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H. LEE MOFFITT CANCER CENTER AND 401k Plan overview

Plan NameH. LEE MOFFITT CANCER CENTER AND
Plan identification number 002

H. LEE MOFFITT CANCER CENTER AND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01AMY DURHAM MARIANA BUGALLO-MUROS2018-10-08
0022016-01-01AMY DURHAM MARIANA BUGALLO-MUROS2017-10-10
0022015-01-01AMY DURHAM MARIANA BUGALLO-MUROS2016-10-06
0022014-01-01AMY DURHAM MARIANA BUGALLO-MUROS2015-10-09
0022013-01-01AMY DURHAM MARIANA BUGALLO-MUROS2015-10-09
0022012-01-01MICHELE TALKA JOANNE OLSON2013-10-14
0022011-01-01MICHELE TALKA JOANNE OLSON2012-10-15
0022010-01-01MICHELE TALKA JOANNE OLSON2011-10-07
0022009-01-01 YVETTE TREMONTI2010-10-05
0022009-01-01MICHELE TALKA YVETTE TREMONTI2010-10-05

Plan Statistics for H. LEE MOFFITT CANCER CENTER AND

401k plan membership statisitcs for H. LEE MOFFITT CANCER CENTER AND

Measure Date Value
2022: H. LEE MOFFITT CANCER CENTER AND 2022 401k membership
Total participants, beginning-of-year2022-01-017,137
Total number of active participants reported on line 7a of the Form 55002022-01-016,428
Number of retired or separated participants receiving benefits2022-01-0125
Number of other retired or separated participants entitled to future benefits2022-01-011,245
Total of all active and inactive participants2022-01-017,698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-017,698
Number of participants with account balances2022-01-017,698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: H. LEE MOFFITT CANCER CENTER AND 2021 401k membership
Total participants, beginning-of-year2021-01-016,780
Total number of active participants reported on line 7a of the Form 55002021-01-015,945
Number of retired or separated participants receiving benefits2021-01-0124
Number of other retired or separated participants entitled to future benefits2021-01-011,168
Total of all active and inactive participants2021-01-017,137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-017,137
Number of participants with account balances2021-01-017,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0145
2020: H. LEE MOFFITT CANCER CENTER AND 2020 401k membership
Total participants, beginning-of-year2020-01-016,168
Total number of active participants reported on line 7a of the Form 55002020-01-015,850
Number of retired or separated participants receiving benefits2020-01-0118
Number of other retired or separated participants entitled to future benefits2020-01-01912
Total of all active and inactive participants2020-01-016,780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-016,780
Number of participants with account balances2020-01-016,780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0123
2019: H. LEE MOFFITT CANCER CENTER AND 2019 401k membership
Total participants, beginning-of-year2019-01-015,807
Total number of active participants reported on line 7a of the Form 55002019-01-015,335
Number of retired or separated participants receiving benefits2019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-01819
Total of all active and inactive participants2019-01-016,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-016,168
Number of participants with account balances2019-01-016,168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: H. LEE MOFFITT CANCER CENTER AND 2018 401k membership
Total participants, beginning-of-year2018-01-015,456
Total number of active participants reported on line 7a of the Form 55002018-01-014,984
Number of retired or separated participants receiving benefits2018-01-0115
Number of other retired or separated participants entitled to future benefits2018-01-01808
Total of all active and inactive participants2018-01-015,807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015,807
Number of participants with account balances2018-01-015,807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: H. LEE MOFFITT CANCER CENTER AND 2017 401k membership
Total participants, beginning-of-year2017-01-015,016
Total number of active participants reported on line 7a of the Form 55002017-01-014,654
Number of retired or separated participants receiving benefits2017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-01791
Total of all active and inactive participants2017-01-015,456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015,456
Number of participants with account balances2017-01-015,456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0129
2016: H. LEE MOFFITT CANCER CENTER AND 2016 401k membership
Total participants, beginning-of-year2016-01-014,798
Total number of active participants reported on line 7a of the Form 55002016-01-014,343
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-01662
Total of all active and inactive participants2016-01-015,016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015,016
Number of participants with account balances2016-01-015,016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: H. LEE MOFFITT CANCER CENTER AND 2015 401k membership
Total participants, beginning-of-year2015-01-014,342
Total number of active participants reported on line 7a of the Form 55002015-01-013,999
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-01793
Total of all active and inactive participants2015-01-014,798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014,798
Number of participants with account balances2015-01-014,798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01114
2014: H. LEE MOFFITT CANCER CENTER AND 2014 401k membership
Total participants, beginning-of-year2014-01-014,812
Total number of active participants reported on line 7a of the Form 55002014-01-013,801
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01537
Total of all active and inactive participants2014-01-014,342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014,342
Number of participants with account balances2014-01-014,342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01129
2013: H. LEE MOFFITT CANCER CENTER AND 2013 401k membership
Total participants, beginning-of-year2013-01-014,549
Total number of active participants reported on line 7a of the Form 55002013-01-014,337
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-01470
Total of all active and inactive participants2013-01-014,812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014,812
Number of participants with account balances2013-01-014,277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01227
2012: H. LEE MOFFITT CANCER CENTER AND 2012 401k membership
Total participants, beginning-of-year2012-01-014,585
Total number of active participants reported on line 7a of the Form 55002012-01-014,091
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01454
Total of all active and inactive participants2012-01-014,549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014,549
Number of participants with account balances2012-01-014,549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01353
2011: H. LEE MOFFITT CANCER CENTER AND 2011 401k membership
Total participants, beginning-of-year2011-01-014,336
Total number of active participants reported on line 7a of the Form 55002011-01-014,220
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-01361
Total of all active and inactive participants2011-01-014,585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014,585
Number of participants with account balances2011-01-014,585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01383
2010: H. LEE MOFFITT CANCER CENTER AND 2010 401k membership
Total participants, beginning-of-year2010-01-013,587
Total number of active participants reported on line 7a of the Form 55002010-01-014,023
Number of retired or separated participants receiving benefits2010-01-016
Number of other retired or separated participants entitled to future benefits2010-01-01307
Total of all active and inactive participants2010-01-014,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014,336
Number of participants with account balances2010-01-014,336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01337
2009: H. LEE MOFFITT CANCER CENTER AND 2009 401k membership
Total participants, beginning-of-year2009-01-013,667
Total number of active participants reported on line 7a of the Form 55002009-01-013,587
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01451
Total of all active and inactive participants2009-01-014,040
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-014,041
Number of participants with account balances2009-01-014,041
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01255

