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BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 401k Plan overview

Plan NameBAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN
Plan identification number 009

BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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 RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0092022-01-01
0092021-01-01
0092020-01-01
0092019-01-01
0092018-01-01
0092017-01-01BARBARA NAPLES TAMARA NORRIS2018-10-12
0092016-01-01SUE NGUYEN
0092015-01-01MARK QUERTERMOUS JULIE NICKELL2016-10-17
0092014-01-01MARK QUERTERMOUS JULIE NICKELL2015-10-15
0092013-01-01MICHAEL J LEE
0092012-01-01MICHAEL J LEE
0092011-01-01MICHAEL J LEE
0092009-01-01KIMBERLY DAVID

Plan Statistics for BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN

401k plan membership statisitcs for BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN

Measure Date Value
2022: BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0114,135
Total number of active participants reported on line 7a of the Form 55002022-01-0110,240
Number of retired or separated participants receiving benefits2022-01-01123
Number of other retired or separated participants entitled to future benefits2022-01-014,416
Total of all active and inactive participants2022-01-0114,779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0123
Total participants2022-01-0114,802
Number of participants with account balances2022-01-0114,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01753
2021: BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0113,624
Total number of active participants reported on line 7a of the Form 55002021-01-019,875
Number of retired or separated participants receiving benefits2021-01-01107
Number of other retired or separated participants entitled to future benefits2021-01-014,131
Total of all active and inactive participants2021-01-0114,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0122
Total participants2021-01-0114,135
Number of participants with account balances2021-01-0113,391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01708
2020: BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0113,280
Total number of active participants reported on line 7a of the Form 55002020-01-019,563
Number of retired or separated participants receiving benefits2020-01-0191
Number of other retired or separated participants entitled to future benefits2020-01-013,951
Total of all active and inactive participants2020-01-0113,605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0119
Total participants2020-01-0113,624
Number of participants with account balances2020-01-0112,905
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01568
2019: BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0112,991
Total number of active participants reported on line 7a of the Form 55002019-01-019,308
Number of retired or separated participants receiving benefits2019-01-01101
Number of other retired or separated participants entitled to future benefits2019-01-013,855
Total of all active and inactive participants2019-01-0113,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0116
Total participants2019-01-0113,280
Number of participants with account balances2019-01-0112,587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01685
2018: BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0112,633
Total number of active participants reported on line 7a of the Form 55002018-01-019,259
Number of retired or separated participants receiving benefits2018-01-0191
Number of other retired or separated participants entitled to future benefits2018-01-013,627
Total of all active and inactive participants2018-01-0112,977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0114
Total participants2018-01-0112,991
Number of participants with account balances2018-01-0112,289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01636
2017: BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0112,097
Total number of active participants reported on line 7a of the Form 55002017-01-019,168
Number of retired or separated participants receiving benefits2017-01-0169
Number of other retired or separated participants entitled to future benefits2017-01-013,377
Total of all active and inactive participants2017-01-0112,614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0119
Total participants2017-01-0112,633
Number of participants with account balances2017-01-0111,938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01592
2016: BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111,518
Total number of active participants reported on line 7a of the Form 55002016-01-018,782
Number of retired or separated participants receiving benefits2016-01-0158
Number of other retired or separated participants entitled to future benefits2016-01-013,242
Total of all active and inactive participants2016-01-0112,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0115
Total participants2016-01-0112,097
Number of participants with account balances2016-01-0111,415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01606
2015: BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0112,395
Total number of active participants reported on line 7a of the Form 55002015-01-018,274
Number of retired or separated participants receiving benefits2015-01-0146
Number of other retired or separated participants entitled to future benefits2015-01-013,184
Total of all active and inactive participants2015-01-0111,504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0114
Total participants2015-01-0111,518
Number of participants with account balances2015-01-0110,851
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0155
2014: BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111,944
Total number of active participants reported on line 7a of the Form 55002014-01-018,949
Number of retired or separated participants receiving benefits2014-01-0138
Number of other retired or separated participants entitled to future benefits2014-01-013,386
Total of all active and inactive participants2014-01-0112,373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0122
Total participants2014-01-0112,395
Number of participants with account balances2014-01-0111,468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01129
2013: BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0112,116
Total number of active participants reported on line 7a of the Form 55002013-01-018,461
Number of retired or separated participants receiving benefits2013-01-0132
Number of other retired or separated participants entitled to future benefits2013-01-013,429
Total of all active and inactive participants2013-01-0111,922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0122
Total participants2013-01-0111,944
Number of participants with account balances2013-01-0111,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01159
2012: BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0111,848
Total number of active participants reported on line 7a of the Form 55002012-01-018,124
