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BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameBENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) RETIREMENT PLAN
Plan identification number 001

BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON has sponsored the creation of one or more 401k plans.

Company Name:BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON
Employer identification number (EIN):910653422
NAIC Classification:541700

Additional information about BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1956-03-08
Company Identification Number: 578067653
Legal Registered Office Address: 711 CAPITOL WAY S STE 204

OLYMPIA
United States of America (USA)
985011267

More information about BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LINDSEY M. CASTLE LINDSEY M. CASTLE2018-09-24
0012016-01-01LINDSEY M. CASTLE LINDSEY M. CASTLE2017-09-28
0012015-01-01LINDSEY M. CASTLE LINDSEY M. CASTLE2016-09-21
0012014-01-01LINDSEY M. CASTLE LINDSEY M. CASTLE2015-10-13
0012013-01-01LINDSEY M. CASTLE LINDSEY M. CASTLE2014-10-13
0012012-01-01LINDSEY M. CASTLE LINDSEY M. CASTLE2013-10-09
0012011-01-01LINDSEY M. CASTLE
0012009-01-01HOLLY L. CHASE HOLLY L. CHASE2010-10-12

Plan Statistics for BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) RETIREMENT PLAN

401k plan membership statisitcs for BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) RETIREMENT PLAN

Measure Date Value
2022: BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01724
Total number of active participants reported on line 7a of the Form 55002022-01-01280
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01446
Total of all active and inactive participants2022-01-01726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01729
Number of participants with account balances2022-01-01711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01702
Total number of active participants reported on line 7a of the Form 55002021-01-01279
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01437
Total of all active and inactive participants2021-01-01716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01720
Number of participants with account balances2021-01-01697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01693
Total number of active participants reported on line 7a of the Form 55002020-01-01277
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01422
Total of all active and inactive participants2020-01-01699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01702
Number of participants with account balances2020-01-01680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01688
Total number of active participants reported on line 7a of the Form 55002019-01-01279
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01412
Total of all active and inactive participants2019-01-01691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01691
Number of participants with account balances2019-01-01669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01669
Total number of active participants reported on line 7a of the Form 55002018-01-01275
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01409
Total of all active and inactive participants2018-01-01684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01684
Number of participants with account balances2018-01-01664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01674
Total number of active participants reported on line 7a of the Form 55002017-01-01269
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01398
Total of all active and inactive participants2017-01-01667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01667
Number of participants with account balances2017-01-01640
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01646
Total number of active participants reported on line 7a of the Form 55002016-01-01260
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01411
Total of all active and inactive participants2016-01-01671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01671
Number of participants with account balances2016-01-01654
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01616
Total number of active participants reported on line 7a of the Form 55002015-01-01248
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01391
Total of all active and inactive participants2015-01-01639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01640
Number of participants with account balances2015-01-01623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01594
Total number of active participants reported on line 7a of the Form 55002014-01-01257
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01353
Total of all active and inactive participants2014-01-01610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01610
Number of participants with account balances2014-01-01589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01571
Total number of active participants reported on line 7a of the Form 55002013-01-01255
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01336
Total of all active and inactive participants2013-01-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01591
Number of participants with account balances2013-01-01574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01558
Total number of active participants reported on line 7a of the Form 55002012-01-01263
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01329
Total of all active and inactive participants2012-01-01592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01592
Number of participants with account balances2012-01-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01507
Total number of active participants reported on line 7a of the Form 55002011-01-01230
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01308
Total of all active and inactive participants2011-01-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01538
Number of participants with account balances2011-01-01503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01420
Total number of active participants reported on line 7a of the Form 55002009-01-01186
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01280
Total of all active and inactive participants2009-01-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01466
Number of participants with account balances2009-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) RETIREMENT PLAN

Measure Date Value
2022 : BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) 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$0
Total income from all sources (including contributions)2022-12-31$-7,803,156
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,993,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,940,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,722,108
Value of total assets at end of year2022-12-31$73,584,295
Value of total assets at beginning of year2022-12-31$86,381,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$53,189
Total interest from all sources2022-12-31$346,348
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,037,866
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$1,037,866
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,317,799
Participant contributions at end of year2022-12-31$103,143
Participant contributions at beginning of year2022-12-31$60,228
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$321,015
Other income not declared elsewhere2022-12-31$59,791
Administrative expenses (other) incurred2022-12-31$3,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,796,759
Value of net assets at end of year (total assets less liabilities)2022-12-31$73,584,295
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$86,381,054
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
Investment advisory and management fees2022-12-31$49,442
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$62,460,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$74,636,335
Value of interest in pooled separate accounts at end of year2022-12-31$2,519,525
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,358,518
Interest on participant loans2022-12-31$2,947
Interest earned on other investments2022-12-31$343,401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,501,332
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,325,973
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,664,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,170,070
Net investment gain/loss from pooled separate accounts2022-12-31$200,801
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$2,083,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,275,780
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 name2022-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2022-12-31346565596
2021 : BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) 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$14,459,105
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,123,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,069,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,242,425
Value of total assets at end of year2021-12-31$86,381,054
Value of total assets at beginning of year2021-12-31$76,045,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$54,421
Total interest from all sources2021-12-31$320,886
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,463,606
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$1,463,606
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,251,268
Participant contributions at end of year2021-12-31$60,228
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$15,286
Other income not declared elsewhere2021-12-31$62,880
Administrative expenses (other) incurred2021-12-31$3,313
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$10,335,646
Value of net assets at end of year (total assets less liabilities)2021-12-31$86,381,054
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$76,045,408
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
Investment advisory and management fees2021-12-31$51,108
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$74,636,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$64,999,858
Value of interest in pooled separate accounts at end of year2021-12-31$2,358,518
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,992,900
Interest on participant loans2021-12-31$1,277
Interest earned on other investments2021-12-31$319,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,325,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$9,052,650
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$777,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,018,039
Net investment gain/loss from pooled separate accounts2021-12-31$351,269
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$1,975,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,291,305
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 name2021-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2021-12-31346565596
2020 : BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) 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$13,530,591
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,021,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,979,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,058,907
Value of total assets at end of year2020-12-31$76,045,408
Value of total assets at beginning of year2020-12-31$64,536,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$42,747
Total interest from all sources2020-12-31$358,788
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$737,712
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$737,712
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,128,120
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$58,869
Other income not declared elsewhere2020-12-31$47,741
Administrative expenses (other) incurred2020-12-31$2,800
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$11,508,663
Value of net assets at end of year (total assets less liabilities)2020-12-31$76,045,408
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$64,536,745
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
Investment advisory and management fees2020-12-31$39,947
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$64,999,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$53,320,403
Value of interest in pooled separate accounts at end of year2020-12-31$1,992,900
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,052,753
Interest earned on other investments2020-12-31$358,788
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$9,052,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,163,589
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$250,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,344,131
Net investment gain/loss from pooled separate accounts2020-12-31$-16,688
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$1,871,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,728,676
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 name2020-12-31KPMG LLP
Accountancy firm EIN2020-12-31135565207
2019 : BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) 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 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$14,450,899
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,281,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,220,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,050,938
Value of total assets at end of year2019-12-31$64,536,745
Value of total assets at beginning of year2019-12-31$53,367,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,198
Total interest from all sources2019-12-31$353,733
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$705,046
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$705,046
Administrative expenses professional fees incurred2019-12-31$22,500
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,016,109
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$266,510
Other income not declared elsewhere2019-12-31$45,978
Administrative expenses (other) incurred2019-12-31$2,800
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$11,169,633
Value of net assets at end of year (total assets less liabilities)2019-12-31$64,536,745
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$53,367,112
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
Investment advisory and management fees2019-12-31$35,898
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$53,320,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$42,017,947
Value of interest in pooled separate accounts at end of year2019-12-31$2,052,753
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,354,815
Interest earned on other investments2019-12-31$353,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,163,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,994,350
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$385,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,172,717
Net investment gain/loss from pooled separate accounts2019-12-31$122,487
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$1,768,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,834,534
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 name2019-12-31KPMG LLP
Accountancy firm EIN2019-12-31135565207
2018 : BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) 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$1,028,508
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,683,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,671,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,518,344
Value of total assets at end of year2018-12-31$53,367,112
Value of total assets at beginning of year2018-12-31$54,021,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,514
Total interest from all sources2018-12-31$367,014
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$680,858
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$680,858
Administrative expenses professional fees incurred2018-12-31$8,711
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,846,872
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$36,613
Other income not declared elsewhere2018-12-31$49,716
Administrative expenses (other) incurred2018-12-31$2,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-654,880
Value of net assets at end of year (total assets less liabilities)2018-12-31$53,367,112
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$54,021,992
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$42,017,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$42,931,551
Value of interest in pooled separate accounts at end of year2018-12-31$2,354,815
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,162,813
Interest earned on other investments2018-12-31$367,014
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,994,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,927,628
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$280,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,693,162
Net investment gain/loss from pooled separate accounts2018-12-31$105,738
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$1,634,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,391,587
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 name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$10,737,456
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,822,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,820,912
Expenses. Certain deemed distributions of participant loans2017-12-31$1,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,830,862
Value of total assets at end of year2017-12-31$54,021,992
Value of total assets at beginning of year2017-12-31$45,107,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$347,324
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$467,074
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$467,074
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,739,271
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$511,808
Other income not declared elsewhere2017-12-31$12,080
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$8,914,847
Value of net assets at end of year (total assets less liabilities)2017-12-31$54,021,992
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$45,107,145
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$42,931,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$34,450,386
Value of interest in pooled separate accounts at end of year2017-12-31$2,162,813
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,029,662
Interest earned on other investments2017-12-31$347,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$8,927,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$8,627,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,990,674
Net investment gain/loss from pooled separate accounts2017-12-31$89,442
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$1,579,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,820,912
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 name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) 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$6,247,896
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,174,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,173,095
Expenses. Certain deemed distributions of participant loans2016-12-31$1,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,398,806
Value of total assets at end of year2016-12-31$45,107,145
Value of total assets at beginning of year2016-12-31$40,034,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$358,662
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$355,923
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$355,923
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,593,562
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$347,394
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$5,073,132
Value of net assets at end of year (total assets less liabilities)2016-12-31$45,107,145
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$40,034,013
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$34,450,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$30,040,578
Value of interest in pooled separate accounts at end of year2016-12-31$2,029,662
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,843,123
Interest earned on other investments2016-12-31$358,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$8,627,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,150,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,035,423
Net investment gain/loss from pooled separate accounts2016-12-31$99,082
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$1,457,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,173,095
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 name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) 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$3,359,383
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,496,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,496,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,054,852
Value of total assets at end of year2015-12-31$40,034,013
Value of total assets at beginning of year2015-12-31$38,170,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$323,932
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$297,323
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$297,323
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,504,257
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$114,047
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$1,863,040
Value of net assets at end of year (total assets less liabilities)2015-12-31$40,034,013
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$38,170,973
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$30,040,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$28,663,270
Value of interest in pooled separate accounts at end of year2015-12-31$1,843,123
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,522,892
Interest earned on other investments2015-12-31$323,932
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,150,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,984,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-445,579
Net investment gain/loss from pooled separate accounts2015-12-31$128,855
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$1,436,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,496,343
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 name2015-12-31KPMG
Accountancy firm EIN2015-12-31135565207
2014 : BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) 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$5,470,381
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,454,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,454,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,212,889
Value of total assets at end of year2014-12-31$38,170,973
Value of total assets at beginning of year2014-12-31$34,154,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$160
Total interest from all sources2014-12-31$328,860
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$242,502
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$242,502
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,430,691
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$376,272
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$4,016,172
Value of net assets at end of year (total assets less liabilities)2014-12-31$38,170,973
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,154,801
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$28,663,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,110,477
Value of interest in pooled separate accounts at end of year2014-12-31$1,522,892
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,261,639
Interest earned on other investments2014-12-31$328,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,984,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,782,685
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$206,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,520,782
Net investment gain/loss from pooled separate accounts2014-12-31$165,348
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$1,405,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,247,288
Contract administrator fees2014-12-31$160
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 name2014-12-31KPMG
Accountancy firm EIN2014-12-31135565207
2013 : BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) 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$7,899,817
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,239,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,239,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,171,989
Value of total assets at end of year2013-12-31$34,154,801
Value of total assets at beginning of year2013-12-31$27,494,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$303,775
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$151,237
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$151,237
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,358,838
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$473,221
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$6,660,134
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,154,801
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$27,494,667
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$25,110,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$19,213,267
Value of interest in pooled separate accounts at end of year2013-12-31$1,261,639
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,040,893
Interest earned on other investments2013-12-31$303,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,782,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,240,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,163,829
Net investment gain/loss from pooled separate accounts2013-12-31$108,987
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$1,339,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,239,683
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 name2013-12-31KPMG
Accountancy firm EIN2013-12-31135565207
2012 : BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) 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$5,295,658
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$651,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$650,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,715,416
Value of total assets at end of year2012-12-31$27,494,667
Value of total assets at beginning of year2012-12-31$22,850,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$978
Total interest from all sources2012-12-31$279,774
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$55,587
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$55,587
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,245,740
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$240,615
Administrative expenses (other) incurred2012-12-31$978
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$4,643,741
Value of net assets at end of year (total assets less liabilities)2012-12-31$27,494,667
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,850,926
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$19,213,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,136,215
Value of interest in pooled separate accounts at end of year2012-12-31$1,040,893
Value of interest in pooled separate accounts at beginning of year2012-12-31$889,105
Interest earned on other investments2012-12-31$279,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,240,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,825,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,151,294
Net investment gain/loss from pooled separate accounts2012-12-31$93,587
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$1,229,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$650,939
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 name2012-12-31KPMG
Accountancy firm EIN2012-12-31135565207
2011 : BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) 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$2,274,456
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$487,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$486,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,137,027
Value of total assets at end of year2011-12-31$22,850,926
Value of total assets at beginning of year2011-12-31$21,063,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$491
Total interest from all sources2011-12-31$268,221
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$9,233
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$9,233
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,043,989
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$75,191
Administrative expenses (other) incurred2011-12-31$491
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$1,787,341
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,850,926
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,063,585
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$15,136,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,864,170
Value of interest in pooled separate accounts at end of year2011-12-31$889,105
Value of interest in pooled separate accounts at beginning of year2011-12-31$742,000
Interest earned on other investments2011-12-31$268,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,825,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,457,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-239,571
Net investment gain/loss from pooled separate accounts2011-12-31$99,546
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$1,017,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$486,624
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 name2011-12-31KPMG
Accountancy firm EIN2011-12-31135565207
2010 : BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) 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$3,771,059
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$727,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$727,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,899,576
Value of total assets at end of year2010-12-31$21,063,585
Value of total assets at beginning of year2010-12-31$18,019,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$240,764
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$918,322
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$64,238
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$3,043,628
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,063,585
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,019,957
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$13,864,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,317,910
Value of interest in pooled separate accounts at end of year2010-12-31$742,000
Value of interest in pooled separate accounts at beginning of year2010-12-31$577,897
Interest earned on other investments2010-12-31$240,764
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,457,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,124,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,545,969
Net investment gain/loss from pooled separate accounts2010-12-31$84,750
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$917,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$727,431
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 name2010-12-31KPMG
Accountancy firm EIN2010-12-31135565207
2009 : BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) RETIREMENT PLAN

2022: BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) 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: BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) 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: BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) 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: BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) 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: BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) 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: BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) 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: BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) 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: BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) 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: BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) 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: BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) 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: BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) 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: BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) 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: BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500087
Policy instance 1
Insurance contract or identification number500087
Number of Individuals Covered461
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number500087
Policy instance 1
Insurance contract or identification number500087
Number of Individuals Covered454
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number500087
Policy instance 1
Insurance contract or identification number500087
Number of Individuals Covered448
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500087
Policy instance 1
Insurance contract or identification number500087
Number of Individuals Covered449
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500087
Policy instance 1
Insurance contract or identification number500087
Number of Individuals Covered453
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number500087
Policy instance 1
Insurance contract or identification number500087
Number of Individuals Covered453
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number500087
Policy instance 1
Insurance contract or identification number500087
Number of Individuals Covered459
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number500087
Policy instance 1
Insurance contract or identification number500087
Number of Individuals Covered468
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500087
Policy instance 1
Insurance contract or identification number500087
Number of Individuals Covered480
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 number500087
Policy instance 1
Insurance contract or identification number500087
Number of Individuals Covered543
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 number367854
Policy instance 1
Insurance contract or identification number367854
Number of Individuals Covered504
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 number367854
Policy instance 1
Insurance contract or identification number367854
Number of Individuals Covered471
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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