401k Plan data: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN plan

THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 401k Plan overview

Plan Name	THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN
Plan identification number	002

THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE J. PAUL GETTY TRUST has sponsored the creation of one or more 401k plans.

Company Name: THE J. PAUL GETTY TRUST

Employer identification number (EIN): 951790021

NAIC Classification: 712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 NANCY GIBSON NANCY GIBSON 2019-07-25
002 2017-01-01 NANCY AXTELL NANCY AXTELL 2018-07-19
002 2016-01-01 NANCY AXTELL NANCY AXTELL 2017-07-24
002 2015-01-01 NANCY AXTELL NANCY AXTELL 2016-07-22
002 2014-01-01 NANCY AXTELL
002 2013-01-01 PATRICIA A. WOODWORTH PATRICIA A. WOODWORTH 2014-07-17
002 2012-01-01 ELIZABETH DILL PATRICIA A. WOODWORTH 2013-07-30
002 2011-01-01 ELIZABETH DILL PATRICIA WOODWORTH 2012-07-30
002 2009-01-01 MARIANNE RUSK PATRICIA WOODWORTH 2010-07-26
002 2009-01-01 MARIANNE RUSK PATRICIA WOODWORTH 2010-07-22

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	NANCY GIBSON	NANCY GIBSON	2019-07-25
002	2017-01-01	NANCY AXTELL	NANCY AXTELL	2018-07-19
002	2016-01-01	NANCY AXTELL	NANCY AXTELL	2017-07-24
002	2015-01-01	NANCY AXTELL	NANCY AXTELL	2016-07-22
002	2014-01-01	NANCY AXTELL
002	2013-01-01	PATRICIA A. WOODWORTH	PATRICIA A. WOODWORTH	2014-07-17
002	2012-01-01	ELIZABETH DILL	PATRICIA A. WOODWORTH	2013-07-30
002	2011-01-01	ELIZABETH DILL	PATRICIA WOODWORTH	2012-07-30
002	2009-01-01	MARIANNE RUSK	PATRICIA WOODWORTH	2010-07-26
002	2009-01-01	MARIANNE RUSK	PATRICIA WOODWORTH	2010-07-22

Plan Statistics for THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN

401k plan membership statisitcs for THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN

Measure Date Value
2022: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,897
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,382
Number of retired or separated participants receiving benefits 2022-01-01 48
Number of other retired or separated participants entitled to future benefits 2022-01-01 592
Total of all active and inactive participants 2022-01-01 2,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 9
Total participants 2022-01-01 2,031
Number of participants with account balances 2022-01-01 2,013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,890
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,337
Number of retired or separated participants receiving benefits 2021-01-01 39
Number of other retired or separated participants entitled to future benefits 2021-01-01 513
Total of all active and inactive participants 2021-01-01 1,889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 8
Total participants 2021-01-01 1,897
Number of participants with account balances 2021-01-01 1,873
2020: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,929
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,399
Number of retired or separated participants receiving benefits 2020-01-01 30
Number of other retired or separated participants entitled to future benefits 2020-01-01 451
Total of all active and inactive participants 2020-01-01 1,880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 10
Total participants 2020-01-01 1,890
Number of participants with account balances 2020-01-01 1,864
2019: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,916
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,418
Number of retired or separated participants receiving benefits 2019-01-01 25
Number of other retired or separated participants entitled to future benefits 2019-01-01 481
Total of all active and inactive participants 2019-01-01 1,924
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 5
Total participants 2019-01-01 1,929
Number of participants with account balances 2019-01-01 1,913
2018: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,765
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,378
Number of retired or separated participants receiving benefits 2018-01-01 23
Number of other retired or separated participants entitled to future benefits 2018-01-01 510
Total of all active and inactive participants 2018-01-01 1,911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 5
Total participants 2018-01-01 1,916
Number of participants with account balances 2018-01-01 1,885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,692
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,325
Number of retired or separated participants receiving benefits 2017-01-01 21
Number of other retired or separated participants entitled to future benefits 2017-01-01 415
Total of all active and inactive participants 2017-01-01 1,761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 4
Total participants 2017-01-01 1,765
Number of participants with account balances 2017-01-01 1,738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,603
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,272
Number of retired or separated participants receiving benefits 2016-01-01 14
Number of other retired or separated participants entitled to future benefits 2016-01-01 416
Total of all active and inactive participants 2016-01-01 1,702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 3
Total participants 2016-01-01 1,705
Number of participants with account balances 2016-01-01 1,692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,643
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,229
Number of retired or separated participants receiving benefits 2015-01-01 13
Number of other retired or separated participants entitled to future benefits 2015-01-01 373
Total of all active and inactive participants 2015-01-01 1,615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 1,617
Number of participants with account balances 2015-01-01 1,603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,540
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,179
Number of retired or separated participants receiving benefits 2014-01-01 11
Number of other retired or separated participants entitled to future benefits 2014-01-01 451
Total of all active and inactive participants 2014-01-01 1,641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 1,643
Number of participants with account balances 2014-01-01 1,629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,443
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,139
Number of retired or separated participants receiving benefits 2013-01-01 11
Number of other retired or separated participants entitled to future benefits 2013-01-01 390
Total of all active and inactive participants 2013-01-01 1,540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1,540
Number of participants with account balances 2013-01-01 1,530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,409
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,102
Number of retired or separated participants receiving benefits 2012-01-01 9
Number of other retired or separated participants entitled to future benefits 2012-01-01 332
Total of all active and inactive participants 2012-01-01 1,443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1,443
Number of participants with account balances 2012-01-01 1,435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,334
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,092
Number of retired or separated participants receiving benefits 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 312
Total of all active and inactive participants 2011-01-01 1,409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,409
Number of participants with account balances 2011-01-01 1,403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,402
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,024
Number of retired or separated participants receiving benefits 2009-01-01 20
Number of other retired or separated participants entitled to future benefits 2009-01-01 328
Total of all active and inactive participants 2009-01-01 1,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 1,373
Number of participants with account balances 2009-01-01 1,348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,897
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,382
Number of retired or separated participants receiving benefits	2022-01-01	48
Number of other retired or separated participants entitled to future benefits	2022-01-01	592
Total of all active and inactive participants	2022-01-01	2,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	9
Total participants	2022-01-01	2,031
Number of participants with account balances	2022-01-01	2,013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,890
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,337
Number of retired or separated participants receiving benefits	2021-01-01	39
Number of other retired or separated participants entitled to future benefits	2021-01-01	513
Total of all active and inactive participants	2021-01-01	1,889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	8
Total participants	2021-01-01	1,897
Number of participants with account balances	2021-01-01	1,873
2020: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,929
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,399
Number of retired or separated participants receiving benefits	2020-01-01	30
Number of other retired or separated participants entitled to future benefits	2020-01-01	451
Total of all active and inactive participants	2020-01-01	1,880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	10
Total participants	2020-01-01	1,890
Number of participants with account balances	2020-01-01	1,864
2019: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,916
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,418
Number of retired or separated participants receiving benefits	2019-01-01	25
Number of other retired or separated participants entitled to future benefits	2019-01-01	481
Total of all active and inactive participants	2019-01-01	1,924
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	5
Total participants	2019-01-01	1,929
Number of participants with account balances	2019-01-01	1,913
2018: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,765
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,378
Number of retired or separated participants receiving benefits	2018-01-01	23
Number of other retired or separated participants entitled to future benefits	2018-01-01	510
Total of all active and inactive participants	2018-01-01	1,911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	5
Total participants	2018-01-01	1,916
Number of participants with account balances	2018-01-01	1,885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,692
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,325
Number of retired or separated participants receiving benefits	2017-01-01	21
Number of other retired or separated participants entitled to future benefits	2017-01-01	415
Total of all active and inactive participants	2017-01-01	1,761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	4
Total participants	2017-01-01	1,765
Number of participants with account balances	2017-01-01	1,738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,603
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,272
Number of retired or separated participants receiving benefits	2016-01-01	14
Number of other retired or separated participants entitled to future benefits	2016-01-01	416
Total of all active and inactive participants	2016-01-01	1,702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	3
Total participants	2016-01-01	1,705
Number of participants with account balances	2016-01-01	1,692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,643
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,229
Number of retired or separated participants receiving benefits	2015-01-01	13
Number of other retired or separated participants entitled to future benefits	2015-01-01	373
Total of all active and inactive participants	2015-01-01	1,615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	1,617
Number of participants with account balances	2015-01-01	1,603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,540
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,179
Number of retired or separated participants receiving benefits	2014-01-01	11
Number of other retired or separated participants entitled to future benefits	2014-01-01	451
Total of all active and inactive participants	2014-01-01	1,641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	1,643
Number of participants with account balances	2014-01-01	1,629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,443
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,139
Number of retired or separated participants receiving benefits	2013-01-01	11
Number of other retired or separated participants entitled to future benefits	2013-01-01	390
Total of all active and inactive participants	2013-01-01	1,540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,540
Number of participants with account balances	2013-01-01	1,530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,409
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,102
Number of retired or separated participants receiving benefits	2012-01-01	9
Number of other retired or separated participants entitled to future benefits	2012-01-01	332
Total of all active and inactive participants	2012-01-01	1,443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1,443
Number of participants with account balances	2012-01-01	1,435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,334
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,092
Number of retired or separated participants receiving benefits	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	312
Total of all active and inactive participants	2011-01-01	1,409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,409
Number of participants with account balances	2011-01-01	1,403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,402
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,024
Number of retired or separated participants receiving benefits	2009-01-01	20
Number of other retired or separated participants entitled to future benefits	2009-01-01	328
Total of all active and inactive participants	2009-01-01	1,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	1,373
Number of participants with account balances	2009-01-01	1,348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN

Measure	Date	Value
2022 : THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-33,882,129
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$12,370,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$12,297,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$11,189,495
Value of total assets at end of year	2022-12-31	$191,417,816
Value of total assets at beginning of year	2022-12-31	$237,670,550
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$72,843
Total interest from all sources	2022-12-31	$69,741
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$5,567,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$5,567,931
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$10,666,443
Participant contributions at end of year	2022-12-31	$1,471,781
Participant contributions at beginning of year	2022-12-31	$1,536,187
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$523,052
Other income not declared elsewhere	2022-12-31	$54,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-46,252,734
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$191,417,816
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$237,670,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$62,211
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$179,408,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$226,019,000
Interest on participant loans	2022-12-31	$69,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$9,129,341
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$8,706,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$8,706,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,408,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,408,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-50,763,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$12,297,762
Contract administrator fees	2022-12-31	$10,632
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	VASQUEZ & COMPANY LLP
Accountancy firm EIN	2022-12-31	330700332
2021 : THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$40,827,025
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$10,630,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$10,560,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$10,323,381
Value of total assets at end of year	2021-12-31	$237,670,550
Value of total assets at beginning of year	2021-12-31	$207,474,221
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$70,017
Total interest from all sources	2021-12-31	$66,305
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$7,467,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$7,467,008
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$9,782,136
Participant contributions at end of year	2021-12-31	$1,536,187
Participant contributions at beginning of year	2021-12-31	$1,343,336
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$541,245
Other income not declared elsewhere	2021-12-31	$56,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$30,196,329
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$237,670,550
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$207,474,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$60,800
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$226,019,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$193,932,036
Interest on participant loans	2021-12-31	$66,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$8,706,560
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$10,724,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$10,724,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,408,803
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,474,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$22,913,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$10,560,679
Contract administrator fees	2021-12-31	$9,217
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	VASQUEZ & COMPANY LLP
Accountancy firm EIN	2021-12-31	330700332
2020 : THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$44,139,065
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$7,100,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$7,052,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$9,861,111
Value of total assets at end of year	2020-12-31	$207,474,221
Value of total assets at beginning of year	2020-12-31	$170,435,912
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$48,627
Total interest from all sources	2020-12-31	$72,613
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$3,760,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$3,760,989
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$9,375,049
Participant contributions at end of year	2020-12-31	$1,343,336
Participant contributions at beginning of year	2020-12-31	$1,256,538
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$486,062
Other income not declared elsewhere	2020-12-31	$59,713
Administrative expenses (other) incurred	2020-12-31	$340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$37,038,309
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$207,474,221
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$170,435,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$39,611
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$193,932,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$159,674,229
Interest on participant loans	2020-12-31	$72,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$10,724,160
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$7,642,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$7,642,760
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,474,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,862,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$30,384,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$7,052,129
Contract administrator fees	2020-12-31	$8,676
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	VASQUEZ & COMPANY LLP
Accountancy firm EIN	2020-12-31	330700332
2019 : THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$40,551,345
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$6,438,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,395,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$8,993,407
Value of total assets at end of year	2019-12-31	$170,435,912
Value of total assets at beginning of year	2019-12-31	$136,322,688
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$43,059
Total interest from all sources	2019-12-31	$68,498
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$4,068,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$4,068,791
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$8,442,674
Participant contributions at end of year	2019-12-31	$1,256,538
Participant contributions at beginning of year	2019-12-31	$1,259,371
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$550,733
Other income not declared elsewhere	2019-12-31	$93,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$34,113,224
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$170,435,912
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$136,322,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$33,541
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$159,674,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$127,015,993
Interest on participant loans	2019-12-31	$68,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$7,642,760
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$5,501,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$5,501,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,862,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,545,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$27,327,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,395,062
Contract administrator fees	2019-12-31	$9,518
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	VASQUEZ & COMPANY LLP
Accountancy firm EIN	2019-12-31	330700332
2018 : THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$3,544,378
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$7,164,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$7,131,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$9,976,996
Value of total assets at end of year	2018-12-31	$136,322,688
Value of total assets at beginning of year	2018-12-31	$139,942,415
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$32,871
Total interest from all sources	2018-12-31	$57,417
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$4,426,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$4,426,835
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$7,817,035
Participant contributions at end of year	2018-12-31	$1,259,371
Participant contributions at beginning of year	2018-12-31	$1,155,401
