year (total assets less liabilities)2018-12-31$365,540,023
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$372,727,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$309,160,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$320,639,886
Interest on participant loans2018-12-31$301,146
Interest earned on other investments2018-12-31$1,086,059
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$48,628,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$45,198,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-26,353,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$27,483,562
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ACELL AUDIT & COMPLIANCE, PA
Accountancy firm EIN2018-12-31270563459
2017 : H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$88,328,913
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$17,257,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$17,006,456
Expenses. Certain deemed distributions of participant loans2017-12-31$1,704
Value of total corrective distributions2017-12-31$5,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$36,542,627
Value of total assets at end of year2017-12-31$372,727,103
Value of total assets at beginning of year2017-12-31$301,655,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$244,213
Total interest from all sources2017-12-31$1,279,670
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,237,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,237,645
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$32,300,478
Participant contributions at end of year2017-12-31$5,633,186
Participant contributions at beginning of year2017-12-31$5,392,874
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,255,698
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,033,637
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,242,028
Other income not declared elsewhere2017-12-31$202,528
Administrative expenses (other) incurred2017-12-31$244,213
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$71,071,146
Value of net assets at end of year (total assets less liabilities)2017-12-31$372,727,103
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$301,655,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$320,639,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$248,595,860
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,448,312
Interest on participant loans2017-12-31$243,485
Interest earned on other investments2017-12-31$1,036,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$45,198,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$45,185,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$45,066,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$17,006,456
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ACELL AUDIT & COMPLIANCE, PA
Accountancy firm EIN2017-12-31270563459
2016 : H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$52,928,501
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$21,103,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$20,671,228
Expenses. Certain deemed distributions of participant loans2016-12-31$11,167
Value of total corrective distributions2016-12-31$7,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$32,886,556
Value of total assets at end of year2016-12-31$301,655,957
Value of total assets at beginning of year2016-12-31$269,830,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$413,750
Total interest from all sources2016-12-31$1,255,059
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,227,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,227,981
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$29,271,772
Participant contributions at end of year2016-12-31$5,392,874
Participant contributions at beginning of year2016-12-31$5,071,109
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,033,637
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,117,844
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,614,784
Other income not declared elsewhere2016-12-31$173,317
Administrative expenses (other) incurred2016-12-31$413,750
Total non interest bearing cash at end of year2016-12-31$212
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$31,825,281
Value of net assets at end of year (total assets less liabilities)2016-12-31$301,655,957
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$269,830,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$248,595,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$219,199,083
Value of interest in pooled separate accounts at end of year2016-12-31$1,448,312
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,479,826
Interest on participant loans2016-12-31$218,053
Interest earned on other investments2016-12-31$1,037,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$45,185,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$42,962,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$14,269,022
Net investment gain/loss from pooled separate accounts2016-12-31$116,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$20,671,228
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ACELL AUDIT & COMPLIANCE, PA
Accountancy firm EIN2016-12-31270563459
2015 : H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$31,625,716
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$19,788,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$19,696,783
Expenses. Certain deemed distributions of participant loans2015-12-31$6,624
Value of total corrective distributions2015-12-31$8,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$28,357,669
Value of total assets at end of year2015-12-31$269,830,676
Value of total assets at beginning of year2015-12-31$257,993,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$77,106
Total interest from all sources2015-12-31$1,499,700
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,047,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,047,144
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$27,305,481
Participant contributions at end of year2015-12-31$5,071,109
Participant contributions at beginning of year2015-12-31$4,824,843
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,117,844
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,272,336
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,051,624
Other income not declared elsewhere2015-12-31$183,042
Administrative expenses (other) incurred2015-12-31$77,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$11,837,109
Value of net assets at end of year (total assets less liabilities)2015-12-31$269,830,676
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$257,993,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$219,199,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$194,129,538
Value of interest in pooled separate accounts at end of year2015-12-31$1,479,826
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,840,505
Interest on participant loans2015-12-31$206,913
Interest earned on other investments2015-12-31$1,292,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$42,962,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$55,926,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,461,135
Net investment gain/loss from pooled separate accounts2015-12-31$-704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$19,696,783
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ACELL AUDIT & COMPLIANCE, PA
Accountancy firm EIN2015-12-31270563459
2014 : H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$38,557,792
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$15,498,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$15,384,057
