401k Plan data: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN plan

LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 401k Plan overview

Plan Name	LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN
Plan identification number	001

LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LOVELACE BIOMEDICAL RESEARCH INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name: LOVELACE BIOMEDICAL RESEARCH INSTITUTE

Employer identification number (EIN): 850110669

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DAVID FLANDERS
001 2016-01-01 DAVID FLANDERS
001 2015-01-01 DAVID FLANDERS
001 2014-01-01 MICHELLE ALEXANDER
001 2013-01-01 MICHELLE ALEXANDER MICHELLE ALEXANDER 2014-09-19
001 2012-01-01 CHERYL DEVAUL CHERYL DEVAUL 2013-08-29
001 2011-01-01 GARY LARUE GARY LARUE 2012-10-16
001 2009-01-01 RICHARD MCGIVNEY 2010-10-15
001 2009-01-01 RICHARD MCGIVNEY

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	DAVID FLANDERS
001	2016-01-01	DAVID FLANDERS
001	2015-01-01	DAVID FLANDERS
001	2014-01-01	MICHELLE ALEXANDER
001	2013-01-01	MICHELLE ALEXANDER	MICHELLE ALEXANDER	2014-09-19
001	2012-01-01	CHERYL DEVAUL	CHERYL DEVAUL	2013-08-29
001	2011-01-01	GARY LARUE	GARY LARUE	2012-10-16
001	2009-01-01		RICHARD MCGIVNEY	2010-10-15
001	2009-01-01	RICHARD MCGIVNEY

Plan Statistics for LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN

401k plan membership statisitcs for LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN

Measure Date Value
2022: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,097
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 419
Number of other retired or separated participants entitled to future benefits 2022-01-01 669
Total of all active and inactive participants 2022-01-01 1,088
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 15
Total participants 2022-01-01 1,103
Number of participants with account balances 2022-01-01 1,074
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 67
2021: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,080
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 390
Number of other retired or separated participants entitled to future benefits 2021-01-01 703
Total of all active and inactive participants 2021-01-01 1,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 15
Total participants 2021-01-01 1,108
Number of participants with account balances 2021-01-01 1,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 34
2020: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,057
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 375
Number of other retired or separated participants entitled to future benefits 2020-01-01 704
Total of all active and inactive participants 2020-01-01 1,079
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 1,082
Number of participants with account balances 2020-01-01 1,059
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 15
2019: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,030
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 282
Number of other retired or separated participants entitled to future benefits 2019-01-01 773
Total of all active and inactive participants 2019-01-01 1,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 1,057
Number of participants with account balances 2019-01-01 1,034
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 11
2018: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,057
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 264
Number of other retired or separated participants entitled to future benefits 2018-01-01 767
Total of all active and inactive participants 2018-01-01 1,031
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 1,033
Number of participants with account balances 2018-01-01 1,012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 19
2017: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,106
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 317
Number of other retired or separated participants entitled to future benefits 2017-01-01 736
Total of all active and inactive participants 2017-01-01 1,053
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 4
Total participants 2017-01-01 1,057
Number of participants with account balances 2017-01-01 1,037
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 28
2016: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,114
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 385
Number of other retired or separated participants entitled to future benefits 2016-01-01 717
Total of all active and inactive participants 2016-01-01 1,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 4
Total participants 2016-01-01 1,106
Number of participants with account balances 2016-01-01 1,087
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 9
2015: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,119
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 432
Number of other retired or separated participants entitled to future benefits 2015-01-01 680
Total of all active and inactive participants 2015-01-01 1,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 5
Total participants 2015-01-01 1,117
Number of participants with account balances 2015-01-01 1,090
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 25
2014: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,130
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 493
Number of other retired or separated participants entitled to future benefits 2014-01-01 622
Total of all active and inactive participants 2014-01-01 1,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 5
Total participants 2014-01-01 1,120
Number of participants with account balances 2014-01-01 1,103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 9
2013: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,105
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 527
Number of other retired or separated participants entitled to future benefits 2013-01-01 626
Total of all active and inactive participants 2013-01-01 1,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 3
Total participants 2013-01-01 1,156
Number of participants with account balances 2013-01-01 1,116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 21
2012: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,072
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 544
Number of other retired or separated participants entitled to future benefits 2012-01-01 558
Total of all active and inactive participants 2012-01-01 1,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 3
Total participants 2012-01-01 1,105
Number of participants with account balances 2012-01-01 1,054
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,084
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 500
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 584
Total of all active and inactive participants 2011-01-01 1,084
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 1,085
Number of participants with account balances 2011-01-01 1,022
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 889
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 756
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 180
Total of all active and inactive participants 2009-01-01 936
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 936
Number of participants with account balances 2009-01-01 877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,097
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	419
Number of other retired or separated participants entitled to future benefits	2022-01-01	669
Total of all active and inactive participants	2022-01-01	1,088
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	15
Total participants	2022-01-01	1,103
Number of participants with account balances	2022-01-01	1,074
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	67
2021: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,080
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	390
Number of other retired or separated participants entitled to future benefits	2021-01-01	703
Total of all active and inactive participants	2021-01-01	1,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	15
Total participants	2021-01-01	1,108
Number of participants with account balances	2021-01-01	1,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	34
2020: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,057
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	375
Number of other retired or separated participants entitled to future benefits	2020-01-01	704
Total of all active and inactive participants	2020-01-01	1,079
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	1,082
Number of participants with account balances	2020-01-01	1,059
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	15
2019: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,030
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	282
Number of other retired or separated participants entitled to future benefits	2019-01-01	773
Total of all active and inactive participants	2019-01-01	1,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	1,057
Number of participants with account balances	2019-01-01	1,034
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	11
2018: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,057
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	264
Number of other retired or separated participants entitled to future benefits	2018-01-01	767
Total of all active and inactive participants	2018-01-01	1,031
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	1,033
Number of participants with account balances	2018-01-01	1,012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	19
2017: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,106
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	317
Number of other retired or separated participants entitled to future benefits	2017-01-01	736
Total of all active and inactive participants	2017-01-01	1,053
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	4
Total participants	2017-01-01	1,057
Number of participants with account balances	2017-01-01	1,037
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	28
2016: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,114
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	385
Number of other retired or separated participants entitled to future benefits	2016-01-01	717
Total of all active and inactive participants	2016-01-01	1,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	4
Total participants	2016-01-01	1,106
Number of participants with account balances	2016-01-01	1,087
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	9
2015: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,119
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	432
Number of other retired or separated participants entitled to future benefits	2015-01-01	680
Total of all active and inactive participants	2015-01-01	1,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	5
Total participants	2015-01-01	1,117
Number of participants with account balances	2015-01-01	1,090
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	25
2014: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,130
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	493
Number of other retired or separated participants entitled to future benefits	2014-01-01	622
Total of all active and inactive participants	2014-01-01	1,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	5
Total participants	2014-01-01	1,120
Number of participants with account balances	2014-01-01	1,103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	9
2013: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,105
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	527
Number of other retired or separated participants entitled to future benefits	2013-01-01	626
Total of all active and inactive participants	2013-01-01	1,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	3
Total participants	2013-01-01	1,156
Number of participants with account balances	2013-01-01	1,116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	21
2012: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,072
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	544
Number of other retired or separated participants entitled to future benefits	2012-01-01	558
Total of all active and inactive participants	2012-01-01	1,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	3
Total participants	2012-01-01	1,105
Number of participants with account balances	2012-01-01	1,054
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,084
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	500
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	584
Total of all active and inactive participants	2011-01-01	1,084
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	1,085
Number of participants with account balances	2011-01-01	1,022
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	889
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	756
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	180
Total of all active and inactive participants	2009-01-01	936
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	936
Number of participants with account balances	2009-01-01	877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN

Measure	Date	Value
2022 : LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-7,544,350
Total of all expenses incurred	2022-12-31	$4,320,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,305,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,916,371
Value of total assets at end of year	2022-12-31	$99,411,613
Value of total assets at beginning of year	2022-12-31	$111,276,937
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$15,220
Total interest from all sources	2022-12-31	$1,210,219
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$857,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$857,310
Administrative expenses professional fees incurred	2022-12-31	$15,220
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,689,467
Participant contributions at end of year	2022-12-31	$47,506
Participant contributions at beginning of year	2022-12-31	$31,076
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$164,576
Other income not declared elsewhere	2022-12-31	$61,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-11,865,324
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$99,411,613
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$111,276,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$62,852,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$75,686,619
Value of interest in pooled separate accounts at end of year	2022-12-31	$5,765,320
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$5,286,528
Interest on participant loans	2022-12-31	$1,903
Interest earned on other investments	2022-12-31	$1,208,316
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$30,746,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$30,272,714
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$486,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-14,024,961
Net investment gain/loss from pooled separate accounts	2022-12-31	$435,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,062,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,818,962
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2022-12-31	910189318
2021 : LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$15,928,059
Total of all expenses incurred	2021-12-31	$5,600,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,586,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,790,733
Value of total assets at end of year	2021-12-31	$111,276,937
Value of total assets at beginning of year	2021-12-31	$100,949,582
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$13,726
Total interest from all sources	2021-12-31	$1,022,347
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,249,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,249,801
Administrative expenses professional fees incurred	2021-12-31	$13,726
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,678,661
Participant contributions at end of year	2021-12-31	$31,076
Participant contributions at beginning of year	2021-12-31	$9,988
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$442,412
Other income not declared elsewhere	2021-12-31	$67,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$10,327,355
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$111,276,937
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$100,949,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$75,686,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$65,920,641
Value of interest in pooled separate accounts at end of year	2021-12-31	$5,286,528
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$4,382,908
Interest on participant loans	2021-12-31	$897
Interest earned on other investments	2021-12-31	$1,021,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$30,272,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$30,636,045
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$408,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$8,998,010
Net investment gain/loss from pooled separate accounts	2021-12-31	$799,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,669,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,178,542
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2021-12-31	910189318
2020 : LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$14,363,763
Total of all expenses incurred	2020-12-31	$5,855,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,831,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,654,042
Value of total assets at end of year	2020-12-31	$100,949,582
Value of total assets at beginning of year	2020-12-31	$92,441,530
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$24,596
Total interest from all sources	2020-12-31	$1,143,512
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,152,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,152,224
Administrative expenses professional fees incurred	2020-12-31	$24,596
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,551,047
Participant contributions at end of year	2020-12-31	$9,988
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$273,046
Other income not declared elsewhere	2020-12-31	$44,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$8,508,052
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$100,949,582
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$92,441,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$65,920,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$57,425,528
Value of interest in pooled separate accounts at end of year	2020-12-31	$4,382,908
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$4,614,434
Interest on participant loans	2020-12-31	$40
Interest earned on other investments	2020-12-31	$1,143,472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$30,636,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$30,401,568
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$1,152,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$8,408,890
Net investment gain/loss from pooled separate accounts	2020-12-31	$-39,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,829,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,678,733
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2020-12-31	910189318
2019 : LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$15,572,504
Total income from all sources (including contributions)	2019-12-31	$15,572,504
Total of all expenses incurred	2019-12-31	$6,473,365
Total of all expenses incurred	2019-12-31	$6,473,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,473,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,473,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,818,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,818,526
Value of total assets at end of year	2019-12-31	$92,441,530
Value of total assets at end of year	2019-12-31	$92,441,530
Value of total assets at beginning of year	2019-12-31	$83,342,391
Value of total assets at beginning of year	2019-12-31	$83,342,391
Total interest from all sources	2019-12-31	$1,134,701
Total interest from all sources	2019-12-31	$1,134,701
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$953,668
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$953,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$953,668
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$953,668
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,096,479
Contributions received from participants	2019-12-31	$1,096,479
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$462,385
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$462,385
Other income not declared elsewhere	2019-12-31	$13,708
Other income not declared elsewhere	2019-12-31	$13,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$9,099,139
Value of net income/loss	2019-12-31	$9,099,139
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$92,441,530
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$92,441,530
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$83,342,391
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$83,342,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$57,425,528
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$57,425,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$49,015,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$49,015,808
Value of interest in pooled separate accounts at end of year	2019-12-31	$4,614,434
Value of interest in pooled separate accounts at end of year	2019-12-31	$4,614,434
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,495,796
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,495,796
Interest earned on other investments	2019-12-31	$1,134,701
Interest earned on other investments	2019-12-31	$1,134,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$30,401,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$30,401,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$29,830,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$29,830,787