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$2,159,961
Other income not declared elsewhere	2018-12-31	$99,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-3,619,727
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$136,322,688
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$139,942,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$29,321
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$127,015,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$131,663,042
Interest on participant loans	2018-12-31	$57,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$5,501,861
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$4,611,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$4,611,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,545,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,512,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-11,015,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$7,131,234
Contract administrator fees	2018-12-31	$3,550
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	VASQUEZ & COMPANY LLP
Accountancy firm EIN	2018-12-31	330700332
2017 : THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$29,430,656
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$4,698,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$4,665,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$8,277,744
Value of total assets at end of year	2017-12-31	$139,942,415
Value of total assets at beginning of year	2017-12-31	$115,210,120
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$33,241
Total interest from all sources	2017-12-31	$144,891
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$3,285,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$3,285,399
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$7,311,338
Participant contributions at end of year	2017-12-31	$1,155,401
Participant contributions at beginning of year	2017-12-31	$895,703
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$966,406
Administrative expenses (other) incurred	2017-12-31	$33,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$24,732,295
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$139,942,415
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$115,210,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$131,663,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$106,797,311
Interest on participant loans	2017-12-31	$45,184
Income. Interest from loans (other than to participants)	2017-12-31	$99,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$4,611,664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$4,970,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$4,970,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,512,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,546,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$17,722,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$4,665,120
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	VASQUEZ & COMPANY LLP
Accountancy firm EIN	2017-12-31	330700332
2016 : THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$15,817,451
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$4,773,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$4,752,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$7,628,909
Value of total assets at end of year	2016-12-31	$115,210,120
Value of total assets at beginning of year	2016-12-31	$104,166,138
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$21,114
Total interest from all sources	2016-12-31	$134,374
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$2,621,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$2,621,688
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$6,840,790
Participant contributions at end of year	2016-12-31	$895,703
Participant contributions at beginning of year	2016-12-31	$885,292
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$788,119
Administrative expenses (other) incurred	2016-12-31	$21,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$11,043,982
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$115,210,120
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$104,166,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$106,797,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$96,345,405
Interest on participant loans	2016-12-31	$36,694
Income. Interest from loans (other than to participants)	2016-12-31	$97,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$4,970,713
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$4,493,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$4,493,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$2,546,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,441,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$5,432,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$4,752,355
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	VASQUEZ & COMPANY LLP
Accountancy firm EIN	2016-12-31	330700332
2015 : THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$7,244,359
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,295,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,277,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$6,567,346
Value of total assets at end of year	2015-12-31	$104,166,138
Value of total assets at beginning of year	2015-12-31	$100,217,208
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$18,121
Total interest from all sources	2015-12-31	$131,965
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$3,348,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$3,348,979
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$6,560,723
Participant contributions at end of year	2015-12-31	$885,292
Participant contributions at beginning of year	2015-12-31	$883,988
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$6,623
Administrative expenses (other) incurred	2015-12-31	$18,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$3,948,930
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$104,166,138
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$100,217,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$96,345,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$92,698,361
Interest on participant loans	2015-12-31	$38,283
Income. Interest from loans (other than to participants)	2015-12-31	$93,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$4,493,651
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$4,296,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$4,296,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,441,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,338,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,803,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,277,308
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	VASQUEZ & COMPANY LLP
Accountancy firm EIN	2015-12-31	330700332
2014 : THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$14,405,245
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$5,094,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$5,088,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$6,478,372
Value of total assets at end of year	2014-12-31	$100,217,208
Value of total assets at beginning of year	2014-12-31	$90,906,787
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$6,208
Total interest from all sources	2014-12-31	$121,144
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$2,765,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$2,765,569
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$5,818,911
Participant contributions at end of year	2014-12-31	$883,988
Participant contributions at beginning of year	2014-12-31	$71,849
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$659,461
Administrative expenses (other) incurred	2014-12-31	$6,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$9,310,421
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$100,217,208
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$90,906,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$92,698,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$83,434,515
Interest on participant loans	2014-12-31	$31,377
Income. Interest from loans (other than to participants)	2014-12-31	$89,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$4,296,480
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$5,159,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$5,159,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,338,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,241,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$5,040,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$5,088,616
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	VASQUEZ & COMPANY LLP
