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RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 401k Plan overview

Plan NameRETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY
Plan identification number 002

RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY Benefits

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

401k Sponsoring company profile

PRESIDENT & FELLOWS OF HARVARD COLLEGE HARVARD HUMAN RESOURCES, BENEFI has sponsored the creation of one or more 401k plans.

Company Name:PRESIDENT & FELLOWS OF HARVARD COLLEGE HARVARD HUMAN RESOURCES, BENEFI
Employer identification number (EIN):042103580
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01LYNN CORDARO
0022016-01-01LYNN CORDARO
0022015-01-01LYNN CORDARO
0022014-01-01LYNN CORDARO
0022013-01-01LYNN CORDARO
0022012-12-01LYNN CORDARO
0022011-01-01LYNN CORDARO
0022010-01-01LYNN CORDARO
0022009-01-01RITA MOORE

Plan Statistics for RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY

401k plan membership statisitcs for RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY

Measure Date Value
2023: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2023 401k membership
Total participants, beginning-of-year2023-01-018,298
Total number of active participants reported on line 7a of the Form 55002023-01-012,774
Number of retired or separated participants receiving benefits2023-01-011,973
Number of other retired or separated participants entitled to future benefits2023-01-013,206
Total of all active and inactive participants2023-01-017,953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-01289
Total participants2023-01-018,242
Number of participants with account balances2023-01-018,242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0170
2022: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2022 401k membership
Total participants, beginning-of-year2022-01-018,379
Total number of active participants reported on line 7a of the Form 55002022-01-012,687
Number of retired or separated participants receiving benefits2022-01-012,014
Number of other retired or separated participants entitled to future benefits2022-01-013,330
Total of all active and inactive participants2022-01-018,031
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01267
Total participants2022-01-018,298
Number of participants with account balances2022-01-018,298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0118
2021: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2021 401k membership
Total participants, beginning-of-year2021-01-018,452
Total number of active participants reported on line 7a of the Form 55002021-01-012,698
Number of retired or separated participants receiving benefits2021-01-011,964
Number of other retired or separated participants entitled to future benefits2021-01-013,472
Total of all active and inactive participants2021-01-018,134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01245
Total participants2021-01-018,379
Number of participants with account balances2021-01-018,379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0134
2020: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2020 401k membership
Total participants, beginning-of-year2020-01-018,539
Total number of active participants reported on line 7a of the Form 55002020-01-012,735
Number of retired or separated participants receiving benefits2020-01-011,648
Number of other retired or separated participants entitled to future benefits2020-01-013,808
Total of all active and inactive participants2020-01-018,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01261
Total participants2020-01-018,452
Number of participants with account balances2020-01-018,452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2019 401k membership
Total participants, beginning-of-year2019-01-018,413
Total number of active participants reported on line 7a of the Form 55002019-01-012,764
Number of retired or separated participants receiving benefits2019-01-011,572
Number of other retired or separated participants entitled to future benefits2019-01-014,157
Total of all active and inactive participants2019-01-018,493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0146
Total participants2019-01-018,539
Number of participants with account balances2019-01-018,539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0192
2018: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2018 401k membership
Total participants, beginning-of-year2018-01-018,351
Total of all active and inactive participants2018-01-010
Total participants2018-01-010
Total number of active participants reported on line 7a of the Form 55002018-01-012,669
Number of retired or separated participants receiving benefits2018-01-012,073
Number of other retired or separated participants entitled to future benefits2018-01-013,618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0153
Number of participants with account balances2018-01-018,413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01132
2017: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2017 401k membership
Total participants, beginning-of-year2017-01-018,362
Total number of active participants reported on line 7a of the Form 55002017-01-012,602
Number of retired or separated participants receiving benefits2017-01-012,140
Number of other retired or separated participants entitled to future benefits2017-01-013,505
Total of all active and inactive participants2017-01-018,247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01104
Total participants2017-01-018,351
Number of participants with account balances2017-01-018,351
2016: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2016 401k membership
Total participants, beginning-of-year2016-01-017,526
Total number of active participants reported on line 7a of the Form 55002016-01-012,523
Number of retired or separated participants receiving benefits2016-01-011,775
Number of other retired or separated participants entitled to future benefits2016-01-014,043
Total of all active and inactive participants2016-01-018,341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0121
Total participants2016-01-018,362
Number of participants with account balances2016-01-018,362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01146
2015: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2015 401k membership
Total participants, beginning-of-year2015-01-018,573
Total number of active participants reported on line 7a of the Form 55002015-01-012,894
Number of retired or separated participants receiving benefits2015-01-01538
Number of other retired or separated participants entitled to future benefits2015-01-014,081
Total of all active and inactive participants2015-01-017,513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0113
Total participants2015-01-017,526
Number of participants with account balances2015-01-017,526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0197
2014: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2014 401k membership
Total participants, beginning-of-year2014-01-018,696
Total number of active participants reported on line 7a of the Form 55002014-01-012,831
Number of retired or separated participants receiving benefits2014-01-011,333
Number of other retired or separated participants entitled to future benefits2014-01-014,316
Total of all active and inactive participants2014-01-018,480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0193
Total participants2014-01-018,573
Number of participants with account balances2014-01-018,573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01169
2013: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2013 401k membership
Total participants, beginning-of-year2013-01-018,756
Total number of active participants reported on line 7a of the Form 55002013-01-012,636
Number of retired or separated participants receiving benefits2013-01-0175
Number of other retired or separated participants entitled to future benefits2013-01-015,944
Total of all active and inactive participants2013-01-018,655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0141
Total participants2013-01-018,696
Number of participants with account balances2013-01-018,696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01111
2012: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2012 401k membership
Total participants, beginning-of-year2012-12-018,759
Total number of active participants reported on line 7a of the Form 55002012-12-012,531
Number of retired or separated participants receiving benefits2012-12-0155
Number of other retired or separated participants entitled to future benefits2012-12-016,136
Total of all active and inactive participants2012-12-018,722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-0134
Total participants2012-12-018,756
Number of participants with account balances2012-12-018,756
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-01132
2011: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2011 401k membership
Total participants, beginning-of-year2011-01-018,178
Total number of active participants reported on line 7a of the Form 55002011-01-012,427
Number of retired or separated participants receiving benefits2011-01-0143
Number of other retired or separated participants entitled to future benefits2011-01-016,251
Total of all active and inactive participants2011-01-018,721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0138
Total participants2011-01-018,759
Number of participants with account balances2011-01-018,759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01100
2010: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2010 401k membership
Total participants, beginning-of-year2010-01-014,198
Total number of active participants reported on line 7a of the Form 55002010-01-012,332
Number of retired or separated participants receiving benefits2010-01-0147
Number of other retired or separated participants entitled to future benefits2010-01-015,783
Total of all active and inactive participants2010-01-018,162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0116
Total participants2010-01-018,178
Number of participants with account balances2010-01-018,149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0158
2009: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2009 401k membership
Total participants, beginning-of-year2009-01-012,543
Total number of active participants reported on line 7a of the Form 55002009-01-012,448
Number of retired or separated participants receiving benefits2009-01-01934
Number of other retired or separated participants entitled to future benefits2009-01-01789
Total of all active and inactive participants2009-01-014,171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0127
Total participants2009-01-014,198
Number of participants with account balances2009-01-012,071
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY

Measure Date Value
2023 : RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$341,146,613
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$64,222,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$64,059,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$54,862,039
Value of total assets at end of year2023-12-31$2,165,044,645
Value of total assets at beginning of year2023-12-31$1,888,120,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$162,104
Total interest from all sources2023-12-31$20,608,384
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$30,021,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$30,021,851
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Assets. Other investments not covered elsewhere at end of year2023-12-31$81,855,186
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$73,058,981
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$13,298,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$276,924,524
Value of net assets at end of year (total assets less liabilities)2023-12-31$2,165,044,645
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,888,120,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$1,624,319,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,371,654,217
Value of interest in pooled separate accounts at end of year2023-12-31$11,958,097
Value of interest in pooled separate accounts at beginning of year2023-12-31$14,756,261
Interest on participant loans2023-12-31$20,608,384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$443,340,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$425,473,187
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$1,556,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$224,310,240
Net investment gain/loss from pooled separate accounts2023-12-31$-1,954,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$54,862,039
Employer contributions (assets) at end of year2023-12-31$3,571,319
Employer contributions (assets) at beginning of year2023-12-31$3,177,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$62,503,804
Contract administrator fees2023-12-31$162,104
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31Yes
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31PRICEWATERWHOUSECOOPERS, LLP
Accountancy firm EIN2023-12-31134008324
2022 : RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-218,156,405
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$74,554,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$74,459,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$51,120,476
Value of total assets at end of year2022-12-31$1,888,120,121
Value of total assets at beginning of year2022-12-31$2,180,831,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$95,170
Total interest from all sources2022-12-31$17,657,743
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$31,425,747
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$31,425,747
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$73,058,981
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$88,223,501
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-13,070,068
