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TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 401k Plan overview

Plan NameTUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN
Plan identification number 003

TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC.
Employer identification number (EIN):043044706
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01GURY HEHAR, SR. BENEFITS CONSULTANT2024-09-25 GURY HEHAR, SR. BENEFITS CONSULTANT2024-09-25
0032022-01-01ASSAD SIDDIQI, SENIOR VP OF FINANCE2023-10-12 ASSAD SIDDIQI, SENIOR VP OF FINANCE2023-10-12
0032021-01-01ASSAD SIDDIQI, SENIOR VP OF FINANCE2022-10-07 ASSAD SIDDIQI, SENIOR VP OF FINANCE2022-10-07
0032020-01-01ASSAD SIDDIQI, VP OF FINANCE2021-10-11 ASSAD SIDDIQI, VP OF FINANCE2021-10-11
0032019-01-01CRAIG BEST, PRESIDENT & CEO2020-09-09
0032018-01-01DANIEL MORASH, CFO AND VP2019-10-11
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01KAREN LEIBOLD
0032011-01-01CAROL CZARNECKI - AS PRACTITIONER
0032009-01-01
0032009-01-01KAREN LEIBOLD KAREN LEIBOLD2011-07-20
0032009-01-01 KAREN LEIBOLD2011-07-20

Plan Statistics for TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN

401k plan membership statisitcs for TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN

Measure Date Value
2023: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,187
Total number of active participants reported on line 7a of the Form 55002023-01-01751
Number of retired or separated participants receiving benefits2023-01-0116
Number of other retired or separated participants entitled to future benefits2023-01-01481
Total of all active and inactive participants2023-01-011,248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-011,249
Number of participants with account balances2023-01-011,197
2022: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,090
Total number of active participants reported on line 7a of the Form 55002022-01-01708
Number of retired or separated participants receiving benefits2022-01-0114
Number of other retired or separated participants entitled to future benefits2022-01-01465
Total of all active and inactive participants2022-01-011,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,187
Number of participants with account balances2022-01-011,141
2021: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01941
Total number of active participants reported on line 7a of the Form 55002021-01-01758
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-01321
Total of all active and inactive participants2021-01-011,089
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,090
Number of participants with account balances2021-01-011,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01817
Total number of active participants reported on line 7a of the Form 55002020-01-01710
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01276
Total of all active and inactive participants2020-01-01994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01995
Number of participants with account balances2020-01-01941
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01782
Total number of active participants reported on line 7a of the Form 55002019-01-01593
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-01254
Total of all active and inactive participants2019-01-01854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01854
Number of participants with account balances2019-01-01817
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01755
Total number of active participants reported on line 7a of the Form 55002018-01-01555
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-01258
Total of all active and inactive participants2018-01-01819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01820
Number of participants with account balances2018-01-01782
2017: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01715
Total number of active participants reported on line 7a of the Form 55002017-01-01572
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-01219
Total of all active and inactive participants2017-01-01796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01798
Number of participants with account balances2017-01-01755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01684
Total number of active participants reported on line 7a of the Form 55002016-01-01533
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-01224
Total of all active and inactive participants2016-01-01762
Total participants2016-01-01762
Number of participants with account balances2016-01-01715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01638
Total number of active participants reported on line 7a of the Form 55002015-01-01511
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-01207
Total of all active and inactive participants2015-01-01723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01727
Number of participants with account balances2015-01-01684
2014: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01620
Total number of active participants reported on line 7a of the Form 55002014-01-01488
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01191
Total of all active and inactive participants2014-01-01683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01685
Number of participants with account balances2014-01-01638
2013: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01611
Total number of active participants reported on line 7a of the Form 55002013-01-01497
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01170
Total of all active and inactive participants2013-01-01668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01672
Number of participants with account balances2013-01-01620
2012: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01661
Total number of active participants reported on line 7a of the Form 55002012-01-01512
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01144
Total of all active and inactive participants2012-01-01657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01657
Number of participants with account balances2012-01-01611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01685
Total number of active participants reported on line 7a of the Form 55002011-01-01518
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01142
Total of all active and inactive participants2011-01-01661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01661
Number of participants with account balances2011-01-01598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01654
Total number of active participants reported on line 7a of the Form 55002009-01-011,199
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01126
Total of all active and inactive participants2009-01-011,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,325
Number of participants with account balances2009-01-01539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN

Measure Date Value
2023 : TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$58,630,118
Total of all expenses incurred2023-12-31$16,495,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$16,394,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$13,766,830
Value of total assets at end of year2023-12-31$268,002,770
Value of total assets at beginning of year2023-12-31$225,867,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$100,079
Total interest from all sources2023-12-31$7,289,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$12,707,227
Participant contributions at end of year2023-12-31$271,055
Participant contributions at beginning of year2023-12-31$283,804
Participant contributions at end of year2023-12-31$662,926
Participant contributions at beginning of year2023-12-31$532,439
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,059,603
Administrative expenses (other) incurred2023-12-31$100,079
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$42,135,098
Value of net assets at end of year (total assets less liabilities)2023-12-31$268,002,770
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$225,867,672
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$258,366,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$216,001,848
Value of interest in pooled separate accounts at end of year2023-12-31$291,202
Value of interest in pooled separate accounts at beginning of year2023-12-31$340,340
Interest on participant loans2023-12-31$13,386
Interest earned on other investments2023-12-31$7,276,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$8,411,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$8,709,241
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$114,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$37,619,246
Net investment gain/loss from pooled separate accounts2023-12-31$-45,789
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$16,280,915
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31AAFCPAS, INC.
