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THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 401k Plan overview

Plan NameTHE RAND CORPORATION QUALIFIED RETIREMENT PLAN
Plan identification number 002

THE RAND CORPORATION QUALIFIED RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

THE RAND CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:THE RAND CORPORATION
Employer identification number (EIN):951958142
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about THE RAND CORPORATION

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 1994-12-01
Company Identification Number: 19941123613
Legal Registered Office Address: 5550 S FT APACHE RD STE 102

LAS VEGAS
United States of America (USA)
89148

More information about THE RAND CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RAND CORPORATION QUALIFIED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01BRADLEY BEVERAGE2023-10-12
0022021-01-01BRADLEY BEVERAGE2022-10-15
0022020-01-01BRADLEY BEVERAGE2021-10-13
0022020-01-01BRADLEY BEVERAGE2021-11-12
0022019-01-01BRADLEY BEVERAGE2020-10-06
0022018-01-01
0022017-01-01BRADLEY BEVERAGE
0022016-01-01BRADLEY BEVERAGE
0022015-01-01TRINITY EYRE
0022014-01-01TRINITY EYRE
0022013-01-01MICHAEL J. GALLAGHER MICHAEL J. GALLAGHER2014-10-07
0022012-01-01MICHAEL J. GALLAGHER MICHAEL J. GALLAGHER2013-10-09
0022011-01-01MICHAEL J. GALLAGHER MICHAEL J. GALLAGHER2012-10-14
0022010-01-01MICHAEL J. GALLAGHER
0022009-01-01MICHAEL J. GALLAGHER MICHAEL J. GALLAGHER2010-10-14

Plan Statistics for THE RAND CORPORATION QUALIFIED RETIREMENT PLAN

401k plan membership statisitcs for THE RAND CORPORATION QUALIFIED RETIREMENT PLAN

