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BAYLOR COLLEGE OF MEDICINE SECTION 403B 401k Plan overview

Plan NameBAYLOR COLLEGE OF MEDICINE SECTION 403B
Plan identification number 008

BAYLOR COLLEGE OF MEDICINE SECTION 403B Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BAYLOR COLLEGE OF MEDICINE has sponsored the creation of one or more 401k plans.

Company Name:BAYLOR COLLEGE OF MEDICINE
Employer identification number (EIN):741613878
NAIC Classification:611000

Additional information about BAYLOR COLLEGE OF MEDICINE

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1969-01-20
Company Identification Number: 0025618901
Legal Registered Office Address: 1 BAYLOR PLZ C/O MS BCMT 203

HOUSTON
United States of America (USA)
77030

More information about BAYLOR COLLEGE OF MEDICINE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAYLOR COLLEGE OF MEDICINE SECTION 403B

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082022-01-01
0082021-01-01
0082020-01-01
0082019-01-01
0082018-01-01
0082017-01-01BARBARA NAPLES TAMARA NORRIS2018-10-12
0082016-01-01SUE NGUYEN
0082015-01-01MARK QUERTERMOUS JULIE NICKELL2016-10-17
0082014-01-01MARK QUERTERMOUS JULIE NICKELL2015-10-15
0082013-01-01MICHAEL J LEE
0082012-01-01MICHAEL J LEE
0082011-01-01MICHAEL LEE
0082009-01-01KIMBERLY DAVID

Plan Statistics for BAYLOR COLLEGE OF MEDICINE SECTION 403B

401k plan membership statisitcs for BAYLOR COLLEGE OF MEDICINE SECTION 403B

Measure Date Value
2022: BAYLOR COLLEGE OF MEDICINE SECTION 403B 2022 401k membership
Total participants, beginning-of-year2022-01-0118,691
Total number of active participants reported on line 7a of the Form 55002022-01-0112,679
Number of retired or separated participants receiving benefits2022-01-0161
Number of other retired or separated participants entitled to future benefits2022-01-016,980
Total of all active and inactive participants2022-01-0119,720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0116
Total participants2022-01-0119,736
Number of participants with account balances2022-01-0117,509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BAYLOR COLLEGE OF MEDICINE SECTION 403B 2021 401k membership
Total participants, beginning-of-year2021-01-0117,720
Total number of active participants reported on line 7a of the Form 55002021-01-0112,275
Number of retired or separated participants receiving benefits2021-01-0152
Number of other retired or separated participants entitled to future benefits2021-01-016,347
Total of all active and inactive participants2021-01-0118,674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0117
Total participants2021-01-0118,691
Number of participants with account balances2021-01-0116,433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BAYLOR COLLEGE OF MEDICINE SECTION 403B 2020 401k membership
Total participants, beginning-of-year2020-01-0117,181
Total number of active participants reported on line 7a of the Form 55002020-01-0111,908
Number of retired or separated participants receiving benefits2020-01-0141
Number of other retired or separated participants entitled to future benefits2020-01-015,755
Total of all active and inactive participants2020-01-0117,704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0116
Total participants2020-01-0117,720
Number of participants with account balances2020-01-0115,444
2019: BAYLOR COLLEGE OF MEDICINE SECTION 403B 2019 401k membership
Total participants, beginning-of-year2019-01-0116,621
Total number of active participants reported on line 7a of the Form 55002019-01-0111,654
Number of retired or separated participants receiving benefits2019-01-0147
Number of other retired or separated participants entitled to future benefits2019-01-015,468
Total of all active and inactive participants2019-01-0117,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0112
Total participants2019-01-0117,181
Number of participants with account balances2019-01-0114,796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BAYLOR COLLEGE OF MEDICINE SECTION 403B 2018 401k membership
Total participants, beginning-of-year2018-01-0116,155
Total number of active participants reported on line 7a of the Form 55002018-01-0111,666
Number of retired or separated participants receiving benefits2018-01-0140
Number of other retired or separated participants entitled to future benefits2018-01-014,906
Total of all active and inactive participants2018-01-0116,612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-019
Total participants2018-01-0116,621
Number of participants with account balances2018-01-0114,164
2017: BAYLOR COLLEGE OF MEDICINE SECTION 403B 2017 401k membership
Total participants, beginning-of-year2017-01-0115,026
Total number of active participants reported on line 7a of the Form 55002017-01-0111,581
Number of retired or separated participants receiving benefits2017-01-0132
Number of other retired or separated participants entitled to future benefits2017-01-014,531
Total of all active and inactive participants2017-01-0116,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0111
Total participants2017-01-0116,155
Number of participants with account balances2017-01-0113,612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BAYLOR COLLEGE OF MEDICINE SECTION 403B 2016 401k membership
Total participants, beginning-of-year2016-01-0114,098
Total number of active participants reported on line 7a of the Form 55002016-01-0111,021
Number of retired or separated participants receiving benefits2016-01-0123
Number of other retired or separated participants entitled to future benefits2016-01-013,975
Total of all active and inactive participants2016-01-0115,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-0115,026
Number of participants with account balances2016-01-0112,508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BAYLOR COLLEGE OF MEDICINE SECTION 403B 2015 401k membership
Total participants, beginning-of-year2015-01-0116,683
Total number of active participants reported on line 7a of the Form 55002015-01-0110,487
Number of retired or separated participants receiving benefits2015-01-0118
Number of other retired or separated participants entitled to future benefits2015-01-013,589
Total of all active and inactive participants2015-01-0114,094
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-0114,098