Accountancy firm EIN2023-12-31042571780
2022 : TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-35,095,970
Total of all expenses incurred2022-12-31$9,272,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,180,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,958,975
Value of total assets at end of year2022-12-31$225,867,672
Value of total assets at beginning of year2022-12-31$270,235,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$91,831
Total interest from all sources2022-12-31$7,691,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$12,704,577
Participant contributions at end of year2022-12-31$283,804
Participant contributions at beginning of year2022-12-31$187,855
Participant contributions at end of year2022-12-31$532,439
Participant contributions at beginning of year2022-12-31$548,843
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$254,398
Administrative expenses (other) incurred2022-12-31$91,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-44,368,175
Value of net assets at end of year (total assets less liabilities)2022-12-31$225,867,672
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$270,235,847
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$216,001,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$260,129,068
Value of interest in pooled separate accounts at end of year2022-12-31$340,340
Value of interest in pooled separate accounts at beginning of year2022-12-31$315,683
Interest on participant loans2022-12-31$10,831
Interest earned on other investments2022-12-31$7,680,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,709,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,054,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-55,772,038
Net investment gain/loss from pooled separate accounts2022-12-31$25,832
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,180,374
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31AAFCPAS, INC.
Accountancy firm EIN2022-12-31042571780
2021 : TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$48,561,845
Total of all expenses incurred2021-12-31$18,659,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$18,575,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,871,311
Value of total assets at end of year2021-12-31$270,235,847
Value of total assets at beginning of year2021-12-31$240,333,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$83,671
Total interest from all sources2021-12-31$9,552,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$11,863,253
Participant contributions at end of year2021-12-31$187,855
Participant contributions at beginning of year2021-12-31$188,139
Participant contributions at end of year2021-12-31$548,843
Participant contributions at beginning of year2021-12-31$696,029
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,008,058
Administrative expenses (other) incurred2021-12-31$83,671
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$29,902,426
Value of net assets at end of year (total assets less liabilities)2021-12-31$270,235,847
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$240,333,421
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$260,129,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$230,004,468
Value of interest in pooled separate accounts at end of year2021-12-31$315,683
Value of interest in pooled separate accounts at beginning of year2021-12-31$272,062
Interest on participant loans2021-12-31$9,017
Interest earned on other investments2021-12-31$9,543,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,054,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$9,172,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$26,090,252
Net investment gain/loss from pooled separate accounts2021-12-31$47,965
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$18,575,748
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31AAFCPAS, INC.
Accountancy firm EIN2021-12-31042571780
2020 : TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$48,764,112
Total of all expenses incurred2020-12-31$8,449,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,366,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,154,312
Value of total assets at end of year2020-12-31$240,333,421
Value of total assets at beginning of year2020-12-31$200,018,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$83,012
Total interest from all sources2020-12-31$5,818,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$11,560,648
Participant contributions at end of year2020-12-31$188,139
Participant contributions at beginning of year2020-12-31$254,629
Participant contributions at end of year2020-12-31$696,029
Participant contributions at beginning of year2020-12-31$491,541
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,593,664
Administrative expenses (other) incurred2020-12-31$83,012
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$40,314,651
Value of net assets at end of year (total assets less liabilities)2020-12-31$240,333,421
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$200,018,770
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$230,004,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$189,797,921
Value of interest in pooled separate accounts at end of year2020-12-31$272,062
Value of interest in pooled separate accounts at beginning of year2020-12-31$286,050
Interest on participant loans2020-12-31$9,437
Interest earned on other investments2020-12-31$5,809,099
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$9,172,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,188,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$29,793,735
Net investment gain/loss from pooled separate accounts2020-12-31$-2,471
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,366,449
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31AAFPCAS, INC.