Number of retired or separated participants receiving benefits2012-01-0194
Number of other retired or separated participants entitled to future benefits2012-01-013,876
Total of all active and inactive participants2012-01-0112,094
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0122
Total participants2012-01-0112,116
Number of participants with account balances2012-01-0111,248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01111
2011: BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111,732
Total number of active participants reported on line 7a of the Form 55002011-01-018,203
Number of retired or separated participants receiving benefits2011-01-0175
Number of other retired or separated participants entitled to future benefits2011-01-013,534
Total of all active and inactive participants2011-01-0111,812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0136
Total participants2011-01-0111,848
Number of participants with account balances2011-01-0110,991
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0189
2009: BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019,558
Total number of active participants reported on line 7a of the Form 55002009-01-016,456
Number of retired or separated participants receiving benefits2009-01-0167
Number of other retired or separated participants entitled to future benefits2009-01-013,162
Total of all active and inactive participants2009-01-019,685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0128
Total participants2009-01-019,713
Number of participants with account balances2009-01-019,713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01553

Financial Data on BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN

Measure Date Value
2022 : BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-191,551,630
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$65,723,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$64,873,362
Expenses. Certain deemed distributions of participant loans2022-12-31$2,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$91,508,070
Value of total assets at end of year2022-12-31$1,434,738,254
Value of total assets at beginning of year2022-12-31$1,692,013,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$847,628
Total interest from all sources2022-12-31$3,649,884
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$50,769,665
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$50,769,665
Administrative expenses professional fees incurred2022-12-31$165,178
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
Participant contributions at end of year2022-12-31$604,079
Participant contributions at beginning of year2022-12-31$1,064,787
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$558,066
Other income not declared elsewhere2022-12-31$394,872
Administrative expenses (other) incurred2022-12-31$611,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-257,275,477
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,434,738,254
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,692,013,731
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$1,274,422,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,540,164,420
Value of interest in pooled separate accounts at end of year2022-12-31$11,380,878
Value of interest in pooled separate accounts at beginning of year2022-12-31$11,296,154
Interest on participant loans2022-12-31$39,086
Interest earned on other investments2022-12-31$2,991,432
Value of interest in common/collective trusts at end of year2022-12-31$30,991,727
Value of interest in common/collective trusts at beginning of year2022-12-31$29,209,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$40,828,460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$34,475,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$34,475,191
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$619,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$72,505,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$72,311,948
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$462,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-339,200,605
Net investment gain/loss from pooled separate accounts2022-12-31$960,283
Net investment gain or loss from common/collective trusts2022-12-31$366,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$90,950,004
Employer contributions (assets) at end of year2022-12-31$4,005,491
Employer contributions (assets) at beginning of year2022-12-31$3,491,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$64,410,710
Contract administrator fees2022-12-31$70,730
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 RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$265,106,206
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$66,469,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$65,682,269
Expenses. Certain deemed distributions of participant loans2021-12-31$30,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$61,953,101
Value of total assets at end of year2021-12-31$1,692,013,731
Value of total assets at beginning of year2021-12-31$1,493,377,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$757,067
Total interest from all sources2021-12-31$2,971,100
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$66,939,516
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$66,939,516
Administrative expenses professional fees incurred2021-12-31$143,534
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
Participant contributions at end of year2021-12-31$1,064,787
Participant contributions at beginning of year2021-12-31$1,871,207
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$426,796
Other income not declared elsewhere2021-12-31$636,416
Administrative expenses (other) incurred2021-12-31$576,014
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$198,636,592
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,692,013,731
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,493,377,139
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$1,540,164,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,336,528,009
Value of interest in pooled separate accounts at end of year2021-12-31$11,296,154
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,678,897
Interest on participant loans2021-12-31$105,816
Interest earned on other investments2021-12-31$2,859,855
Value of interest in common/collective trusts at end of year2021-12-31$29,209,813
Value of interest in common/collective trusts at beginning of year2021-12-31$30,160,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$34,475,191
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$41,192,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$41,192,158
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$5,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$72,311,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$72,034,912
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$995,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$130,543,207
Net investment gain/loss from pooled separate accounts2021-12-31$1,729,858