Number of participants with account balances2015-01-0111,574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BAYLOR COLLEGE OF MEDICINE SECTION 403B 2014 401k membership
Total participants, beginning-of-year2014-01-0115,578
Total number of active participants reported on line 7a of the Form 55002014-01-0112,177
Number of retired or separated participants receiving benefits2014-01-0113
Number of other retired or separated participants entitled to future benefits2014-01-014,482
Total of all active and inactive participants2014-01-0116,672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0111
Total participants2014-01-0116,683
Number of participants with account balances2014-01-0113,722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BAYLOR COLLEGE OF MEDICINE SECTION 403B 2013 401k membership
Total participants, beginning-of-year2013-01-0116,577
Total number of active participants reported on line 7a of the Form 55002013-01-0111,780
Number of retired or separated participants receiving benefits2013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-013,773
Total of all active and inactive participants2013-01-0115,562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0116
Total participants2013-01-0115,578
Number of participants with account balances2013-01-0110,930
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BAYLOR COLLEGE OF MEDICINE SECTION 403B 2012 401k membership
Total participants, beginning-of-year2012-01-0116,041
Total number of active participants reported on line 7a of the Form 55002012-01-0112,650
Number of retired or separated participants receiving benefits2012-01-0124
Number of other retired or separated participants entitled to future benefits2012-01-013,892
Total of all active and inactive participants2012-01-0116,566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0111
Total participants2012-01-0116,577
Number of participants with account balances2012-01-0110,754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BAYLOR COLLEGE OF MEDICINE SECTION 403B 2011 401k membership
Total participants, beginning-of-year2011-01-0112,273
Total number of active participants reported on line 7a of the Form 55002011-01-0112,438
Number of retired or separated participants receiving benefits2011-01-0118
Number of other retired or separated participants entitled to future benefits2011-01-013,575
Total of all active and inactive participants2011-01-0116,031
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0110
Total participants2011-01-0116,041
Number of participants with account balances2011-01-0110,054
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BAYLOR COLLEGE OF MEDICINE SECTION 403B 2009 401k membership
Total participants, beginning-of-year2009-01-0112,273
Total number of active participants reported on line 7a of the Form 55002009-01-0110,222
Number of retired or separated participants receiving benefits2009-01-0117
Number of other retired or separated participants entitled to future benefits2009-01-012,027
Total of all active and inactive participants2009-01-0112,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-017
Total participants2009-01-0112,273
Number of participants with account balances2009-01-0112,273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BAYLOR COLLEGE OF MEDICINE SECTION 403B

Measure Date Value
2022 : BAYLOR COLLEGE OF MEDICINE SECTION 403B 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$41,250,006
Total unrealized appreciation/depreciation of assets2022-12-31$41,250,006
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$0
Total income from all sources (including contributions)2022-12-31$-199,031,832
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$87,531,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$86,337,439
Expenses. Certain deemed distributions of participant loans2022-12-31$16,798
Value of total corrective distributions2022-12-31$109,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$102,593,406
Value of total assets at end of year2022-12-31$1,634,224,741
Value of total assets at beginning of year2022-12-31$1,920,788,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,068,186
Total interest from all sources2022-12-31$9,572,025
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$427,975
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$427,975
Administrative expenses professional fees incurred2022-12-31$235,633
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$95,146,959
Participant contributions at end of year2022-12-31$7,135,777
Participant contributions at beginning of year2022-12-31$6,651,537
Participant contributions at end of year2022-12-31$5,253,474
Participant contributions at beginning of year2022-12-31$4,567,623
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,446,447
Other income not declared elsewhere2022-12-31$1,037,140
Administrative expenses (other) incurred2022-12-31$759,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-286,563,803
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,634,224,741
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,920,788,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,331,879,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,624,268,126
Value of interest in pooled separate accounts at end of year2022-12-31$21,401,575
Value of interest in pooled separate accounts at beginning of year2022-12-31$20,512,084
Interest on participant loans2022-12-31$331,455
Interest earned on other investments2022-12-31$8,543,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$46,821,022
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$39,984,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$39,984,862
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$697,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$221,733,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$224,804,312
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$465,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-355,600,588
Net investment gain/loss from pooled separate accounts2022-12-31$1,688,204
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$85,872,416
Contract administrator fees2022-12-31$73,327
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 name2022-12-31DOEREN MAYHEW TEXAS PLLC
Accountancy firm EIN2022-12-31364745545
2021 : BAYLOR COLLEGE OF MEDICINE SECTION 403B 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$329,996,514