Accountancy firm EIN2020-12-31042571780
2019 : TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$47,708,429
Total of all expenses incurred2019-12-31$10,732,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,656,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,888,829
Value of total assets at end of year2019-12-31$200,018,770
Value of total assets at beginning of year2019-12-31$163,042,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,560
Total interest from all sources2019-12-31$6,109,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$9,748,448
Participant contributions at end of year2019-12-31$254,629
Participant contributions at beginning of year2019-12-31$311,699
Participant contributions at end of year2019-12-31$491,541
Participant contributions at beginning of year2019-12-31$469,372
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,140,381
Administrative expenses (other) incurred2019-12-31$76,560
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$36,975,810
Value of net assets at end of year (total assets less liabilities)2019-12-31$200,018,770
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$163,042,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$189,797,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$152,958,804
Value of interest in pooled separate accounts at end of year2019-12-31$286,050
Value of interest in pooled separate accounts at beginning of year2019-12-31$315,051
Interest on participant loans2019-12-31$14,468
Interest earned on other investments2019-12-31$6,095,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,188,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,988,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$29,693,383
Net investment gain/loss from pooled separate accounts2019-12-31$16,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,656,059
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31AAFCPAS, INC.
Accountancy firm EIN2019-12-31042571780
2018 : TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$2,031,416
Total of all expenses incurred2018-12-31$8,845,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,807,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,478,176
Value of total assets at end of year2018-12-31$163,042,960
Value of total assets at beginning of year2018-12-31$169,856,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$37,473
Total interest from all sources2018-12-31$6,171,783
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$9,214,799
Participant contributions at end of year2018-12-31$311,699
Participant contributions at beginning of year2018-12-31$357,749
Participant contributions at end of year2018-12-31$469,372
Participant contributions at beginning of year2018-12-31$425,009
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,263,377
Administrative expenses (other) incurred2018-12-31$37,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,813,868
Value of net assets at end of year (total assets less liabilities)2018-12-31$163,042,960
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$169,856,828
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$152,958,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$159,135,592
Value of interest in pooled separate accounts at end of year2018-12-31$315,051
Value of interest in pooled separate accounts at beginning of year2018-12-31$468,165
Interest on participant loans2018-12-31$16,657
Interest earned on other investments2018-12-31$6,155,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,988,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,470,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-14,636,667
Net investment gain/loss from pooled separate accounts2018-12-31$18,124
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,807,811
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31ALEXANDER, ARONSON, FINNING & CO.
Accountancy firm EIN2018-12-31042571780
2017 : TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$37,014,877
Total of all expenses incurred2017-12-31$6,082,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,082,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,235,700
Value of total assets at end of year2017-12-31$169,856,828
Value of total assets at beginning of year2017-12-31$138,924,510
Total interest from all sources2017-12-31$5,024,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$8,565,073
Participant contributions at end of year2017-12-31$357,749
Participant contributions at beginning of year2017-12-31$318,548
Participant contributions at end of year2017-12-31$425,009
Participant contributions at beginning of year2017-12-31$504,701
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,670,627
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$263,386
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$30,932,318
Value of net assets at end of year (total assets less liabilities)2017-12-31$169,856,828
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$138,924,510
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$159,135,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$128,151,772
Value of interest in pooled separate accounts at end of year2017-12-31$468,165
Value of interest in pooled separate accounts at beginning of year2017-12-31$453,638
Interest on participant loans2017-12-31$14,331
Interest earned on other investments2017-12-31$5,009,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,470,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$9,232,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$19,735,174
Net investment gain/loss from pooled separate accounts2017-12-31$19,866
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,082,559
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31ALEXANDER, ARONSON, FINNING CO. P.C
Accountancy firm EIN2017-12-31042571780
2016 : TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$18,747,705
Total of all expenses incurred2016-12-31$7,245,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,244,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,155,981
Value of total assets at end of year2016-12-31$138,924,510
Value of total assets at beginning of year2016-12-31$127,422,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$475
Total interest from all sources2016-12-31$3,644,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$475
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$8,462,736
Participant contributions at end of year2016-12-31$318,548
Participant contributions at beginning of year2016-12-31$220,715
Participant contributions at end of year2016-12-31$504,701
Participant contributions at beginning of year2016-12-31$494,627
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$693,245
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$263,386
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$11,502,316
