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STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 401k Plan overview

Plan NameSTANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN
Plan identification number 002

STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE BOARD OF TRUSTEES OF LELAND STANFORD JUNIOR UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:THE BOARD OF TRUSTEES OF LELAND STANFORD JUNIOR UNIVERSITY
Employer identification number (EIN):941156365
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LESLIE SCHLAEGEL
0022016-01-01LESLIE SCHLAEGEL
0022015-01-01LESLIE SCHLAEGEL
0022014-01-01LESLIE SCHLAEGEL
0022013-01-01LESLIE SCHLAEGEL LESLIE SCHLAEGEL2014-10-07
0022012-01-01LESLIE SCHLAEGEL, AVP BENEFITS LESLIE SCHLAEGEL, AVP BENEFITS2013-10-09
0022011-01-01LESLIE SCHLAEGEL, AVP BENEFITS LESLIE SCHLAEGEL, AVP BENEFITS2012-10-15
0022010-01-01LESLIE SCHLAEGEL, AVP OF BENEFITS LESLIE SCHLAEGEL, AVP OF BENEFITS2011-10-14
0022009-01-01LESLIE SCHLAEGEL, AVP OF BENEFITS LESLIE SCHLAEGEL, AVP OF BENEFITS2010-10-15
0022009-01-01LESLIE SCHLAEGEL, AVP OF BENEFITS LESLIE SCHLAEGEL, AVP OF BENEFITS2010-10-14
0022009-01-01LESLIE SCHLAEGEL, AVP OF BENEFITS LESLIE SCHLAEGEL, AVP OF BENEFITS2010-10-15

Plan Statistics for STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN

401k plan membership statisitcs for STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN

Measure Date Value
2022: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2022 401k membership
Market value of plan assets2022-12-31285,897,992
Acturial value of plan assets2022-12-31272,884,926
Funding target for retired participants and beneficiaries receiving payment2022-12-31108,907,433
Number of terminated vested participants2022-12-31975
Fundng target for terminated vested participants2022-12-3149,427,331
Active participant vested funding target2022-12-3162,177,736
Number of active participants2022-12-31794
Total funding liabilities for active participants2022-12-3162,228,927
Total participant count2022-12-312,624
Total funding target for all participants2022-12-31220,563,691
Balance at beginning of prior year after applicable adjustments2022-12-315,240,245
Prefunding balance at beginning of prior year after applicable adjustments2022-12-318,027,276
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-315,240,245
Amount remaining of prefunding balance2022-12-318,027,276
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-315,506,449
Balance of prefunding at beginning of current year2022-12-318,435,062
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31905,283
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-012,620
Total number of active participants reported on line 7a of the Form 55002022-01-01723
Number of retired or separated participants receiving benefits2022-01-01787
Number of other retired or separated participants entitled to future benefits2022-01-01800
Total of all active and inactive participants2022-01-012,310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01219
Total participants2022-01-012,529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2021 401k membership
Market value of plan assets2021-12-31293,470,597
Acturial value of plan assets2021-12-31264,123,538
Funding target for retired participants and beneficiaries receiving payment2021-12-31107,171,862
Number of terminated vested participants2021-12-311,064
Fundng target for terminated vested participants2021-12-3153,174,030
Active participant vested funding target2021-12-3164,610,819
Number of active participants2021-12-31853
Total funding liabilities for active participants2021-12-3164,682,889
Total participant count2021-12-312,743
Total funding target for all participants2021-12-31225,028,781
Balance at beginning of prior year after applicable adjustments2021-12-314,477,694
Prefunding balance at beginning of prior year after applicable adjustments2021-12-316,859,161
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-314,477,694
Amount remaining of prefunding balance2021-12-316,859,161
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-315,240,245
Balance of prefunding at beginning of current year2021-12-318,027,276
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,033,219
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-012,740
Total number of active participants reported on line 7a of the Form 55002021-01-01794
Number of retired or separated participants receiving benefits2021-01-01776
Number of other retired or separated participants entitled to future benefits2021-01-01829
Total of all active and inactive participants2021-01-012,399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01221
Total participants2021-01-012,620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2020 401k membership
Market value of plan assets2020-12-31269,605,627
Acturial value of plan assets2020-12-31253,775,477
Funding target for retired participants and beneficiaries receiving payment2020-12-31102,599,845
Number of terminated vested participants2020-12-311,109
Fundng target for terminated vested participants2020-12-3151,945,701
Active participant vested funding target2020-12-3181,473,741
Number of active participants2020-12-31972
Total funding liabilities for active participants2020-12-3181,536,694
Total participant count2020-12-312,879
Total funding target for all participants2020-12-31236,082,240
Balance at beginning of prior year after applicable adjustments2020-12-316,782,755
Prefunding balance at beginning of prior year after applicable adjustments2020-12-315,619,039
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-313,114,619
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-313,668,136
Amount remaining of prefunding balance2020-12-315,619,039
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-314,477,694
Balance of prefunding at beginning of current year2020-12-316,859,161
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,254,399
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-012,875
Total number of active participants reported on line 7a of the Form 55002020-01-01853
Number of retired or separated participants receiving benefits2020-01-01749
Number of other retired or separated participants entitled to future benefits2020-01-01914
Total of all active and inactive participants2020-01-012,516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01224
Total participants2020-01-012,740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2019 401k membership
Market value of plan assets2019-12-31236,296,449
Acturial value of plan assets2019-12-31247,361,505
Funding target for retired participants and beneficiaries receiving payment2019-12-3197,599,386
Number of terminated vested participants2019-12-311,156
Fundng target for terminated vested participants2019-12-3168,900,920
Active participant vested funding target2019-12-3182,779,349
Number of active participants2019-12-311,061
Total funding liabilities for active participants2019-12-3182,835,673
Total participant count2019-12-312,998
Total funding target for all participants2019-12-31249,335,979
Balance at beginning of prior year after applicable adjustments2019-12-3111,282,971