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$87,727,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$86,703,246
Expenses. Certain deemed distributions of participant loans2021-12-31$29,209
Value of total corrective distributions2021-12-31$65,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$94,420,808
Value of total assets at end of year2021-12-31$1,920,788,544
Value of total assets at beginning of year2021-12-31$1,678,519,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$930,202
Total interest from all sources2021-12-31$7,894,580
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$56,618,981
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$56,618,981
Administrative expenses professional fees incurred2021-12-31$158,375
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$87,390,023
Participant contributions at end of year2021-12-31$6,651,537
Participant contributions at beginning of year2021-12-31$6,600,562
Participant contributions at end of year2021-12-31$4,567,623
Participant contributions at beginning of year2021-12-31$3,825,156
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,030,785
Other income not declared elsewhere2021-12-31$1,411,014
Administrative expenses (other) incurred2021-12-31$688,706
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$242,268,636
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,920,788,544
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,678,519,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,624,268,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,376,493,887
Value of interest in pooled separate accounts at end of year2021-12-31$20,512,084
Value of interest in pooled separate accounts at beginning of year2021-12-31$17,157,848
Interest on participant loans2021-12-31$359,574
Interest earned on other investments2021-12-31$7,529,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$39,984,862
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$47,490,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$47,490,231
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$5,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$224,804,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$226,952,224
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$113,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$166,543,080
Net investment gain/loss from pooled separate accounts2021-12-31$3,108,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$86,590,210
Contract administrator fees2021-12-31$83,121
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 name2021-12-31DOEREN MAYHEW TEXAS PLLC
Accountancy firm EIN2021-12-31364745545
2020 : BAYLOR COLLEGE OF MEDICINE SECTION 403B 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$330,095,575
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$86,319,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$85,133,868
Expenses. Certain deemed distributions of participant loans2020-12-31$65,379
Value of total corrective distributions2020-12-31$132,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$85,532,266
Value of total assets at end of year2020-12-31$1,678,519,908
Value of total assets at beginning of year2020-12-31$1,434,743,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$987,606
Total interest from all sources2020-12-31$8,731,892
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$47,466,830
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$47,466,830
Administrative expenses professional fees incurred2020-12-31$270,268
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$80,546,966
Participant contributions at end of year2020-12-31$6,600,562
Participant contributions at beginning of year2020-12-31$6,401,382
Participant contributions at end of year2020-12-31$3,825,156
Participant contributions at beginning of year2020-12-31$2,903,863
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,985,300
Other income not declared elsewhere2020-12-31$1,174,595
Administrative expenses (other) incurred2020-12-31$702,338
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$243,776,063
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,678,519,908
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,434,743,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,376,493,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,145,198,714
Value of interest in pooled separate accounts at end of year2020-12-31$17,157,848
Value of interest in pooled separate accounts at beginning of year2020-12-31$22,135,727
Interest on participant loans2020-12-31$359,424
Interest earned on other investments2020-12-31$8,218,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$47,490,231
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$37,415,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$37,415,084
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$154,170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$226,952,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$220,689,075
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,715,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$187,373,886
Net investment gain/loss from pooled separate accounts2020-12-31$-183,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$82,418,471
Contract administrator fees2020-12-31$15,000
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 name2020-12-31DOEREN MAYHEW TEXAS PLLC
Accountancy firm EIN2020-12-31364745545
2019 : BAYLOR COLLEGE OF MEDICINE SECTION 403B 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$325,634,834
Total income from all sources (including contributions)2019-12-31$325,634,834
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$75,792,205
Total of all expenses incurred2019-12-31$75,792,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$74,956,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$74,956,224
Expenses. Certain deemed distributions of participant loans2019-12-31$-130
Expenses. Certain deemed distributions of participant loans2019-12-31$-130
Value of total corrective distributions2019-12-31$84,226
Value of total corrective distributions2019-12-31$84,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$90,536,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$90,536,169
Value of total assets at end of year2019-12-31$1,434,743,845
Value of total assets at end of year2019-12-31$1,434,743,845
Value of total assets at beginning of year2019-12-31$1,184,901,216