Net investment gain or loss from common/collective trusts2021-12-31$333,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$61,526,305
Employer contributions (assets) at end of year2021-12-31$3,491,418
Employer contributions (assets) at beginning of year2021-12-31$1,911,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$64,686,915
Contract administrator fees2021-12-31$37,519
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 RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$277,058,311
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$62,411,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$61,682,205
Expenses. Certain deemed distributions of participant loans2020-12-31$12,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$51,296,807
Value of total assets at end of year2020-12-31$1,493,377,139
Value of total assets at beginning of year2020-12-31$1,278,730,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$716,315
Total interest from all sources2020-12-31$3,558,767
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$53,087,389
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$53,087,389
Administrative expenses professional fees incurred2020-12-31$139,798
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
Participant contributions at end of year2020-12-31$1,871,207
Participant contributions at beginning of year2020-12-31$1,678,172
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$772,106
Other income not declared elsewhere2020-12-31$645,644
Administrative expenses (other) incurred2020-12-31$561,517
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$214,646,964
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,493,377,139
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,278,730,175
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$1,336,528,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,136,692,347
Value of interest in pooled separate accounts at end of year2020-12-31$9,678,897
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,376,772
Interest on participant loans2020-12-31$69,456
Interest earned on other investments2020-12-31$3,367,517
Value of interest in common/collective trusts at end of year2020-12-31$30,160,123
Value of interest in common/collective trusts at beginning of year2020-12-31$27,666,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$41,192,158
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$28,382,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$28,382,948
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$121,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$72,034,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$71,570,596
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,217,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$168,041,109
Net investment gain/loss from pooled separate accounts2020-12-31$-84,891
Net investment gain or loss from common/collective trusts2020-12-31$513,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$50,524,701
Employer contributions (assets) at end of year2020-12-31$1,911,833
Employer contributions (assets) at beginning of year2020-12-31$2,363,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$59,465,071
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 RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$300,002,700
Total income from all sources (including contributions)2019-12-31$300,002,700
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$64,357,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$63,547,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$63,547,547
Expenses. Certain deemed distributions of participant loans2019-12-31$111,975
Expenses. Certain deemed distributions of participant loans2019-12-31$111,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$78,014,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$78,014,911
Value of total assets at end of year2019-12-31$1,278,730,175
Value of total assets at end of year2019-12-31$1,278,730,175
Value of total assets at beginning of year2019-12-31$1,043,084,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$697,976
Total interest from all sources2019-12-31$3,576,043
Total interest from all sources2019-12-31$3,576,043
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$53,463,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$53,463,256
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$53,463,256
Administrative expenses professional fees incurred2019-12-31$147,863
Administrative expenses professional fees incurred2019-12-31$147,863
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Participant contributions at end of year2019-12-31$1,678,172
Participant contributions at end of year2019-12-31$1,678,172
Participant contributions at beginning of year2019-12-31$2,774,722
Participant contributions at beginning of year2019-12-31$2,774,722
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,926,366
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,926,366
Other income not declared elsewhere2019-12-31$529,714
Administrative expenses (other) incurred2019-12-31$528,903
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$235,645,202
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,278,730,175
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,278,730,175
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,043,084,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,136,692,347
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,136,692,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$903,088,774
Value of interest in pooled separate accounts at end of year2019-12-31$10,376,772
Value of interest in pooled separate accounts at end of year2019-12-31$10,376,772
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,956,016
Interest on participant loans2019-12-31$136,115
Interest on participant loans2019-12-31$136,115
Interest earned on other investments2019-12-31$2,865,668
Interest earned on other investments2019-12-31$2,865,668
Value of interest in common/collective trusts at end of year2019-12-31$27,666,068
Value of interest in common/collective trusts at end of year2019-12-31$27,666,068
Value of interest in common/collective trusts at beginning of year2019-12-31$29,230,475
Value of interest in common/collective trusts at beginning of year2019-12-31$29,230,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$28,382,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$28,382,948
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$24,395,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$24,395,623
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$24,395,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$24,395,623
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$574,260
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$574,260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$71,570,596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$71,570,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$71,555,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$71,555,352
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,632,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$163,269,160
Net investment gain/loss from pooled separate accounts2019-12-31$541,907
Net investment gain or loss from common/collective trusts2019-12-31$607,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$74,088,545
Contributions received in cash from employer2019-12-31$74,088,545
Employer contributions (assets) at end of year2019-12-31$2,363,272
Employer contributions (assets) at end of year2019-12-31$2,363,272
Employer contributions (assets) at beginning of year2019-12-31$2,084,011
Employer contributions (assets) at beginning of year2019-12-31$2,084,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$61,914,872
Contract administrator fees2019-12-31$21,210
Contract administrator fees2019-12-31$21,210
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DOEREN MAYHEW TEXAS PLLC
Accountancy firm EIN2019-12-31364745545
2018 : BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$21,947,168
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$57,581,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$56,955,849
Expenses. Certain deemed distributions of participant loans2018-12-31$37,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$74,005,930
Value of total assets at end of year2018-12-31$1,043,084,973
Value of total assets at beginning of year2018-12-31$1,078,719,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$588,630
Total interest from all sources2018-12-31$3,383,340
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$44,542,411
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$44,542,411
Administrative expenses professional fees incurred2018-12-31$114,714
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
Participant contributions at end of year2018-12-31$2,774,722
Participant contributions at beginning of year2018-12-31$1,246,814
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,960,819
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$1,389,510
Other income not declared elsewhere2018-12-31$638,337
Administrative expenses (other) incurred2018-12-31$446,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-35,634,547
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,043,084,973
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,078,719,520
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$903,088,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$941,893,649
Value of interest in pooled separate accounts at end of year2018-12-31$9,956,016
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,438,196
Interest on participant loans2018-12-31$57,742
Interest earned on other investments2018-12-31$2,906,667
Value of interest in common/collective trusts at end of year2018-12-31$29,230,475
Value of interest in common/collective trusts at beginning of year2018-12-31$30,165,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$24,395,623
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$23,250,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$23,250,706
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$418,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$71,555,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$70,956,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-101,218,947
Net investment gain/loss from pooled separate accounts2018-12-31$453,800
Net investment gain or loss from common/collective trusts2018-12-31$142,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$71,045,111
Employer contributions (assets) at end of year2018-12-31$2,084,011
Employer contributions (assets) at beginning of year2018-12-31$1,768,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$55,566,339
Contract administrator fees2018-12-31$27,007
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 RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$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$231,732,546
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$42,898,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$42,770,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$70,543,913
Value of total assets at end of year2017-12-31$1,078,719,520
Value of total assets at beginning of year2017-12-31$889,885,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$127,802
Total interest from all sources2017-12-31$2,991,058
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$44,227,499
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$44,227,499
Administrative expenses professional fees incurred2017-12-31$105,432
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
Participant contributions at end of year2017-12-31$1,246,814
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,183,125
Other income not declared elsewhere2017-12-31$795,304
Administrative expenses (other) incurred2017-12-31$5,646
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$188,834,095
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,078,719,520
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$889,885,425
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$941,893,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$759,923,542
Value of interest in pooled separate accounts at end of year2017-12-31$9,438,196
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,243,266
Interest on participant loans2017-12-31$7,474
Interest earned on other investments2017-12-31$2,801,733
Value of interest in common/collective trusts at end of year2017-12-31$30,165,170
Value of interest in common/collective trusts at beginning of year2017-12-31$30,483,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$23,250,706
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$22,045,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$22,045,678
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$181,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$70,956,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$67,776,261
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$593,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$112,336,117
Net investment gain/loss from pooled separate accounts2017-12-31$386,856
Net investment gain or loss from common/collective trusts2017-12-31$451,799
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$66,360,788
Employer contributions (assets) at end of year2017-12-31$1,768,212
Employer contributions (assets) at beginning of year2017-12-31$1,413,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$42,176,957
Contract administrator fees2017-12-31$16,724
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 RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$128,801,130
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$38,501,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$38,382,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$69,052,754
Value of total assets at end of year2016-12-31$889,885,425
Value of total assets at beginning of year2016-12-31$799,585,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$118,834
Total interest from all sources2016-12-31$1,418,890
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$25,687,265