Prefunding balance at beginning of prior year after applicable adjustments2019-12-315,992,363
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3111,282,971
Amount remaining of prefunding balance2019-12-315,992,363
Present value of excess contributions2019-12-311,168
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-311,234
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-313,797,287
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-316,782,755
Balance of prefunding at beginning of current year2019-12-315,619,039
Total employer contributions2019-12-31676,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31662,034
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,440,689
Net shortfall amortization installment of oustanding balance2019-12-3114,376,268
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-313,776,653
Carryover balance elected to use to offset funding requirement2019-12-313,114,619
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31662,034
Contributions allocatedtoward minimum required contributions for current year2019-12-31662,034
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-012,994
Total number of active participants reported on line 7a of the Form 55002019-01-01972
Number of retired or separated participants receiving benefits2019-01-01723
Number of other retired or separated participants entitled to future benefits2019-01-01960
Total of all active and inactive participants2019-01-012,655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01220
Total participants2019-01-012,875
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2018 401k membership
Market value of plan assets2018-12-31268,729,425
Acturial value of plan assets2018-12-31249,347,478
Funding target for retired participants and beneficiaries receiving payment2018-12-3192,723,031
Number of terminated vested participants2018-12-311,210
Fundng target for terminated vested participants2018-12-3164,609,410
Active participant vested funding target2018-12-3186,356,593
Number of active participants2018-12-311,149
Total funding liabilities for active participants2018-12-3186,437,042
Total participant count2018-12-313,107
Total funding target for all participants2018-12-31243,769,483
Balance at beginning of prior year after applicable adjustments2018-12-3112,552,358
Prefunding balance at beginning of prior year after applicable adjustments2018-12-315,161,381
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3112,552,358
Amount remaining of prefunding balance2018-12-315,161,381
Present value of excess contributions2018-12-314,541,206
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-314,805,504
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-313,290,317
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3111,282,971
Balance of prefunding at beginning of current year2018-12-315,992,363
Total employer contributions2018-12-311,483,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-311,351,438
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,350,270
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-311,350,270
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-311,350,270
Contributions allocatedtoward minimum required contributions for current year2018-12-311,351,438
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-013,102
Total number of active participants reported on line 7a of the Form 55002018-01-011,061
Number of retired or separated participants receiving benefits2018-01-01705
Number of other retired or separated participants entitled to future benefits2018-01-011,011
Total of all active and inactive participants2018-01-012,777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01217
Total participants2018-01-012,994
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2017 401k membership
Market value of plan assets2017-12-31269,273,544
Acturial value of plan assets2017-12-31274,637,285
Funding target for retired participants and beneficiaries receiving payment2017-12-31104,364,593
Number of terminated vested participants2017-12-311,269
Fundng target for terminated vested participants2017-12-3155,333,071
Active participant vested funding target2017-12-3191,187,662
Number of active participants2017-12-311,264
Total funding liabilities for active participants2017-12-3191,359,473
Total participant count2017-12-314,066
Total funding target for all participants2017-12-31251,057,137
Balance at beginning of prior year after applicable adjustments2017-12-3111,659,259
Prefunding balance at beginning of prior year after applicable adjustments2017-12-314,794,149
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3111,659,259
Amount remaining of prefunding balance2017-12-314,794,149
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3112,552,358
Balance of prefunding at beginning of current year2017-12-315,161,381
Total employer contributions2017-12-315,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-314,541,206
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-312,905,278
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-314,541,206
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-014,055
Total number of active participants reported on line 7a of the Form 55002017-01-011,149
Number of retired or separated participants receiving benefits2017-01-01674
Number of other retired or separated participants entitled to future benefits2017-01-011,059
Total of all active and inactive participants2017-01-012,882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01220
Total participants2017-01-013,102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2016 401k membership
Market value of plan assets2016-12-31268,999,812
Acturial value of plan assets2016-12-31279,779,596
Funding target for retired participants and beneficiaries receiving payment2016-12-3197,733,948
Number of terminated vested participants2016-12-311,426
Fundng target for terminated vested participants2016-12-3154,017,976
Active participant vested funding target2016-12-3192,735,125
Number of active participants2016-12-311,365
Total funding liabilities for active participants2016-12-3192,904,349
Total participant count2016-12-314,304
Total funding target for all participants2016-12-31244,656,273
Balance at beginning of prior year after applicable adjustments2016-12-3111,925,191
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3111,925,191
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-314,513,415
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-314,794,149
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-314,794,149
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3111,659,259
Balance of prefunding at beginning of current year2016-12-314,794,149
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-312,713,161
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-014,291
Total number of active participants reported on line 7a of the Form 55002016-01-011,264
Number of retired or separated participants receiving benefits2016-01-011,374
Number of other retired or separated participants entitled to future benefits2016-01-011,114
Total of all active and inactive participants2016-01-013,752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01303