Value of total assets at beginning of year2019-12-31$1,184,901,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$751,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$751,885
Total interest from all sources2019-12-31$9,372,034
Total interest from all sources2019-12-31$9,372,034
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$42,971,104
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$42,971,104
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$42,971,104
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$42,971,104
Administrative expenses professional fees incurred2019-12-31$8,672
Administrative expenses professional fees incurred2019-12-31$8,672
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
Value of fidelity bond cover2019-12-31$20,000,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$74,616,347
Participant contributions at end of year2019-12-31$6,401,382
Participant contributions at end of year2019-12-31$6,401,382
Participant contributions at beginning of year2019-12-31$6,358,691
Participant contributions at beginning of year2019-12-31$6,358,691
Participant contributions at end of year2019-12-31$2,903,863
Participant contributions at end of year2019-12-31$2,903,863
Participant contributions at beginning of year2019-12-31$2,384,985
Participant contributions at beginning of year2019-12-31$2,384,985
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$15,919,822
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$15,919,822
Other income not declared elsewhere2019-12-31$870,603
Other income not declared elsewhere2019-12-31$870,603
Administrative expenses (other) incurred2019-12-31$679,710
Administrative expenses (other) incurred2019-12-31$679,710
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$249,842,629
Value of net income/loss2019-12-31$249,842,629
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,434,743,845
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,434,743,845
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,184,901,216
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,184,901,216
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,145,198,714
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,145,198,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$897,397,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$897,397,814
Value of interest in pooled separate accounts at end of year2019-12-31$22,135,727
Value of interest in pooled separate accounts at end of year2019-12-31$22,135,727
Value of interest in pooled separate accounts at beginning of year2019-12-31$21,100,286
Value of interest in pooled separate accounts at beginning of year2019-12-31$21,100,286
Interest on participant loans2019-12-31$348,183
Interest on participant loans2019-12-31$348,183
Interest earned on other investments2019-12-31$8,248,834
Interest earned on other investments2019-12-31$8,248,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$37,415,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$37,415,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$35,616,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$35,616,424
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$35,616,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$35,616,424
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$775,017
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$775,017
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$220,689,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$220,689,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$222,043,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$222,043,016
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$5,557,095
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$5,557,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$180,718,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$180,718,213
Net investment gain/loss from pooled separate accounts2019-12-31$1,166,711
Net investment gain/loss from pooled separate accounts2019-12-31$1,166,711
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
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$69,399,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$69,399,129
Contract administrator fees2019-12-31$63,503
Contract administrator fees2019-12-31$63,503
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DOEREN MAYHEW TEXAS PLLC
Accountancy firm name2019-12-31DOEREN MAYHEW TEXAS PLLC
Accountancy firm EIN2019-12-31364745545
Accountancy firm EIN2019-12-31364745545
2018 : BAYLOR COLLEGE OF MEDICINE SECTION 403B 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$39,889,828
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$74,062,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$73,367,972
Expenses. Certain deemed distributions of participant loans2018-12-31$55,649
Value of total corrective distributions2018-12-31$28,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$89,368,789
Value of total assets at end of year2018-12-31$1,184,901,216
Value of total assets at beginning of year2018-12-31$1,219,073,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$610,374
Total interest from all sources2018-12-31$9,633,911
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$37,570,903
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$37,570,903
Administrative expenses professional fees incurred2018-12-31$9,024
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$69,779,443
Participant contributions at end of year2018-12-31$6,358,691
Participant contributions at beginning of year2018-12-31$5,495,609
Participant contributions at end of year2018-12-31$2,384,985
Participant contributions at beginning of year2018-12-31$1,962,535
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$19,589,346
Other income not declared elsewhere2018-12-31$832,186
Administrative expenses (other) incurred2018-12-31$553,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-34,172,580
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,184,901,216
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,219,073,796
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$897,397,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$929,260,489
Value of interest in pooled separate accounts at end of year2018-12-31$21,100,286
Value of interest in pooled separate accounts at beginning of year2018-12-31$22,231,554