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$791,630
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$791,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$10,427,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$10,427,584
Net investment gain/loss from pooled separate accounts	2019-12-31	$224,317
Net investment gain/loss from pooled separate accounts	2019-12-31	$224,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,259,662
Contributions received in cash from employer	2019-12-31	$1,259,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$5,681,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$5,681,735
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KPMG LLP
Accountancy firm name	2019-12-31	KPMG LLP
Accountancy firm EIN	2019-12-31	135565207
Accountancy firm EIN	2019-12-31	135565207
2018 : LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$-360,171
Total of all expenses incurred	2018-12-31	$9,676,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$9,676,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,303,100
Value of total assets at end of year	2018-12-31	$83,342,391
Value of total assets at beginning of year	2018-12-31	$93,378,859
Total interest from all sources	2018-12-31	$1,194,409
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,039,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,039,994
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,003,601
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$283,776
Other income not declared elsewhere	2018-12-31	$16,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-10,036,468
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$83,342,391
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$93,378,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$49,015,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$57,279,165
Value of interest in pooled separate accounts at end of year	2018-12-31	$4,495,796
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$4,640,272
Interest earned on other investments	2018-12-31	$1,194,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$29,830,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$31,459,422
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$1,747,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-5,125,658
Net investment gain/loss from pooled separate accounts	2018-12-31	$211,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,015,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$7,928,948
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MOSS ADAMS
Accountancy firm EIN	2018-12-31	910189318
2017 : LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$14,543,847
Total of all expenses incurred	2017-12-31	$8,546,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$8,545,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,176,804
Value of total assets at end of year	2017-12-31	$93,378,859
Value of total assets at beginning of year	2017-12-31	$87,381,085
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$209
Total interest from all sources	2017-12-31	$1,179,914
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$947,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$947,174
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,042,594
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$883,423
Other income not declared elsewhere	2017-12-31	$16,294
Administrative expenses (other) incurred	2017-12-31	$209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$5,997,774
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$93,378,859
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$87,381,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$57,279,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$52,395,777
Value of interest in pooled separate accounts at end of year	2017-12-31	$4,640,272
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$4,661,109
Interest earned on other investments	2017-12-31	$1,179,914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$31,459,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$30,324,199
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$385,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$9,030,750
Net investment gain/loss from pooled separate accounts	2017-12-31	$192,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,250,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$8,160,264
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2017-12-31	910189318
2016 : LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$8,957,339
Total of all expenses incurred	2016-12-31	$6,770,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$6,770,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,852,554
Value of total assets at end of year	2016-12-31	$87,381,085
Value of total assets at beginning of year	2016-12-31	$85,194,550
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$244
Total interest from all sources	2016-12-31	$1,238,636
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$682,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$682,380
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,276,607
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,149,203
Administrative expenses (other) incurred	2016-12-31	$244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,186,535
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$87,381,085
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$85,194,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$52,395,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$51,562,443
Value of interest in pooled separate accounts at end of year	2016-12-31	$4,661,109
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,310,826
Interest earned on other investments	2016-12-31	$1,238,636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$30,324,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$29,321,281
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$1,285,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,957,176
Net investment gain/loss from pooled separate accounts	2016-12-31	$226,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,426,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$5,484,788
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2016-12-31	910189318
2015 : LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$5,973,955
Total of all expenses incurred	2015-12-31	$6,720,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$6,720,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,549,600
Value of total assets at end of year	2015-12-31	$85,194,550
Value of total assets at beginning of year	2015-12-31	$85,940,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$286
Total interest from all sources	2015-12-31	$1,165,924
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$940,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$940,188
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,379,629
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,280,948
Administrative expenses (other) incurred	2015-12-31	$286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-746,345
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$85,194,550
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$85,940,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$51,562,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$53,001,910
Value of interest in pooled separate accounts at end of year	2015-12-31	$4,310,826
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$3,620,055
Interest earned on other investments	2015-12-31	$1,165,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$29,321,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$29,318,930
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$231,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-994,204
Net investment gain/loss from pooled separate accounts	2015-12-31	$312,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,889,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$6,488,930
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2015-12-31	910189318
2014 : LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$9,241,347
Total of all expenses incurred	2014-12-31	$7,198,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$7,198,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$4,220,536
Value of total assets at end of year	2014-12-31	$85,940,895
Value of total assets at beginning of year	2014-12-31	$83,898,542
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$607
Total interest from all sources	2014-12-31	$1,211,724
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$883,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$883,135