Value of net assets at end of year (total assets less liabilities)2016-12-31$138,924,510
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$127,422,194
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$128,151,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$117,019,916
Value of interest in pooled separate accounts at end of year2016-12-31$453,638
Value of interest in pooled separate accounts at beginning of year2016-12-31$444,588
Interest on participant loans2016-12-31$12,057
Interest earned on other investments2016-12-31$3,632,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$9,232,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$9,242,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,924,605
Net investment gain/loss from pooled separate accounts2016-12-31$23,058
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,244,914
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31ALEXANDER, ARONSON, FINNING & CO.,
Accountancy firm EIN2016-12-31042571780
2015 : TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$9,207,366
Total of all expenses incurred2015-12-31$6,110,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,110,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,772,776
Value of total assets at end of year2015-12-31$127,422,194
Value of total assets at beginning of year2015-12-31$124,325,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$647
Total interest from all sources2015-12-31$4,390,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$647
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$8,084,509
Participant contributions at end of year2015-12-31$220,715
Participant contributions at beginning of year2015-12-31$151,120
Participant contributions at end of year2015-12-31$494,627
Participant contributions at beginning of year2015-12-31$456,771
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$688,267
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$574,620
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$3,096,540
Value of net assets at end of year (total assets less liabilities)2015-12-31$127,422,194
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$124,325,654
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$117,019,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$113,050,760
Value of interest in pooled separate accounts at end of year2015-12-31$444,588
Value of interest in pooled separate accounts at beginning of year2015-12-31$583,075
Interest on participant loans2015-12-31$7,068
Interest earned on other investments2015-12-31$4,383,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$9,242,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,509,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,003,219
Net investment gain/loss from pooled separate accounts2015-12-31$47,487
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,110,179
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31ALEXANDER, ARONSON, FINNING & CO.,
Accountancy firm EIN2015-12-31042571780
2014 : TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$16,568,492
Total of all expenses incurred2014-12-31$6,201,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,201,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,286,435
Value of total assets at end of year2014-12-31$124,325,654
Value of total assets at beginning of year2014-12-31$113,958,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$325
Total interest from all sources2014-12-31$3,887,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$325
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$7,412,452
Participant contributions at end of year2014-12-31$151,120
Participant contributions at beginning of year2014-12-31$46,648
Participant contributions at end of year2014-12-31$456,771
Participant contributions at beginning of year2014-12-31$455,364
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$873,983
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$574,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$10,366,925
Value of net assets at end of year (total assets less liabilities)2014-12-31$124,325,654
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$113,958,729
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$113,050,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$102,778,033
Value of interest in pooled separate accounts at end of year2014-12-31$583,075
Value of interest in pooled separate accounts at beginning of year2014-12-31$572,524
Interest on participant loans2014-12-31$5,507
Interest earned on other investments2014-12-31$3,882,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,509,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$10,106,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,326,789
Net investment gain/loss from pooled separate accounts2014-12-31$67,585
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,201,242
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31ALEXANDER, ARONSON, FINNING, & CO.
Accountancy firm EIN2014-12-31042571780
2013 : TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$26,084,616
Total of all expenses incurred2013-12-31$9,082,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,082,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,824,951
Value of total assets at end of year2013-12-31$113,958,729
Value of total assets at beginning of year2013-12-31$96,957,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$275
Total interest from all sources2013-12-31$2,979,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$7,379,346
Participant contributions at end of year2013-12-31$46,648
Participant contributions at beginning of year2013-12-31$55,625
Participant contributions at end of year2013-12-31$455,364
Participant contributions at beginning of year2013-12-31$498,195
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$445,605
Administrative expenses (other) incurred2013-12-31$275
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$17,001,687
Value of net assets at end of year (total assets less liabilities)2013-12-31$113,958,729
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$96,957,042
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$102,778,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$85,147,429
Value of interest in pooled separate accounts at end of year2013-12-31$572,524
Value of interest in pooled separate accounts at beginning of year2013-12-31$572,127
Interest on participant loans2013-12-31$2,346
Interest earned on other investments2013-12-31$2,976,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$10,106,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$10,683,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$15,227,684
Net investment gain/loss from pooled separate accounts2013-12-31$52,962
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,082,654
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31ALEXANDER, ARONSON, FINNING, & CO.
Accountancy firm EIN2013-12-31042571780
2012 : TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$18,185,040
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,407,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,407,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,045,183
Value of total assets at end of year2012-12-31$96,957,042
Value of total assets at beginning of year2012-12-31$82,179,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$388,875
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,450,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,450,012
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$7,395,391
Participant contributions at end of year2012-12-31$55,625
Participant contributions at beginning of year2012-12-31$21,480
Participant contributions at end of year2012-12-31$498,195
Participant contributions at beginning of year2012-12-31$482,244
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$649,792
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$14,777,913
Value of net assets at end of year (total assets less liabilities)2012-12-31$96,957,042
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$82,179,129
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$85,147,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$70,268,745
Value of interest in pooled separate accounts at end of year2012-12-31$572,127
Value of interest in pooled separate accounts at beginning of year2012-12-31$532,526
Interest on participant loans2012-12-31$1,968
Interest earned on other investments2012-12-31$386,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$10,683,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$10,874,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,248,061
Net investment gain/loss from pooled separate accounts2012-12-31$52,909
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,407,127
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 name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$6,231,271
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,678,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,678,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,017,555
Value of total assets at end of year2011-12-31$82,179,129
Value of total assets at beginning of year2011-12-31$80,626,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$433
Total interest from all sources2011-12-31$56,283
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,283,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,283,497
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$6,883,228
Participant contributions at end of year2011-12-31$21,480
Participant contributions at beginning of year2011-12-31$21,820
Participant contributions at end of year2011-12-31$482,244
Participant contributions at beginning of year2011-12-31$602,200
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$134,327
Administrative expenses (other) incurred2011-12-31$433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,552,679
Value of net assets at end of year (total assets less liabilities)2011-12-31$82,179,129
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$80,626,450
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$70,268,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$68,547,071
Value of interest in pooled separate accounts at end of year2011-12-31$532,526
Value of interest in pooled separate accounts at beginning of year2011-12-31$508,847
Interest on participant loans2011-12-31$666
Interest earned on other investments2011-12-31$55,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$10,874,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$10,946,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,191,749
Net investment gain/loss from pooled separate accounts2011-12-31$65,685
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,678,159
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 name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558

Form 5500 Responses for TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN

2023: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
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: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 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: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TUFTS MEDICAL PHYSICIANS ORGANIZATION, INC. 403B RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102950
Policy instance 2
Insurance contract or identification number102950
Number of Individuals Covered73
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103162
Policy instance 1
Insurance contract or identification number103162
Number of Individuals Covered57
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number102950
Policy instance 2
Insurance contract or identification number102950
Number of Individuals Covered74
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103162
Policy instance 1
Insurance contract or identification number103162
Number of Individuals Covered59
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103162
Policy instance 1
Insurance contract or identification number103162
Number of Individuals Covered55
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number102950
Policy instance 2
Insurance contract or identification number102950
Number of Individuals Covered71
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number102950
Policy instance 2
Insurance contract or identification number102950
Number of Individuals Covered73
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103162
Policy instance 1
Insurance contract or identification number103162
Number of Individuals Covered55
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number102950
Policy instance 2
Insurance contract or identification number102950
Number of Individuals Covered77
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103162
Policy instance 1
Insurance contract or identification number103162
Number of Individuals Covered60
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103162
Policy instance 1
Insurance contract or identification number103162
Number of Individuals Covered66
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number102950
Policy instance 2
Insurance contract or identification number102950
Number of Individuals Covered79
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103162
Policy instance 1
Insurance contract or identification number103162
Number of Individuals Covered69
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number102950
Policy instance 2
Insurance contract or identification number102950
Number of Individuals Covered83
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103162
Policy instance 1
Insurance contract or identification number103162
Number of Individuals Covered78
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number102950
Policy instance 2
Insurance contract or identification number102950
Number of Individuals Covered90
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number102950
Policy instance 2
Insurance contract or identification number102950
Number of Individuals Covered93
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
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 number103162
Policy instance 1
Insurance contract or identification number103162
Number of Individuals Covered83
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
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 number102950
Policy instance 2
Insurance contract or identification number102950
Number of Individuals Covered98
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
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 number103162
Policy instance 1
Insurance contract or identification number103162
Number of Individuals Covered89
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
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 number103162
Policy instance 2
Insurance contract or identification number103162
Number of Individuals Covered98
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?Yes
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 number102950
Policy instance 1
Insurance contract or identification number102950
Number of Individuals Covered108
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?Yes
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 number102950
Policy instance 1
Insurance contract or identification number102950
Number of Individuals Covered598
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?Yes
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 number103162
Policy instance 2
Insurance contract or identification number103162
Number of Individuals Covered598
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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