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INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameINSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN
Plan identification number 002

INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

INSTITUTE FOR DEFENSE ANALYSES has sponsored the creation of one or more 401k plans.

Company Name:INSTITUTE FOR DEFENSE ANALYSES
Employer identification number (EIN):530233247
NAIC Classification:541700

Additional information about INSTITUTE FOR DEFENSE ANALYSES

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 498806

More information about INSTITUTE FOR DEFENSE ANALYSES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JENNY WHITMER JENNY WHITMER2018-10-19
0022017-01-01JENNY WHITMER JENNY WHITMER2018-10-15
0022016-01-01JENNY WHITMER JENNY WHITMER2017-10-13
0022015-01-01JENNY WHITMER JENNY WHITMER2016-10-12
0022014-01-01JENNY WHITMER JENNY WHITMER2015-10-15
0022013-01-01JENNY WHITMER JENNY WHITMER2014-10-06
0022012-01-01JENNY WHITMER JENNY WHITMER2013-10-08
0022011-01-01TIMOTHY FREEMAN
0022010-01-01ALEXANDRA FOUTS
0022009-01-01ALEXANDRA FOUTS
0022009-01-01ALEXANDRA FOUTS

Plan Statistics for INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN

Measure Date Value
2023: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,861
Total number of active participants reported on line 7a of the Form 55002023-01-011,541
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-011,306
Total of all active and inactive participants2023-01-012,847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0122
Total participants2023-01-012,869
Number of participants with account balances2023-01-012,672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,716
Total number of active participants reported on line 7a of the Form 55002022-01-011,453
Number of retired or separated participants receiving benefits2022-01-0126
Number of other retired or separated participants entitled to future benefits2022-01-011,297
Total of all active and inactive participants2022-01-012,776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0185
Total participants2022-01-012,861
Number of participants with account balances2022-01-012,665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,606
Total number of active participants reported on line 7a of the Form 55002021-01-011,346
Number of retired or separated participants receiving benefits2021-01-0129
Number of other retired or separated participants entitled to future benefits2021-01-011,260
Total of all active and inactive participants2021-01-012,635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0181
Total participants2021-01-012,716
Number of participants with account balances2021-01-012,599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,764
Total number of active participants reported on line 7a of the Form 55002020-01-011,361
Number of retired or separated participants receiving benefits2020-01-0128
Number of other retired or separated participants entitled to future benefits2020-01-011,194
Total of all active and inactive participants2020-01-012,583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0123
Total participants2020-01-012,606
Number of participants with account balances2020-01-012,585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,739
Total number of active participants reported on line 7a of the Form 55002019-01-011,335
Number of retired or separated participants receiving benefits2019-01-0150
Number of other retired or separated participants entitled to future benefits2019-01-011,357
Total of all active and inactive participants2019-01-012,742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0122
Total participants2019-01-012,764
Number of participants with account balances2019-01-012,740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,630
Total number of active participants reported on line 7a of the Form 55002018-01-011,367
Number of retired or separated participants receiving benefits2018-01-0127
Number of other retired or separated participants entitled to future benefits2018-01-011,327
Total of all active and inactive participants2018-01-012,721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0118
Total participants2018-01-012,739
Number of participants with account balances2018-01-012,686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,624
Total number of active participants reported on line 7a of the Form 55002017-01-011,337
Number of retired or separated participants receiving benefits2017-01-0126
Number of other retired or separated participants entitled to future benefits2017-01-011,295
Total of all active and inactive participants2017-01-012,658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0114
Total participants2017-01-012,672
Number of participants with account balances2017-01-012,630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,607
Total number of active participants reported on line 7a of the Form 55002016-01-011,317
Number of retired or separated participants receiving benefits2016-01-0132
Number of other retired or separated participants entitled to future benefits2016-01-011,259
Total of all active and inactive participants2016-01-012,608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0116
Total participants2016-01-012,624
Number of participants with account balances2016-01-012,587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,610
Total number of active participants reported on line 7a of the Form 55002015-01-011,306
Number of retired or separated participants receiving benefits2015-01-0130
Number of other retired or separated participants entitled to future benefits2015-01-011,258
Total of all active and inactive participants2015-01-012,594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0113
Total participants2015-01-012,607
Number of participants with account balances2015-01-012,567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,560
Total number of active participants reported on line 7a of the Form 55002014-01-011,330
Number of retired or separated participants receiving benefits2014-01-0124
Number of other retired or separated participants entitled to future benefits2014-01-011,247
Total of all active and inactive participants2014-01-012,601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-019
Total participants2014-01-012,610
Number of participants with account balances2014-01-012,560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,834
Total number of active participants reported on line 7a of the Form 55002013-01-011,465
Number of retired or separated participants receiving benefits2013-01-0113
Number of other retired or separated participants entitled to future benefits2013-01-011,157
Total of all active and inactive participants2013-01-012,635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0113
Total participants2013-01-012,648
Number of participants with account balances2013-01-012,560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,986
Total number of active participants reported on line 7a of the Form 55002012-01-011,543
Number of other retired or separated participants entitled to future benefits2012-01-011,291
Total of all active and inactive participants2012-01-012,834
Total participants2012-01-012,834
2011: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,226
Total number of active participants reported on line 7a of the Form 55002011-01-012,099
Number of retired or separated participants receiving benefits2011-01-0119
Number of other retired or separated participants entitled to future benefits2011-01-011,072
Total of all active and inactive participants2011-01-013,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0113
Total participants2011-01-013,203
Number of participants with account balances2011-01-012,986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,234
Total number of active participants reported on line 7a of the Form 55002010-01-011,580
Number of retired or separated participants receiving benefits2010-01-0118
Number of other retired or separated participants entitled to future benefits2010-01-01619
Total of all active and inactive participants2010-01-012,217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-016
Total participants2010-01-012,223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,521
Total number of active participants reported on line 7a of the Form 55002009-01-011,607
Number of retired or separated participants receiving benefits2009-01-0119
Number of other retired or separated participants entitled to future benefits2009-01-01599
Total of all active and inactive participants2009-01-012,225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-019
Total participants2009-01-012,234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN

Measure Date Value
2023 : INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$4,212,802
Total unrealized appreciation/depreciation of assets2023-12-31$4,212,802
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$138,146,935
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$56,439,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$56,122,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$26,679,165
Value of total assets at end of year2023-12-31$801,043,955
Value of total assets at beginning of year2023-12-31$719,336,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$317,706
Total interest from all sources2023-12-31$59,594
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$17,109,497
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$17,109,497
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$3,000,000
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
Contributions received from participants2023-12-31$22,812,913
Participant contributions at end of year2023-12-31$1,014,961
Participant contributions at beginning of year2023-12-31$911,040
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$3,866,252
Other income not declared elsewhere2023-12-31$515,780
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$81,707,184
Value of net assets at end of year (total assets less liabilities)2023-12-31$801,043,955
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$719,336,771
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
Investment advisory and management fees2023-12-31$83,025
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$640,616,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$552,081,448
Value of interest in pooled separate accounts at end of year2023-12-31$19,661,687
Value of interest in pooled separate accounts at beginning of year2023-12-31$25,528,210
Interest on participant loans2023-12-31$59,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$139,750,829
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$140,816,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$92,769,596
Net investment gain/loss from pooled separate accounts2023-12-31$-3,199,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$56,122,045
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 name2023-12-31SC&H ATTEST SERVICES P.C.
Accountancy firm EIN2023-12-31521743645
2022 : INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$4,136,829
Total unrealized appreciation/depreciation of assets2022-12-31$4,136,829
Total transfer of assets to this plan2022-12-31$364,125
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$0
Total income from all sources (including contributions)2022-12-31$-81,425,040
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$50,242,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$50,027,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$30,016,613
Value of total assets at end of year2022-12-31$719,336,771
Value of total assets at beginning of year2022-12-31$850,640,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$215,311
Total interest from all sources2022-12-31$38,653
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$18,099,454
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$18,099,454
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
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
Contributions received from participants2022-12-31$20,648,637
Participant contributions at end of year2022-12-31$911,040
Participant contributions at beginning of year2022-12-31$665,429
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$9,367,976
Other income not declared elsewhere2022-12-31$626,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-131,667,809
Value of net assets at end of year (total assets less liabilities)2022-12-31$719,336,771
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$850,640,455
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$215,311
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$552,081,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$688,069,474
Value of interest in pooled separate accounts at end of year2022-12-31$25,528,210
Value of interest in pooled separate accounts at beginning of year2022-12-31$23,997,267
Interest on participant loans2022-12-31$38,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$140,816,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$137,908,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-136,305,543
Net investment gain/loss from pooled separate accounts2022-12-31$1,962,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$50,027,458
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 name2022-12-31SC&H ATTEST SERVICES P.C.
Accountancy firm EIN2022-12-31521743645
2021 : INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$4,482,993
Total unrealized appreciation/depreciation of assets2021-12-31$4,482,993
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$129,165,248
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$50,291,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$50,022,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$21,561,768
Value of total assets at end of year2021-12-31$850,640,455
Value of total assets at beginning of year2021-12-31$771,767,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$269,497
Total interest from all sources2021-12-31$24,155
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$22,923,996
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$22,923,996
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$19,667,786
Participant contributions at end of year2021-12-31$665,429
Participant contributions at beginning of year2021-12-31$380,246
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,893,982
Other income not declared elsewhere2021-12-31$786,121
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$78,873,394
Value of net assets at end of year (total assets less liabilities)2021-12-31$850,640,455
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$771,767,061
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$269,497
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$688,069,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$613,758,658
Value of interest in pooled separate accounts at end of year2021-12-31$23,997,267
Value of interest in pooled separate accounts at beginning of year2021-12-31$19,012,489
Interest on participant loans2021-12-31$24,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$137,908,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$138,615,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$75,799,402
Net investment gain/loss from pooled separate accounts2021-12-31$3,586,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$50,022,357
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 name2021-12-31SC&H ATTEST SERVICES P.C.
Accountancy firm EIN2021-12-31521743645
2020 : INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$4,849,932
Total unrealized appreciation/depreciation of assets2020-12-31$4,849,932
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$115,165,487
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$26,028,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$25,841,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$22,776,291
Value of total assets at end of year2020-12-31$771,767,061
Value of total assets at beginning of year2020-12-31$682,630,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$187,532
Total interest from all sources2020-12-31$14,408
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$17,034,549
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$17,034,549
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$19,377,969
Participant contributions at end of year2020-12-31$380,246
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,398,322
Other income not declared elsewhere2020-12-31$420,479
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$89,136,784
Value of net assets at end of year (total assets less liabilities)2020-12-31$771,767,061
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$682,630,277
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$187,532
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$613,758,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$527,536,516
Value of interest in pooled separate accounts at end of year2020-12-31$19,012,489
Value of interest in pooled separate accounts at beginning of year2020-12-31$20,917,553
Interest on participant loans2020-12-31$14,408
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$138,615,668
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$134,176,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$70,247,968
Net investment gain/loss from pooled separate accounts2020-12-31$-178,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$25,841,171
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 name2020-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2020-12-31521743645
2019 : INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,766,298
Total unrealized appreciation/depreciation of assets2019-12-31$4,766,298
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$131,457,465
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$31,790,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$31,594,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$22,257,220
Value of total assets at end of year2019-12-31$682,630,277
Value of total assets at beginning of year2019-12-31$582,962,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$195,778
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$14,042,564
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$14,042,564
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$18,933,071
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,324,149
Other income not declared elsewhere2019-12-31$436,677
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$99,667,433
Value of net assets at end of year (total assets less liabilities)2019-12-31$682,630,277
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$582,962,844
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$195,778
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$527,536,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$433,636,451
Value of interest in pooled separate accounts at end of year2019-12-31$20,917,553
Value of interest in pooled separate accounts at beginning of year2019-12-31$19,533,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$134,176,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$129,792,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$88,885,648
Net investment gain/loss from pooled separate accounts2019-12-31$1,069,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$31,594,254
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 name2019-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2019-12-31521743645
2018 : INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$4,785,583
Total unrealized appreciation/depreciation of assets2018-12-31$4,785,583
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-1,660,101
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$33,346,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$33,137,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$22,731,179
Value of total assets at end of year2018-12-31$582,962,844
Value of total assets at beginning of year2018-12-31$617,969,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$209,013
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$14,633,693
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$14,633,693
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$18,166,974
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,564,205
Other income not declared elsewhere2018-12-31$291,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-35,006,241
Value of net assets at end of year (total assets less liabilities)2018-12-31$582,962,844
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$617,969,085
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
Investment advisory and management fees2018-12-31$209,013
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$433,636,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$470,145,060
Value of interest in pooled separate accounts at end of year2018-12-31$19,533,825
Value of interest in pooled separate accounts at beginning of year2018-12-31$19,865,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$129,792,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$127,958,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-45,017,605
Net investment gain/loss from pooled separate accounts2018-12-31$915,813
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$33,137,127
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 name2018-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2018-12-31521743645
2017 : INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$4,581,897
Total unrealized appreciation/depreciation of assets2017-12-31$4,581,897
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$111,632,576
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$30,510,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$30,329,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$29,205,965
Value of total assets at end of year2017-12-31$617,969,085
Value of total assets at beginning of year2017-12-31$536,847,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$181,008
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$10,889,569
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$10,889,569
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$17,241,057
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$11,964,908
Other income not declared elsewhere2017-12-31$337,730
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$81,121,640
Value of net assets at end of year (total assets less liabilities)2017-12-31$617,969,085
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$536,847,445
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
Investment advisory and management fees2017-12-31$181,008
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$470,145,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$394,530,131
Value of interest in pooled separate accounts at end of year2017-12-31$19,865,705
Value of interest in pooled separate accounts at beginning of year2017-12-31$19,306,936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$127,958,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$123,010,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$65,779,215
Net investment gain/loss from pooled separate accounts2017-12-31$838,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$30,329,928
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 name2017-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2017-12-31521743645
2016 : INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$4,824,539
Total unrealized appreciation/depreciation of assets2016-12-31$4,824,539
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$60,641,061
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$26,521,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$26,338,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$24,711,761
Value of total assets at end of year2016-12-31$536,847,445
Value of total assets at beginning of year2016-12-31$502,728,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$182,944
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,917,908
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$7,917,908
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$16,968,616
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,743,145
Other income not declared elsewhere2016-12-31$316,242
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$34,119,433
Value of net assets at end of year (total assets less liabilities)2016-12-31$536,847,445
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$502,728,012
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
Investment advisory and management fees2016-12-31$182,944
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$394,530,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$368,959,391
Value of interest in pooled separate accounts at end of year2016-12-31$19,306,936
Value of interest in pooled separate accounts at beginning of year2016-12-31$16,697,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$123,010,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$117,070,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$21,962,854
Net investment gain/loss from pooled separate accounts2016-12-31$907,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$26,338,684
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 name2016-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2016-12-31521743645
2015 : INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$4,398,447
Total unrealized appreciation/depreciation of assets2015-12-31$4,398,447
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$27,819,215
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$24,017,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$23,910,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$22,050,582
Value of total assets at end of year2015-12-31$502,728,012
Value of total assets at beginning of year2015-12-31$498,926,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$107,362
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$9,012,248
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$9,012,248
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$16,588,195
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,462,387
Other income not declared elsewhere2015-12-31$389,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,801,338
Value of net assets at end of year (total assets less liabilities)2015-12-31$502,728,012
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$498,926,674
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
Investment advisory and management fees2015-12-31$107,362
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$368,959,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$370,111,957
Value of interest in pooled separate accounts at end of year2015-12-31$16,697,720
Value of interest in pooled separate accounts at beginning of year2015-12-31$14,939,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$117,070,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$113,875,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-9,256,274
Net investment gain/loss from pooled separate accounts2015-12-31$1,224,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$23,910,515
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 name2015-12-31STOUT CAUSEY & HORNING, PA
Accountancy firm EIN2015-12-31521743645
2014 : INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$4,577,505
Total unrealized appreciation/depreciation of assets2014-12-31$4,577,505
Total transfer of assets to this plan2014-12-31$152,695
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$54,373,957
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$34,361,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$34,237,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$19,950,356
Value of total assets at end of year2014-12-31$498,926,674
Value of total assets at beginning of year2014-12-31$478,761,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$123,834
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$8,556,103
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$8,556,103
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$16,455,303
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,495,053
Other income not declared elsewhere2014-12-31$463,115
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$20,012,291
Value of net assets at end of year (total assets less liabilities)2014-12-31$498,926,674
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$478,761,688
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
Investment advisory and management fees2014-12-31$123,834
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$370,111,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$353,020,057
Value of interest in pooled separate accounts at end of year2014-12-31$14,939,698
Value of interest in pooled separate accounts at beginning of year2014-12-31$13,501,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$113,875,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$112,239,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$19,157,517
Net investment gain/loss from pooled separate accounts2014-12-31$1,669,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$34,237,832
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 name2014-12-31STOUT CAUSEY & HORNING, PA
Accountancy firm EIN2014-12-31521743645
2013 : INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$4,216,366
Total unrealized appreciation/depreciation of assets2013-12-31$4,216,366
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$97,140,137
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$23,165,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$23,067,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$26,044,294
Value of total assets at end of year2013-12-31$478,761,688
Value of total assets at beginning of year2013-12-31$404,786,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$97,641
Total interest from all sources2013-12-31$6,039,670
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$16,244,863
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$9,799,431
Other income not declared elsewhere2013-12-31$301,372
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$73,974,799
Value of net assets at end of year (total assets less liabilities)2013-12-31$478,761,688
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$404,786,889
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
Investment advisory and management fees2013-12-31$97,641
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$353,020,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$287,082,289
Value of interest in pooled separate accounts at end of year2013-12-31$13,501,998
Value of interest in pooled separate accounts at beginning of year2013-12-31$11,553,629
Interest earned on other investments2013-12-31$6,039,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$112,239,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$106,150,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$59,387,943
Net investment gain/loss from pooled separate accounts2013-12-31$1,150,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$23,067,697