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,450,139
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$534,114
Administrative expenses (other) incurred	2014-12-31	$607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,042,353
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$85,940,895
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$83,898,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$53,001,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$51,522,990
Value of interest in pooled separate accounts at end of year	2014-12-31	$3,620,055
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$3,326,297
Interest earned on other investments	2014-12-31	$1,211,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$29,318,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$29,049,255
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$295,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,517,342
Net investment gain/loss from pooled separate accounts	2014-12-31	$408,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$2,236,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$6,902,621
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2014-12-31	910189318
2013 : LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$16,026,221
Total of all expenses incurred	2013-12-31	$6,518,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$6,518,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$4,627,779
Value of total assets at end of year	2013-12-31	$83,898,542
Value of total assets at beginning of year	2013-12-31	$74,391,034
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$142
Total interest from all sources	2013-12-31	$1,141,046
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$681,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$681,026
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,476,505
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$784,987
Administrative expenses (other) incurred	2013-12-31	$142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$9,507,508
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$83,898,542
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$74,391,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$51,522,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$43,404,270
Value of interest in pooled separate accounts at end of year	2013-12-31	$3,326,297
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,949,176
Interest earned on other investments	2013-12-31	$1,141,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$29,049,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$28,037,588
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$985,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$9,285,409
Net investment gain/loss from pooled separate accounts	2013-12-31	$290,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$2,366,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$5,533,481
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2013-12-31	910189318
2012 : LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$11,699,140
Total of all expenses incurred	2012-12-31	$2,968,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,968,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$4,881,223
Value of total assets at end of year	2012-12-31	$74,391,034
Value of total assets at beginning of year	2012-12-31	$65,660,417
Total interest from all sources	2012-12-31	$1,079,519
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$235,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$235,587
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,307,618
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,102,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$8,730,617
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$74,391,034
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$65,660,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$43,404,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$36,339,962
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,949,176
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,253,077
Interest earned on other investments	2012-12-31	$1,079,519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$28,037,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$27,067,378
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$290,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$5,258,915
Net investment gain/loss from pooled separate accounts	2012-12-31	$243,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$2,471,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,678,004
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2012-12-31	910189318
2011 : LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$4,360,747
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$3,870,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,764,327
Value of total corrective distributions	2011-12-31	$102,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$3,898,650
Value of total assets at end of year	2011-12-31	$65,660,417
Value of total assets at beginning of year	2011-12-31	$65,169,787
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,604
Total interest from all sources	2011-12-31	$1,013,530
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$114,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$114,656
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,292,660
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$242,643
Other income not declared elsewhere	2011-12-31	$26,670
Administrative expenses (other) incurred	2011-12-31	$3,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$490,630
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$65,660,417
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$65,169,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$36,339,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$38,146,856
Value of interest in pooled separate accounts at end of year	2011-12-31	$2,253,077
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,515,819
Interest earned on other investments	2011-12-31	$1,013,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$27,067,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$25,507,112
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$807,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-920,600
Net investment gain/loss from pooled separate accounts	2011-12-31	$227,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$2,363,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,956,431
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MOSS ADAMS
Accountancy firm EIN	2011-12-31	910189318
2010 : LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$21,617,319
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	$9,769,410
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$3,815,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$3,815,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$4,127,923
Value of total assets at end of year	2010-12-31	$65,169,787
Value of total assets at beginning of year	2010-12-31	$37,598,125
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$918,275
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$45,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$45,819
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,232,490
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$311,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$5,954,343
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$65,169,787
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$37,598,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$38,146,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$21,550,985
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,515,819
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$845,947
Interest earned on other investments	2010-12-31	$918,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$25,507,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$15,201,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$4,507,844
Net investment gain/loss from pooled separate accounts	2010-12-31	$169,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$2,583,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$3,815,067
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CLIFTON GUNDERSON
Accountancy firm EIN	2010-12-31	370802863
2009 : LOVELACE BIOMEDICAL RESEARCH INSTITUTE TDA AND DC PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$178,708
Minimum employer required contribution for this plan year	2009-12-31	$2,290,420
Amount contributed by the employer to the plan for this plan year	2009-12-31	$2,111,712