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ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 401k Plan overview

Plan NameROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN
Plan identification number 003

ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

ROBERT WOOD JOHNSON FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:ROBERT WOOD JOHNSON FOUNDATION
Employer identification number (EIN):226029397
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032019-01-01
0032018-01-01
0032017-01-01MARGARET H. EINHORN MARGARET H. EINHORN2018-10-01
0032016-01-01MARGARET H. EINHORN MARGARET H. EINHORN2017-10-11
0032015-01-01MARGARET H. EINHORN MARGARET H. EINHORN2016-10-13
0032014-01-01MARGARET H. EINHORN MARGARET H. EINHORN2015-10-06
0032013-01-01MARGARET H. EINHORN MARGARET H. EINHORN2014-10-10
0032012-01-01MARGARET H. EINHORN MARGARET H. EINHORN2013-10-14
0032011-01-01MARGARET H. EINHORN MARGARET H. EINHORN2012-10-10
0032009-01-01MARGARET H. EINHORN MARGARET H. EINHORN2010-10-14
0032009-01-01MARGARET H. EINHORN MARGARET H. EINHORN2010-10-14
0032009-01-01MARGARET H. EINHORN MARGARET H. EINHORN2010-10-14

Plan Statistics for ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN

401k plan membership statisitcs for ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN

Measure Date Value
2023: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01539
Total number of active participants reported on line 7a of the Form 55002023-01-01339
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01223
Total of all active and inactive participants2023-01-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01562
Number of participants with account balances2023-01-01556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01508
Total number of active participants reported on line 7a of the Form 55002022-01-01317
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01224
Total of all active and inactive participants2022-01-01541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01545
Number of participants with account balances2022-01-01535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01504
Total number of active participants reported on line 7a of the Form 55002021-01-01299
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01211
Total of all active and inactive participants2021-01-01510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01514
Number of participants with account balances2021-01-01505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01508
Total number of active participants reported on line 7a of the Form 55002020-01-01300
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01206
Total of all active and inactive participants2020-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01506
Number of participants with account balances2020-01-01500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01468
Total number of active participants reported on line 7a of the Form 55002019-01-01298
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01209
Total of all active and inactive participants2019-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01508
Number of participants with account balances2019-01-01503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01459
Total number of active participants reported on line 7a of the Form 55002018-01-01287
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01181
Total of all active and inactive participants2018-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01468
Number of participants with account balances2018-01-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01454
Total number of active participants reported on line 7a of the Form 55002017-01-01293
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01166
Total of all active and inactive participants2017-01-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01459
Number of participants with account balances2017-01-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01458
Total number of active participants reported on line 7a of the Form 55002016-01-01275
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01180
Total of all active and inactive participants2016-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01455
Number of participants with account balances2016-01-01452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01439
Total number of active participants reported on line 7a of the Form 55002015-01-01273
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01184
Total of all active and inactive participants2015-01-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01458
Number of participants with account balances2015-01-01455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01427
Total number of active participants reported on line 7a of the Form 55002014-01-01259
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01179
Total of all active and inactive participants2014-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01439
Number of participants with account balances2014-01-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01413
Total number of active participants reported on line 7a of the Form 55002013-01-01251
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01177
Total of all active and inactive participants2013-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01429
Number of participants with account balances2013-01-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01412
Total number of active participants reported on line 7a of the Form 55002012-01-01244
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01168
Total of all active and inactive participants2012-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01413
Number of participants with account balances2012-01-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01407
Total number of active participants reported on line 7a of the Form 55002011-01-01238
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01173
Total of all active and inactive participants2011-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01412
Number of participants with account balances2011-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01399
Total number of active participants reported on line 7a of the Form 55002009-01-01235
Number of retired or separated participants receiving benefits2009-01-019
Number of other retired or separated participants entitled to future benefits2009-01-01162
Total of all active and inactive participants2009-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01409
Number of participants with account balances2009-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN

Measure Date Value
2023 : ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$25,718,936
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$7,004,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$6,970,039
Expenses. Certain deemed distributions of participant loans2023-12-31$6,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$8,017,847
Value of total assets at end of year2023-12-31$139,200,806
Value of total assets at beginning of year2023-12-31$120,486,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$28,534
Total interest from all sources2023-12-31$1,251,775
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,178,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,178,811
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$25,000,000
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
Participant contributions at end of year2023-12-31$352,160
Participant contributions at beginning of year2023-12-31$281,156
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$273,287
Other income not declared elsewhere2023-12-31$107,215
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$18,714,031
Value of net assets at end of year (total assets less liabilities)2023-12-31$139,200,806
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$120,486,775
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$104,736,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$85,986,019
Value of interest in pooled separate accounts at end of year2023-12-31$6,183,694
Value of interest in pooled separate accounts at beginning of year2023-12-31$7,900,098
Interest on participant loans2023-12-31$22,654
Interest earned on other investments2023-12-31$1,229,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$27,916,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$26,311,611
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$912,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$16,190,259
Net investment gain/loss from pooled separate accounts2023-12-31$-1,026,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$7,744,560
Employer contributions (assets) at end of year2023-12-31$11,799
Employer contributions (assets) at beginning of year2023-12-31$7,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$6,057,358
Contract administrator fees2023-12-31$1,256
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 name2023-12-31EISNERAMPER LLP
Accountancy firm EIN2023-12-31871363769
2022 : ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-10,686,312
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,488,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,454,452
Expenses. Certain deemed distributions of participant loans2022-12-31$8,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,244,147
Value of total assets at end of year2022-12-31$120,486,775
Value of total assets at beginning of year2022-12-31$135,661,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$25,489
Total interest from all sources2022-12-31$1,011,640
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,839,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,839,015
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$281,156
Participant contributions at beginning of year2022-12-31$121,712
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$123,564
Other income not declared elsewhere2022-12-31$119,159
Administrative expenses (other) incurred2022-12-31$25,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-15,174,373
Value of net assets at end of year (total assets less liabilities)2022-12-31$120,486,775
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$135,661,148
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$85,986,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$103,526,730
Value of interest in pooled separate accounts at end of year2022-12-31$7,900,098
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,693,922
Interest on participant loans2022-12-31$8,958
Interest earned on other investments2022-12-31$1,002,682
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$26,311,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$24,316,406
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$67,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-21,549,888
Net investment gain/loss from pooled separate accounts2022-12-31$649,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$7,120,583
Employer contributions (assets) at end of year2022-12-31$7,891
Employer contributions (assets) at beginning of year2022-12-31$2,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,386,836
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 name2022-12-31EISNERAMPER LLP
Accountancy firm EIN2022-12-31871363769
2021 : ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$21,611,631
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,097,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,069,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,325,507
Value of total assets at end of year2021-12-31$135,661,148
Value of total assets at beginning of year2021-12-31$120,146,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,960
Total interest from all sources2021-12-31$778,546
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,912,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,912,074
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$6,325,507
Amount contributed by the employer to the plan for this plan year2021-12-31$6,325,507
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$121,712
Participant contributions at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$109,893
Administrative expenses (other) incurred2021-12-31$27,960
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$15,514,410
Value of net assets at end of year (total assets less liabilities)2021-12-31$135,661,148
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$120,146,738
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$103,526,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$91,880,718
Value of interest in pooled separate accounts at end of year2021-12-31$7,693,922
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,288,982
Interest on participant loans2021-12-31$2,445
Interest earned on other investments2021-12-31$776,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$24,316,406
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$21,977,012
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$44,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,309,438
Net investment gain/loss from pooled separate accounts2021-12-31$1,176,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$6,325,507
Employer contributions (assets) at end of year2021-12-31$2,378
Employer contributions (assets) at beginning of year2021-12-31$26
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,025,082
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 name2021-12-31EISNERAMPER LLP
Accountancy firm EIN2021-12-31871363769
2020 : ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$21,085,423
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,248,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,228,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,257,836
Value of total assets at end of year2020-12-31$120,146,738
Value of total assets at beginning of year2020-12-31$103,309,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$20,279
Total interest from all sources2020-12-31$801,050
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,446,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,446,963
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$6,239,153
Amount contributed by the employer to the plan for this plan year2020-12-31$6,239,153
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$18,683
Other income not declared elsewhere2020-12-31$90,410
Administrative expenses (other) incurred2020-12-31$20,279
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$16,836,906
Value of net assets at end of year (total assets less liabilities)2020-12-31$120,146,738
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$103,309,832
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$91,880,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$75,403,024
Value of interest in pooled separate accounts at end of year2020-12-31$6,288,982
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,137,717
Interest earned on other investments2020-12-31$801,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$21,977,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$20,768,286
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$394,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,547,401
Net investment gain/loss from pooled separate accounts2020-12-31$-58,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$6,239,153
Employer contributions (assets) at end of year2020-12-31$26
Employer contributions (assets) at beginning of year2020-12-31$805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,833,471
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 name2020-12-31EISNERAMPER LLP
Accountancy firm EIN2020-12-31131639826
2019 : ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$21,637,815
Total income from all sources (including contributions)2019-12-31$21,637,815
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,739,299
Total of all expenses incurred2019-12-31$3,739,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,721,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,721,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,127,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,127,677
Value of total assets at end of year2019-12-31$103,309,832
Value of total assets at end of year2019-12-31$103,309,832
Value of total assets at beginning of year2019-12-31$85,411,316
Value of total assets at beginning of year2019-12-31$85,411,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,887
Total interest from all sources2019-12-31$749,182
Total interest from all sources2019-12-31$749,182
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,122,722
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,122,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,122,722
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,122,722
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
Value of fidelity bond cover2019-12-31$25,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$6,039,015
Amount contributed by the employer to the plan for this plan year2019-12-31$6,039,015
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$88,662
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$88,662
Other income not declared elsewhere2019-12-31$86,801
Other income not declared elsewhere2019-12-31$86,801
Administrative expenses (other) incurred2019-12-31$17,887
Administrative expenses (other) incurred2019-12-31$17,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$17,898,516
Value of net income/loss2019-12-31$17,898,516
Value of net assets at end of year (total assets less liabilities)2019-12-31$103,309,832
Value of net assets at end of year (total assets less liabilities)2019-12-31$103,309,832
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$85,411,316
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$85,411,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$75,403,024
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$75,403,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$60,554,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$60,554,693
Value of interest in pooled separate accounts at end of year2019-12-31$7,137,717
Value of interest in pooled separate accounts at end of year2019-12-31$7,137,717
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,457,053
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,457,053
Interest earned on other investments2019-12-31$749,182
Interest earned on other investments2019-12-31$749,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$20,768,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$20,768,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$18,397,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$18,397,416
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$618,445
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$618,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,191,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,191,631
Net investment gain/loss from pooled separate accounts2019-12-31$359,802
Net investment gain/loss from pooled separate accounts2019-12-31$359,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,039,015
Contributions received in cash from employer2019-12-31$6,039,015
Employer contributions (assets) at end of year2019-12-31$805
Employer contributions (assets) at end of year2019-12-31$805
Employer contributions (assets) at beginning of year2019-12-31$2,154
Employer contributions (assets) at beginning of year2019-12-31$2,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,102,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,102,967
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EISNERAMPER LLP
Accountancy firm name2019-12-31EISNERAMPER LLP
Accountancy firm EIN2019-12-31131639826
Accountancy firm EIN2019-12-31131639826
2018 : ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,210,831
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,644,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,629,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,802,258
Value of total assets at end of year2018-12-31$85,411,316
Value of total assets at beginning of year2018-12-31$86,844,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,474
Total interest from all sources2018-12-31$764,094
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,267,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,267,320
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$5,802,258
Amount contributed by the employer to the plan for this plan year2018-12-31$5,802,258
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other income not declared elsewhere2018-12-31$142,701
Administrative expenses (other) incurred2018-12-31$14,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,433,223
Value of net assets at end of year (total assets less liabilities)2018-12-31$85,411,316
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$86,844,539
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$60,554,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$65,015,415
Value of interest in pooled separate accounts at end of year2018-12-31$6,457,053
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,800,117
Interest earned on other investments2018-12-31$764,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$18,397,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$16,027,170
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$19,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,050,538
Net investment gain/loss from pooled separate accounts2018-12-31$284,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,802,258
Employer contributions (assets) at end of year2018-12-31$2,154
Employer contributions (assets) at beginning of year2018-12-31$1,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,610,365
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 name2018-12-31EISNERAMPER LLP
Accountancy firm EIN2018-12-31131639826
2017 : ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$16,891,050
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,429,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,418,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,666,413
Value of total assets at end of year2017-12-31$86,844,539
Value of total assets at beginning of year2017-12-31$71,383,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,687
Total interest from all sources2017-12-31$575,143
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$746,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$746,144
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$5,661,356
Amount contributed by the employer to the plan for this plan year2017-12-31$5,661,356
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,057
Other income not declared elsewhere2017-12-31$68,600
Administrative expenses (other) incurred2017-12-31$11,687
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$15,461,197
Value of net assets at end of year (total assets less liabilities)2017-12-31$86,844,539
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$71,383,342
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$65,015,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$51,459,084
Value of interest in pooled separate accounts at end of year2017-12-31$5,800,117
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,339,712
Interest earned on other investments2017-12-31$575,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$16,027,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$14,539,800
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$542,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,593,727
Net investment gain/loss from pooled separate accounts2017-12-31$241,023
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
Contributions received in cash from employer2017-12-31$5,661,356
Employer contributions (assets) at end of year2017-12-31$1,837
Employer contributions (assets) at beginning of year2017-12-31$44,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$876,102
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 name2017-12-31EISNERAMPER LLP
Accountancy firm EIN2017-12-31131639826
2016 : ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$9,699,999
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,618,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,610,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,358,818
Value of total assets at end of year2016-12-31$71,383,342
Value of total assets at beginning of year2016-12-31$64,301,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,666
Total interest from all sources2016-12-31$566,475
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$498,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$498,532
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$5,358,818
Amount contributed by the employer to the plan for this plan year2016-12-31$5,358,818
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,823
Other income not declared elsewhere2016-12-31$51,245
Administrative expenses (other) incurred2016-12-31$7,666
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$7,081,490
Value of net assets at end of year (total assets less liabilities)2016-12-31$71,383,342
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$64,301,852
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$51,459,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$46,214,707
Value of interest in pooled separate accounts at end of year2016-12-31$5,339,712
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,764,866
Interest earned on other investments2016-12-31$566,475
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$14,539,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$13,280,537
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$712,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,970,081
Net investment gain/loss from pooled separate accounts2016-12-31$254,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,352,995
Employer contributions (assets) at end of year2016-12-31$44,746
Employer contributions (assets) at beginning of year2016-12-31$41,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,898,121
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 name2016-12-31EISNERAMPER LLP
Accountancy firm EIN2016-12-31131639826
2015 : ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,925,348
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,256,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,250,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,111,157
Value of total assets at end of year2015-12-31$64,301,852
Value of total assets at beginning of year2015-12-31$60,632,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,529
Total interest from all sources2015-12-31$479,377
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$582,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$582,156
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$5,111,157
Amount contributed by the employer to the plan for this plan year2015-12-31$5,111,157
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$77,011
Administrative expenses (other) incurred2015-12-31$5,529
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$3,669,004
Value of net assets at end of year (total assets less liabilities)2015-12-31$64,301,852
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$60,632,848
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$46,214,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$44,484,259
Value of interest in pooled separate accounts at end of year2015-12-31$4,764,866
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,078,296
Interest earned on other investments2015-12-31$479,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$13,280,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$12,030,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-663,442
Net investment gain/loss from pooled separate accounts2015-12-31$339,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,111,157
Employer contributions (assets) at end of year2015-12-31$41,742
Employer contributions (assets) at beginning of year2015-12-31$39,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,250,815
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 name2015-12-31EISNERAMPER LLP
Accountancy firm EIN2015-12-31131639826
2014 : ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$8,198,152
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,836,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,836,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,794,367
Value of total assets at end of year2014-12-31$60,632,848
Value of total assets at beginning of year2014-12-31$54,271,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$290
Total interest from all sources2014-12-31$456,287
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$388,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$388,976
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$4,794,367
Amount contributed by the employer to the plan for this plan year2014-12-31$4,794,367
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,361,688
Value of net assets at end of year (total assets less liabilities)2014-12-31$60,632,848
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$54,271,160
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$44,484,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$39,828,054
Value of interest in pooled separate accounts at end of year2014-12-31$4,078,296
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,344,645
Interest earned on other investments2014-12-31$456,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$12,030,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$11,064,313
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$223,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,132,376
Net investment gain/loss from pooled separate accounts2014-12-31$426,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,794,367
Employer contributions (assets) at end of year2014-12-31$39,559
Employer contributions (assets) at beginning of year2014-12-31$34,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,612,742
Contract administrator fees2014-12-31$290
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 name2014-12-31EISNERAMPER LLP
Accountancy firm EIN2014-12-31131639826
2013 : ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,770
Total income from all sources (including contributions)2013-12-31$11,595,594
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,928,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,927,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,326,389
Value of total assets at end of year2013-12-31$54,271,160
Value of total assets at beginning of year2013-12-31$44,605,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,323
Total interest from all sources2013-12-31$411,163
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$217,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$217,035
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$4,323,734
Amount contributed by the employer to the plan for this plan year2013-12-31$4,323,734
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,655
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,770
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$9,667,028
Value of net assets at end of year (total assets less liabilities)2013-12-31$54,271,160
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$44,604,132
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$39,828,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,933,311
Value of interest in pooled separate accounts at end of year2013-12-31$3,344,645
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,862,563
Interest earned on other investments2013-12-31$411,163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$11,064,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,776,198
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$224,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,350,115
Net investment gain/loss from pooled separate accounts2013-12-31$290,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,323,734
Employer contributions (assets) at end of year2013-12-31$34,148
Employer contributions (assets) at beginning of year2013-12-31$33,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,703,141
Contract administrator fees2013-12-31$1,323
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 name2013-12-31EISNERAMPER LLP
Accountancy firm EIN2013-12-31131639826
2012 : ROBERT WOOD JOHNSON FOUNDATION QUALIFIED 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$1,770
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,523
Total income from all sources (including contributions)2012-12-31$8,366,083
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,368,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,367,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,026,250
Value of total assets at end of year2012-12-31$44,605,902
Value of total assets at beginning of year2012-12-31$37,607,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$500
Total interest from all sources2012-12-31$367,764
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$140,960
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$140,960
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$4,027,745
Amount contributed by the employer to the plan for this plan year2012-12-31$4,027,745
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,523
Administrative expenses (other) incurred2012-12-31$500
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$6,998,000
Value of net assets at end of year (total assets less liabilities)2012-12-31$44,604,132
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$37,606,132
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$31,933,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$26,310,741
Value of interest in pooled separate accounts at end of year2012-12-31$2,862,563
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,489,963
Interest earned on other investments2012-12-31$367,764
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,776,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,777,058
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$313,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,580,215
Net investment gain/loss from pooled separate accounts2012-12-31$250,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,026,250
Employer contributions (assets) at end of year2012-12-31$33,830
Employer contributions (assets) at beginning of year2012-12-31$29,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,054,273
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 name2012-12-31EISNERAMPER LLP
Accountancy firm EIN2012-12-31131639826
2011 : ROBERT WOOD JOHNSON FOUNDATION QUALIFIED 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$1,523
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,578
Total income from all sources (including contributions)2011-12-31$4,118,603
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,102,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,102,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,748,592
Value of total assets at end of year2011-12-31$37,607,655
Value of total assets at beginning of year2011-12-31$34,596,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$338,599
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$12,319
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$12,319
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$3,720,689
Amount contributed by the employer to the plan for this plan year2011-12-31$3,720,689
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$27,903
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$6,578
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$3,016,181
Value of net assets at end of year (total assets less liabilities)2011-12-31$37,606,132
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$34,589,951
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$26,310,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$24,676,622
Value of interest in pooled separate accounts at end of year2011-12-31$2,489,963
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,896,288
Interest earned on other investments2011-12-31$338,599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,777,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,980,715
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$218,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-244,205
Net investment gain/loss from pooled separate accounts2011-12-31$263,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,720,689
Employer contributions (assets) at end of year2011-12-31$29,893
Employer contributions (assets) at beginning of year2011-12-31$42,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$883,492
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 name2011-12-31EISNERAMPER LLP
Accountancy firm EIN2011-12-31131639826
2010 : ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,578
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,846,119
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,557,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,545,164
Value of total corrective distributions2010-12-31$6,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,592,939
Value of total assets at end of year2010-12-31$34,596,529
Value of total assets at beginning of year2010-12-31$30,301,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,013
Total interest from all sources2010-12-31$304,840
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$4,211
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$3,592,939
Amount contributed by the employer to the plan for this plan year2010-12-31$3,592,939
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$6,578
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$6,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,288,364
Value of net assets at end of year (total assets less liabilities)2010-12-31$34,589,951
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$30,301,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$24,676,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$21,062,399
Value of interest in pooled separate accounts at end of year2010-12-31$1,896,288
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,647,768
Interest earned on other investments2010-12-31$304,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$7,980,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,558,227
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$308,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,719,573
Net investment gain/loss from pooled separate accounts2010-12-31$224,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,592,939
Employer contributions (assets) at end of year2010-12-31$42,904
Employer contributions (assets) at beginning of year2010-12-31$33,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,236,355
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EISNERAMPER LLP
Accountancy firm EIN2010-12-31131639826
2009 : ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$4,189,754
Amount contributed by the employer to the plan for this plan year2009-12-31$4,189,754

Form 5500 Responses for ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN

2023: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 number150705
Policy instance 1
Insurance contract or identification number150705
Number of Individuals Covered418
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150705
Policy instance 1
Insurance contract or identification number150705
Number of Individuals Covered415
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150705
Policy instance 1
Insurance contract or identification number150705
Number of Individuals Covered393
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150705
Policy instance 1
Insurance contract or identification number150705
Number of Individuals Covered379
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150705
Policy instance 1
Insurance contract or identification number150705
Number of Individuals Covered379
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150705
Policy instance 1
Insurance contract or identification number150705
Number of Individuals Covered366
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150705
Policy instance 1
Insurance contract or identification number150705
Number of Individuals Covered371
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150705
Policy instance 1
Insurance contract or identification number150705
Number of Individuals Covered378
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 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150705
Policy instance 1
Insurance contract or identification number150705
Number of Individuals Covered380
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
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150705
Policy instance 1
Insurance contract or identification number150705
Number of Individuals Covered382
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150705
Policy instance 1
Insurance contract or identification number150705
Number of Individuals Covered408
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150705
Policy instance 1
Insurance contract or identification number150705
Number of Individuals Covered412
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150705
Policy instance 1
Insurance contract or identification number150705
Number of Individuals Covered402
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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