Measure Date Value
2022: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,694
Total number of active participants reported on line 7a of the Form 55002022-01-012,156
Number of retired or separated participants receiving benefits2022-01-0123
Number of other retired or separated participants entitled to future benefits2022-01-011,570
Total of all active and inactive participants2022-01-013,749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0185
Total participants2022-01-013,834
Number of participants with account balances2022-01-013,538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0168
2021: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,631
Total number of active participants reported on line 7a of the Form 55002021-01-012,084
Number of retired or separated participants receiving benefits2021-01-0121
Number of other retired or separated participants entitled to future benefits2021-01-011,516
Total of all active and inactive participants2021-01-013,621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0173
Total participants2021-01-013,694
Number of participants with account balances2021-01-013,423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0159
2020: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,630
Total number of active participants reported on line 7a of the Form 55002020-01-012,080
Number of retired or separated participants receiving benefits2020-01-0116
Number of other retired or separated participants entitled to future benefits2020-01-011,521
Total of all active and inactive participants2020-01-013,617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0114
Total participants2020-01-013,631
Number of participants with account balances2020-01-013,447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0145
2019: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,487
Total number of active participants reported on line 7a of the Form 55002019-01-012,078
Number of retired or separated participants receiving benefits2019-01-0116
Number of other retired or separated participants entitled to future benefits2019-01-011,520
Total of all active and inactive participants2019-01-013,614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0116
Total participants2019-01-013,630
Number of participants with account balances2019-01-013,474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0162
2018: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,431
Total number of active participants reported on line 7a of the Form 55002018-01-011,976
Number of retired or separated participants receiving benefits2018-01-0114
Number of other retired or separated participants entitled to future benefits2018-01-011,485
Total of all active and inactive participants2018-01-013,475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0112
Total participants2018-01-013,487
Number of participants with account balances2018-01-013,356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0178
2017: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,339
Total number of active participants reported on line 7a of the Form 55002017-01-012,199
Number of retired or separated participants receiving benefits2017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-011,204
Total of all active and inactive participants2017-01-013,416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0115
Total participants2017-01-013,431
Number of participants with account balances2017-01-013,317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0160
2016: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,252
Total number of active participants reported on line 7a of the Form 55002016-01-012,049
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-011,262
Total of all active and inactive participants2016-01-013,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0115
Total participants2016-01-013,339
Number of participants with account balances2016-01-013,193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0163
2015: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,152
Total number of active participants reported on line 7a of the Form 55002015-01-011,991
Number of retired or separated participants receiving benefits2015-01-0115
Number of other retired or separated participants entitled to future benefits2015-01-011,234
Total of all active and inactive participants2015-01-013,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0112
Total participants2015-01-013,252
Number of participants with account balances2015-01-013,163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0150
2014: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,346
Total number of active participants reported on line 7a of the Form 55002014-01-011,948
Number of retired or separated participants receiving benefits2014-01-0114
Number of other retired or separated participants entitled to future benefits2014-01-011,178
Total of all active and inactive participants2014-01-013,140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0112
Total participants2014-01-013,152
Number of participants with account balances2014-01-013,056
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0177
2013: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,361
Total number of active participants reported on line 7a of the Form 55002013-01-012,262
Number of retired or separated participants receiving benefits2013-01-0112
Number of other retired or separated participants entitled to future benefits2013-01-011,063
Total of all active and inactive participants2013-01-013,337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-019
Total participants2013-01-013,346
Number of participants with account balances2013-01-012,975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0170
2012: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,337
Total number of active participants reported on line 7a of the Form 55002012-01-012,366
Number of retired or separated participants receiving benefits2012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-01977
Total of all active and inactive participants2012-01-013,352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-019
Total participants2012-01-013,361
Number of participants with account balances2012-01-012,973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0148
2011: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,333
Total number of active participants reported on line 7a of the Form 55002011-01-012,361
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-01962
Total of all active and inactive participants2011-01-013,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-013,337
Number of participants with account balances2011-01-012,968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0179
2010: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,530
Total number of active participants reported on line 7a of the Form 55002010-01-012,459
Number of retired or separated participants receiving benefits2010-01-016
Number of other retired or separated participants entitled to future benefits2010-01-01857
Total of all active and inactive participants2010-01-013,322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0111
Total participants2010-01-013,333
Number of participants with account balances2010-01-012,927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0151
2009: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,368
Total number of active participants reported on line 7a of the Form 55002009-01-012,641
Number of retired or separated participants receiving benefits2009-01-016
Number of other retired or separated participants entitled to future benefits2009-01-01978
Total of all active and inactive participants2009-01-013,625
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0111
Total participants2009-01-013,636
Number of participants with account balances2009-01-013,636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0151