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$25,687,265
Administrative expenses professional fees incurred2016-12-31$57,442
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
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,692,875
Other income not declared elsewhere2016-12-31$658,078
Administrative expenses (other) incurred2016-12-31$4,308
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$90,299,757
Value of net assets at end of year (total assets less liabilities)2016-12-31$889,885,425
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$799,585,668
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$759,923,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$670,696,160
Value of interest in pooled separate accounts at end of year2016-12-31$8,243,266
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,310,507
Interest earned on other investments2016-12-31$1,391,286
Value of interest in common/collective trusts at end of year2016-12-31$30,483,400
Value of interest in common/collective trusts at beginning of year2016-12-31$31,445,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$22,045,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$24,173,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$24,173,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$27,604
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$67,776,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$65,032,716
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$2,129,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$29,601,765
Net investment gain/loss from pooled separate accounts2016-12-31$389,906
Net investment gain or loss from common/collective trusts2016-12-31$1,992,472
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$61,359,879
Employer contributions (assets) at end of year2016-12-31$1,413,278
Employer contributions (assets) at beginning of year2016-12-31$927,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$36,252,988
Contract administrator fees2016-12-31$57,084
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 RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$62,344,486
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$47,996,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$47,852,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$57,259,751
Value of total assets at end of year2015-12-31$799,585,668
Value of total assets at beginning of year2015-12-31$785,237,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$144,071
Total interest from all sources2015-12-31$2,632,470
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$30,930,151
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$30,930,151
Administrative expenses professional fees incurred2015-12-31$86,050
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$54,679,414
Amount contributed by the employer to the plan for this plan year2015-12-31$54,679,414
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,580,337
Other income not declared elsewhere2015-12-31$376,987
Administrative expenses (other) incurred2015-12-31$1,652
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$14,348,330
Value of net assets at end of year (total assets less liabilities)2015-12-31$799,585,668
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$785,237,338
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$670,696,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$654,079,703
Value of interest in pooled separate accounts at end of year2015-12-31$7,310,507
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,227,460
Interest earned on other investments2015-12-31$2,627,953
Value of interest in common/collective trusts at end of year2015-12-31$31,445,120
Value of interest in common/collective trusts at beginning of year2015-12-31$34,330,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$24,173,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$24,618,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$24,618,389
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$65,032,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$62,929,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-29,341,513
Net investment gain/loss from pooled separate accounts2015-12-31$535,634
Net investment gain or loss from common/collective trusts2015-12-31$-48,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$54,679,414
Employer contributions (assets) at end of year2015-12-31$927,266
Employer contributions (assets) at beginning of year2015-12-31$3,052,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$47,852,085
Contract administrator fees2015-12-31$56,369
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 RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$93,021,475
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$32,940,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$32,841,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$48,087,535
Value of total assets at end of year2014-12-31$785,237,338
Value of total assets at beginning of year2014-12-31$725,156,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$98,802
Total interest from all sources2014-12-31$2,690,170
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$44,086,863
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$44,086,863
Administrative expenses professional fees incurred2014-12-31$13,095
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
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$47,621,983
Amount contributed by the employer to the plan for this plan year2014-12-31$47,621,983
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$465,552
Other income not declared elsewhere2014-12-31$527,535
Administrative expenses (other) incurred2014-12-31$64,725
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$60,081,066
Value of net assets at end of year (total assets less liabilities)2014-12-31$785,237,338
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$725,156,272
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$654,079,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$592,174,501
Value of interest in pooled separate accounts at end of year2014-12-31$6,227,460
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,568,856
Interest earned on other investments2014-12-31$2,683,690
Value of interest in common/collective trusts at end of year2014-12-31$34,330,259
Value of interest in common/collective trusts at beginning of year2014-12-31$34,176,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$24,618,389
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$28,000,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$28,000,030
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$6,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$62,929,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$62,823,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-3,525,348
Net investment gain/loss from pooled separate accounts2014-12-31$752,825
Net investment gain or loss from common/collective trusts2014-12-31$401,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$47,621,983