Total participants2016-01-014,055
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,491
Total number of active participants reported on line 7a of the Form 55002015-01-011,365
Number of retired or separated participants receiving benefits2015-01-011,359
Number of other retired or separated participants entitled to future benefits2015-01-011,276
Total of all active and inactive participants2015-01-014,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01291
Total participants2015-01-014,291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,690
Total number of active participants reported on line 7a of the Form 55002014-01-011,504
Number of retired or separated participants receiving benefits2014-01-011,373
Number of other retired or separated participants entitled to future benefits2014-01-011,291
Total of all active and inactive participants2014-01-014,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01323
Total participants2014-01-014,491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,876
Total number of active participants reported on line 7a of the Form 55002013-01-011,582
Number of retired or separated participants receiving benefits2013-01-011,431
Number of other retired or separated participants entitled to future benefits2013-01-011,358
Total of all active and inactive participants2013-01-014,371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01319
Total participants2013-01-014,690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,123
Total number of active participants reported on line 7a of the Form 55002012-01-011,691
Number of retired or separated participants receiving benefits2012-01-011,435
Number of other retired or separated participants entitled to future benefits2012-01-011,428
Total of all active and inactive participants2012-01-014,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01322
Total participants2012-01-014,876
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0122
2011: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,330
Total number of active participants reported on line 7a of the Form 55002011-01-011,850
Number of retired or separated participants receiving benefits2011-01-011,446
Number of other retired or separated participants entitled to future benefits2011-01-011,520
Total of all active and inactive participants2011-01-014,816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01307
Total participants2011-01-015,123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0137
2010: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015,534
Total number of active participants reported on line 7a of the Form 55002010-01-011,994
Number of retired or separated participants receiving benefits2010-01-011,459
Number of other retired or separated participants entitled to future benefits2010-01-011,562
Total of all active and inactive participants2010-01-015,015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01315
Total participants2010-01-015,330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0194
2009: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,533
Total number of active participants reported on line 7a of the Form 55002009-01-012,074
Number of retired or separated participants receiving benefits2009-01-011,479
Number of other retired or separated participants entitled to future benefits2009-01-011,653
Total of all active and inactive participants2009-01-015,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01328
Total participants2009-01-015,534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0130

Financial Data on STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN

Measure Date Value
2022 : STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-69,362,059
Total unrealized appreciation/depreciation of assets2022-12-31$-69,362,059
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$219,166
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$122,007
Total income from all sources (including contributions)2022-12-31$-62,475,361
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$20,417,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$19,631,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$203,102,416
Value of total assets at beginning of year2022-12-31$285,897,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$785,879
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,976,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,976,286
Administrative expenses professional fees incurred2022-12-31$599,102
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$20,679
Liabilities. Value of operating payables at end of year2022-12-31$219,166
Liabilities. Value of operating payables at beginning of year2022-12-31$122,007
Total non interest bearing cash at end of year2022-12-31$1,146,250
Total non interest bearing cash at beginning of year2022-12-31$1,410,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-82,892,735
Value of net assets at end of year (total assets less liabilities)2022-12-31$202,883,250
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$285,775,985
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$14,858
Investment advisory and management fees2022-12-31$166,098
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$197,441,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$280,080,785
Value of interest in pooled separate accounts at end of year2022-12-31$134,209
Value of interest in pooled separate accounts at beginning of year2022-12-31$162,145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,379,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,229,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-89,588
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$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$19,631,495
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 name2022-12-31MOSS ADAMS
Accountancy firm EIN2022-12-31910189318
2021 : STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$5,934,722
Total unrealized appreciation/depreciation of assets2021-12-31$5,934,722
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$122,007
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$114,265
Total income from all sources (including contributions)2021-12-31$14,594,494
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$22,174,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$21,353,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$285,897,992
Value of total assets at beginning of year2021-12-31$293,470,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$821,543
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,248,127
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$8,248,127
Administrative expenses professional fees incurred2021-12-31$555,404
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
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
Administrative expenses (other) incurred2021-12-31$93,472
Liabilities. Value of operating payables at end of year2021-12-31$122,007
Liabilities. Value of operating payables at beginning of year2021-12-31$114,265
Total non interest bearing cash at end of year2021-12-31$1,410,223