Accountancy firm EIN	2014-12-31	330700332
2013 : THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$22,237,180
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,456,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,455,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$5,724,030
Value of total assets at end of year	2013-12-31	$90,906,787
Value of total assets at beginning of year	2013-12-31	$71,125,821
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$960
Total interest from all sources	2013-12-31	$89,092
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$2,595,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$2,595,851
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$5,382,045
Participant contributions at end of year	2013-12-31	$71,849
Participant contributions at beginning of year	2013-12-31	$22,202
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$341,985
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$19,780,966
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$90,906,787
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$71,125,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$83,434,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$64,356,286
Interest on participant loans	2013-12-31	$89,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$5,159,013
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$4,571,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$4,571,311
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,241,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,176,022
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$13,828,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,455,254
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	VASQUEZ & COMPANY LLP
Accountancy firm EIN	2013-12-31	330700332
2012 : THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$13,264,543
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$3,278,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,277,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$5,096,492
Value of total assets at end of year	2012-12-31	$71,125,821
Value of total assets at beginning of year	2012-12-31	$61,139,996
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,140
Total interest from all sources	2012-12-31	$86,838
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,541,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,541,008
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$5,023,272
Participant contributions at end of year	2012-12-31	$22,202
Participant contributions at beginning of year	2012-12-31	$19,367
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$73,220
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$453
Administrative expenses (other) incurred	2012-12-31	$1,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$9,985,825
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$71,125,821
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$61,139,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$64,356,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$55,194,136
Interest on participant loans	2012-12-31	$86,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$4,571,311
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$3,776,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$3,776,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,176,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,150,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$6,540,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,277,125
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	VASQUEZ & COMPANY, LLP
Accountancy firm EIN	2012-12-31	330700332
2011 : THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$4,306,188
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$3,760,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,758,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$4,826,254
Value of total assets at end of year	2011-12-31	$61,139,996
Value of total assets at beginning of year	2011-12-31	$60,594,482
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,748
Total interest from all sources	2011-12-31	$83,562
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,482,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$1,482,226
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$4,729,658
Participant contributions at end of year	2011-12-31	$19,367
Participant contributions at beginning of year	2011-12-31	$24,882
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$96,596
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$31
Administrative expenses (other) incurred	2011-12-31	$1,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$545,514
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$61,139,996
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$60,594,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$55,194,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$53,863,820
Interest on participant loans	2011-12-31	$83,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$3,776,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$4,629,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$4,629,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,150,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,076,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-2,085,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,758,895
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	VASQUEZ & COMPANY, LLP
Accountancy firm EIN	2011-12-31	330700332
2010 : THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$12,215,550
Total of all expenses incurred	2010-12-31	$7,819,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$7,816,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$4,467,613
Value of total assets at end of year	2010-12-31	$60,594,482
Value of total assets at beginning of year	2010-12-31	$56,198,410
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$3,231
Total interest from all sources	2010-12-31	$93,346
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$850,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$850,522
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$4,461,122
Participant contributions at end of year	2010-12-31	$24,882
Participant contributions at beginning of year	2010-12-31	$30,165
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$6,491
Administrative expenses (other) incurred	2010-12-31	$3,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$4,396,072
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$60,594,482
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$56,198,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$53,863,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$48,844,358
Interest on participant loans	2010-12-31	$91,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$4,629,679
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$4,987,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$4,987,054
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1,472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,076,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,336,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$6,804,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$7,816,247
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	VASQUEZ & COMPANY, LLP
Accountancy firm EIN	2010-12-31	330700332
2009 : THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN

2022: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

004640

Policy instance

Insurance contract or identification number	004640
Number of Individuals Covered	21
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

004640

Policy instance

Insurance contract or identification number	004640
Number of Individuals Covered	22
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

004640

Policy instance

Insurance contract or identification number	004640
Number of Individuals Covered	24
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

004640

Policy instance

Insurance contract or identification number	004640
Number of Individuals Covered	28
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

004640

Policy instance

Insurance contract or identification number	004640
Number of Individuals Covered	35
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

004640

Policy instance

Insurance contract or identification number	004640
Number of Individuals Covered	37
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	THE J. PAUL GETTY TRUST
Employer identification number (EIN):	951790021
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions