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FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameFOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC has sponsored the creation of one or more 401k plans.

Company Name:FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC
Employer identification number (EIN):521986675
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC

Jurisdiction of Incorporation: Maryland Secretary of State
Incorporation Date:
Company Identification Number: D04443263

More information about FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01EVA COYNE2023-08-10
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01EVA COYNE2019-04-03
0012017-01-01EVA COYNE2018-03-16
0012017-01-01EVA COYNE2018-03-16
0012016-01-01EVA COYNE2018-03-16
0012016-01-01EVA COYNE2017-12-01 EVA COYNE2017-12-01
0012015-01-01EVA COYNE2017-12-01 EVA COYNE2017-12-01
0012014-01-01EVA COYNE2017-12-01 EVA COYNE2017-12-01
0012012-01-01EVA COYNE2017-12-01 EVA COYNE2017-12-01
0012011-01-01EVA COYNE2017-12-01 EVA COYNE2017-12-01
0012010-01-01EVA COYNE2017-12-01 EVA COYNE2017-12-01
0012009-01-01EVA COYNE2017-12-01 EVA COYNE2017-12-01
0012008-01-01EVA COYNE EVA COYNE2017-11-30
0012007-01-01EVA COYNE EVA COYNE2017-11-30
0012006-01-01EVA COYNE EVA COYNE2017-11-30
0012005-01-01EVA COYNE EVA COYNE2017-11-30
0012004-01-01EVA COYNE EVA COYNE2017-11-30
0012003-01-01EVA COYNE EVA COYNE2017-11-30
0012002-01-01EVA COYNE EVA COYNE2017-11-30

Plan Statistics for FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023: FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01196
Total number of active participants reported on line 7a of the Form 55002023-01-0197
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01115
Total of all active and inactive participants2023-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01213
Number of participants with account balances2023-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01177
Total number of active participants reported on line 7a of the Form 55002022-01-0178
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01117
Total of all active and inactive participants2022-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01196
Number of participants with account balances2022-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01161
Total number of active participants reported on line 7a of the Form 55002021-01-0172
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01104
Total of all active and inactive participants2021-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01177
Number of participants with account balances2021-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01157
Total number of active participants reported on line 7a of the Form 55002020-01-0173
Number of other retired or separated participants entitled to future benefits2020-01-0187
Total of all active and inactive participants2020-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01162
Number of participants with account balances2020-01-01162
2019: FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01148
Total number of active participants reported on line 7a of the Form 55002019-01-01157
Total of all active and inactive participants2019-01-01157
Total participants2019-01-01157
Number of participants with account balances2019-01-01157

Financial Data on FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023 : FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$5,646,693
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,155,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,123,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,595,298
Value of total assets at end of year2023-12-31$22,582,960
Value of total assets at beginning of year2023-12-31$19,091,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$32,483
Total interest from all sources2023-12-31$251,646
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$267,004
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$267,004
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,149,238
Participant contributions at end of year2023-12-31$112,002
Participant contributions at beginning of year2023-12-31$45,241
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$438,714
Other income not declared elsewhere2023-12-31$3,427
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$3,491,171
Value of net assets at end of year (total assets less liabilities)2023-12-31$22,582,960
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$19,091,789
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$16,411,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$12,746,723
Value of interest in pooled separate accounts at end of year2023-12-31$352,745
Value of interest in pooled separate accounts at beginning of year2023-12-31$526,864
Interest on participant loans2023-12-31$4,755
Interest earned on other investments2023-12-31$246,891
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$5,706,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$5,772,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,593,689
Net investment gain/loss from pooled separate accounts2023-12-31$-64,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,007,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,123,039
Contract administrator fees2023-12-31$23,132
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 name2023-12-31FORVIS MAZARS, LLP
Accountancy firm EIN2023-12-31440160260
2022 : FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-908,207
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$690,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$653,177
Expenses. Certain deemed distributions of participant loans2022-12-31$1,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,699,358
Value of total assets at end of year2022-12-31$19,091,789
Value of total assets at beginning of year2022-12-31$20,690,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$36,747
Total interest from all sources2022-12-31$193,559
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$306,288
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$306,288
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$867,003
Participant contributions at end of year2022-12-31$45,241
Participant contributions at beginning of year2022-12-31$31,332
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$62,930
Other income not declared elsewhere2022-12-31$1,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,599,172
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,091,789
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,690,961
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
Investment advisory and management fees2022-12-31$8,939
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,746,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,978,407
Value of interest in pooled separate accounts at end of year2022-12-31$526,864
Value of interest in pooled separate accounts at beginning of year2022-12-31$511,151
Interest on participant loans2022-12-31$1,834
Interest earned on other investments2022-12-31$191,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,772,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,170,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,149,931
Net investment gain/loss from pooled separate accounts2022-12-31$41,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$769,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$653,177
Contract administrator fees2022-12-31$27,808
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$1,904
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,029,716
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,760,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,722,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,576,540
Value of total assets at end of year2021-12-31$20,690,961
Value of total assets at beginning of year2021-12-31$18,419,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$37,170
Total interest from all sources2021-12-31$169,734
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$385,859
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$385,859
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$810,796
Participant contributions at end of year2021-12-31$31,332
Participant contributions at beginning of year2021-12-31$32,955
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$58,057
Other income not declared elsewhere2021-12-31$2,184
Administrative expenses (other) incurred2021-12-31$1,076
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$2,269,714
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,690,961
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,419,343
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
Investment advisory and management fees2021-12-31$9,773
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,978,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,292,947
Value of interest in pooled separate accounts at end of year2021-12-31$511,151
Value of interest in pooled separate accounts at beginning of year2021-12-31$581,349
Interest on participant loans2021-12-31$1,805
Interest earned on other investments2021-12-31$167,929
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,170,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,512,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,798,709
Net investment gain/loss from pooled separate accounts2021-12-31$96,690
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$707,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,722,832
Contract administrator fees2021-12-31$26,321
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,731,603
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$842,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$812,321
Expenses. Certain deemed distributions of participant loans2020-12-31$4,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,708,335
Value of total assets at end of year2020-12-31$18,419,343
Value of total assets at beginning of year2020-12-31$15,530,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,397
Total interest from all sources2020-12-31$175,018
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$189,370
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$189,370
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$712,143
Participant contributions at end of year2020-12-31$32,955
Participant contributions at beginning of year2020-12-31$44,263
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$153,879
Other income not declared elsewhere2020-12-31$1,495
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$2,889,135
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,419,343
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,530,208
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
Investment advisory and management fees2020-12-31$6,958
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,292,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,516,500
Value of interest in pooled separate accounts at end of year2020-12-31$581,349
Value of interest in pooled separate accounts at beginning of year2020-12-31$630,532
Interest on participant loans2020-12-31$2,320
Interest earned on other investments2020-12-31$172,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,512,092
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,338,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,662,378
Net investment gain/loss from pooled separate accounts2020-12-31$-4,993
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$842,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$812,321
Contract administrator fees2020-12-31$18,439
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 name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,931,204
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$602,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$587,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,753,254
Value of total assets at end of year2019-12-31$15,530,207
Value of total assets at beginning of year2019-12-31$12,201,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,666
Total interest from all sources2019-12-31$136,755
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$138,713
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$138,713
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$623,842
Participant contributions at end of year2019-12-31$44,263
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$371,139
Other income not declared elsewhere2019-12-31$4,092
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$3,328,279
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,530,207
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,201,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$3,556
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,516,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,277,469
Value of interest in pooled separate accounts at end of year2019-12-31$630,531
Value of interest in pooled separate accounts at beginning of year2019-12-31$846,454
Interest on participant loans2019-12-31$2,257
Interest earned on other investments2019-12-31$134,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,338,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,078,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,860,907
Net investment gain/loss from pooled separate accounts2019-12-31$37,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$758,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$587,259
Contract administrator fees2019-12-31$12,110
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981

Form 5500 Responses for FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN

2023: FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01First time form 5500 has been submittedYes
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2008: FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2006: FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2005: FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2004: FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2003: FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2002: FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH, INC DEFINED CONTRIBUTION RETIREMENT PLAN 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01Submission has been amendedNo
2002-01-01This submission is the final filingNo
2002-01-01This return/report is a short plan year return/report (less than 12 months)No
2002-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368613
Policy instance 1
Insurance contract or identification number368613
Number of Individuals Covered198
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368613
Policy instance 1
Insurance contract or identification number368613
Number of Individuals Covered179
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368613
Policy instance 1
Insurance contract or identification number368613
Number of Individuals Covered176
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368613
Policy instance 1
Insurance contract or identification number368613
Number of Individuals Covered157
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368613
Policy instance 1
Insurance contract or identification number368613
Number of Individuals Covered153
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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