Total non interest bearing cash at beginning of year2021-12-31$1,581,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-7,580,347
Value of net assets at end of year (total assets less liabilities)2021-12-31$285,775,985
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$293,356,332
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
Assets. partnership/joint venture interests at end of year2021-12-31$14,858
Assets. partnership/joint venture interests at beginning of year2021-12-31$18,853
Investment advisory and management fees2021-12-31$172,667
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$280,080,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$287,663,155
Value of interest in pooled separate accounts at end of year2021-12-31$162,145
Value of interest in pooled separate accounts at beginning of year2021-12-31$132,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,229,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,073,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$411,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$21,353,298
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 name2021-12-31MOSS ADAMS
Accountancy firm EIN2021-12-31910189318
2020 : STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$30,809,616
Total unrealized appreciation/depreciation of assets2020-12-31$30,809,616
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$114,265
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$47,725
Total income from all sources (including contributions)2020-12-31$44,336,074
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$20,537,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$19,776,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$293,470,597
Value of total assets at beginning of year2020-12-31$269,605,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$760,913
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$11,726,008
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$11,726,008
Administrative expenses professional fees incurred2020-12-31$528,958
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
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
Administrative expenses (other) incurred2020-12-31$62,335
Liabilities. Value of operating payables at end of year2020-12-31$114,265
Liabilities. Value of operating payables at beginning of year2020-12-31$47,725
Total non interest bearing cash at end of year2020-12-31$1,581,941
Total non interest bearing cash at beginning of year2020-12-31$1,017,821
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$23,798,430
Value of net assets at end of year (total assets less liabilities)2020-12-31$293,356,332
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$269,557,902
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
Assets. partnership/joint venture interests at end of year2020-12-31$18,853
Assets. partnership/joint venture interests at beginning of year2020-12-31$37,032
Investment advisory and management fees2020-12-31$169,620
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$287,663,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$264,474,616
Value of interest in pooled separate accounts at end of year2020-12-31$132,996
Value of interest in pooled separate accounts at beginning of year2020-12-31$111,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,073,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,964,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,800,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$19,776,731
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS
Accountancy firm EIN2020-12-31910189318
2019 : STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$38,836,730
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$38,836,730
Total unrealized appreciation/depreciation of assets2019-12-31$38,836,730
Total unrealized appreciation/depreciation of assets2019-12-31$38,836,730
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$47,725
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$47,725
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$45,661
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$45,661
Total income from all sources (including contributions)2019-12-31$50,927,326
Total income from all sources (including contributions)2019-12-31$50,927,326
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$17,675,553
Total of all expenses incurred2019-12-31$17,675,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,047,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,047,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$676,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$676,000
Value of total assets at end of year2019-12-31$269,605,627
Value of total assets at end of year2019-12-31$269,605,627
Value of total assets at beginning of year2019-12-31$236,351,790
Value of total assets at beginning of year2019-12-31$236,351,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$628,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$628,307
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,534,700
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,534,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,534,700
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,534,700
Administrative expenses professional fees incurred2019-12-31$445,893
Administrative expenses professional fees incurred2019-12-31$445,893
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
Value of fidelity bond cover2019-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$19,214
Administrative expenses (other) incurred2019-12-31$19,214
Liabilities. Value of operating payables at end of year2019-12-31$47,725
Liabilities. Value of operating payables at end of year2019-12-31$47,725
Liabilities. Value of operating payables at beginning of year2019-12-31$45,661
Liabilities. Value of operating payables at beginning of year2019-12-31$45,661
Total non interest bearing cash at end of year2019-12-31$1,017,821
Total non interest bearing cash at end of year2019-12-31$1,017,821
Total non interest bearing cash at beginning of year2019-12-31$914,122
Total non interest bearing cash at beginning of year2019-12-31$914,122
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
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$33,251,773
Value of net income/loss2019-12-31$33,251,773
Value of net assets at end of year (total assets less liabilities)2019-12-31$269,557,902
Value of net assets at end of year (total assets less liabilities)2019-12-31$269,557,902
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$236,306,129
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$236,306,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$37,032
Assets. partnership/joint venture interests at end of year2019-12-31$37,032
Assets. partnership/joint venture interests at beginning of year2019-12-31$69,282
Assets. partnership/joint venture interests at beginning of year2019-12-31$69,282
Investment advisory and management fees2019-12-31$163,200
Investment advisory and management fees2019-12-31$163,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$264,474,616
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$264,474,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$229,918,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$229,918,517
Value of interest in pooled separate accounts at end of year2019-12-31$111,755
Value of interest in pooled separate accounts at end of year2019-12-31$111,755
Value of interest in pooled separate accounts at beginning of year2019-12-31$87,702
Value of interest in pooled separate accounts at beginning of year2019-12-31$87,702
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,964,403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,964,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,879,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,879,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,879,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,879,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$676,000
Contributions received in cash from employer2019-12-31$676,000
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$1,483,000
Employer contributions (assets) at beginning of year2019-12-31$1,483,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,047,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,047,246
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS
Accountancy firm name2019-12-31MOSS ADAMS
Accountancy firm EIN2019-12-31910189318
Accountancy firm EIN2019-12-31910189318
2018 : STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-23,946,127
Total unrealized appreciation/depreciation of assets2018-12-31$-23,946,127
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$45,661
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$267,612
Total income from all sources (including contributions)2018-12-31$-14,465,521
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$17,884,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$17,193,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,483,000
Value of total assets at end of year2018-12-31$236,351,790
Value of total assets at beginning of year2018-12-31$268,923,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$690,761
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,252,261
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$8,252,261
Administrative expenses professional fees incurred2018-12-31$513,532
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
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
Administrative expenses (other) incurred2018-12-31$15,910
Liabilities. Value of operating payables at end of year2018-12-31$45,661
Liabilities. Value of operating payables at beginning of year2018-12-31$267,612
Total non interest bearing cash at end of year2018-12-31$914,122
Total non interest bearing cash at beginning of year2018-12-31$978,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-32,350,180
Value of net assets at end of year (total assets less liabilities)2018-12-31$236,306,129
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$268,656,309
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
Assets. partnership/joint venture interests at end of year2018-12-31$69,282
Assets. partnership/joint venture interests at beginning of year2018-12-31$77,695
Investment advisory and management fees2018-12-31$161,319
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$229,918,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$258,992,329
Value of interest in pooled separate accounts at end of year2018-12-31$87,702
Value of interest in pooled separate accounts at beginning of year2018-12-31$94,396
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,879,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,781,229
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$-271,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-254,655
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
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$1,483,000
Employer contributions (assets) at end of year2018-12-31$1,483,000
Employer contributions (assets) at beginning of year2018-12-31$5,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$17,465,298
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 name2018-12-31MOSS ADAMS
Accountancy firm EIN2018-12-31910189318
2017 : STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$27,634,253
Total unrealized appreciation/depreciation of assets2017-12-31$27,634,253
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$267,612
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$52,628
Total income from all sources (including contributions)2017-12-31$45,939,319
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$46,503,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$45,496,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,000,000
Value of total assets at end of year2017-12-31$268,923,921
Value of total assets at beginning of year2017-12-31$269,273,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,007,826
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$8,924,197
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$8,924,197
Administrative expenses professional fees incurred2017-12-31$809,493
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
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
Administrative expenses (other) incurred2017-12-31$34,811
Liabilities. Value of operating payables at end of year2017-12-31$267,612
Liabilities. Value of operating payables at beginning of year2017-12-31$52,628
Total non interest bearing cash at end of year2017-12-31$978,272
Total non interest bearing cash at beginning of year2017-12-31$1,229,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-564,607
Value of net assets at end of year (total assets less liabilities)2017-12-31$268,656,309
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$269,220,916
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
Assets. partnership/joint venture interests at end of year2017-12-31$77,695
Assets. partnership/joint venture interests at beginning of year2017-12-31$121,662
Investment advisory and management fees2017-12-31$163,522
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$258,992,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$264,118,552
Value of interest in pooled separate accounts at end of year2017-12-31$94,396
Value of interest in pooled separate accounts at beginning of year2017-12-31$76,582
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,781,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,727,685
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$21,996,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,380,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$5,000,000
Employer contributions (assets) at end of year2017-12-31$5,000,000
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$23,499,600
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 name2017-12-31MOSS ADAMS
Accountancy firm EIN2017-12-31910189318
2016 : STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$8,226,496
Total unrealized appreciation/depreciation of assets2016-12-31$8,226,496
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$52,628
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$97,478
Total income from all sources (including contributions)2016-12-31$19,691,672
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$19,578,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$17,435,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$269,273,544
Value of total assets at beginning of year2016-12-31$269,205,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,143,246
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$9,358,647
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$9,358,647
Administrative expenses professional fees incurred2016-12-31$706,314
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
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
Administrative expenses (other) incurred2016-12-31$1,286,325
Liabilities. Value of operating payables at end of year2016-12-31$52,628
Liabilities. Value of operating payables at beginning of year2016-12-31$97,478
Total non interest bearing cash at end of year2016-12-31$1,229,063
Total non interest bearing cash at beginning of year2016-12-31$1,071,980
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$112,733
Value of net assets at end of year (total assets less liabilities)2016-12-31$269,220,916
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$269,108,183
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
Assets. partnership/joint venture interests at end of year2016-12-31$121,662
Assets. partnership/joint venture interests at beginning of year2016-12-31$175,575
Investment advisory and management fees2016-12-31$150,607
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$264,118,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$259,167,844
Value of interest in pooled separate accounts at end of year2016-12-31$76,582
Value of interest in pooled separate accounts at beginning of year2016-12-31$71,620
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,727,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,718,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,106,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$5,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$17,435,693
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS
Accountancy firm EIN2016-12-31910189318
2015 : STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-18,441,024
Total unrealized appreciation/depreciation of assets2015-12-31$-18,441,024
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$97,478
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$27,227
Total income from all sources (including contributions)2015-12-31$-1,277,459
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$24,222,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$23,310,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,000,000
Value of total assets at end of year2015-12-31$269,205,661
Value of total assets at beginning of year2015-12-31$294,635,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$911,378
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$10,159,946
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$10,159,946
Administrative expenses professional fees incurred2015-12-31$490,525
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
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$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$-97
Administrative expenses (other) incurred2015-12-31$278,498
Liabilities. Value of operating payables at end of year2015-12-31$97,478
Liabilities. Value of operating payables at beginning of year2015-12-31$27,227
Total non interest bearing cash at end of year2015-12-31$1,071,980
Total non interest bearing cash at beginning of year2015-12-31$2,431,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-25,499,608
Value of net assets at end of year (total assets less liabilities)2015-12-31$269,108,183
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$294,607,791
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
Assets. partnership/joint venture interests at end of year2015-12-31$175,575
Assets. partnership/joint venture interests at beginning of year2015-12-31$218,119
Investment advisory and management fees2015-12-31$142,355
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$259,167,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$288,149,785
Value of interest in pooled separate accounts at end of year2015-12-31$71,620
Value of interest in pooled separate accounts at beginning of year2015-12-31$72,403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,718,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,763,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$2,003,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$5,000,000
Employer contributions (assets) at end of year2015-12-31$5,000,000
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$23,310,771
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 name2015-12-31MOSS ADAMS
Accountancy firm EIN2015-12-31910189318
2014 : STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$23,355,820
Total unrealized appreciation/depreciation of assets2014-12-31$23,355,820
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$27,227
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$64,506
Total income from all sources (including contributions)2014-12-31$35,951,400
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$25,341,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$24,242,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$294,635,018
Value of total assets at beginning of year2014-12-31$284,062,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,099,170
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$10,719,338
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$10,719,338
Administrative expenses professional fees incurred2014-12-31$566,214
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
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$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other income not declared elsewhere2014-12-31$-284,348
Administrative expenses (other) incurred2014-12-31$386,962
Liabilities. Value of operating payables at end of year2014-12-31$27,227
Liabilities. Value of operating payables at beginning of year2014-12-31$64,506
Total non interest bearing cash at end of year2014-12-31$2,431,370
Total non interest bearing cash at beginning of year2014-12-31$954,836
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$10,610,214
Value of net assets at end of year (total assets less liabilities)2014-12-31$294,607,791
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$283,997,577
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
Assets. partnership/joint venture interests at end of year2014-12-31$218,119
Assets. partnership/joint venture interests at beginning of year2014-12-31$269,405
Investment advisory and management fees2014-12-31$145,994
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$288,149,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$278,925,625
Value of interest in pooled separate accounts at end of year2014-12-31$72,403
Value of interest in pooled separate accounts at beginning of year2014-12-31$64,791
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,763,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,847,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,160,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$0
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$24,242,016
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 name2014-12-31MOSS ADAMS
Accountancy firm EIN2014-12-31910189318
2013 : STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$10,270,065
Total unrealized appreciation/depreciation of assets2013-12-31$10,270,065
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$64,506
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,551
Total income from all sources (including contributions)2013-12-31$17,022,707
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$24,988,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$24,297,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$284,062,083
Value of total assets at beginning of year2013-12-31$291,969,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$691,049
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$9,722,342
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$9,722,342
Administrative expenses professional fees incurred2013-12-31$310,817
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other income not declared elsewhere2013-12-31$-5,255,250
Administrative expenses (other) incurred2013-12-31$234,285
Liabilities. Value of operating payables at end of year2013-12-31$64,506
Liabilities. Value of operating payables at beginning of year2013-12-31$6,551
Total non interest bearing cash at end of year2013-12-31$954,836
Total non interest bearing cash at beginning of year2013-12-31$995,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-7,965,452
Value of net assets at end of year (total assets less liabilities)2013-12-31$283,997,577
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$291,963,029
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
Assets. partnership/joint venture interests at end of year2013-12-31$269,405
Assets. partnership/joint venture interests at beginning of year2013-12-31$288,086
Investment advisory and management fees2013-12-31$145,947
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$278,925,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$283,546,256
Value of interest in pooled separate accounts at end of year2013-12-31$64,791
Value of interest in pooled separate accounts at beginning of year2013-12-31$48,678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,847,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,957,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,285,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$0
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$3,133,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$24,297,110
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 name2013-12-31MOSS ADAMS
Accountancy firm EIN2013-12-31910189318
2012 : STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$17,507,092
Total unrealized appreciation/depreciation of assets2012-12-31$17,507,092
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,551
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$38,568
Total income from all sources (including contributions)2012-12-31$38,641,939
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$22,913,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$22,241,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,919,800
Value of total assets at end of year2012-12-31$291,969,580
Value of total assets at beginning of year2012-12-31$276,273,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$672,895
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$10,466,341
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$10,466,341
Administrative expenses professional fees incurred2012-12-31$342,221
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$234,199
Liabilities. Value of operating payables at end of year2012-12-31$6,551
Liabilities. Value of operating payables at beginning of year2012-12-31$38,568
Total non interest bearing cash at end of year2012-12-31$995,167
Total non interest bearing cash at beginning of year2012-12-31$987,917
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$15,727,951
Value of net assets at end of year (total assets less liabilities)2012-12-31$291,963,029
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$276,235,078
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
Assets. partnership/joint venture interests at end of year2012-12-31$288,086
Assets. partnership/joint venture interests at beginning of year2012-12-31$501,835
Investment advisory and management fees2012-12-31$96,475
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$283,546,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$263,618,873
Value of interest in pooled separate accounts at end of year2012-12-31$48,678
Value of interest in pooled separate accounts at beginning of year2012-12-31$42,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,957,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,111,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,748,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$7,919,800
Employer contributions (assets) at end of year2012-12-31$3,133,700
Employer contributions (assets) at beginning of year2012-12-31$7,011,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$22,241,093
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 name2012-12-31MOSS ADAMS
Accountancy firm EIN2012-12-31910189318
2011 : STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$18,968,268
Total unrealized appreciation/depreciation of assets2011-12-31$18,968,268
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$38,568
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$46,673
Total income from all sources (including contributions)2011-12-31$39,460,341
Total loss/gain on sale of assets2011-12-31$4,077,930
Total of all expenses incurred2011-12-31$17,966,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$17,199,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,011,000
Value of total assets at end of year2011-12-31$276,273,646
Value of total assets at beginning of year2011-12-31$254,787,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$767,152
Total interest from all sources2011-12-31$283,748
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$9,116,779
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$9,116,779
Administrative expenses professional fees incurred2011-12-31$393,510
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other income not declared elsewhere2011-12-31$2,616
Administrative expenses (other) incurred2011-12-31$239,924
Liabilities. Value of operating payables at end of year2011-12-31$38,568
Liabilities. Value of operating payables at beginning of year2011-12-31$46,673
Total non interest bearing cash at end of year2011-12-31$987,917
Total non interest bearing cash at beginning of year2011-12-31$1,479,948
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$21,493,883
Value of net assets at end of year (total assets less liabilities)2011-12-31$276,235,078
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$254,741,195
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
Assets. partnership/joint venture interests at end of year2011-12-31$501,835
Assets. partnership/joint venture interests at beginning of year2011-12-31$718,257
Investment advisory and management fees2011-12-31$133,718
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$263,618,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$247,826,219
Value of interest in pooled separate accounts at end of year2011-12-31$42,999
Value of interest in pooled separate accounts at beginning of year2011-12-31$46,157
Interest earned on other investments2011-12-31$283,748
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,111,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,717,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$7,011,000
Employer contributions (assets) at end of year2011-12-31$7,011,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$17,199,306
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
Aggregate proceeds on sale of assets2011-12-31$104,078,440
Aggregate carrying amount (costs) on sale of assets2011-12-31$100,000,510
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 name2011-12-31MOHLER, NIXON AND WILLIAMS
Accountancy firm EIN2011-12-31770106234
2010 : STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$11,239,486
Total unrealized appreciation/depreciation of assets2010-12-31$11,239,486
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$46,673
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$20,905
Total income from all sources (including contributions)2010-12-31$24,738,563
Total loss/gain on sale of assets2010-12-31$3,795,115
Total of all expenses incurred2010-12-31$17,179,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$16,480,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$254,787,868
Value of total assets at beginning of year2010-12-31$247,202,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$698,259
Total interest from all sources2010-12-31$325,565
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$7,864,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$7,864,751
Administrative expenses professional fees incurred2010-12-31$342,596
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$1,513,646
Administrative expenses (other) incurred2010-12-31$225,802
Liabilities. Value of operating payables at end of year2010-12-31$46,673
Liabilities. Value of operating payables at beginning of year2010-12-31$20,905
Total non interest bearing cash at end of year2010-12-31$1,479,948
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$7,559,435
Value of net assets at end of year (total assets less liabilities)2010-12-31$254,741,195
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$247,181,760
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
Assets. partnership/joint venture interests at end of year2010-12-31$718,257
Assets. partnership/joint venture interests at beginning of year2010-12-31$741,257
Investment advisory and management fees2010-12-31$129,861
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$247,826,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$240,657,353
Value of interest in pooled separate accounts at end of year2010-12-31$46,157
Interest earned on other investments2010-12-31$325,565
Value of interest in common/collective trusts at beginning of year2010-12-31$41,801
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$786,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$786,601
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,717,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,975,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$16,480,869
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
Aggregate proceeds on sale of assets2010-12-31$102,472,991
Aggregate carrying amount (costs) on sale of assets2010-12-31$98,677,876
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 name2010-12-31MOHLER, NIXON & WILLIAMS
Accountancy firm EIN2010-12-31770106234
2009 : STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY 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 STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN

2022: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY 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: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY 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: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY 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: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY 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: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY 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: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY 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: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY 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: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY 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: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY 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: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY 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: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY 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: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY 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
2010: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number009168
Policy instance 1
Insurance contract or identification number009168
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number009168
Policy instance 1
Insurance contract or identification number009168
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number009168
Policy instance 1
Insurance contract or identification number009168
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number009168
Policy instance 1
Insurance contract or identification number009168
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number009168
Policy instance 1
Insurance contract or identification number009168
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number009168
Policy instance 1
Insurance contract or identification number009168
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number009168
Policy instance 1
Insurance contract or identification number009168
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number009168
Policy instance 1
Insurance contract or identification number009168
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number009168
Policy instance 1
Insurance contract or identification number009168
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number009168
Policy instance 1
Insurance contract or identification number009168
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number009168
Policy instance 1
Insurance contract or identification number009168
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number009168
Policy instance 1
Insurance contract or identification number009168
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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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