Employer contributions (assets) at end of year2014-12-31$3,052,202
Employer contributions (assets) at beginning of year2014-12-31$1,412,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$32,841,607
Contract administrator fees2014-12-31$20,982
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 RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$143,386,642
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$34,945,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$34,890,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$39,255,729
Value of total assets at end of year2013-12-31$725,156,272
Value of total assets at beginning of year2013-12-31$616,715,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$55,024
Total interest from all sources2013-12-31$2,549,088
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$15,186,625
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$15,186,625
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$38,196,185
Amount contributed by the employer to the plan for this plan year2013-12-31$38,196,185
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,059,544
Other income not declared elsewhere2013-12-31$1,319,377
Administrative expenses (other) incurred2013-12-31$25,169
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$108,440,645
Value of net assets at end of year (total assets less liabilities)2013-12-31$725,156,272
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$616,715,627
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$592,174,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$486,640,125
Value of interest in pooled separate accounts at end of year2013-12-31$6,568,856
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,288,824
Interest earned on other investments2013-12-31$2,543,937
Value of interest in common/collective trusts at end of year2013-12-31$34,176,253
Value of interest in common/collective trusts at beginning of year2013-12-31$36,249,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$28,000,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$26,882,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$26,882,849
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$5,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$62,823,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$59,924,621
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$749,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$84,623,688
Net investment gain/loss from pooled separate accounts2013-12-31$581,564
Net investment gain or loss from common/collective trusts2013-12-31$-129,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$38,196,185
Employer contributions (assets) at end of year2013-12-31$1,412,838
Employer contributions (assets) at beginning of year2013-12-31$729,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$34,141,429
Contract administrator fees2013-12-31$29,855
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 RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$98,619,875
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$34,303,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$34,210,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$34,721,151
Value of total assets at end of year2012-12-31$616,715,627
Value of total assets at beginning of year2012-12-31$552,398,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$92,427
Total interest from all sources2012-12-31$2,473,710
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$15,022,694
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$15,022,694
Administrative expenses professional fees incurred2012-12-31$92,427
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
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,744,867
Other income not declared elsewhere2012-12-31$337,664
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$64,316,693
Value of net assets at end of year (total assets less liabilities)2012-12-31$616,715,627
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$552,398,934
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$486,640,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$429,232,997
Value of interest in pooled separate accounts at end of year2012-12-31$6,288,824
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,937,820
Interest earned on other investments2012-12-31$2,471,393
Value of interest in common/collective trusts at end of year2012-12-31$36,249,831
Value of interest in common/collective trusts at beginning of year2012-12-31$37,649,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$26,882,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$21,886,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$21,886,600
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$59,924,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$58,195,908
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$779,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$45,539,702
Net investment gain/loss from pooled separate accounts2012-12-31$524,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$32,976,284
Employer contributions (assets) at end of year2012-12-31$729,377
Employer contributions (assets) at beginning of year2012-12-31$495,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$33,431,437
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 RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$16,103,368
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$47,490,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$47,470,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$24,857,763
Value of total assets at end of year2011-12-31$552,398,934
Value of total assets at beginning of year2011-12-31$583,785,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,145
Total interest from all sources2011-12-31$2,342,211
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$13,557,110
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$13,557,110
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
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$65,665
Administrative expenses (other) incurred2011-12-31$19,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-31,386,746
Value of net assets at end of year (total assets less liabilities)2011-12-31$552,398,934
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$583,785,680
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$429,232,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$460,010,190
Value of interest in pooled separate accounts at end of year2011-12-31$4,937,820
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,359,431
Interest earned on other investments2011-12-31$2,337,553
Value of interest in common/collective trusts at end of year2011-12-31$37,649,673
Value of interest in common/collective trusts at beginning of year2011-12-31$39,782,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$21,886,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$22,130,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$22,130,885
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4,658