Expenses. Certain deemed distributions of participant loans2014-12-31$5,889
Value of total corrective distributions2014-12-31$12,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$27,188,231
Value of total assets at end of year2014-12-31$257,993,567
Value of total assets at beginning of year2014-12-31$234,934,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$95,799
Total interest from all sources2014-12-31$1,511,414
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,409,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,409,341
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$25,692,889
Participant contributions at end of year2014-12-31$4,824,843
Participant contributions at beginning of year2014-12-31$3,790,596
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,272,336
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,567,764
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,482,234
Other income not declared elsewhere2014-12-31$34,608
Administrative expenses (other) incurred2014-12-31$95,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$23,059,540
Value of net assets at end of year (total assets less liabilities)2014-12-31$257,993,567
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$234,934,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$194,129,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$176,461,904
Value of interest in pooled separate accounts at end of year2014-12-31$1,840,505
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$183,027
Interest earned on other investments2014-12-31$1,328,387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$55,926,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$53,113,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$7,413,784
Net investment gain/loss from pooled separate accounts2014-12-31$414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$13,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$15,384,057
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ACELL AUDIT & COMPLIANCE, PA
Accountancy firm EIN2014-12-31270563459
2013 : H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$61,808,378
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,513,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,434,848
Expenses. Certain deemed distributions of participant loans2013-12-31$6,848
Value of total corrective distributions2013-12-31$159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$26,291,093
Value of total assets at end of year2013-12-31$234,934,027
Value of total assets at beginning of year2013-12-31$184,638,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$71,181
Total interest from all sources2013-12-31$1,493,871
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,827,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,827,294
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$22,308,395
Participant contributions at end of year2013-12-31$3,790,596
Participant contributions at beginning of year2013-12-31$3,282,287
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,567,764
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,182,325
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,200,314
Other income not declared elsewhere2013-12-31$398,601
Administrative expenses (other) incurred2013-12-31$71,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$50,295,342
Value of net assets at end of year (total assets less liabilities)2013-12-31$234,934,027
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$184,638,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$176,461,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$131,445,435
Interest on participant loans2013-12-31$144,597
Interest earned on other investments2013-12-31$1,349,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$53,113,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$48,728,638
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$31,797,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,782,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,434,848
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ACELL AUDIT& COMPLIANCE, PA
Accountancy firm EIN2013-12-31270563459
2012 : H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$41,493,551
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$11,715,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,658,716
Value of total corrective distributions2012-12-31$8,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$23,189,326
Value of total assets at end of year2012-12-31$184,638,685
Value of total assets at beginning of year2012-12-31$154,861,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$49,074
Total interest from all sources2012-12-31$1,523,473
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,033,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,033,766
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$19,474,439
Participant contributions at end of year2012-12-31$3,282,287
Participant contributions at beginning of year2012-12-31$3,143,345
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,182,325
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,230,871
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,110,720
Other income not declared elsewhere2012-12-31$143,699
Administrative expenses (other) incurred2012-12-31$49,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$29,777,636
Value of net assets at end of year (total assets less liabilities)2012-12-31$184,638,685
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$154,861,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$131,445,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$106,280,757
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$139,296
Interest earned on other investments2012-12-31$1,384,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$48,728,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$44,206,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$14,603,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,604,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,658,716
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ACCELL AUDIT & COMPLIANCE, PA
Accountancy firm EIN2012-12-31270563459
2011 : H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$19,870,486
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,080,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,017,323
Value of total corrective distributions2011-12-31$13,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$22,415,449
Value of total assets at end of year2011-12-31$154,861,049
Value of total assets at beginning of year2011-12-31$142,070,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$48,880
Total interest from all sources2011-12-31$1,495,005
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,606,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,606,490
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$18,977,493
Participant contributions at end of year2011-12-31$3,143,345
Participant contributions at beginning of year2011-12-31$2,719,123
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,230,871
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,251,026
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$889,716
Administrative expenses (other) incurred2011-12-31$48,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$12,790,353
Value of net assets at end of year (total assets less liabilities)2011-12-31$154,861,049
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$142,070,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$106,280,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$98,794,007
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$132,483
Interest earned on other investments2011-12-31$1,362,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$44,206,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$39,306,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,646,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,548,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,017,323
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ACCELL AUDIT & COMPLIANCE, PA
Accountancy firm EIN2011-12-31270563459
2010 : H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$33,097,284
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,773,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,720,342
Expenses. Certain deemed distributions of participant loans2010-12-31$4,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$18,829,429
Value of total assets at end of year2010-12-31$142,070,696
Value of total assets at beginning of year2010-12-31$114,747,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$49,337
Total interest from all sources2010-12-31$1,446,420
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,325,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,325,315
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$17,305,804
Participant contributions at end of year2010-12-31$2,719,123
Participant contributions at beginning of year2010-12-31$2,455,396
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,251,026
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$582,805
Other income not declared elsewhere2010-12-31$8,952
Administrative expenses (other) incurred2010-12-31$49,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$27,323,523
Value of net assets at end of year (total assets less liabilities)2010-12-31$142,070,696
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$114,747,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$98,794,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$77,958,301
Interest on participant loans2010-12-31$132,326
Interest earned on other investments2010-12-31$1,314,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$39,306,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$34,333,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$11,487,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$940,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,720,342
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PERSHING YOAKLEY & ASSOCIATES, P.C.
Accountancy firm EIN2010-12-31621517792
2009 : H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN

2022: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 403B PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40840
Policy instance 2
Insurance contract or identification number40840
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039918
Policy instance 1
Insurance contract or identification number039918
Number of Individuals Covered10062
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40840
Policy instance 2
Insurance contract or identification number40840
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039918
Policy instance 1
Insurance contract or identification number039918
Number of Individuals Covered9406
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40840
Policy instance 2
Insurance contract or identification number40840
Number of Individuals Covered395
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039918
Policy instance 1
Insurance contract or identification number039918
Number of Individuals Covered8523
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039918
Policy instance 1
Insurance contract or identification number039918
Number of Individuals Covered7882
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40840
Policy instance 2
Insurance contract or identification number40840
Number of Individuals Covered295
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $131
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039918
Policy instance 1
Insurance contract or identification number039918
Number of Individuals Covered7221
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40840
Policy instance 2
Insurance contract or identification number40840
Number of Individuals Covered308
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $132
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40840
Policy instance 2
Insurance contract or identification number40840
Number of Individuals Covered325
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $220
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44
Insurance broker organization code?3
Insurance broker nameMC ALLISTER, SHIRLEY A
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039918
Policy instance 1
Insurance contract or identification number039918
Number of Individuals Covered7052
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40840
Policy instance 2
Insurance contract or identification number40840
Number of Individuals Covered347
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $285
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $144
Insurance broker organization code?3
Insurance broker nameMICHAEL WRIGHT
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039918
Policy instance 1
Insurance contract or identification number039918
Number of Individuals Covered5725
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40840
Policy instance 2
Insurance contract or identification number40840
Number of Individuals Covered368
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $724
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $269
Insurance broker organization code?3
Insurance broker nameWAGNER, EVA D
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039918
Policy instance 1
Insurance contract or identification number039918
Number of Individuals Covered5194
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039918
Policy instance 1
Insurance contract or identification number039918
Number of Individuals Covered4907
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40840
Policy instance 2
Insurance contract or identification number40840
Number of Individuals Covered388
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $703
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $284
Insurance broker organization code?3
Insurance broker nameUNASSIGNED
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40840
Policy instance 2
Insurance contract or identification number40840
Number of Individuals Covered4583
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $971
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $618
Insurance broker organization code?3
Insurance broker name
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039918
Policy instance 1
Insurance contract or identification number039918
Number of Individuals Covered4583
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039918
Policy instance 1
Insurance contract or identification number039918
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40840
Policy instance 2
Insurance contract or identification number40840
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,538
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039918
Policy instance 1
Insurance contract or identification number039918
Number of Individuals Covered4280
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40840
Policy instance 2
Insurance contract or identification number40840
Number of Individuals Covered60
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,670
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $944
Insurance broker organization code?3
Insurance broker nameLEDO, JOSEPH F

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