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 name2013-12-31STOUT CAUSEY & HORNING PA
Accountancy firm EIN2013-12-31521743645
2012 : INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,006,309
Total unrealized appreciation/depreciation of assets2012-12-31$4,006,309
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$61,051,254
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$22,019,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$21,943,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$20,209,709
Value of total assets at end of year2012-12-31$404,786,889
Value of total assets at beginning of year2012-12-31$365,755,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$76,629
Total interest from all sources2012-12-31$3,671,109
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$16,318,988
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,890,721
Other income not declared elsewhere2012-12-31$113,568
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$39,031,331
Value of net assets at end of year (total assets less liabilities)2012-12-31$404,786,889
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$365,755,558
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
Investment advisory and management fees2012-12-31$76,629
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$287,082,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$253,053,113
Value of interest in pooled separate accounts at end of year2012-12-31$11,553,629
Value of interest in pooled separate accounts at beginning of year2012-12-31$9,639,581
Interest earned on other investments2012-12-31$3,671,109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$106,150,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$103,062,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$32,014,288
Net investment gain/loss from pooled separate accounts2012-12-31$1,036,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$21,943,294
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 name2012-12-31STOUT CAUSEY & HORNING PA
Accountancy firm EIN2012-12-31521743645
2011 : INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$3,075,672
Total unrealized appreciation/depreciation of assets2011-12-31$3,075,672
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$19,831,559
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$21,994,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$21,994,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$18,784,367
Value of total assets at end of year2011-12-31$365,755,558
Value of total assets at beginning of year2011-12-31$367,918,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$3,895,751
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$15,964,395
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,819,972
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$6,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,163,309
Value of net assets at end of year (total assets less liabilities)2011-12-31$365,755,558
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$367,918,867
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$253,053,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$260,188,980
Value of interest in pooled separate accounts at end of year2011-12-31$9,639,581
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,681,842
Interest earned on other investments2011-12-31$3,895,751
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$103,062,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$100,048,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,998,651
Net investment gain/loss from pooled separate accounts2011-12-31$1,074,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$21,988,146
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 name2011-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2011-12-31521743645
2010 : INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$3,007,318
Total unrealized appreciation/depreciation of assets2010-12-31$3,007,318
Total income from all sources (including contributions)2010-12-31$53,214,818
Total of all expenses incurred2010-12-31$20,085,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$20,081,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$17,848,671
Value of total assets at end of year2010-12-31$367,918,867
Value of total assets at beginning of year2010-12-31$334,789,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,539
Total interest from all sources2010-12-31$2,846,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$15,577,650
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,271,021
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$33,129,206
Value of net assets at end of year (total assets less liabilities)2010-12-31$367,918,867
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$334,789,661
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$260,188,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$230,583,564
Value of interest in pooled separate accounts at end of year2010-12-31$7,681,842
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,714,369
Interest earned on other investments2010-12-31$2,846,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$100,048,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$98,491,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$28,609,331
Net investment gain/loss from pooled separate accounts2010-12-31$903,262
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$20,081,073
Contract administrator fees2010-12-31$4,539
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 name2010-12-31STOUT, CAUSEY AND HORNING, PA
Accountancy firm EIN2010-12-31521743645

Form 5500 Responses for INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN

2023: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY 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: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY 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: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY 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: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY 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: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150131
Policy instance 1
Insurance contract or identification number150131
Number of Individuals Covered1245
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150131
Policy instance 1
Insurance contract or identification number150131
Number of Individuals Covered1254
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 number150131
Policy instance 1
Insurance contract or identification number150131
Number of Individuals Covered1289
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 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 number150131
Policy instance 1
Insurance contract or identification number150131
Number of Individuals Covered1337
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 number150131
Policy instance 1
Insurance contract or identification number150131
Number of Individuals Covered1458
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150131
Policy instance 1
Insurance contract or identification number150131
Number of Individuals Covered1497
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150131
Policy instance 1
Insurance contract or identification number150131
Number of Individuals Covered1542
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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