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AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 401k Plan overview

Plan NameAMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN
Plan identification number 001

AMERICAN INSTITUTES FOR RESEARCH 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).
  • 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.

401k Sponsoring company profile

AMER. INST. OFR RESEARCH IN THE BEHAVIORAL SCIENCE has sponsored the creation of one or more 401k plans.

Company Name:AMER. INST. OFR RESEARCH IN THE BEHAVIORAL SCIENCE
Employer identification number (EIN):250965219
NAIC Classification:541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MELISSA CARMAN2024-10-15 MELISSA CARMAN2024-10-15
0012022-01-01CHRISTINA KREUTZIGER2023-10-10 CHRISTINA KREUTZIGER2023-10-10
0012022-01-01CHRISTINA KREUTZIGER2024-01-12 CHRISTINA KREUTZIGER2024-01-12
0012021-01-01CHRISTINA KREUTZIGER2022-10-13 CHRISTINA KREUTZIGER2022-10-13
0012020-01-01CHRISTINA KREUTZIGER2021-10-13 CHRISTINA KREUTZIGER2021-10-13
0012019-01-01CHRISTINA KREUTZIGER2020-10-12 CHRISTINA KREUTZIGER2020-10-12
0012018-01-01CHRISTINA KREUTZIGER2020-02-20 CHRISTINA KREUTZIGER2020-02-20
0012018-01-01CHRISTINA KREUTZIGER2020-02-20 CHRISTINA KREUTZIGER2020-02-20
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01SHANNON R. GELLMAN
0012011-01-01HELENE S. OSKARD
0012009-01-01HELENE S. OSKARD

Plan Statistics for AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN

401k plan membership statisitcs for AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN

Measure Date Value
2023: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-013,812
Total number of active participants reported on line 7a of the Form 55002023-01-01855
Number of other retired or separated participants entitled to future benefits2023-01-012,814
Total of all active and inactive participants2023-01-013,669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0121
Total participants2023-01-013,690
Number of participants with account balances2023-01-013,660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-016
2022: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,917
Total number of active participants reported on line 7a of the Form 55002022-01-01926
Number of other retired or separated participants entitled to future benefits2022-01-012,875
Total of all active and inactive participants2022-01-013,801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0137
Total participants2022-01-013,838
Number of participants with account balances2022-01-013,791
2021: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,977
Total number of active participants reported on line 7a of the Form 55002021-01-011,082
Number of other retired or separated participants entitled to future benefits2021-01-012,828
Total of all active and inactive participants2021-01-013,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0135
Total participants2021-01-013,945
Number of participants with account balances2021-01-013,899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0128
2020: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,018
Total number of active participants reported on line 7a of the Form 55002020-01-011,152
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012,815
Total of all active and inactive participants2020-01-013,967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0117
Total participants2020-01-013,984
Number of participants with account balances2020-01-013,962
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0126
2019: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,921
Total number of active participants reported on line 7a of the Form 55002019-01-011,691
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012,314
Total of all active and inactive participants2019-01-014,005
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0113
Total participants2019-01-014,018
Number of participants with account balances2019-01-013,995
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0169
2018: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,801
Total number of active participants reported on line 7a of the Form 55002018-01-011,730
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012,200
Total of all active and inactive participants2018-01-013,930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0110
Total participants2018-01-013,940
Number of participants with account balances2018-01-013,921
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0178
2017: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,684
Total number of active participants reported on line 7a of the Form 55002017-01-011,689
Number of other retired or separated participants entitled to future benefits2017-01-012,102
Total of all active and inactive participants2017-01-013,791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0110
Total participants2017-01-013,801
Number of participants with account balances2017-01-013,779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0163
2016: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,550
Number of retired or separated participants receiving benefits2016-01-011,592
Number of other retired or separated participants entitled to future benefits2016-01-011,554
Total of all active and inactive participants2016-01-013,146
Total participants2016-01-013,146
Number of participants with account balances2016-01-012,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,272
Total number of active participants reported on line 7a of the Form 55002015-01-011,554
Number of other retired or separated participants entitled to future benefits2015-01-011,986
Total of all active and inactive participants2015-01-013,540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0110
Total participants2015-01-013,550
Number of participants with account balances2015-01-013,532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0155
2014: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,159
Total number of active participants reported on line 7a of the Form 55002014-01-011,324
Number of other retired or separated participants entitled to future benefits2014-01-011,938
Total of all active and inactive participants2014-01-013,262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0110
Total participants2014-01-013,272
Number of participants with account balances2014-01-013,260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0163
2013: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,983
Total number of active participants reported on line 7a of the Form 55002013-01-011,297
Number of other retired or separated participants entitled to future benefits2013-01-011,873
Total of all active and inactive participants2013-01-013,170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0110
Total participants2013-01-013,180
Number of participants with account balances2013-01-013,141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0178
2012: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,838
Total number of active participants reported on line 7a of the Form 55002012-01-011,167
Number of other retired or separated participants entitled to future benefits2012-01-011,806
Total of all active and inactive participants2012-01-012,973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0110
Total participants2012-01-012,983
Number of participants with account balances2012-01-012,983
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0168
2011: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,755
Total number of active participants reported on line 7a of the Form 55002011-01-011,066
Number of other retired or separated participants entitled to future benefits2011-01-011,760
Total of all active and inactive participants2011-01-012,826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0112
Total participants2011-01-012,838
Number of participants with account balances2011-01-012,795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01219
2009: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,599
Total number of active participants reported on line 7a of the Form 55002009-01-011,690
Number of other retired or separated participants entitled to future benefits2009-01-01983
Total of all active and inactive participants2009-01-012,673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-012,678
Number of participants with account balances2009-01-012,491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0138

Financial Data on AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN

Measure Date Value
2023 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2023 401k financial data
Total transfer of assets to this plan2023-12-31$1,468
Total income from all sources (including contributions)2023-12-31$34,488,899
Total of all expenses incurred2023-12-31$12,584,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$12,567,362
Value of total assets at end of year2023-12-31$251,915,794
Value of total assets at beginning of year2023-12-31$230,010,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$17,318
Total interest from all sources2023-12-31$2,206,955
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$33,460,442
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$29,362,483
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
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
Assets. Loans (other than to participants) at end of year2023-12-31$480,165
Assets. Loans (other than to participants) at beginning of year2023-12-31$272,719
Other income not declared elsewhere2023-12-31$74,465
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$21,904,219
Value of net assets at end of year (total assets less liabilities)2023-12-31$251,915,794
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$230,010,107
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$191,475,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$166,697,631
Value of interest in pooled separate accounts at end of year2023-12-31$7,417,831
Value of interest in pooled separate accounts at beginning of year2023-12-31$9,762,461
Interest on participant loans2023-12-31$26,808
Interest earned on other investments2023-12-31$2,180,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$5,084,328
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$4,682,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$4,682,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$47,458,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$48,594,482
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$1,417,665
Net investment gain/loss from pooled separate accounts2023-12-31$-1,252,963
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
Income. Dividends from common stock2023-12-31$4,097,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$11,149,697
Contract administrator fees2023-12-31$17,318
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31RUBINO AND COMPANY, CHARTERED
Accountancy firm EIN2023-12-31521186096
2022 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$2,772
Total income from all sources (including contributions)2022-12-31$-36,914,284
Total of all expenses incurred2022-12-31$11,211,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,492,129
Value of total assets at end of year2022-12-31$230,010,107
Value of total assets at beginning of year2022-12-31$278,133,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$719,276
Total interest from all sources2022-12-31$493,168
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,210,106
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$6,210,106
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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
Assets. Loans (other than to participants) at end of year2022-12-31$272,719
Assets. Loans (other than to participants) at beginning of year2022-12-31$37,850
Other income not declared elsewhere2022-12-31$137,619
Administrative expenses (other) incurred2022-12-31$719,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-48,125,689
Value of net assets at end of year (total assets less liabilities)2022-12-31$230,010,107
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$278,133,024
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$166,697,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$213,701,637
Value of interest in pooled separate accounts at end of year2022-12-31$9,762,461
Value of interest in pooled separate accounts at beginning of year2022-12-31$9,374,552
Interest on participant loans2022-12-31$6,063
Interest earned on other investments2022-12-31$487,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,682,814
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,831,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,831,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$48,594,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$50,061,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-46,827,640
Net investment gain/loss from pooled separate accounts2022-12-31$3,072,463
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
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$126,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,492,129
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31RUBINO & COMPANY, CHARTERED
Accountancy firm EIN2022-12-31521186096
2021 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$44,681,115
Total of all expenses incurred2021-12-31$14,169,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,169,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,924,318
Value of total assets at end of year2021-12-31$278,133,024
Value of total assets at beginning of year2021-12-31$247,621,241
Total interest from all sources2021-12-31$1,703,112
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,256,999
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$8,256,999
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Loans (other than to participants) at end of year2021-12-31$37,850
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$30,511,783
Value of net assets at end of year (total assets less liabilities)2021-12-31$278,133,024
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$247,621,241
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$213,701,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$151,533,247
Value of interest in pooled separate accounts at end of year2021-12-31$9,374,552
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,769,729
Interest earned on other investments2021-12-31$1,703,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,831,133
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$39,180,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$39,180,681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$50,061,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$48,984,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$22,380,056
Net investment gain/loss from pooled separate accounts2021-12-31$1,416,630
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$10,924,318
Employer contributions (assets) at end of year2021-12-31$126,754
Employer contributions (assets) at beginning of year2021-12-31$153,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,169,332
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31RUBINO & COMPANY, CHARTERED
Accountancy firm EIN2021-12-31521186096
2020 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$1,272
Total income from all sources (including contributions)2020-12-31$40,144,119
Total of all expenses incurred2020-12-31$16,404,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$16,404,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,865,445
Value of total assets at end of year2020-12-31$247,621,241
Value of total assets at beginning of year2020-12-31$223,880,409
Total interest from all sources2020-12-31$1,894,448
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,306,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,306,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other income not declared elsewhere2020-12-31$50,019
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$23,739,560
Value of net assets at end of year (total assets less liabilities)2020-12-31$247,621,241
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$223,880,409
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$151,533,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$161,682,122
Value of interest in pooled separate accounts at end of year2020-12-31$7,769,729
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,562,354
Interest earned on other investments2020-12-31$1,894,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$39,180,681
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,267,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,267,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$48,984,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$48,175,043
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,604,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$23,112,116
Net investment gain/loss from pooled separate accounts2020-12-31$-83,909
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$10,865,445
Employer contributions (assets) at end of year2020-12-31$153,569
Employer contributions (assets) at beginning of year2020-12-31$193,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,799,971
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RUBINO & COMPANY, CHARTERED
Accountancy firm EIN2020-12-31521186096
2019 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$16,691
Total transfer of assets to this plan2019-12-31$16,691
Total income from all sources (including contributions)2019-12-31$48,652,464
Total income from all sources (including contributions)2019-12-31$48,652,464
Total of all expenses incurred2019-12-31$10,614,138
Total of all expenses incurred2019-12-31$10,614,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,614,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,614,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,514,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,514,244
Value of total assets at end of year2019-12-31$223,880,409
Value of total assets at end of year2019-12-31$223,880,409
Value of total assets at beginning of year2019-12-31$185,825,392
Value of total assets at beginning of year2019-12-31$185,825,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$1,834,463
Total interest from all sources2019-12-31$1,834,463
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,160,286
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,160,286
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$4,160,286
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,160,286
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other income not declared elsewhere2019-12-31$52,066
Other income not declared elsewhere2019-12-31$52,066
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party 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$38,038,326
Value of net income/loss2019-12-31$38,038,326
Value of net assets at end of year (total assets less liabilities)2019-12-31$223,880,409
Value of net assets at end of year (total assets less liabilities)2019-12-31$223,880,409
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$185,825,392
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$185,825,392
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$161,682,122
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$161,682,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$127,584,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$127,584,480
Value of interest in pooled separate accounts at end of year2019-12-31$9,562,354
Value of interest in pooled separate accounts at end of year2019-12-31$9,562,354
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,285,847
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,285,847
Interest earned on other investments2019-12-31$1,834,463
Interest earned on other investments2019-12-31$1,834,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,267,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,267,070
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,714,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,714,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,714,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,714,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$48,175,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$48,175,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$45,834,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$45,834,212
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,059,277
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,059,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$27,624,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$27,624,744
Net investment gain/loss from pooled separate accounts2019-12-31$466,661
Net investment gain/loss from pooled separate accounts2019-12-31$466,661
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
Contributions received in cash from employer2019-12-31$14,514,244
Contributions received in cash from employer2019-12-31$14,514,244
Employer contributions (assets) at end of year2019-12-31$193,820
Employer contributions (assets) at end of year2019-12-31$193,820
Employer contributions (assets) at beginning of year2019-12-31$406,108
Employer contributions (assets) at beginning of year2019-12-31$406,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,554,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,554,861
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan 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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
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 name2019-12-31RUBINO & COMPANY, CHARTERED
Accountancy firm name2019-12-31RUBINO & COMPANY, CHARTERED
Accountancy firm EIN2019-12-31521186096
Accountancy firm EIN2019-12-31521186096
2018 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$410,583
Total income from all sources (including contributions)2018-12-31$7,034,496
Total of all expenses incurred2018-12-31$13,388,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,366,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$14,618,355
Value of total assets at end of year2018-12-31$185,825,392
Value of total assets at beginning of year2018-12-31$191,769,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,500
Total interest from all sources2018-12-31$1,878,438
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,088,656
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$5,088,656
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other income not declared elsewhere2018-12-31$73,655
Administrative expenses (other) incurred2018-12-31$22,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,354,276
Value of net assets at end of year (total assets less liabilities)2018-12-31$185,825,392
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$191,769,085
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$127,584,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$136,839,474
Value of interest in pooled separate accounts at end of year2018-12-31$8,285,847
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,946,627
Interest earned on other investments2018-12-31$1,878,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,714,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,820,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,820,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$45,834,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$43,770,457
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,076,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-15,001,917
Net investment gain/loss from pooled separate accounts2018-12-31$377,309
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$14,618,355
Employer contributions (assets) at end of year2018-12-31$406,108
Employer contributions (assets) at beginning of year2018-12-31$392,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,290,100
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RUBINO & COMPANY, CHARTERED
Accountancy firm EIN2018-12-31521186096
2017 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2017 401k financial data
Total transfer of assets from this plan2017-12-31$15,674
Total income from all sources (including contributions)2017-12-31$38,262,204
Total of all expenses incurred2017-12-31$6,144,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,133,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$13,729,416
Value of total assets at end of year2017-12-31$191,769,085
Value of total assets at beginning of year2017-12-31$159,666,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,250
Total interest from all sources2017-12-31$1,699,319
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,048,378
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$3,048,378
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other income not declared elsewhere2017-12-31$120,273
Administrative expenses (other) incurred2017-12-31$11,250
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$32,117,764
Value of net assets at end of year (total assets less liabilities)2017-12-31$191,769,085
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$159,666,995
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$136,839,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$107,563,310
Value of interest in pooled separate accounts at end of year2017-12-31$7,946,627
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,226,206
Interest earned on other investments2017-12-31$1,699,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,820,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,070,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,070,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$43,770,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$41,622,265
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$504,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$19,336,729
Net investment gain/loss from pooled separate accounts2017-12-31$328,089
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$13,729,416
Employer contributions (assets) at end of year2017-12-31$392,002
Employer contributions (assets) at beginning of year2017-12-31$184,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,628,450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RUBINO & COMPANY, CHARTERED
Accountancy firm EIN2017-12-31521186096
2016 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$299
Total income from all sources (including contributions)2016-12-31$22,731,681
Total of all expenses incurred2016-12-31$9,822,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,788,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,949,656
Value of total assets at end of year2016-12-31$159,666,995
Value of total assets at beginning of year2016-12-31$146,757,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$34,020
Total interest from all sources2016-12-31$1,743,227
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,667,911
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$1,667,911
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other income not declared elsewhere2016-12-31$76,967
Administrative expenses (other) incurred2016-12-31$34,020
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$12,908,743
Value of net assets at end of year (total assets less liabilities)2016-12-31$159,666,995
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$146,757,953
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$107,563,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$98,270,754
Value of interest in pooled separate accounts at end of year2016-12-31$7,226,206
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,380,388
Interest earned on other investments2016-12-31$1,743,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,070,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,689,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,689,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$41,622,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$39,228,605
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$689,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,951,410
Net investment gain/loss from pooled separate accounts2016-12-31$342,510
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$12,949,656
Employer contributions (assets) at end of year2016-12-31$184,984
Employer contributions (assets) at beginning of year2016-12-31$189,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,098,934
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RUBINO & COMPANY, CHARTERED
Accountancy firm EIN2016-12-31521186096
2015 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$7,548
Total income from all sources (including contributions)2015-12-31$14,032,914
Total of all expenses incurred2015-12-31$8,709,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,675,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,045,835
Value of total assets at end of year2015-12-31$146,757,953
Value of total assets at beginning of year2015-12-31$141,426,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$33,750
Total interest from all sources2015-12-31$1,575,344
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,849,508
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$1,849,508
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$93,623
Administrative expenses (other) incurred2015-12-31$33,750
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$5,323,685
Value of net assets at end of year (total assets less liabilities)2015-12-31$146,757,953
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$141,426,720
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$98,270,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$94,943,126
Value of interest in pooled separate accounts at end of year2015-12-31$6,380,388
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,488,288
Interest earned on other investments2015-12-31$1,575,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,689,206
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,600,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,600,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$39,228,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$38,254,088
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,246,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,997,216
Net investment gain/loss from pooled separate accounts2015-12-31$465,820
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$12,045,835
Employer contributions (assets) at end of year2015-12-31$189,000
Employer contributions (assets) at beginning of year2015-12-31$140,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,429,432
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RUBINO & COMPANY, CHARTERED
Accountancy firm EIN2015-12-31521186096
2014 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$1,872
Total income from all sources (including contributions)2014-12-31$18,936,111
Total of all expenses incurred2014-12-31$7,087,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,075,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,743,867
Value of total assets at end of year2014-12-31$141,426,720
Value of total assets at beginning of year2014-12-31$129,575,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,250
Total interest from all sources2014-12-31$1,593,578
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,454,882
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$1,454,882
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other income not declared elsewhere2014-12-31$81,840
Administrative expenses (other) incurred2014-12-31$11,250
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$11,848,928
Value of net assets at end of year (total assets less liabilities)2014-12-31$141,426,720
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$129,575,920
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$94,943,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$84,808,392
Value of interest in pooled separate accounts at end of year2014-12-31$5,488,288
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,530,694
Interest earned on other investments2014-12-31$1,593,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,600,366
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,778,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,778,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$38,254,088
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$37,332,255
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$394,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,475,784
Net investment gain/loss from pooled separate accounts2014-12-31$586,160
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$10,743,867
Employer contributions (assets) at end of year2014-12-31$140,852
Employer contributions (assets) at beginning of year2014-12-31$125,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,681,423
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31RUBINO & COMPANY, CHARTERED
Accountancy firm EIN2014-12-31521186096
2013 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$27,819,484
Total of all expenses incurred2013-12-31$6,400,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,400,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,821,428
Value of total assets at end of year2013-12-31$129,575,920
Value of total assets at beginning of year2013-12-31$108,157,328
Total interest from all sources2013-12-31$1,492,866
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$995,079
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$995,079
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$21,418,592
Value of net assets at end of year (total assets less liabilities)2013-12-31$129,575,920
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$108,157,328
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$84,808,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$66,535,404
Value of interest in pooled separate accounts at end of year2013-12-31$4,530,694
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,743,267
Interest earned on other investments2013-12-31$1,492,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,778,922
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,492,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,492,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$37,332,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$35,286,229
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$115,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$15,128,525
Net investment gain/loss from pooled separate accounts2013-12-31$381,586
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$9,821,428
Employer contributions (assets) at end of year2013-12-31$125,657
Employer contributions (assets) at beginning of year2013-12-31$99,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,285,857
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31RUBINO & COMPANY, CHARTERED
Accountancy firm EIN2013-12-31521186096
2012 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$19,550,274
Total of all expenses incurred2012-12-31$5,792,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,792,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,034,565
Value of total assets at end of year2012-12-31$108,157,328
Value of total assets at beginning of year2012-12-31$94,399,260
Total interest from all sources2012-12-31$1,399,724
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$391,144
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$391,144
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$13,758,068
Value of net assets at end of year (total assets less liabilities)2012-12-31$108,157,328
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$94,399,260
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$66,535,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$54,593,150
Value of interest in pooled separate accounts at end of year2012-12-31$3,743,267
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,181,227
Interest earned on other investments2012-12-31$1,399,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,492,861
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,273,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,273,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$35,286,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$34,250,873
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$235,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,401,326
Net investment gain/loss from pooled separate accounts2012-12-31$323,515
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$9,034,565
Employer contributions (assets) at end of year2012-12-31$99,567
Employer contributions (assets) at beginning of year2012-12-31$100,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,556,222
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31RUBINO & COMPANY, CHARTERED
Accountancy firm EIN2012-12-31521186096
2011 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$8,471,402
Total of all expenses incurred2011-12-31$3,656,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,656,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,116,201
Value of total assets at end of year2011-12-31$94,399,260
Value of total assets at beginning of year2011-12-31$89,584,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$311
Total interest from all sources2011-12-31$1,360,891
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$227,521
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$227,521
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$311
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$4,815,052
Value of net assets at end of year (total assets less liabilities)2011-12-31$94,399,260
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$89,584,208
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$54,593,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$51,942,502
Value of interest in pooled separate accounts at end of year2011-12-31$3,181,227
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,456,538
Interest earned on other investments2011-12-31$1,360,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,273,051
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,444,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,444,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$34,250,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$32,647,839
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$169,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,574,770
Net investment gain/loss from pooled separate accounts2011-12-31$341,559
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$8,116,201
Employer contributions (assets) at end of year2011-12-31$100,959
Employer contributions (assets) at beginning of year2011-12-31$92,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,486,481
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31RUBINO & COMPANY, CHARTERED
Accountancy firm EIN2011-12-31521186096
2010 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$14,821,335
Total of all expenses incurred2010-12-31$6,876,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,874,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,741,320
Value of total assets at end of year2010-12-31$89,584,208
Value of total assets at beginning of year2010-12-31$81,638,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,275
Total interest from all sources2010-12-31$1,222,383
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$86,914
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$86,914
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$1,275
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$7,945,251
Value of net assets at end of year (total assets less liabilities)2010-12-31$89,584,208
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$81,638,957
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$51,942,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$45,802,875
Value of interest in pooled separate accounts at end of year2010-12-31$2,456,538
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,106,546
Interest earned on other investments2010-12-31$1,222,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,444,978
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,843,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,843,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$32,647,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$30,802,175
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$16,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,499,675
Net investment gain/loss from pooled separate accounts2010-12-31$271,043
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$6,741,320
Employer contributions (assets) at end of year2010-12-31$92,351
Employer contributions (assets) at beginning of year2010-12-31$84,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,858,475
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31RUBINO & MCGEEHIN, CHARTERED
Accountancy firm EIN2010-12-31521186096
2009 : AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN

2023: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
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 number150457
Policy instance 1
Insurance contract or identification number150457
Number of Individuals Covered1964
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150457
Policy instance 1
Insurance contract or identification number150457
Number of Individuals Covered2013
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150457
Policy instance 1
Insurance contract or identification number150457
Number of Individuals Covered2058
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150457
Policy instance 1
Insurance contract or identification number150457
Number of Individuals Covered2092
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150457
Policy instance 1
Insurance contract or identification number150457
Number of Individuals Covered2107
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150457
Policy instance 1
Insurance contract or identification number150457
Number of Individuals Covered2109
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150457
Policy instance 1
Insurance contract or identification number150457
Number of Individuals Covered2077
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150457
Policy instance 1
Insurance contract or identification number150457
Number of Individuals Covered2077
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150457
Policy instance 1
Insurance contract or identification number150457
Number of Individuals Covered2060
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150457
Policy instance 1
Insurance contract or identification number150457
Number of Individuals Covered2105
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150457
Policy instance 1
Insurance contract or identification number150457
Number of Individuals Covered2949
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150457
Policy instance 1
Insurance contract or identification number150457
Number of Individuals Covered2802
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150457
Policy instance 1
Insurance contract or identification number150457
Number of Individuals Covered2535
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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