401k Plan data: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN plan

THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 401k Plan overview

Plan Name	THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN
Plan identification number	001

THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

HENRY E. HUNTINGTON LIBRARY AND ART GALLERY has sponsored the creation of one or more 401k plans.

Company Name: HENRY E. HUNTINGTON LIBRARY AND ART GALLERY

Employer identification number (EIN): 951644589

NAIC Classification: 712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 RONALD R. GALLES
001 2016-01-01 RONALD R. GALLES
001 2015-01-01 RONALD R. GALLES
001 2014-01-01 RONALD R. GALLES, CPA, CGMA
001 2013-01-01 DEBORAH JOHNSTON
001 2012-01-01 ALISON SOWDEN
001 2011-01-01 ALISON SOWDEN
001 2010-01-01 ALISON SOWDEN
001 2009-01-01 ALISON SOWDEN ALISON SOWDEN 2010-10-15

Plan Statistics for THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN

401k plan membership statisitcs for THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN

Measure Date Value
2023: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1,052
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 544
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 393
Total of all active and inactive participants 2023-01-01 937
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 8
Total participants 2023-01-01 945
Number of participants with account balances 2023-01-01 941
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 11
2022: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 964
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 514
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 531
Total of all active and inactive participants 2022-01-01 1,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 12
Total participants 2022-01-01 1,057
Number of participants with account balances 2022-01-01 1,051
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 902
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 466
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 487
Total of all active and inactive participants 2021-01-01 953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 11
Total participants 2021-01-01 964
Number of participants with account balances 2021-01-01 960
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 907
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 432
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 465
Total of all active and inactive participants 2020-01-01 897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 5
Total participants 2020-01-01 902
Number of participants with account balances 2020-01-01 900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 871
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 461
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 439
Total of all active and inactive participants 2019-01-01 900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 7
Total participants 2019-01-01 907
Number of participants with account balances 2019-01-01 905
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 834
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 465
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 404
Total of all active and inactive participants 2018-01-01 869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 5
Total participants 2018-01-01 874
Number of participants with account balances 2018-01-01 870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 8
2017: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 815
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 478
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 351
Total of all active and inactive participants 2017-01-01 829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 5
Total participants 2017-01-01 834
Number of participants with account balances 2017-01-01 831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11
2016: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 728
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 486
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 324
Total of all active and inactive participants 2016-01-01 810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 5
Total participants 2016-01-01 815
Number of participants with account balances 2016-01-01 811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 807
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 543
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 309
Total of all active and inactive participants 2015-01-01 852
Total participants 2015-01-01 852
Number of participants with account balances 2015-01-01 723
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 12
2014: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 756
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 515
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 288
Total of all active and inactive participants 2014-01-01 803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 4
Total participants 2014-01-01 807
Number of participants with account balances 2014-01-01 700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 723
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 476
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 277
Total of all active and inactive participants 2013-01-01 753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 3
Total participants 2013-01-01 756
Number of participants with account balances 2013-01-01 656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 703
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 461
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 255
Total of all active and inactive participants 2012-01-01 716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 7
Total participants 2012-01-01 723
Number of participants with account balances 2012-01-01 615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 719
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 453
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 245
Total of all active and inactive participants 2011-01-01 698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 5
Total participants 2011-01-01 703
Number of participants with account balances 2011-01-01 599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 643
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 457
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 254
Total of all active and inactive participants 2010-01-01 711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 8
Total participants 2010-01-01 719
Number of participants with account balances 2010-01-01 598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 613
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 469
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 250
Total of all active and inactive participants 2009-01-01 719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 8
Total participants 2009-01-01 727
Number of participants with account balances 2009-01-01 515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1,052
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	544
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	393
Total of all active and inactive participants	2023-01-01	937
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	8
Total participants	2023-01-01	945
Number of participants with account balances	2023-01-01	941
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	11
2022: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	964
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	514
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	531
Total of all active and inactive participants	2022-01-01	1,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	12
Total participants	2022-01-01	1,057
Number of participants with account balances	2022-01-01	1,051
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	902
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	466
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	487
Total of all active and inactive participants	2021-01-01	953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	11
Total participants	2021-01-01	964
Number of participants with account balances	2021-01-01	960
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	907
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	432
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	465
Total of all active and inactive participants	2020-01-01	897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	5
Total participants	2020-01-01	902
Number of participants with account balances	2020-01-01	900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	871
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	461
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	439
Total of all active and inactive participants	2019-01-01	900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	7
Total participants	2019-01-01	907
Number of participants with account balances	2019-01-01	905
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	834
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	465
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	404
Total of all active and inactive participants	2018-01-01	869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	5
Total participants	2018-01-01	874
Number of participants with account balances	2018-01-01	870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	8
2017: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	815
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	478
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	351
Total of all active and inactive participants	2017-01-01	829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	5
Total participants	2017-01-01	834
Number of participants with account balances	2017-01-01	831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11
2016: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	728
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	486
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	324
Total of all active and inactive participants	2016-01-01	810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	5
Total participants	2016-01-01	815
Number of participants with account balances	2016-01-01	811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	807
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	543
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	309
Total of all active and inactive participants	2015-01-01	852
Total participants	2015-01-01	852
Number of participants with account balances	2015-01-01	723
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	12
2014: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	756
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	515
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	288
Total of all active and inactive participants	2014-01-01	803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	4
Total participants	2014-01-01	807
Number of participants with account balances	2014-01-01	700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	723
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	476
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	277
Total of all active and inactive participants	2013-01-01	753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	3
Total participants	2013-01-01	756
Number of participants with account balances	2013-01-01	656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	703
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	461
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	255
Total of all active and inactive participants	2012-01-01	716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	7
Total participants	2012-01-01	723
Number of participants with account balances	2012-01-01	615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	719
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	453
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	245
Total of all active and inactive participants	2011-01-01	698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	5
Total participants	2011-01-01	703
Number of participants with account balances	2011-01-01	599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	643
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	457
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	254
Total of all active and inactive participants	2010-01-01	711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	8
Total participants	2010-01-01	719
Number of participants with account balances	2010-01-01	598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	613
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	469
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	250
Total of all active and inactive participants	2009-01-01	719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	8
Total participants	2009-01-01	727
Number of participants with account balances	2009-01-01	515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN

Measure	Date	Value
2023 : THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$16,757,542
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$5,094,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$5,021,975
Expenses. Certain deemed distributions of participant loans	2023-12-31	$27,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$4,613,946
Value of total assets at end of year	2023-12-31	$87,112,826
Value of total assets at beginning of year	2023-12-31	$75,449,783
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$44,879
Total interest from all sources	2023-12-31	$756,963
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$1,379,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$1,379,822
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$2,243,102
Participant contributions at end of year	2023-12-31	$332,189
Participant contributions at beginning of year	2023-12-31	$288,188
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$33,262
Other income not declared elsewhere	2023-12-31	$68,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$11,663,043
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$87,112,826
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$75,449,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$2,670
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$70,671,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$58,216,397
Value of interest in pooled separate accounts at end of year	2023-12-31	$657,598
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$770,892
Interest on participant loans	2023-12-31	$22,037
Interest earned on other investments	2023-12-31	$734,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$15,417,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$16,174,306
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$1,115,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$10,042,191
Net investment gain/loss from pooled separate accounts	2023-12-31	$-103,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$2,337,582
Employer contributions (assets) at end of year	2023-12-31	$34,229
Employer contributions (assets) at beginning of year	2023-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$3,906,152
Contract administrator fees	2023-12-31	$42,209
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CLIFTONLARSONALLEN
Accountancy firm EIN	2023-12-31	410746749
2022 : THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-8,483,047
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,299,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,244,050
Expenses. Certain deemed distributions of participant loans	2022-12-31	$14,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,032,614
Value of total assets at end of year	2022-12-31	$75,449,783
Value of total assets at beginning of year	2022-12-31	$88,232,083
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$40,429
Total interest from all sources	2022-12-31	$659,187
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,644,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,644,607
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	Yes
Amount of non-exempt transactions with any party-in-interest	2022-12-31	$2,605
Contributions received from participants	2022-12-31	$1,931,910
Participant contributions at end of year	2022-12-31	$288,188
Participant contributions at beginning of year	2022-12-31	$233,316
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$124,002
Other income not declared elsewhere	2022-12-31	$68,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-12,782,300
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$75,449,783
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$88,232,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$2,163
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$58,216,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$71,257,219
Value of interest in pooled separate accounts at end of year	2022-12-31	$770,892
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$671,567
Interest on participant loans	2022-12-31	$10,175
Interest earned on other investments	2022-12-31	$649,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$16,174,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$16,069,981
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$251,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-14,944,011
Net investment gain/loss from pooled separate accounts	2022-12-31	$56,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,976,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,992,398
Contract administrator fees	2022-12-31	$38,266
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN
Accountancy firm EIN	2022-12-31	410746749
2021 : THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$14,182,118
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$8,667,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$8,627,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,877,293
Value of total assets at end of year	2021-12-31	$88,232,083
Value of total assets at beginning of year	2021-12-31	$82,717,515
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$40,326
Total interest from all sources	2021-12-31	$557,167
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,153,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$3,153,064
Administrative expenses professional fees incurred	2021-12-31	$40,326
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,820,035
Participant contributions at end of year	2021-12-31	$233,316
Participant contributions at beginning of year	2021-12-31	$92,195
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$1,763
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$315,732
Other income not declared elsewhere	2021-12-31	$60,651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$5,514,568
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$88,232,083
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$82,717,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$71,257,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$65,235,584
Value of interest in pooled separate accounts at end of year	2021-12-31	$671,567
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$616,104
Interest on participant loans	2021-12-31	$8,564
Interest earned on other investments	2021-12-31	$548,603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$16,069,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$16,768,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$6,428,683
Net investment gain/loss from pooled separate accounts	2021-12-31	$105,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,741,526
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$3,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$8,627,224
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN
Accountancy firm EIN	2021-12-31	410746749
2020 : THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$14,264,708
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$4,167,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,141,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,848,797
Value of total assets at end of year	2020-12-31	$82,717,515
Value of total assets at beginning of year	2020-12-31	$72,619,957
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$25,507
Total interest from all sources	2020-12-31	$1,453,619
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$25,507
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,844,255
Participant contributions at end of year	2020-12-31	$1,763
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$58,517
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$92,195
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$7,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$10,097,558
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$82,717,515
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$72,619,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$65,235,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$55,297,909
Value of interest in pooled separate accounts at end of year	2020-12-31	$616,104
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$692,371
Interest on participant loans	2020-12-31	$1,837
Interest earned on other investments	2020-12-31	$83,928
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1,367,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$16,768,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$16,608,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$8,962,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,946,025
Employer contributions (assets) at end of year	2020-12-31	$3,384
Employer contributions (assets) at beginning of year	2020-12-31	$13,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,141,643
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN
Accountancy firm EIN	2020-12-31	410746749
2019 : THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$15,840,779
Total income from all sources (including contributions)	2019-12-31	$15,840,779
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,030,730
Total of all expenses incurred	2019-12-31	$3,030,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,007,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,007,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$5,036,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$5,036,665
Value of total assets at end of year	2019-12-31	$72,619,957
Value of total assets at end of year	2019-12-31	$72,619,957
Value of total assets at beginning of year	2019-12-31	$59,809,908
Value of total assets at beginning of year	2019-12-31	$59,809,908
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$22,819
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$22,819
Total interest from all sources	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,270,024
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,270,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,270,024
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,270,024
Administrative expenses professional fees incurred	2019-12-31	$22,819
Administrative expenses professional fees incurred	2019-12-31	$22,819
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,815,955
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,329,457
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,329,457
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$7,500
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$7,500
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$43,440
Other income not declared elsewhere	2019-12-31	$43,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$12,810,049
Value of net income/loss	2019-12-31	$12,810,049
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$72,619,957
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$72,619,957
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$59,809,908
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$59,809,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$55,297,909
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$55,297,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$43,615,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$43,615,039
Value of interest in pooled separate accounts at end of year	2019-12-31	$692,371
Value of interest in pooled separate accounts at end of year	2019-12-31	$692,371
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,356,812
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,356,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$16,608,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$16,608,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$14,838,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$14,838,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$9,490,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$9,490,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,891,253
Contributions received in cash from employer	2019-12-31	$1,891,253
Employer contributions (assets) at end of year	2019-12-31	$13,314
Employer contributions (assets) at end of year	2019-12-31	$13,314
Employer contributions (assets) at beginning of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,007,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,007,911
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN
Accountancy firm EIN	2019-12-31	410746749
Accountancy firm EIN	2019-12-31	410746749
2018 : THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$681,148
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,373,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,342,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,618,477
Value of total assets at end of year	2018-12-31	$59,809,908
Value of total assets at beginning of year	2018-12-31	$61,502,497
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$31,108
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,527,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,527,724
Administrative expenses professional fees incurred	2018-12-31	$31,108
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,630,304
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$201,746
Other income not declared elsewhere	2018-12-31	$51,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,692,589
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$59,809,908
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$61,502,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$43,615,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$45,782,639
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,356,812
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,195,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$14,838,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$14,524,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,516,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,786,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,342,629
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN
Accountancy firm EIN	2018-12-31	410746749
2017 : THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$11,621,610
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,087,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,057,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,978,172
Value of total assets at end of year	2017-12-31	$61,502,497
Value of total assets at beginning of year	2017-12-31	$52,968,606
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$30,135
Total interest from all sources	2017-12-31	$586,347
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,040,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,040,766
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,580,939
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$581,015
Other income not declared elsewhere	2017-12-31	$36,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$8,533,891
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$61,502,497
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$52,968,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$45,782,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$37,346,393
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,195,779
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$927,489
Interest earned on other investments	2017-12-31	$586,347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$14,524,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$14,694,724
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$1,073,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$5,934,248
Net investment gain/loss from pooled separate accounts	2017-12-31	$45,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,816,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,984,256
Contract administrator fees	2017-12-31	$30,135
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN
Accountancy firm EIN	2017-12-31	410746749
2016 : THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$7,186,011
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,831,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,809,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,850,608
Value of total assets at end of year	2016-12-31	$52,968,606
Value of total assets at beginning of year	2016-12-31	$49,614,382
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$22,707
Total interest from all sources	2016-12-31	$631,694
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$702,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$702,206
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,516,133
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$585,592
Other income not declared elsewhere	2016-12-31	$33,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$37,702
Value of net income/loss	2016-12-31	$3,354,224
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$52,968,606
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$49,614,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$37,346,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$34,179,921
Value of interest in pooled separate accounts at end of year	2016-12-31	$927,489
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$732,914
Interest earned on other investments	2016-12-31	$631,694
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$14,694,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$14,701,547
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$822,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,926,959
Net investment gain/loss from pooled separate accounts	2016-12-31	$41,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,711,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,986,683
Contract administrator fees	2016-12-31	$22,707
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN
Accountancy firm EIN	2016-12-31	410746749
2015 : THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$4,096,274
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,617,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,609,689
Value of total corrective distributions	2015-12-31	$6,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,622,555
Value of total assets at end of year	2015-12-31	$49,614,382
Value of total assets at beginning of year	2015-12-31	$48,135,361
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$883
Total interest from all sources	2015-12-31	$593,875
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$799,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$799,203
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,395,280
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$700,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,479,021
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$49,614,382
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$48,135,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$34,179,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$32,924,734
Value of interest in pooled separate accounts at end of year	2015-12-31	$732,914
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$515,748
Interest earned on other investments	2015-12-31	$593,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$14,701,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$14,694,879
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$730,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-966,414
Net investment gain/loss from pooled separate accounts	2015-12-31	$47,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,526,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,879,427
Contract administrator fees	2015-12-31	$883
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTONLARSONALLEN
Accountancy firm EIN	2015-12-31	410746749