Interest on participant loans2018-12-31$268,857
Interest earned on other investments2018-12-31$8,838,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$35,616,424
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$28,506,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$28,506,216
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$526,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$222,043,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$231,617,393
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$901,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-97,510,623
Net investment gain/loss from pooled separate accounts2018-12-31$-5,338
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$72,466,579
Contract administrator fees2018-12-31$47,748
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 name2018-12-31DOEREN MAYHEW TEXAS PLLC
Accountancy firm EIN2018-12-31364745545
2017 : BAYLOR COLLEGE OF MEDICINE SECTION 403B 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$241,396,199
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$57,861,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$57,781,827
Expenses. Certain deemed distributions of participant loans2017-12-31$7,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$72,159,854
Value of total assets at end of year2017-12-31$1,219,073,796
Value of total assets at beginning of year2017-12-31$1,035,538,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$71,447
Total interest from all sources2017-12-31$9,079,325
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$33,948,918
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$33,948,918
Administrative expenses professional fees incurred2017-12-31$28,808
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$63,706,303
Participant contributions at end of year2017-12-31$5,495,609
Participant contributions at beginning of year2017-12-31$3,934,434
Participant contributions at end of year2017-12-31$1,962,535
Participant contributions at beginning of year2017-12-31$1,580,164
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,431,832
Other income not declared elsewhere2017-12-31$669,007
Administrative expenses (other) incurred2017-12-31$36,632
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$183,534,988
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,219,073,796
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,035,538,808
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$929,260,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$760,632,176
Value of interest in pooled separate accounts at end of year2017-12-31$22,231,554
Value of interest in pooled separate accounts at beginning of year2017-12-31$20,855,059
Interest on participant loans2017-12-31$202,687
Interest earned on other investments2017-12-31$8,656,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$28,506,216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$26,220,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$26,220,396
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$220,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$231,617,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$222,316,579
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$134,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$124,606,290
Net investment gain/loss from pooled separate accounts2017-12-31$932,805
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$21,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$57,647,348
Contract administrator fees2017-12-31$6,007
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 name2017-12-31DOEREN MAYHEW TEXAS PLLC
Accountancy firm EIN2017-12-31364745545
2016 : BAYLOR COLLEGE OF MEDICINE SECTION 403B 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$138,921,237
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$55,197,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$55,127,849
Expenses. Certain deemed distributions of participant loans2016-12-31$-1,054
Value of total corrective distributions2016-12-31$8,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$71,946,871
Value of total assets at end of year2016-12-31$1,035,538,808
Value of total assets at beginning of year2016-12-31$951,815,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$62,539
Total interest from all sources2016-12-31$161,846
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$22,739,245
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$22,739,245
Administrative expenses professional fees incurred2016-12-31$35,691
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$57,258,072
Participant contributions at end of year2016-12-31$3,934,434
Participant contributions at beginning of year2016-12-31$3,623,543
Participant contributions at end of year2016-12-31$1,580,164
Participant contributions at beginning of year2016-12-31$995,108
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$14,657,714
Other income not declared elsewhere2016-12-31$592,108
Administrative expenses (other) incurred2016-12-31$14,484
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$83,723,483
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,035,538,808
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$951,815,325
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$760,632,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$684,398,347
Value of interest in pooled separate accounts at end of year2016-12-31$20,855,059
Value of interest in pooled separate accounts at beginning of year2016-12-31$19,363,375
Interest on participant loans2016-12-31$161,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$26,220,396
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$30,498,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$30,498,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$222,316,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$212,936,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$42,460,622
Net investment gain/loss from pooled separate accounts2016-12-31$1,020,545
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$31,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$55,127,849
Contract administrator fees2016-12-31$12,364
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 name2016-12-31DOEREN MAYHEW TEXAS PLLC
Accountancy firm EIN2016-12-31364745545
2015 : BAYLOR COLLEGE OF MEDICINE SECTION 403B 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$77,519,116
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$52,480,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$52,407,131
Value of total corrective distributions2015-12-31$28,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$65,514,942
Value of total assets at end of year2015-12-31$951,815,325
Value of total assets at beginning of year2015-12-31$926,776,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,493
Total interest from all sources2015-12-31$158,797
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$32,040,191
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$32,040,191
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$51,956,582
Participant contributions at end of year2015-12-31$3,623,543
Participant contributions at beginning of year2015-12-31$3,353,882
Participant contributions at end of year2015-12-31$995,108
Participant contributions at beginning of year2015-12-31$3,235,749
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$13,558,360
Other income not declared elsewhere2015-12-31$495,199
Administrative expenses (other) incurred2015-12-31$33,350
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$25,038,801
Value of net assets at end of year (total assets less liabilities)2015-12-31$951,815,325
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$926,776,524
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$684,398,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$668,224,280
Value of interest in pooled separate accounts at end of year2015-12-31$19,363,375
Value of interest in pooled separate accounts at beginning of year2015-12-31$17,975,833
Interest on participant loans2015-12-31$155,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$30,498,618
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$28,763,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$28,763,889
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$212,936,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$205,222,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-22,154,623
Net investment gain/loss from pooled separate accounts2015-12-31$1,464,610
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$52,407,131
Contract administrator fees2015-12-31$11,143
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 name2015-12-31DOEREN MAYHEW TEXAS PLLC
Accountancy firm EIN2015-12-31364745545
2014 : BAYLOR COLLEGE OF MEDICINE SECTION 403B 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$110,887,387
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$56,250,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$56,108,559
Expenses. Certain deemed distributions of participant loans2014-12-31$26,795
Value of total corrective distributions2014-12-31$29,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$55,908,611
Value of total assets at end of year2014-12-31$926,776,524
Value of total assets at beginning of year2014-12-31$872,139,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$85,668
Total interest from all sources2014-12-31$8,532,241
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$30,240,285
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$30,240,285
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$49,353,316
Participant contributions at end of year2014-12-31$3,353,882
Participant contributions at beginning of year2014-12-31$2,827,600
Participant contributions at end of year2014-12-31$3,235,749
Participant contributions at beginning of year2014-12-31$1,697,650
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,555,295
Other income not declared elsewhere2014-12-31$501,603
Administrative expenses (other) incurred2014-12-31$49,862
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$54,637,105
Value of net assets at end of year (total assets less liabilities)2014-12-31$926,776,524
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$872,139,419
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$668,224,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$615,716,132
Value of interest in pooled separate accounts at end of year2014-12-31$17,975,833
Value of interest in pooled separate accounts at beginning of year2014-12-31$16,482,368
Interest on participant loans2014-12-31$129,874
Interest earned on other investments2014-12-31$8,399,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$28,763,889
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$30,649,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$30,649,139
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$205,222,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$204,766,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$13,694,328
Net investment gain/loss from pooled separate accounts2014-12-31$2,010,319
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$56,108,559
Contract administrator fees2014-12-31$35,806
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 name2014-12-31DOEREN MAYHEW TEXAS PLLC
Accountancy firm EIN2014-12-31364745545
2013 : BAYLOR COLLEGE OF MEDICINE SECTION 403B 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$173,490,900
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$58,764,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$58,689,363
Expenses. Certain deemed distributions of participant loans2013-12-31$695
Value of total corrective distributions2013-12-31$28,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$48,735,625
Value of total assets at end of year2013-12-31$872,139,419
Value of total assets at beginning of year2013-12-31$757,412,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$46,255
Total interest from all sources2013-12-31$106,325
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$21,910,526
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$21,910,526
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$40,805,905
Participant contributions at end of year2013-12-31$2,827,600
Participant contributions at beginning of year2013-12-31$2,403,267
Participant contributions at end of year2013-12-31$1,697,650
Participant contributions at beginning of year2013-12-31$767,106
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,929,720
Other income not declared elsewhere2013-12-31$371,407
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$114,726,458
Value of net assets at end of year (total assets less liabilities)2013-12-31$872,139,419
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$757,412,961
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$615,716,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$506,897,700
Value of interest in pooled separate accounts at end of year2013-12-31$16,482,368
Value of interest in pooled separate accounts at beginning of year2013-12-31$13,909,678
Interest on participant loans2013-12-31$103,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$30,649,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$30,039,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$30,039,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$204,766,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$203,395,542
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,114,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$100,954,297
Net investment gain/loss from pooled separate accounts2013-12-31$1,412,720
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$56,574,427
Contract administrator fees2013-12-31$46,255
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 name2013-12-31DOEREN MAYHEW TEXAS PLLC
Accountancy firm EIN2013-12-31364745545
2012 : BAYLOR COLLEGE OF MEDICINE SECTION 403B 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$121,338,602
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$58,042,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$58,029,822
Expenses. Certain deemed distributions of participant loans2012-12-31$1,311
Value of total corrective distributions2012-12-31$2,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$44,859,704
Value of total assets at end of year2012-12-31$757,412,961
Value of total assets at beginning of year2012-12-31$694,116,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,226
Total interest from all sources2012-12-31$7,375,907
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$11,291,146
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$11,291,146
Administrative expenses professional fees incurred2012-12-31$8,226
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$36,886,071
Participant contributions at end of year2012-12-31$2,403,267
Participant contributions at beginning of year2012-12-31$0
Participant contributions at end of year2012-12-31$767,106
Participant contributions at beginning of year2012-12-31$524,804
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$7,973,633
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$2,225,378
Other income not declared elsewhere2012-12-31$424,449
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$63,296,409
Value of net assets at end of year (total assets less liabilities)2012-12-31$757,412,961
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$694,116,552
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$506,897,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$457,958,296
Value of interest in pooled separate accounts at end of year2012-12-31$13,909,678
Value of interest in pooled separate accounts at beginning of year2012-12-31$12,371,883
Interest on participant loans2012-12-31$94,286
Interest earned on other investments2012-12-31$7,279,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$30,039,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$23,201,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$23,201,404
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$203,395,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$197,834,787
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$704,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$56,128,561
Net investment gain/loss from pooled separate accounts2012-12-31$1,258,835
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$57,325,074
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 name2012-12-31MFR, P.C.
Accountancy firm EIN2012-12-31760236814
2011 : BAYLOR COLLEGE OF MEDICINE SECTION 403B 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$35,161,579
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$70,201,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$70,160,591
Expenses. Certain deemed distributions of participant loans2011-12-31$2,198
Value of total corrective distributions2011-12-31$10,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$40,196,498
Value of total assets at end of year2011-12-31$694,116,552
Value of total assets at beginning of year2011-12-31$729,156,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$27,710
Total interest from all sources2011-12-31$7,561,674
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$7,886,948
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$7,886,948
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
Contributions received from participants2011-12-31$33,075,620
Participant contributions at end of year2011-12-31$524,804
Participant contributions at beginning of year2011-12-31$888,611
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,120,878
Assets. Loans (other than to participants) at end of year2011-12-31$2,225,378
Assets. Loans (other than to participants) at beginning of year2011-12-31$1,562,310
Administrative expenses (other) incurred2011-12-31$27,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-35,039,747
Value of net assets at end of year (total assets less liabilities)2011-12-31$694,116,552
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$729,156,299
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$457,958,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$504,350,188
Value of interest in pooled separate accounts at end of year2011-12-31$12,371,883
Value of interest in pooled separate accounts at beginning of year2011-12-31$10,018,786
Interest on participant loans2011-12-31$78,283
Interest earned on other investments2011-12-31$7,479,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$23,201,404
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$22,455,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$22,455,681
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$197,834,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$189,880,723
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$580,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-21,891,515
Net investment gain/loss from pooled separate accounts2011-12-31$1,407,974
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$69,580,493
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 name2011-12-31MFR, P.C.
Accountancy firm EIN2011-12-31760236814
2010 : BAYLOR COLLEGE OF MEDICINE SECTION 403B 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$107,052,520
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$40,158,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$40,116,980
Expenses. Certain deemed distributions of participant loans2010-12-31$7,207
Value of total corrective distributions2010-12-31$12,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$34,393,639
Value of total assets at end of year2010-12-31$729,156,299
Value of total assets at beginning of year2010-12-31$662,261,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,195
Total interest from all sources2010-12-31$5,983,172
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,834,714
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$4,834,714
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$31,615,557
Participant contributions at end of year2010-12-31$888,611
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,778,082
Assets. Loans (other than to participants) at end of year2010-12-31$1,562,310
Assets. Loans (other than to participants) at beginning of year2010-12-31$1,426,911
Administrative expenses (other) incurred2010-12-31$21,195
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$66,894,506
Value of net assets at end of year (total assets less liabilities)2010-12-31$729,156,299
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$662,261,793
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$504,350,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$440,955,299
Value of interest in pooled separate accounts at end of year2010-12-31$10,018,786
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,383,098
Interest on participant loans2010-12-31$75,361
Interest earned on other investments2010-12-31$5,895,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$22,455,681
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$23,165,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$23,165,067
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$11,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$189,880,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$188,999,074
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$2,016,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$61,840,995
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
Employer contributions (assets) at beginning of year2010-12-31$1,332,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$38,100,758
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 name2010-12-31MFR, P.C.
Accountancy firm EIN2010-12-31760236814
2009 : BAYLOR COLLEGE OF MEDICINE SECTION 403B 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$31,071,783
Amount contributed by the employer to the plan for this plan year2009-12-31$31,071,783

Form 5500 Responses for BAYLOR COLLEGE OF MEDICINE SECTION 403B

2022: BAYLOR COLLEGE OF MEDICINE SECTION 403B 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: BAYLOR COLLEGE OF MEDICINE SECTION 403B 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: BAYLOR COLLEGE OF MEDICINE SECTION 403B 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: BAYLOR COLLEGE OF MEDICINE SECTION 403B 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: BAYLOR COLLEGE OF MEDICINE SECTION 403B 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: BAYLOR COLLEGE OF MEDICINE SECTION 403B 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: BAYLOR COLLEGE OF MEDICINE SECTION 403B 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: BAYLOR COLLEGE OF MEDICINE SECTION 403B 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: BAYLOR COLLEGE OF MEDICINE SECTION 403B 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: BAYLOR COLLEGE OF MEDICINE SECTION 403B 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BAYLOR COLLEGE OF MEDICINE SECTION 403B 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: BAYLOR COLLEGE OF MEDICINE SECTION 403B 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BAYLOR COLLEGE OF MEDICINE SECTION 403B 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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101411 101413
Policy instance 1
Insurance contract or identification number101411 101413
Number of Individuals Covered1856
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101411 101413
Policy instance 1
Insurance contract or identification number101411 101413
Number of Individuals Covered1913
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101411 101413
Policy instance 1
Insurance contract or identification number101411 101413
Number of Individuals Covered1963
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101411 101413
Policy instance 1
Insurance contract or identification number101411 101413
Number of Individuals Covered2027
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101411 101413
Policy instance 1
Insurance contract or identification number101411 101413
Number of Individuals Covered2102
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101411 101413
Policy instance 1
Insurance contract or identification number101411 101413
Number of Individuals Covered2196
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101411 101413
Policy instance 1
Insurance contract or identification number101411 101413
Number of Individuals Covered2290
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101411 101413
Policy instance 1
Insurance contract or identification number101411 101413
Number of Individuals Covered2347
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101411 101413
Policy instance 1
Insurance contract or identification number101411 101413
Number of Individuals Covered2361
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101411 101413
Policy instance 1
Insurance contract or identification number101411 101413
Number of Individuals Covered2453
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101411 101413
Policy instance 1
Insurance contract or identification number101411 101413
Number of Individuals Covered2501
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101411 101413
Policy instance 1
Insurance contract or identification number101411 101413
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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