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$-292,711,301
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,888,120,121
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,180,831,422
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$1,371,654,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,654,156,932
Value of interest in pooled separate accounts at end of year2022-12-31$14,756,261
Value of interest in pooled separate accounts at beginning of year2022-12-31$15,489,730
Interest earned on other investments2022-12-31$17,657,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$425,473,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$419,997,035
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$4,669,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-306,548,064
Net investment gain/loss from pooled separate accounts2022-12-31$1,257,761
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$51,120,476
Employer contributions (assets) at end of year2022-12-31$3,177,475
Employer contributions (assets) at beginning of year2022-12-31$2,964,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$69,789,929
Contract administrator fees2022-12-31$95,170
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31PRICEWATERWHOUSECOOPERS, LLP
Accountancy firm EIN2022-12-31134008324
2021 : RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$284,219,138
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$72,026,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$71,930,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$48,665,156
Value of total assets at end of year2021-12-31$2,180,831,422
Value of total assets at beginning of year2021-12-31$1,968,638,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$95,893
Total interest from all sources2021-12-31$14,824,918
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$23,777,399
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$23,777,399
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$48,665,157
Amount contributed by the employer to the plan for this plan year2021-12-31$48,665,157
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$88,223,501
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$10,429,342
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$212,192,844
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,180,831,422
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,968,638,578
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$1,654,156,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,538,222,504
Value of interest in pooled separate accounts at end of year2021-12-31$15,489,730
Value of interest in pooled separate accounts at beginning of year2021-12-31$13,684,416
Interest earned on other investments2021-12-31$14,824,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$419,997,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$413,792,936
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,792,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$184,121,386
Net investment gain/loss from pooled separate accounts2021-12-31$2,400,937
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$48,665,156
Employer contributions (assets) at end of year2021-12-31$2,964,224
Employer contributions (assets) at beginning of year2021-12-31$2,938,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$69,137,955
Contract administrator fees2021-12-31$95,893
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31PRICEWATERWHOUSECOOPERS, LLP
Accountancy firm EIN2021-12-31134008324
2020 : RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$266,500,783
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$73,612,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$73,438,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$48,298,736
Value of total assets at end of year2020-12-31$1,968,638,578
Value of total assets at beginning of year2020-12-31$1,775,750,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$174,217
Total interest from all sources2020-12-31$16,621,462
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$25,217,249
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$25,217,249
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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$48,298,736
Amount contributed by the employer to the plan for this plan year2020-12-31$48,298,736
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$1,034,890
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$192,888,551
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,968,638,578
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,775,750,027
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$1,538,222,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,349,928,118
Value of interest in pooled separate accounts at end of year2020-12-31$13,684,416
Value of interest in pooled separate accounts at beginning of year2020-12-31$16,732,359
Interest earned on other investments2020-12-31$16,621,462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$413,792,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$406,110,902
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$9,177,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$175,472,861
Net investment gain/loss from pooled separate accounts2020-12-31$-144,415
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$48,298,736
Employer contributions (assets) at end of year2020-12-31$2,938,722
Employer contributions (assets) at beginning of year2020-12-31$2,978,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$64,260,642
Contract administrator fees2020-12-31$174,217
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PRICEWATERWHOUSECOOPERS, LLP
Accountancy firm EIN2020-12-31134008324
2019 : RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$314,779,702
Total income from all sources (including contributions)2019-12-31$314,779,702
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$72,076,190
Total of all expenses incurred2019-12-31$72,076,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$71,865,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$71,865,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$49,012,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$49,012,923
Value of total assets at end of year2019-12-31$1,775,750,027
Value of total assets at end of year2019-12-31$1,775,750,027
Value of total assets at beginning of year2019-12-31$1,533,046,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$210,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$210,347
Total interest from all sources2019-12-31$16,509,315
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$32,313,730
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$32,313,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$32,313,730
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$32,313,730
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$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
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$49,012,923
Amount contributed by the employer to the plan for this plan year2019-12-31$49,012,923
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$846,965
Other income not declared elsewhere2019-12-31$846,965
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$242,703,512
Value of net income/loss2019-12-31$242,703,512
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,775,750,027
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,775,750,027
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,533,046,515
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,533,046,515
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$1,349,928,118
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,349,928,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,108,137,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,108,137,596
Value of interest in pooled separate accounts at end of year2019-12-31$16,732,359
Value of interest in pooled separate accounts at end of year2019-12-31$16,732,359
Value of interest in pooled separate accounts at beginning of year2019-12-31$16,459,592
Value of interest in pooled separate accounts at beginning of year2019-12-31$16,459,592
Interest earned on other investments2019-12-31$16,509,315
Interest earned on other investments2019-12-31$16,509,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$406,110,902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$406,110,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$405,539,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$405,539,235
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,977,719
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,977,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$215,201,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$215,201,204
Net investment gain/loss from pooled separate accounts2019-12-31$895,565
Net investment gain/loss from pooled separate accounts2019-12-31$895,565
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$49,012,923
Contributions received in cash from employer2019-12-31$49,012,923
Employer contributions (assets) at end of year2019-12-31$2,978,648
Employer contributions (assets) at end of year2019-12-31$2,978,648
Employer contributions (assets) at beginning of year2019-12-31$2,910,092
Employer contributions (assets) at beginning of year2019-12-31$2,910,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$67,888,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$67,888,124
Contract administrator fees2019-12-31$210,347
Contract administrator fees2019-12-31$210,347
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
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 name2019-12-31PRICEWATERWHOUSECOOPERS, LLP
Accountancy firm name2019-12-31PRICEWATERWHOUSECOOPERS, LLP
Accountancy firm EIN2019-12-31134008324
Accountancy firm EIN2019-12-31134008324
2018 : RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-9,993,358
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$61,508,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$61,294,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$47,039,856
Value of total assets at end of year2018-12-31$1,533,046,515
Value of total assets at beginning of year2018-12-31$1,604,548,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$213,562
Total interest from all sources2018-12-31$17,023,296
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$17,779,485
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$17,779,485
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
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$47,039,856
Amount contributed by the employer to the plan for this plan year2018-12-31$47,039,856
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$867,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-71,501,834
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,533,046,515
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,604,548,349
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$1,108,137,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,187,077,008
Value of interest in pooled separate accounts at end of year2018-12-31$16,459,592
Value of interest in pooled separate accounts at beginning of year2018-12-31$16,699,577
Interest earned on other investments2018-12-31$17,023,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$405,539,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$397,852,628
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,561,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-93,489,199
Net investment gain/loss from pooled separate accounts2018-12-31$785,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$47,039,856
Employer contributions (assets) at end of year2018-12-31$2,910,092
Employer contributions (assets) at beginning of year2018-12-31$2,919,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$58,733,131
Contract administrator fees2018-12-31$213,562
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PRICEWATERWHOUSECOOPERS, LLP
Accountancy firm EIN2018-12-31134008324
2017 : RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$244,415,309
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$50,623,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$50,436,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$45,333,868
Value of total assets at end of year2017-12-31$1,604,548,349
Value of total assets at beginning of year2017-12-31$1,410,756,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$187,055
Total interest from all sources2017-12-31$16,244,218
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$13,593,881
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$13,593,881
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$45,333,868
Amount contributed by the employer to the plan for this plan year2017-12-31$45,333,868
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$45,333,868
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$34,695
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$193,791,839
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,604,548,349
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,410,756,510
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$1,187,077,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,003,402,102
Value of interest in pooled separate accounts at end of year2017-12-31$16,699,577
Value of interest in pooled separate accounts at beginning of year2017-12-31$16,748,557
Interest earned on other investments2017-12-31$16,244,218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$397,852,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$387,729,863
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,146,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$168,488,798
Net investment gain/loss from pooled separate accounts2017-12-31$719,849
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$2,919,136
Employer contributions (assets) at beginning of year2017-12-31$2,875,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$48,290,005
Contract administrator fees2017-12-31$187,055
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PRICEWATERWHOUSECOOPERS, LLP
Accountancy firm EIN2017-12-31134008324
2016 : RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$131,893,639
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$53,633,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$53,493,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$42,685,444
Value of total assets at end of year2016-12-31$1,410,756,510
Value of total assets at beginning of year2016-12-31$1,332,496,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$140,076
Total interest from all sources2016-12-31$17,230,143
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$11,009,480
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$11,009,480
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$42,685,444
Amount contributed by the employer to the plan for this plan year2016-12-31$42,685,444
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$78,259,730
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,410,756,510
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,332,496,780
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$1,003,402,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$935,431,347
Value of interest in pooled separate accounts at end of year2016-12-31$16,748,557
Value of interest in pooled separate accounts at beginning of year2016-12-31$16,750,078
Interest earned on other investments2016-12-31$17,230,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$387,729,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$377,476,259
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,912,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$60,113,659
Net investment gain/loss from pooled separate accounts2016-12-31$854,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$42,685,444
Employer contributions (assets) at end of year2016-12-31$2,875,988
Employer contributions (assets) at beginning of year2016-12-31$2,839,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$51,581,830
Contract administrator fees2016-12-31$140,076
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PRICEWATERWHOUSECOOPERS, LLP
Accountancy firm EIN2016-12-31134008324
2015 : RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$583
Total income from all sources (including contributions)2015-12-31$54,993,680
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$52,279,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$52,153,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$42,726,272
Value of total assets at end of year2015-12-31$1,332,496,780
Value of total assets at beginning of year2015-12-31$1,329,782,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$125,544
Total interest from all sources2015-12-31$15,853,011
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$13,103,249
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$13,103,249
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$42,726,272
Amount contributed by the employer to the plan for this plan year2015-12-31$42,726,272
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$13,072
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$583
Other income not declared elsewhere2015-12-31$342,587
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$2,714,680
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,332,496,780
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,329,782,100
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$935,431,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$940,217,734
Value of interest in pooled separate accounts at end of year2015-12-31$16,750,078
Value of interest in pooled separate accounts at beginning of year2015-12-31$16,504,376
Interest earned on other investments2015-12-31$15,853,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$377,476,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$370,352,550
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,880,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-18,346,126
Net investment gain/loss from pooled separate accounts2015-12-31$1,314,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$42,726,272
Employer contributions (assets) at end of year2015-12-31$2,839,096
Employer contributions (assets) at beginning of year2015-12-31$2,708,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$50,259,880
Contract administrator fees2015-12-31$125,544
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PRICEWATERWHOUSECOOPERS, LLP
Accountancy firm EIN2015-12-31134008324
2014 : RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$583
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$168,583
Total income from all sources (including contributions)2014-12-31$112,908,442
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$46,837,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$46,686,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$40,029,087
Value of total assets at end of year2014-12-31$1,329,782,683
Value of total assets at beginning of year2014-12-31$1,263,879,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$150,320
Total interest from all sources2014-12-31$16,044,409
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$10,653,228
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$10,653,228
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$40,028,504
Amount contributed by the employer to the plan for this plan year2014-12-31$40,028,504
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$150,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$98,978
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$168,583
Other income not declared elsewhere2014-12-31$340,235
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$66,071,289
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,329,782,100
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,263,710,811
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$940,217,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$882,381,823
Value of interest in pooled separate accounts at end of year2014-12-31$16,504,376
Value of interest in pooled separate accounts at beginning of year2014-12-31$15,420,152
Interest earned on other investments2014-12-31$16,044,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$370,352,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$363,237,348
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$2,133,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$44,001,458
Net investment gain/loss from pooled separate accounts2014-12-31$1,840,025
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$40,029,087
Employer contributions (assets) at end of year2014-12-31$2,708,023
Employer contributions (assets) at beginning of year2014-12-31$2,690,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$44,453,898
Contract administrator fees2014-12-31$150,320
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PRICEWATERWHOUSECOOPERS, LLP
Accountancy firm EIN2014-12-31134008324
2013 : RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$168,583
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$82,918
Total income from all sources (including contributions)2013-12-31$202,411,648
Total of all expenses incurred2013-12-31$45,065,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$44,953,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$39,723,583
Value of total assets at end of year2013-12-31$1,263,879,394
Value of total assets at beginning of year2013-12-31$1,106,447,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$112,252
Total interest from all sources2013-12-31$15,076,937
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,165,500
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$7,165,500
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
Minimum employer required contribution for this plan year2013-12-31$39,723,583
Amount contributed by the employer to the plan for this plan year2013-12-31$39,723,583
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$150,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$179,149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$168,583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$82,918
Other income not declared elsewhere2013-12-31$505,305
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$157,345,983
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,263,710,811
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,106,364,828
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$882,381,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$735,050,771
Value of interest in pooled separate accounts at end of year2013-12-31$15,420,152
Value of interest in pooled separate accounts at beginning of year2013-12-31$14,827,958
Interest earned on other investments2013-12-31$15,076,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$363,237,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$353,901,918
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,151,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$138,539,126
Net investment gain/loss from pooled separate accounts2013-12-31$1,401,197
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$39,723,583
Employer contributions (assets) at end of year2013-12-31$2,690,071
Employer contributions (assets) at beginning of year2013-12-31$2,667,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$42,622,716
Contract administrator fees2013-12-31$112,252
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PRICEWATERWHOUSECOOPERS, LLP
Accountancy firm EIN2013-12-31134008324
2012 : RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$82,918
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,209,126
Total income from all sources (including contributions)2012-12-31$140,009,428
Total of all expenses incurred2012-12-31$39,545,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$39,391,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$39,234,861
Value of total assets at end of year2012-12-31$1,106,447,746
Value of total assets at beginning of year2012-12-31$1,010,109,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$153,613
Total interest from all sources2012-12-31$14,320,467
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,360,473
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$6,360,473
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
Minimum employer required contribution for this plan year2012-12-31$39,234,861
Amount contributed by the employer to the plan for this plan year2012-12-31$39,234,861
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$23,670
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$440,396
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$82,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$4,209,126
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$100,464,389
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,106,364,828
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,005,900,439
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$735,050,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$642,721,717
Value of interest in pooled separate accounts at end of year2012-12-31$14,827,958
Value of interest in pooled separate accounts at beginning of year2012-12-31$14,250,036
Interest earned on other investments2012-12-31$14,320,467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$353,901,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$350,506,163
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$3,842,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$78,690,855
Net investment gain/loss from pooled separate accounts2012-12-31$1,402,772
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$39,234,861
Employer contributions (assets) at end of year2012-12-31$2,667,099
Employer contributions (assets) at beginning of year2012-12-31$2,607,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$35,108,570
Contract administrator fees2012-12-31$153,613
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2012-12-31134008324
2011 : RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,209,126
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,702,746
Total income from all sources (including contributions)2011-12-31$43,641,922
Total of all expenses incurred2011-12-31$43,920,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$43,865,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$38,363,087
Value of total assets at end of year2011-12-31$1,010,109,565
Value of total assets at beginning of year2011-12-31$1,008,881,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$55,113
Total interest from all sources2011-12-31$14,009,855
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,306,260
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$5,306,260
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
Minimum employer required contribution for this plan year2011-12-31$36,769,833
Amount contributed by the employer to the plan for this plan year2011-12-31$36,769,833
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$23,670
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,593,254
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$1,917,250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$4,209,126
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,702,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-278,691
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,005,900,439
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,006,179,130
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$642,721,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$651,898,698
Value of interest in pooled separate accounts at end of year2011-12-31$14,250,036
Value of interest in pooled separate accounts at beginning of year2011-12-31$13,772,006
Interest earned on other investments2011-12-31$14,009,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$350,506,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$340,640,835
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,645,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-15,759,292
Net investment gain/loss from pooled separate accounts2011-12-31$1,722,012
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$36,769,833
Employer contributions (assets) at end of year2011-12-31$2,607,979
Employer contributions (assets) at beginning of year2011-12-31$2,570,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$40,302,278
Contract administrator fees2011-12-31$55,113
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2011-12-31134008324
2010 : RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,702,746
Total income from all sources (including contributions)2010-12-31$124,860,876
Total of all expenses incurred2010-12-31$46,381,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$46,365,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$39,086,334
Value of total assets at end of year2010-12-31$1,008,881,876
Value of total assets at beginning of year2010-12-31$927,700,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,090
Total interest from all sources2010-12-31$12,848,471
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,888,160
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$3,888,160
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
Minimum employer required contribution for this plan year2010-12-31$36,488,970
Amount contributed by the employer to the plan for this plan year2010-12-31$36,488,970
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$2,597,364
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$3,130,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,702,746
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$78,478,936
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,006,179,130
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$927,700,194
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$651,898,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$584,748,902
Value of interest in pooled separate accounts at end of year2010-12-31$13,772,006
Value of interest in pooled separate accounts at beginning of year2010-12-31$9,136,624
Interest earned on other investments2010-12-31$12,848,471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$340,640,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$331,283,036
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$938,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$67,584,720
Net investment gain/loss from pooled separate accounts2010-12-31$1,453,191
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$36,488,970
Employer contributions (assets) at end of year2010-12-31$2,570,337
Employer contributions (assets) at beginning of year2010-12-31$2,531,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$42,296,355
Contract administrator fees2010-12-31$16,090
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2010-12-31134008324
2009 : RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$36,336,691
Amount contributed by the employer to the plan for this plan year2009-12-31$36,336,691

Form 5500 Responses for RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY

2023: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 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: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 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: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 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: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 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: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 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: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 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: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 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: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 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: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 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: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-12-01Plan funding arrangement – InsuranceYes
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement – InsuranceYes
2012-12-01Plan benefit arrangement - TrustYes
2011: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
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: RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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 number100311
Policy instance 1
Insurance contract or identification number100311
Number of Individuals Covered4684
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 number100311
Policy instance 1
Insurance contract or identification number100311
Number of Individuals Covered4775
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 number100311
Policy instance 1
Insurance contract or identification number100311
Number of Individuals Covered4887
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 number100311
Policy instance 1
Insurance contract or identification number100311
Number of Individuals Covered5026
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 number100311
Policy instance 1
Insurance contract or identification number100311
Number of Individuals Covered5187
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100311
Policy instance 1
Insurance contract or identification number100311
Number of Individuals Covered5370
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number100311
Policy instance 1
Insurance contract or identification number100311
Number of Individuals Covered5478
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number100311
Policy instance 1
Insurance contract or identification number100311
Number of Individuals Covered5961
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100311
Policy instance 1
Insurance contract or identification number100311
Number of Individuals Covered6162
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100311
Policy instance 1
Insurance contract or identification number100311
Number of Individuals Covered6365
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100311
Policy instance 1
Insurance contract or identification number100311
Number of Individuals Covered6797
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100311
Policy instance 1
Insurance contract or identification number100311
Number of Individuals Covered6931
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100311
Policy instance 1
Insurance contract or identification number100311
Number of Individuals Covered7071
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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