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$58,195,908
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$56,939,780
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,202,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-26,282,218
Net investment gain/loss from pooled separate accounts2011-12-31$553,903
Net investment gain or loss from common/collective trusts2011-12-31$1,074,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$24,792,098
Employer contributions (assets) at end of year2011-12-31$495,936
Employer contributions (assets) at beginning of year2011-12-31$562,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$46,268,065
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 RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$87,242,531
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$26,552,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$26,548,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$24,395,829
Value of total assets at end of year2010-12-31$583,785,680
Value of total assets at beginning of year2010-12-31$523,095,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,971
Total interest from all sources2010-12-31$2,173,606
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$7,629,477
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$7,629,477
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
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$21,363,795
Amount contributed by the employer to the plan for this plan year2010-12-31$21,363,795
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,439,392
Administrative expenses (other) incurred2010-12-31$3,971
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$60,690,432
Value of net assets at end of year (total assets less liabilities)2010-12-31$583,785,680
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$523,095,248
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$460,010,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$400,526,860
Value of interest in pooled separate accounts at end of year2010-12-31$4,359,431
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,859,685
Interest earned on other investments2010-12-31$2,162,538
Value of interest in common/collective trusts at end of year2010-12-31$39,782,574
Value of interest in common/collective trusts at beginning of year2010-12-31$41,201,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$22,130,885
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$22,778,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$22,778,817
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$11,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$56,939,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$54,548,160
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$704,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$50,996,269
Net investment gain/loss from pooled separate accounts2010-12-31$504,376
Net investment gain or loss from common/collective trusts2010-12-31$1,542,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$22,956,437
Employer contributions (assets) at end of year2010-12-31$562,820
Employer contributions (assets) at beginning of year2010-12-31$1,180,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$25,843,793
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 RETIREMENT PLAN 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$42,486,365
Amount contributed by the employer to the plan for this plan year2009-12-31$42,486,365

Form 5500 Responses for BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN

2022: BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194450+007
Policy instance 2
Insurance contract or identification number194450+007
Number of Individuals Covered27
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101412
Policy instance 1
Insurance contract or identification number101412
Number of Individuals Covered798
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194450+007
Policy instance 2
Insurance contract or identification number194450+007
Number of Individuals Covered28
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101412
Policy instance 1
Insurance contract or identification number101412
Number of Individuals Covered817
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 number101412
Policy instance 1
Insurance contract or identification number101412
Number of Individuals Covered833
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194450+007
Policy instance 2
Insurance contract or identification number194450+007
Number of Individuals Covered30
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194450+007
Policy instance 2
Insurance contract or identification number194450+007
Number of Individuals Covered31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101412
Policy instance 1
Insurance contract or identification number101412
Number of Individuals Covered858
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194450+007
Policy instance 2
Insurance contract or identification number194450+007
Number of Individuals Covered31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101412
Policy instance 1
Insurance contract or identification number101412
Number of Individuals Covered887
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194450+007
Policy instance 2
Insurance contract or identification number194450+007
Number of Individuals Covered33
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101412
Policy instance 1
Insurance contract or identification number101412
Number of Individuals Covered921
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194450+007
Policy instance 2
Insurance contract or identification number194450+007
Number of Individuals Covered33
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101412
Policy instance 1
Insurance contract or identification number101412
Number of Individuals Covered949
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 number101412
Policy instance 1
Insurance contract or identification number101412
Number of Individuals Covered980
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194450+007
Policy instance 2
Insurance contract or identification number194450+007
Number of Individuals Covered34
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number194450+007
Policy instance 2
Insurance contract or identification number194450+007
Number of Individuals Covered36
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101412
Policy instance 1
Insurance contract or identification number101412
Number of Individuals Covered989
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 number101412
Policy instance 1
Insurance contract or identification number101412
Number of Individuals Covered992
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 number101412
Policy instance 1
Insurance contract or identification number101412
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 number101412
Policy instance 1
Insurance contract or identification number101412
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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