Financial Data on THE RAND CORPORATION QUALIFIED RETIREMENT PLAN

Measure Date Value
2022 : THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$627,241
Total unrealized appreciation/depreciation of assets2022-12-31$627,241
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$0
Total income from all sources (including contributions)2022-12-31$-64,659,655
Total loss/gain on sale of assets2022-12-31$2,079,405
Total of all expenses incurred2022-12-31$31,839,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$31,715,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$17,820,058
Value of total assets at end of year2022-12-31$513,595,772
Value of total assets at beginning of year2022-12-31$610,094,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$123,800
Total interest from all sources2022-12-31$1,015,768
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,286,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,286,799
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$829,006
Administrative expenses (other) incurred2022-12-31$123,800
Total non interest bearing cash at end of year2022-12-31$-1,025
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-96,499,010
Value of net assets at end of year (total assets less liabilities)2022-12-31$513,595,772
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$610,094,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$409,752,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$504,221,412
Value of interest in pooled separate accounts at end of year2022-12-31$5,366,836
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,226,243
Interest earned on other investments2022-12-31$1,014,237
Value of interest in common/collective trusts at end of year2022-12-31$4,360,263
Value of interest in common/collective trusts at beginning of year2022-12-31$5,991,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,118,152
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,531
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$92,343,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$94,082,283
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$444,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-91,004,162
Net investment gain/loss from pooled separate accounts2022-12-31$426,348
Net investment gain or loss from common/collective trusts2022-12-31$-911,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$16,991,052
Employer contributions (assets) at end of year2022-12-31$656,366
Employer contributions (assets) at beginning of year2022-12-31$573,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$31,271,554
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$2,079,405
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2022-12-31951777440
2021 : THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$605,089
Total unrealized appreciation/depreciation of assets2021-12-31$605,089
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$88,696,765
Total loss/gain on sale of assets2021-12-31$2,116,246
Total of all expenses incurred2021-12-31$24,261,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$24,134,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$18,381,570
Value of total assets at end of year2021-12-31$610,094,782
Value of total assets at beginning of year2021-12-31$545,659,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$126,945
Total interest from all sources2021-12-31$493,208
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,456,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,456,935
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$16,595,750
Amount contributed by the employer to the plan for this plan year2021-12-31$16,595,750
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,785,820
Administrative expenses (other) incurred2021-12-31$126,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$64,435,275
Value of net assets at end of year (total assets less liabilities)2021-12-31$610,094,782
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$545,659,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$504,221,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$443,842,723
Value of interest in pooled separate accounts at end of year2021-12-31$5,226,243
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,349,087
Interest earned on other investments2021-12-31$493,208
Value of interest in common/collective trusts at end of year2021-12-31$5,991,573
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$94,082,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$95,933,244
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$442,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$60,503,968
Net investment gain/loss from pooled separate accounts2021-12-31$813,536
Net investment gain or loss from common/collective trusts2021-12-31$326,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$16,595,750
Employer contributions (assets) at end of year2021-12-31$573,271
Employer contributions (assets) at beginning of year2021-12-31$534,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$23,692,230
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$2,116,246
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2021-12-31951777440
2020 : THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,111,255
Total unrealized appreciation/depreciation of assets2020-12-31$1,111,255
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$81,794,413
Total loss/gain on sale of assets2020-12-31$1,708,558
Total of all expenses incurred2020-12-31$19,564,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$19,425,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$18,122,849
Value of total assets at end of year2020-12-31$545,659,507
Value of total assets at beginning of year2020-12-31$483,429,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$139,489
Total interest from all sources2020-12-31$924,320
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,243,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,243,194
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$16,526,914
Amount contributed by the employer to the plan for this plan year2020-12-31$16,526,914
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,595,935
Other income not declared elsewhere2020-12-31$101,500
Administrative expenses (other) incurred2020-12-31$139,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$62,229,718
Value of net assets at end of year (total assets less liabilities)2020-12-31$545,659,507
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$483,429,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$443,842,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$383,745,575
Value of interest in pooled separate accounts at end of year2020-12-31$5,349,087
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,012,244
Interest earned on other investments2020-12-31$924,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$95,933,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$93,233,265
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,521,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$55,628,765
Net investment gain/loss from pooled separate accounts2020-12-31$-46,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$16,526,914
Employer contributions (assets) at end of year2020-12-31$534,453
Employer contributions (assets) at beginning of year2020-12-31$438,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$16,903,490
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$1,708,558
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2020-12-31951777440
2019 : THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$996,032
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$996,032
Total unrealized appreciation/depreciation of assets2019-12-31$996,032
Total unrealized appreciation/depreciation of assets2019-12-31$996,032
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total 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$94,934,619
Total income from all sources (including contributions)2019-12-31$94,934,619
Total loss/gain on sale of assets2019-12-31$1,894,432
Total loss/gain on sale of assets2019-12-31$1,894,432
Total of all expenses incurred2019-12-31$23,105,962
Total of all expenses incurred2019-12-31$23,105,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,976,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,976,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$18,962,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$18,962,080
Value of total assets at end of year2019-12-31$483,429,789
Value of total assets at end of year2019-12-31$483,429,789
Value of total assets at beginning of year2019-12-31$411,601,132
Value of total assets at beginning of year2019-12-31$411,601,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$129,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$129,432
Total interest from all sources2019-12-31$936,635
Total interest from all sources2019-12-31$936,635
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,374,391
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,374,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,374,391
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,374,391
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$16,896,146
Amount contributed by the employer to the plan for this plan year2019-12-31$16,896,146
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,065,934
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,065,934
Other income not declared elsewhere2019-12-31$313,772
Other income not declared elsewhere2019-12-31$313,772
Administrative expenses (other) incurred2019-12-31$129,432
Administrative expenses (other) incurred2019-12-31$129,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$71,828,657
Value of net income/loss2019-12-31$71,828,657
Value of net assets at end of year (total assets less liabilities)2019-12-31$483,429,789
Value of net assets at end of year (total assets less liabilities)2019-12-31$483,429,789
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$411,601,132
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$411,601,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$383,745,575
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$383,745,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$310,474,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$310,474,514
Value of interest in pooled separate accounts at end of year2019-12-31$6,012,244
Value of interest in pooled separate accounts at end of year2019-12-31$6,012,244
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,783,358
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,783,358
Interest earned on other investments2019-12-31$936,635
Interest earned on other investments2019-12-31$936,635
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$93,233,265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$93,233,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$94,974,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$94,974,914
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,290,793
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,290,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$68,139,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$68,139,108
Net investment gain/loss from pooled separate accounts2019-12-31$318,169
Net investment gain/loss from pooled separate accounts2019-12-31$318,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$16,896,146
Employer contributions (assets) at end of year2019-12-31$438,705
Employer contributions (assets) at end of year2019-12-31$438,705
Employer contributions (assets) at beginning of year2019-12-31$368,346
Employer contributions (assets) at beginning of year2019-12-31$368,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,685,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,685,737
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,894,432
Aggregate proceeds on sale of assets2019-12-31$1,894,432
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GREEN, HASSON & JANKS LLP
Accountancy firm name2019-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2019-12-31951777440
Accountancy firm EIN2019-12-31951777440
2018 : THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$634,827
Total unrealized appreciation/depreciation of assets2018-12-31$634,827
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,341,359
Total loss/gain on sale of assets2018-12-31$2,315,529
Total of all expenses incurred2018-12-31$30,051,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$29,986,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$16,178,999
Value of total assets at end of year2018-12-31$411,601,132
Value of total assets at beginning of year2018-12-31$440,311,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$64,821
Total interest from all sources2018-12-31$1,093,057
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,640,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,640,135
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$16,178,999
Amount contributed by the employer to the plan for this plan year2018-12-31$16,178,999
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$16,178,999
Other income not declared elsewhere2018-12-31$348,366
Administrative expenses (other) incurred2018-12-31$64,821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-28,710,443
Value of net assets at end of year (total assets less liabilities)2018-12-31$411,601,132
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$440,311,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$310,474,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$335,955,677
Value of interest in pooled separate accounts at end of year2018-12-31$5,783,358
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,877,583
Interest earned on other investments2018-12-31$1,093,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$94,974,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$98,165,380
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$5,686,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-23,151,030
Net investment gain/loss from pooled separate accounts2018-12-31$281,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Employer contributions (assets) at end of year2018-12-31$368,346
Employer contributions (assets) at beginning of year2018-12-31$312,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$24,300,838
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$2,315,529
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2018-12-31951777440
2017 : THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,183,109
Total unrealized appreciation/depreciation of assets2017-12-31$1,183,109
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$75,587,967
Total loss/gain on sale of assets2017-12-31$1,777,654
Total of all expenses incurred2017-12-31$17,515,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$17,509,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$15,659,779
Value of total assets at end of year2017-12-31$440,311,575
Value of total assets at beginning of year2017-12-31$382,239,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,333
Total interest from all sources2017-12-31$1,003,890
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,493,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,493,508
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$15,466,456
Amount contributed by the employer to the plan for this plan year2017-12-31$15,466,456
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$15,466,456
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$193,323
Other income not declared elsewhere2017-12-31$259,787
Administrative expenses (other) incurred2017-12-31$6,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$58,072,136
Value of net assets at end of year (total assets less liabilities)2017-12-31$440,311,575
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$382,239,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$335,955,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$281,093,034
Value of interest in pooled separate accounts at end of year2017-12-31$5,877,583
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,185,440
Interest earned on other investments2017-12-31$1,003,890
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$98,165,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$95,714,988
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,200,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$49,972,585
Net investment gain/loss from pooled separate accounts2017-12-31$237,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Employer contributions (assets) at end of year2017-12-31$312,935
Employer contributions (assets) at beginning of year2017-12-31$245,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$16,308,837
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$1,777,654
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2017-12-31951777440
2016 : THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,121,825
Total unrealized appreciation/depreciation of assets2016-12-31$1,121,825
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$40,969,295
Total loss/gain on sale of assets2016-12-31$1,824,555
Total of all expenses incurred2016-12-31$19,172,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$19,165,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$15,565,207
Value of total assets at end of year2016-12-31$382,239,439
Value of total assets at beginning of year2016-12-31$360,442,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,514
Total interest from all sources2016-12-31$1,313,567
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,154,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,154,141
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$14,585,747
Amount contributed by the employer to the plan for this plan year2016-12-31$14,585,747
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$14,585,747
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$979,460
Other income not declared elsewhere2016-12-31$92,773
Administrative expenses (other) incurred2016-12-31$7,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$21,796,480
Value of net assets at end of year (total assets less liabilities)2016-12-31$382,239,439
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$360,442,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$281,093,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$261,776,857
Value of interest in pooled separate accounts at end of year2016-12-31$5,185,440
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,469,672
Interest earned on other investments2016-12-31$1,313,567
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$95,714,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$93,743,766
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,021,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$16,653,622
Net investment gain/loss from pooled separate accounts2016-12-31$243,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Employer contributions (assets) at end of year2016-12-31$245,977
Employer contributions (assets) at beginning of year2016-12-31$452,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$18,143,655
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$1,824,555
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2016-12-31951777440
2015 : THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$1,296,046
Total unrealized appreciation/depreciation of assets2015-12-31$1,296,046
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$18,306,943
Total loss/gain on sale of assets2015-12-31$1,581,782
Total of all expenses incurred2015-12-31$19,187,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$19,179,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$14,358,345
Value of total assets at end of year2015-12-31$360,442,959
Value of total assets at beginning of year2015-12-31$361,323,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,491
Total interest from all sources2015-12-31$1,059,411
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,787,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,787,287
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$13,898,492
Amount contributed by the employer to the plan for this plan year2015-12-31$13,898,492
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$13,898,492
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$459,853
Other income not declared elsewhere2015-12-31$151,364
Administrative expenses (other) incurred2015-12-31$8,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-880,791
Value of net assets at end of year (total assets less liabilities)2015-12-31$360,442,959
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$361,323,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$261,776,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$264,583,994
Value of interest in pooled separate accounts at end of year2015-12-31$4,469,672
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,322,395
Interest earned on other investments2015-12-31$1,059,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$93,743,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$93,049,978
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$418,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,234,080
Net investment gain/loss from pooled separate accounts2015-12-31$306,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Employer contributions (assets) at end of year2015-12-31$452,664
Employer contributions (assets) at beginning of year2015-12-31$367,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$18,760,790
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$1,581,782
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2015-12-31951777440
2014 : THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,556,885
Total unrealized appreciation/depreciation of assets2014-12-31$1,556,885
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$36,135,463
Total loss/gain on sale of assets2014-12-31$1,319,709
Total of all expenses incurred2014-12-31$22,210,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$22,202,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,497,931
Value of total assets at end of year2014-12-31$361,323,750
Value of total assets at beginning of year2014-12-31$347,398,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,877
Total interest from all sources2014-12-31$1,140,759
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,280,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,280,229
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$12,417,901
Amount contributed by the employer to the plan for this plan year2014-12-31$12,417,901
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$80,030
Other income not declared elsewhere2014-12-31$160,271
Administrative expenses (other) incurred2014-12-31$7,877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$13,924,905
Value of net assets at end of year (total assets less liabilities)2014-12-31$361,323,750
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$347,398,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$264,583,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$252,696,981
Value of interest in pooled separate accounts at end of year2014-12-31$3,322,395
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,323,711
Interest earned on other investments2014-12-31$1,140,759
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$93,049,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$92,062,989
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$2,688,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$14,857,323
Net investment gain/loss from pooled separate accounts2014-12-31$322,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$12,417,901
Employer contributions (assets) at end of year2014-12-31$367,383
Employer contributions (assets) at beginning of year2014-12-31$315,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$19,513,734
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$1,319,709
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2014-12-31951777440
2013 : THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,150,444
Total unrealized appreciation/depreciation of assets2013-12-31$1,150,444
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$62,775,898
Total loss/gain on sale of assets2013-12-31$1,662,135
Total of all expenses incurred2013-12-31$21,683,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$21,675,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,159,328
Value of total assets at end of year2013-12-31$347,398,845
Value of total assets at beginning of year2013-12-31$306,306,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,579
Total interest from all sources2013-12-31$1,006,390
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,948,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,948,019
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$11,950,641
Amount contributed by the employer to the plan for this plan year2013-12-31$11,950,641
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$208,687
Other income not declared elsewhere2013-12-31$223,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$41,092,811
Value of net assets at end of year (total assets less liabilities)2013-12-31$347,398,845
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$306,306,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$252,696,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$213,818,868
Value of interest in pooled separate accounts at end of year2013-12-31$2,323,711
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,586,857
Interest earned on other investments2013-12-31$1,006,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$92,062,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$90,623,360
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$645,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$43,447,157
Net investment gain/loss from pooled separate accounts2013-12-31$178,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$11,950,641
Employer contributions (assets) at end of year2013-12-31$315,164
Employer contributions (assets) at beginning of year2013-12-31$276,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$21,029,698
Contract administrator fees2013-12-31$7,579
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,662,135
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2013-12-31951777440
2012 : THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,542,280
Total unrealized appreciation/depreciation of assets2012-12-31$1,542,280
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$41,965,485
Total loss/gain on sale of assets2012-12-31$1,216,826
Total of all expenses incurred2012-12-31$16,677,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$16,669,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,196,729
Value of total assets at end of year2012-12-31$306,306,034
Value of total assets at beginning of year2012-12-31$281,018,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,004
Total interest from all sources2012-12-31$889,279
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,919,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,919,977
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$12,092,265
Amount contributed by the employer to the plan for this plan year2012-12-31$12,092,265
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$104,464
Administrative expenses (other) incurred2012-12-31$8,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$25,287,638
Value of net assets at end of year (total assets less liabilities)2012-12-31$306,306,034
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$281,018,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$213,818,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$190,134,278
Value of interest in pooled separate accounts at end of year2012-12-31$1,586,857
Value of interest in pooled separate accounts at beginning of year2012-12-31$929,470
Interest earned on other investments2012-12-31$889,279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$90,623,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$89,508,309
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,191,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$24,082,175
Net investment gain/loss from pooled separate accounts2012-12-31$118,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$12,092,265
Employer contributions (assets) at end of year2012-12-31$276,949
Employer contributions (assets) at beginning of year2012-12-31$446,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$15,478,089
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$14,904,115
Aggregate carrying amount (costs) on sale of assets2012-12-31$13,687,289
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2012-12-31951777440
2011 : THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,669,442
Total unrealized appreciation/depreciation of assets2011-12-31$1,669,442
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$12,314,550
Total loss/gain on sale of assets2011-12-31$1,066,298
Total of all expenses incurred2011-12-31$20,795,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$20,785,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$11,356,992
Value of total assets at end of year2011-12-31$281,018,396
Value of total assets at beginning of year2011-12-31$289,499,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,089
Total interest from all sources2011-12-31$877,481
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,647,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,647,916
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$11,160,030
Amount contributed by the employer to the plan for this plan year2011-12-31$11,160,030
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$196,962
Administrative expenses (other) incurred2011-12-31$10,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-8,481,044
Value of net assets at end of year (total assets less liabilities)2011-12-31$281,018,396
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$289,499,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$190,134,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$200,252,091
Value of interest in pooled separate accounts at end of year2011-12-31$929,470
Value of interest in pooled separate accounts at beginning of year2011-12-31$392,100
Interest earned on other investments2011-12-31$877,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$89,508,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$88,413,274
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,164,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,387,602
Net investment gain/loss from pooled separate accounts2011-12-31$84,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$11,160,030
Employer contributions (assets) at end of year2011-12-31$446,339
Employer contributions (assets) at beginning of year2011-12-31$441,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$19,621,320
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$16,191,018
Aggregate carrying amount (costs) on sale of assets2011-12-31$15,124,720
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GREEN, HASSON & JANKS LLP
Accountancy firm EIN2011-12-31951777440
2010 : THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,882,723
Total unrealized appreciation/depreciation of assets2010-12-31$1,882,723
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$37,628,405
Total loss/gain on sale of assets2010-12-31$767,332
Total of all expenses incurred2010-12-31$16,951,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$16,941,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,201,260
Value of total assets at end of year2010-12-31$289,499,440
Value of total assets at beginning of year2010-12-31$268,822,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,193
Total interest from all sources2010-12-31$705,308
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,222,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,222,777
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$10,698,068
Amount contributed by the employer to the plan for this plan year2010-12-31$10,698,068
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$233,192
Administrative expenses (other) incurred2010-12-31$9,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$20,677,391
Value of net assets at end of year (total assets less liabilities)2010-12-31$289,499,440
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$268,822,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$200,252,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$181,773,269
Value of interest in pooled separate accounts at end of year2010-12-31$392,100
Value of interest in pooled separate accounts at beginning of year2010-12-31$107,417
Interest earned on other investments2010-12-31$705,308
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$88,413,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$86,548,696
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$677,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$21,822,707
Net investment gain/loss from pooled separate accounts2010-12-31$26,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$10,968,068
Employer contributions (assets) at end of year2010-12-31$441,975
Employer contributions (assets) at beginning of year2010-12-31$392,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$16,264,213
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$13,780,813
Aggregate carrying amount (costs) on sale of assets2010-12-31$13,013,481
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GREEN HASSON JANKS
Accountancy firm EIN2010-12-31951777440
2009 : THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$11,691,692
Amount contributed by the employer to the plan for this plan year2009-12-31$11,691,692

Form 5500 Responses for THE RAND CORPORATION QUALIFIED RETIREMENT PLAN

2022: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE RAND CORPORATION QUALIFIED RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150382
Policy instance 1
Insurance contract or identification number150382
Number of Individuals Covered1490
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150382
Policy instance 1
Insurance contract or identification number150382
Number of Individuals Covered1527
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150382
Policy instance 1
Insurance contract or identification number150382
Number of Individuals Covered1568
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150382
Policy instance 1
Insurance contract or identification number150382
Number of Individuals Covered1633
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150382
Policy instance 1
Insurance contract or identification number150382
Number of Individuals Covered1695
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150382
Policy instance 1
Insurance contract or identification number150382
Number of Individuals Covered1802
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150382
Policy instance 1
Insurance contract or identification number150382
Number of Individuals Covered1865
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150382
Policy instance 1
Insurance contract or identification number150382
Number of Individuals Covered1915
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150382
Policy instance 1
Insurance contract or identification number150382
Number of Individuals Covered1969
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150382
Policy instance 1
Insurance contract or identification number150382
Number of Individuals Covered2150
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150382
Policy instance 1
Insurance contract or identification number150382
Number of Individuals Covered2165
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150382
Policy instance 1
Insurance contract or identification number150382
Number of Individuals Covered2208
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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