Financial Data on H. LEE MOFFITT CANCER CENTER AND

Measure Date Value
2022 : H. LEE MOFFITT CANCER CENTER AND 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$0
Total income from all sources (including contributions)2022-12-31$-29,797,402
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$20,981,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$20,759,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$33,888,224
Value of total assets at end of year2022-12-31$349,655,583
Value of total assets at beginning of year2022-12-31$400,434,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$221,905
Total interest from all sources2022-12-31$530,444
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,084,972
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$6,084,972
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
Assets. Other investments not covered elsewhere at end of year2022-12-31$156,132
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$124,260
Other income not declared elsewhere2022-12-31$8,560
Administrative expenses (other) incurred2022-12-31$1,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-50,779,093
Value of net assets at end of year (total assets less liabilities)2022-12-31$349,655,583
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$400,434,676
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$316,802,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$371,895,902
Interest earned on other investments2022-12-31$530,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$32,697,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$28,414,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-70,309,602
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$33,888,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$20,759,786
Contract administrator fees2022-12-31$220,755
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 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$79,194,853
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$20,370,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$20,147,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$31,029,469
Value of total assets at end of year2021-12-31$400,434,676
Value of total assets at beginning of year2021-12-31$341,610,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$223,356
Total interest from all sources2021-12-31$488,046
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,423,085
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$5,423,085
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
Assets. Other investments not covered elsewhere at end of year2021-12-31$124,260
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$109,737
Other income not declared elsewhere2021-12-31$-6,823
Administrative expenses (other) incurred2021-12-31$223,356
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$58,824,109
Value of net assets at end of year (total assets less liabilities)2021-12-31$400,434,676
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$341,610,567
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$371,895,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$313,078,050
Interest earned on other investments2021-12-31$488,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$28,414,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$28,422,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$42,261,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$31,029,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$20,147,388
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 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$75,417,152
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$19,431,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$19,257,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$27,884,220
Value of total assets at end of year2020-12-31$341,610,567
Value of total assets at beginning of year2020-12-31$285,624,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$173,215
Total interest from all sources2020-12-31$572,426
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,448,020
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$4,448,020
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
Assets. Other investments not covered elsewhere at end of year2020-12-31$109,737
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$147,784
Other income not declared elsewhere2020-12-31$11,507
Administrative expenses (other) incurred2020-12-31$173,215
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$55,986,048
Value of net assets at end of year (total assets less liabilities)2020-12-31$341,610,567
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$285,624,519
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$313,078,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$259,807,676
Interest earned on other investments2020-12-31$572,426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$28,422,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$25,669,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$42,500,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$27,884,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$19,257,889
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 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$75,226,439
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$14,079,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,927,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$25,446,874
Value of total assets at end of year2019-12-31$285,624,519
Value of total assets at beginning of year2019-12-31$224,477,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$152,334
Total interest from all sources2019-12-31$573,279
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,200,735
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$5,200,735
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
Assets. Other investments not covered elsewhere at end of year2019-12-31$147,784
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$171,047
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$15,651
Other income not declared elsewhere2019-12-31$40,955
Administrative expenses (other) incurred2019-12-31$152,334
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$61,146,817
Value of net assets at end of year (total assets less liabilities)2019-12-31$285,624,519
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$224,477,702
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$259,807,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$199,706,233
Interest earned on other investments2019-12-31$573,279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$25,669,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$24,600,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$43,964,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$25,431,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,927,288
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 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$11,413,568
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,376,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,234,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$23,924,157
Value of total assets at end of year2018-12-31$224,477,702
Value of total assets at beginning of year2018-12-31$225,440,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$142,570
Total interest from all sources2018-12-31$497,579
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,260,714
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$4,260,714
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
Assets. Other investments not covered elsewhere at end of year2018-12-31$171,047
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$197,113
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$106,132
Other income not declared elsewhere2018-12-31$-9,376
Administrative expenses (other) incurred2018-12-31$142,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-963,262
Value of net assets at end of year (total assets less liabilities)2018-12-31$224,477,702
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$225,440,964
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$199,706,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$203,663,848
Interest earned on other investments2018-12-31$497,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$24,600,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$21,580,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-17,259,506
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$23,818,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,234,260
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 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$54,232,621
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,770,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,637,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$21,621,081
Value of total assets at end of year2017-12-31$225,440,964
Value of total assets at beginning of year2017-12-31$180,978,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$133,022
Total interest from all sources2017-12-31$471,472
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,389,022
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$3,389,022
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
Assets. Other investments not covered elsewhere at end of year2017-12-31$197,113
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$159,295
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$697,726
Other income not declared elsewhere2017-12-31$28,786
Administrative expenses (other) incurred2017-12-31$133,022
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$44,462,012
Value of net assets at end of year (total assets less liabilities)2017-12-31$225,440,964
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$180,978,952
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$203,663,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$159,197,620
Interest earned on other investments2017-12-31$471,472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$21,580,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$21,622,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$28,722,260
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$20,923,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,637,587
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 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$31,884,699
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,921,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,795,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$19,667,030
Value of total assets at end of year2016-12-31$180,978,952
Value of total assets at beginning of year2016-12-31$159,015,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$125,653
Total interest from all sources2016-12-31$465,897
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,735,979
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$2,735,979
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
Assets. Other investments not covered elsewhere at end of year2016-12-31$159,295
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$198,532
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$162,228
Other income not declared elsewhere2016-12-31$-86,121
Administrative expenses (other) incurred2016-12-31$125,653
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$21,963,175
Value of net assets at end of year (total assets less liabilities)2016-12-31$180,978,952
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$159,015,777
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$159,197,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$139,063,767
Interest earned on other investments2016-12-31$465,897
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$21,622,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$19,753,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$9,101,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$19,504,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,795,871
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 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$17,364,626
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,825,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,769,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$15,385,337
Value of total assets at end of year2015-12-31$159,015,777
Value of total assets at beginning of year2015-12-31$151,476,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$56,426
Total interest from all sources2015-12-31$636,430
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,877,566
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$1,877,566
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
Assets. Other investments not covered elsewhere at end of year2015-12-31$198,532
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$305,520
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$142,992
Other income not declared elsewhere2015-12-31$129,685
Administrative expenses (other) incurred2015-12-31$56,426
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$7,539,110
Value of net assets at end of year (total assets less liabilities)2015-12-31$159,015,777
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$151,476,667
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$139,063,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$122,403,179
Interest earned on other investments2015-12-31$636,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$19,753,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$28,767,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-664,392
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$15,242,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,769,090
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 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$24,125,628
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$11,883,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,458,440
Value of total corrective distributions2014-12-31$3,397,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$17,358,052
Value of total assets at end of year2014-12-31$151,476,667
Value of total assets at beginning of year2014-12-31$139,234,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$26,904
Total interest from all sources2014-12-31$651,400
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,483,987
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$1,483,987
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
Assets. Other investments not covered elsewhere at end of year2014-12-31$305,520
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$436,714
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$64,490
Other income not declared elsewhere2014-12-31$28,915
Administrative expenses (other) incurred2014-12-31$26,904
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$12,242,354
Value of net assets at end of year (total assets less liabilities)2014-12-31$151,476,667
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$139,234,313
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$122,403,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$112,151,169
Interest earned on other investments2014-12-31$651,400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$28,767,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$26,646,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,603,274
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$17,293,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,458,440
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 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$49,337,588
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,913,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,911,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$27,155,737
Value of total assets at end of year2013-12-31$139,234,313
Value of total assets at beginning of year2013-12-31$95,810,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,805
Total interest from all sources2013-12-31$642,136
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,109,640
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$1,109,640
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
Assets. Other investments not covered elsewhere at end of year2013-12-31$436,714
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$332,466
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,450
Other income not declared elsewhere2013-12-31$59,203
Administrative expenses (other) incurred2013-12-31$1,805
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$43,424,085
Value of net assets at end of year (total assets less liabilities)2013-12-31$139,234,313
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$95,810,228
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$112,151,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$73,895,021
Interest earned on other investments2013-12-31$642,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$26,646,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$21,582,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$20,370,872
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$27,153,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,911,698
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 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$25,109,549
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,698,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,697,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$14,751,015
Value of total assets at end of year2012-12-31$95,810,228
Value of total assets at beginning of year2012-12-31$76,399,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,432
Total interest from all sources2012-12-31$614,555
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,141,301
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$1,141,301
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$332,466
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$329,851
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$18,189
Other income not declared elsewhere2012-12-31$6,263
Administrative expenses (other) incurred2012-12-31$1,432
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$19,410,596
Value of net assets at end of year (total assets less liabilities)2012-12-31$95,810,228
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$76,399,632
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$73,895,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$57,194,866
Interest earned on other investments2012-12-31$614,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$21,582,741
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$18,874,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,596,415
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$14,732,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,697,521
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 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$12,242,441
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,953,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,951,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,152,521
Value of total assets at end of year2011-12-31$76,399,632
Value of total assets at beginning of year2011-12-31$67,110,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,805
Total interest from all sources2011-12-31$586,280
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$865,100
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$865,100
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$329,851
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$334,562
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$257,216
Administrative expenses (other) incurred2011-12-31$1,805
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$9,288,737
Value of net assets at end of year (total assets less liabilities)2011-12-31$76,399,632
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$67,110,895
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$57,194,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$50,726,032
Interest earned on other investments2011-12-31$586,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$18,874,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$16,050,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,361,460
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$13,895,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,951,899
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 AND COMPLIANCE PA
Accountancy firm EIN2011-12-31270563459
2010 : H. LEE MOFFITT CANCER CENTER AND 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$14,434,152
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,254,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,252,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,204,633
Value of total assets at end of year2010-12-31$67,110,895
Value of total assets at beginning of year2010-12-31$54,931,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,606
Total interest from all sources2010-12-31$532,344
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$677,234
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$677,234
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
Assets. Other investments not covered elsewhere at end of year2010-12-31$334,562
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$278,341
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$196,416
Other income not declared elsewhere2010-12-31$29,116
Administrative expenses (other) incurred2010-12-31$1,606
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$12,179,891
Value of net assets at end of year (total assets less liabilities)2010-12-31$67,110,895
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$54,931,004
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$50,726,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$40,634,530
Interest earned on other investments2010-12-31$532,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$16,050,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$14,018,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,990,825
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$7,008,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,252,655
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 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

2022: H. LEE MOFFITT CANCER CENTER AND 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 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 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 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 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 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 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 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 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 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 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 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
2010: H. LEE MOFFITT CANCER CENTER AND 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: H. LEE MOFFITT CANCER CENTER AND 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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039968
Policy instance 1
Insurance contract or identification number039968
Number of Individuals Covered7698
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039968
Policy instance 1
Insurance contract or identification number039968
Number of Individuals Covered7137
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 number039968
Policy instance 1
Insurance contract or identification number039968
Number of Individuals Covered6780
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 number039968
Policy instance 1
Insurance contract or identification number039968
Number of Individuals Covered6168
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039968
Policy instance 1
Insurance contract or identification number039968
Number of Individuals Covered5807
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA2593
Policy instance 1
Insurance contract or identification numberGA2593
Number of Individuals Covered5456
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA2593
Policy instance 1
Insurance contract or identification numberGA2593
Number of Individuals Covered4798
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA2593
Policy instance 1
Insurance contract or identification numberGA2593
Number of Individuals Covered4342
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 numberGA2593
Policy instance 1
Insurance contract or identification numberGA2593
Number of Individuals Covered4812
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA2593
Policy instance 1
Insurance contract or identification numberGA2593
Number of Individuals Covered4549
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 numberGA2593
Policy instance 1
Insurance contract or identification numberGA2593
Number of Individuals Covered4585
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA2593
Policy instance 1
Insurance contract or identification numberGA2593
Number of Individuals Covered4336
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

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