2014 : THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$11,690
Total income from all sources (including contributions)	2014-12-31	$5,536,232
Total of all expenses incurred	2014-12-31	$1,526,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,524,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,088,151
Value of total assets at end of year	2014-12-31	$48,135,361
Value of total assets at beginning of year	2014-12-31	$44,137,104
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,547
Total interest from all sources	2014-12-31	$597,795
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$642,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$642,294
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,266,471
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$447,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$4,009,947
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$48,135,361
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$44,125,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$32,924,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$29,585,988
Value of interest in pooled separate accounts at end of year	2014-12-31	$515,748
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$442,911
Interest earned on other investments	2014-12-31	$597,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$14,694,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$14,108,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,151,930
Net investment gain/loss from pooled separate accounts	2014-12-31	$56,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,374,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,524,738
Contract administrator fees	2014-12-31	$1,547
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$11,690
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	STANISLAWSKI & HARRISON CPAS
Accountancy firm EIN	2014-12-31	954749365
2013 : THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$11,690
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$7,306
Total income from all sources (including contributions)	2013-12-31	$8,131,378
Total of all expenses incurred	2013-12-31	$2,182,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,162,370
Value of total corrective distributions	2013-12-31	$11,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,758,536
Value of total assets at end of year	2013-12-31	$44,137,104
Value of total assets at beginning of year	2013-12-31	$38,183,420
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$8,018
Total interest from all sources	2013-12-31	$585,903
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$408,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$408,378
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,153,470
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$302,142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$5,949,300
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$44,125,414
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$38,176,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$29,585,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$23,556,861
Value of interest in pooled separate accounts at end of year	2013-12-31	$442,911
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$317,833
Interest earned on other investments	2013-12-31	$585,903
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$14,108,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$14,308,726
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$509,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$4,344,379
Net investment gain/loss from pooled separate accounts	2013-12-31	$34,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,302,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,652,680
Contract administrator fees	2013-12-31	$8,018
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$11,690
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$7,306
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	STANISLAWSKI & HARRISON CPAS
Accountancy firm EIN	2013-12-31	954749365
2012 : THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$7,306
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	$5,848,014
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,398,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,391,099
Value of total corrective distributions	2012-12-31	$7,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,482,059
Value of total assets at end of year	2012-12-31	$38,183,420
Value of total assets at beginning of year	2012-12-31	$33,726,775
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$270
Total interest from all sources	2012-12-31	$555,240
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$190,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$190,865
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,115,383
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$101,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$4,449,339
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$38,176,114
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$33,726,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$23,556,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$19,722,974
Value of interest in pooled separate accounts at end of year	2012-12-31	$317,833
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$313,614
Interest earned on other investments	2012-12-31	$555,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$14,308,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$13,690,187
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$83,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,588,819
Net investment gain/loss from pooled separate accounts	2012-12-31	$31,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,264,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,307,355
Contract administrator fees	2012-12-31	$270
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$7,306
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	STANISLAWSKI & HARRISON CPAS
Accountancy firm EIN	2012-12-31	954749365
2011 : THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$2,819,496
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,297,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,289,381
Value of total corrective distributions	2011-12-31	$7,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,596,212
Value of total assets at end of year	2011-12-31	$33,726,775
Value of total assets at beginning of year	2011-12-31	$32,205,050
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,152
Total interest from all sources	2011-12-31	$522,257
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$42,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$42,291
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,060,126
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$333,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,521,725
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$33,726,775
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$32,205,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$19,722,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$19,585,944
Value of interest in pooled separate accounts at end of year	2011-12-31	$313,614
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$193,552
Interest earned on other investments	2011-12-31	$522,257
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$13,690,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$12,425,554
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$134,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-370,955
Net investment gain/loss from pooled separate accounts	2011-12-31	$29,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,202,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,154,964
Contract administrator fees	2011-12-31	$1,152
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	STANISLAWSKI & HARRISON CPAS
Accountancy firm EIN	2011-12-31	954749365
2010 : THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$5,491,214
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$840,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$806,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,016,564
Value of total assets at end of year	2010-12-31	$32,205,050
Value of total assets at beginning of year	2010-12-31	$27,554,594
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$33,802
Total interest from all sources	2010-12-31	$462,020
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$920,130
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,144,167
Administrative expenses (other) incurred	2010-12-31	$33,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$4,650,456
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$32,205,050
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$27,554,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$19,585,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$15,710,999
Value of interest in pooled separate accounts at end of year	2010-12-31	$193,552
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$36,466
Interest earned on other investments	2010-12-31	$462,020
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$12,425,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$11,807,129
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$52,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,998,433
Net investment gain/loss from pooled separate accounts	2010-12-31	$14,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$952,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$754,712
Contract administrator fees	2010-12-31	$282
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	STANISLAWSKI & HARRISON CPAS
Accountancy firm EIN	2010-12-31	954749365
2009 : THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN

2023: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: THE HUNTINGTON LIBRARY, ART COLLECTIONS, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500028

Policy instance

Insurance contract or identification number	500028
Number of Individuals Covered	434
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

500028

Policy instance

Insurance contract or identification number	500028
Number of Individuals Covered	475
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

500028

Policy instance

Insurance contract or identification number	500028
Number of Individuals Covered	483
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

500028

Policy instance

Insurance contract or identification number	500028
Number of Individuals Covered	500
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

500028

Policy instance

Insurance contract or identification number	500028
Number of Individuals Covered	515
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

500028

Policy instance

Insurance contract or identification number	500028
Number of Individuals Covered	507
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

500028

Policy instance

Insurance contract or identification number	500028
Number of Individuals Covered	510
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

500028

Policy instance

Insurance contract or identification number	500028
Number of Individuals Covered	723
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

500028

Policy instance

Insurance contract or identification number	500028
Number of Individuals Covered	700
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500028

Policy instance

Insurance contract or identification number	500028
Number of Individuals Covered	656
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500028

Policy instance

Insurance contract or identification number	500028
Number of Individuals Covered	615
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

500028

Policy instance

Insurance contract or identification number	500028
Number of Individuals Covered	599
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

346788

Policy instance

Insurance contract or identification number	346788
Number of Individuals Covered	598
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	HENRY E. HUNTINGTON LIBRARY AND ART GALLERY
Employer identification number (EIN):	951644589
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions