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BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 401k Plan overview

Plan NameBOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN
Plan identification number 005

BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

TRUSTEES OF BOSTON UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF BOSTON UNIVERSITY
Employer identification number (EIN):042103547
NAIC Classification:611000

Additional information about TRUSTEES OF BOSTON UNIVERSITY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1255886

More information about TRUSTEES OF BOSTON UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052023-01-01
0052022-01-01EUGENIA ROSE2023-10-13
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01NIMET GUNDOGAN
0052016-01-01NIMET GUNDOGAN
0052015-01-01NIMET GUNDOGAN
0052014-01-01NIMET GUNDOGAN
0052013-01-01NIMET GUNDOGAN
0052012-01-01NIMET GUNDOGAN
0052011-01-01NIMET GUNDOGAN
0052010-01-01NIMET GUNDOGAN
0052009-01-01NIMET GUNDOGAN

Plan Statistics for BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN

401k plan membership statisitcs for BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN

Measure Date Value
2023: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0121,205
Total number of active participants reported on line 7a of the Form 55002023-01-0112,869
Number of retired or separated participants receiving benefits2023-01-01412
Number of other retired or separated participants entitled to future benefits2023-01-018,941
Total of all active and inactive participants2023-01-0122,222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-01141
Total participants2023-01-0122,363
Number of participants with account balances2023-01-0122,252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0120,024
Total number of active participants reported on line 7a of the Form 55002022-01-0112,651
Number of retired or separated participants receiving benefits2022-01-01132
Number of other retired or separated participants entitled to future benefits2022-01-018,369
Total of all active and inactive participants2022-01-0121,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0153
Total participants2022-01-0121,205
Number of participants with account balances2022-01-0120,962
2021: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0118,109
Total number of active participants reported on line 7a of the Form 55002021-01-0112,377
Number of retired or separated participants receiving benefits2021-01-01136
Number of other retired or separated participants entitled to future benefits2021-01-017,363
Total of all active and inactive participants2021-01-0119,876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01148
Total participants2021-01-0120,024
Number of participants with account balances2021-01-0119,442
2020: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0118,780
Total number of active participants reported on line 7a of the Form 55002020-01-0112,605
Number of retired or separated participants receiving benefits2020-01-0190
Number of other retired or separated participants entitled to future benefits2020-01-015,360
Total of all active and inactive participants2020-01-0118,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0154
Total participants2020-01-0118,109
Number of participants with account balances2020-01-0118,021
2019: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0118,012
Total number of active participants reported on line 7a of the Form 55002019-01-0112,970
Number of retired or separated participants receiving benefits2019-01-01102
Number of other retired or separated participants entitled to future benefits2019-01-015,666
Total of all active and inactive participants2019-01-0118,738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0142
Total participants2019-01-0118,780
Number of participants with account balances2019-01-0110,103
2018: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0117,013
Total number of active participants reported on line 7a of the Form 55002018-01-0112,661
Number of retired or separated participants receiving benefits2018-01-0190
Number of other retired or separated participants entitled to future benefits2018-01-015,228
Total of all active and inactive participants2018-01-0117,979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0133
Total participants2018-01-0118,012
Number of participants with account balances2018-01-0110,137
2017: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0116,244
Total number of active participants reported on line 7a of the Form 55002017-01-0112,507
Number of retired or separated participants receiving benefits2017-01-0180
Number of other retired or separated participants entitled to future benefits2017-01-014,397
Total of all active and inactive participants2017-01-0116,984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0129
Total participants2017-01-0117,013
Number of participants with account balances2017-01-019,388
2016: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0116,311
Total number of active participants reported on line 7a of the Form 55002016-01-0112,209
Number of retired or separated participants receiving benefits2016-01-0173
Number of other retired or separated participants entitled to future benefits2016-01-013,930
Total of all active and inactive participants2016-01-0116,212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0132
Total participants2016-01-0116,244
Number of participants with account balances2016-01-019,036
2015: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0115,618
Total number of active participants reported on line 7a of the Form 55002015-01-0112,208
Number of retired or separated participants receiving benefits2015-01-0164
Number of other retired or separated participants entitled to future benefits2015-01-014,012
Total of all active and inactive participants2015-01-0116,284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0127
Total participants2015-01-0116,311
Number of participants with account balances2015-01-018,772
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0112,961
Total number of active participants reported on line 7a of the Form 55002014-01-0112,019
Number of retired or separated participants receiving benefits2014-01-0154
Number of other retired or separated participants entitled to future benefits2014-01-013,523
Total of all active and inactive participants2014-01-0115,596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0122
Total participants2014-01-0115,618
Number of participants with account balances2014-01-018,616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111,245
Total number of active participants reported on line 7a of the Form 55002013-01-0112,284
Number of retired or separated participants receiving benefits2013-01-01126
Number of other retired or separated participants entitled to future benefits2013-01-01503
Total of all active and inactive participants2013-01-0112,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0148
Total participants2013-01-0112,961
Number of participants with account balances2013-01-018,021
2012: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018,433
Total number of active participants reported on line 7a of the Form 55002012-01-0110,629
Number of retired or separated participants receiving benefits2012-01-01298
Number of other retired or separated participants entitled to future benefits2012-01-01245
Total of all active and inactive participants2012-01-0111,172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0173
Total participants2012-01-0111,245
Number of participants with account balances2012-01-018,447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019,054
Total number of active participants reported on line 7a of the Form 55002011-01-014,024
Number of retired or separated participants receiving benefits2011-01-01417
Number of other retired or separated participants entitled to future benefits2011-01-013,929
Total of all active and inactive participants2011-01-018,370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0163
Total participants2011-01-018,433
Number of participants with account balances2011-01-018,433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,720
Total number of active participants reported on line 7a of the Form 55002010-01-018,765
Number of retired or separated participants receiving benefits2010-01-0138
Number of other retired or separated participants entitled to future benefits2010-01-01223
Total of all active and inactive participants2010-01-019,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0128
Total participants2010-01-019,054
Number of participants with account balances2010-01-015,190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,372
Total number of active participants reported on line 7a of the Form 55002009-01-014,535
Number of other retired or separated participants entitled to future benefits2009-01-01177
Total of all active and inactive participants2009-01-014,712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-018
Total participants2009-01-014,720
Number of participants with account balances2009-01-014,718

Financial Data on BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN

Measure Date Value
2023 : BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$107,936
Total unrealized appreciation/depreciation of assets2023-12-31$107,936
Total transfer of assets to this plan2023-12-31$1,283,145
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$312,667,959
Total loss/gain on sale of assets2023-12-31$108,045
Total of all expenses incurred2023-12-31$89,244,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$88,914,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$104,512,513
Value of total assets at end of year2023-12-31$1,564,264,970
Value of total assets at beginning of year2023-12-31$1,339,557,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$329,504
Total interest from all sources2023-12-31$9,288,688
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$32,507,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$32,507,822
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$91,326,461
Participant contributions at end of year2023-12-31$4,100,025
Participant contributions at beginning of year2023-12-31$3,683,447
Assets. Other investments not covered elsewhere at end of year2023-12-31$138,103,160
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$113,986,195
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$13,186,052
Other income not declared elsewhere2023-12-31$174,590
Administrative expenses (other) incurred2023-12-31$299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$223,423,936
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,564,264,970
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,339,557,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$40,290
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$1,198,836,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$982,318,942
Value of interest in pooled separate accounts at end of year2023-12-31$7,779,010
Value of interest in pooled separate accounts at beginning of year2023-12-31$10,535,260
Interest on participant loans2023-12-31$211,485
Interest earned on other investments2023-12-31$7,424,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$23,605,821
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$28,683,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$28,683,639
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$1,652,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$191,840,066
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$200,350,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$167,319,469
Net investment gain/loss from pooled separate accounts2023-12-31$-1,351,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$88,914,519
Contract administrator fees2023-12-31$425
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$603,098
Aggregate carrying amount (costs) on sale of assets2023-12-31$495,053
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31BDO USA, P.C.
Accountancy firm EIN2023-12-31135381590
2022 : BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$844,748
Total income from all sources (including contributions)2022-12-31$-121,885,925
Total of all expenses incurred2022-12-31$84,586,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$84,218,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$96,321,728
Value of total assets at end of year2022-12-31$1,339,557,889
Value of total assets at beginning of year2022-12-31$1,545,185,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$367,931
Total interest from all sources2022-12-31$6,711,977
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$28,001,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$28,001,247
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$84,043,373
Participant contributions at end of year2022-12-31$3,683,447
Participant contributions at beginning of year2022-12-31$3,301,327
Assets. Other investments not covered elsewhere at end of year2022-12-31$113,986,195
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$113,768,959
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$12,278,355
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$19,825
Other income not declared elsewhere2022-12-31$458,466
Administrative expenses (other) incurred2022-12-31$367,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-206,471,968
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,339,557,889
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,545,185,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$982,318,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,187,551,465
Value of interest in pooled separate accounts at end of year2022-12-31$10,535,260
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,217,812
Interest on participant loans2022-12-31$218,999
Interest earned on other investments2022-12-31$6,492,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$28,683,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$33,168,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$33,168,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$200,350,406
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$197,156,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-254,217,158
Net investment gain/loss from pooled separate accounts2022-12-31$837,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$84,218,112
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAZARS USA LLP
Accountancy firm EIN2022-12-31131459550
2021 : BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$10,748,471
Total income from all sources (including contributions)2021-12-31$278,570,134
Total of all expenses incurred2021-12-31$79,879,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$79,456,727
Expenses. Certain deemed distributions of participant loans2021-12-31$26,411
Value of total corrective distributions2021-12-31$8,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$101,844,185
Value of total assets at end of year2021-12-31$1,545,185,109
Value of total assets at beginning of year2021-12-31$1,335,746,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$388,046
Total interest from all sources2021-12-31$6,199,969
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$38,182,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$38,182,819
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$79,977,709
Participant contributions at end of year2021-12-31$3,301,327
Participant contributions at beginning of year2021-12-31$3,006,370
Assets. Other investments not covered elsewhere at end of year2021-12-31$113,768,959
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$99,516,903
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$21,866,476
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$19,825
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$142,354
Other income not declared elsewhere2021-12-31$589,703
Administrative expenses (other) incurred2021-12-31$388,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$198,690,518
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,545,185,109
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,335,746,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,187,551,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$981,240,405
Value of interest in pooled separate accounts at end of year2021-12-31$10,217,812
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,846,500
Interest on participant loans2021-12-31$166,832
Interest earned on other investments2021-12-31$6,033,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$33,168,967
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$39,233,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$39,233,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$197,156,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$202,759,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$130,116,530
Net investment gain/loss from pooled separate accounts2021-12-31$1,636,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$79,456,727
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SAMET & COMPANY PC
Accountancy firm EIN2021-12-31043027605
2020 : BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$2,081,065
Total income from all sources (including contributions)2020-12-31$253,321,906
Total of all expenses incurred2020-12-31$63,920,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$63,525,371
Expenses. Certain deemed distributions of participant loans2020-12-31$3,634
Value of total corrective distributions2020-12-31$18,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$92,918,810
Value of total assets at end of year2020-12-31$1,335,746,120
Value of total assets at beginning of year2020-12-31$1,144,263,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$373,330
Total interest from all sources2020-12-31$6,435,304
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$26,512,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$26,512,437
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$76,827,679
Participant contributions at end of year2020-12-31$3,006,370
Participant contributions at beginning of year2020-12-31$2,726,055
Assets. Other investments not covered elsewhere at end of year2020-12-31$99,516,903
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$86,568,032
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$16,091,131
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$142,354
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$157,633
Other income not declared elsewhere2020-12-31$626,671
Administrative expenses (other) incurred2020-12-31$373,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$189,401,163
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,335,746,120
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,144,263,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$981,240,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$822,668,241
Value of interest in pooled separate accounts at end of year2020-12-31$9,846,500
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,195,816
Interest on participant loans2020-12-31$147,082
Interest earned on other investments2020-12-31$6,288,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$39,233,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$32,612,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$32,612,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$202,759,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$188,335,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$126,923,495
Net investment gain/loss from pooled separate accounts2020-12-31$-94,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$63,525,371
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SAMET & COMPANY PC
Accountancy firm EIN2020-12-31043027605
2019 : BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$126,568
Total income from all sources (including contributions)2019-12-31$268,028,190
Total of all expenses incurred2019-12-31$63,742,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$63,460,442
Expenses. Certain deemed distributions of participant loans2019-12-31$32,377
Value of total corrective distributions2019-12-31$27,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$93,518,253
Value of total assets at end of year2019-12-31$1,144,263,892
Value of total assets at beginning of year2019-12-31$939,851,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$222,164
Total interest from all sources2019-12-31$6,094,357
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$21,301,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$21,301,317
Administrative expenses professional fees incurred2019-12-31$15,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$71,382,252
Participant contributions at end of year2019-12-31$2,726,055
Participant contributions at beginning of year2019-12-31$2,156,046
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$715,817
Assets. Other investments not covered elsewhere at end of year2019-12-31$86,568,032
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$73,170,353
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$22,136,001
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$157,633
Other income not declared elsewhere2019-12-31$396,501
Administrative expenses (other) incurred2019-12-31$188,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$204,285,504
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,144,263,892
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$939,851,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$18,351
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$822,668,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$643,481,263
Value of interest in pooled separate accounts at end of year2019-12-31$11,195,816
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,245,068
Interest on participant loans2019-12-31$130,972
Interest earned on other investments2019-12-31$5,963,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$32,612,456
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$27,257,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$27,257,732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$188,335,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$181,825,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$146,111,193
Net investment gain/loss from pooled separate accounts2019-12-31$606,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$63,460,442
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SAMET & COMPANY PC
Accountancy firm EIN2019-12-31043027605
2018 : BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$713,663
Total income from all sources (including contributions)2018-12-31$40,984,396
Total of all expenses incurred2018-12-31$44,689,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$44,195,632
Expenses. Certain deemed distributions of participant loans2018-12-31$90,994
Value of total corrective distributions2018-12-31$21,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$81,801,763
Value of total assets at end of year2018-12-31$939,851,820
Value of total assets at beginning of year2018-12-31$942,843,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$381,552
Total interest from all sources2018-12-31$5,920,717
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$22,126,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$22,126,498
Administrative expenses professional fees incurred2018-12-31$70,436
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$67,941,036
Participant contributions at end of year2018-12-31$2,156,046
Participant contributions at beginning of year2018-12-31$2,259,937
Participant contributions at end of year2018-12-31$715,817
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$73,170,353
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$83,121,089
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$13,858,497
Other income not declared elsewhere2018-12-31$346,467
Administrative expenses (other) incurred2018-12-31$236,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,705,151
Value of net assets at end of year (total assets less liabilities)2018-12-31$939,851,820
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$942,843,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$74,938
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$643,481,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$655,841,028
Value of interest in pooled separate accounts at end of year2018-12-31$11,245,068
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,275,836
Interest on participant loans2018-12-31$104,759
Interest earned on other investments2018-12-31$5,815,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$27,257,732
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$22,124,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$22,124,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$181,825,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$168,221,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-69,734,482
Net investment gain/loss from pooled separate accounts2018-12-31$523,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$44,195,632
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SAMET & COMPANY PC
Accountancy firm EIN2018-12-31043027605
2017 : BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$485,986
Total transfer of assets from this plan2017-12-31$0
Total income from all sources (including contributions)2017-12-31$171,441,601
Total of all expenses incurred2017-12-31$39,535,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$39,187,983
Expenses. Certain deemed distributions of participant loans2017-12-31$53,934
Value of total corrective distributions2017-12-31$6,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$49,933,792
Value of total assets at end of year2017-12-31$942,843,308
Value of total assets at beginning of year2017-12-31$810,451,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$286,811
Total interest from all sources2017-12-31$5,402,778
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$25,536,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$25,536,503
Administrative expenses professional fees incurred2017-12-31$61,222
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$39,045,656
Participant contributions at end of year2017-12-31$2,259,937
Participant contributions at beginning of year2017-12-31$2,282,005
Assets. Other investments not covered elsewhere at end of year2017-12-31$83,121,089
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$74,242,175
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,888,136
Other income not declared elsewhere2017-12-31$243,187
Administrative expenses (other) incurred2017-12-31$170,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$131,906,155
Value of net assets at end of year (total assets less liabilities)2017-12-31$942,843,308
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$810,451,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$54,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$655,841,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$545,322,424
Value of interest in pooled separate accounts at end of year2017-12-31$11,275,836
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,366,004
Interest on participant loans2017-12-31$97,700
Interest earned on other investments2017-12-31$5,305,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$22,124,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$19,367,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$19,367,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$168,221,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$157,870,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$89,839,304
Net investment gain/loss from pooled separate accounts2017-12-31$486,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$39,187,983
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SAMET & COMPANY PC
Accountancy firm EIN2017-12-31043027605
2016 : BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$417,149
Total transfer of assets from this plan2016-12-31$0
Total income from all sources (including contributions)2016-12-31$106,369,443
Total of all expenses incurred2016-12-31$39,380,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$38,972,387
Expenses. Certain deemed distributions of participant loans2016-12-31$90,689
Value of total corrective distributions2016-12-31$5,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$55,109,836
Value of total assets at end of year2016-12-31$810,451,167
Value of total assets at beginning of year2016-12-31$743,044,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$311,598
Total interest from all sources2016-12-31$5,339,834
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$13,975,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$13,975,375
Administrative expenses professional fees incurred2016-12-31$54,736
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$36,415,162
Participant contributions at end of year2016-12-31$2,282,005
Participant contributions at beginning of year2016-12-31$2,330,979
Assets. Other investments not covered elsewhere at end of year2016-12-31$74,242,175
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$71,528,695
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$18,694,674
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$45,404
Other income not declared elsewhere2016-12-31$271,482
Administrative expenses (other) incurred2016-12-31$168,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$66,989,343
Value of net assets at end of year (total assets less liabilities)2016-12-31$810,451,167
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$743,044,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$88,503
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$545,322,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$495,989,842
Value of interest in pooled separate accounts at end of year2016-12-31$11,366,004
Value of interest in pooled separate accounts at beginning of year2016-12-31$11,576,350
Interest on participant loans2016-12-31$94,890
Interest earned on other investments2016-12-31$5,244,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$19,367,875
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$17,030,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$17,030,396
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$157,870,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$144,543,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$31,086,134
Net investment gain/loss from pooled separate accounts2016-12-31$586,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$38,972,387
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SAMET & COMPANY PC
Accountancy firm EIN2016-12-31043027605
2015 : BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2015 401k financial data
Total transfer of assets from this plan2015-12-31$34,403
Total income from all sources (including contributions)2015-12-31$55,120,878
Total of all expenses incurred2015-12-31$40,054,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$39,724,214
Expenses. Certain deemed distributions of participant loans2015-12-31$4,260
Value of total corrective distributions2015-12-31$11,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$51,340,132
Value of total assets at end of year2015-12-31$743,044,675
Value of total assets at beginning of year2015-12-31$728,012,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$313,865
Total interest from all sources2015-12-31$4,794,656
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,722,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,722,615
Administrative expenses professional fees incurred2015-12-31$61,182
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$35,424,100
Participant contributions at end of year2015-12-31$2,330,979
Participant contributions at beginning of year2015-12-31$2,295,582
Assets. Other investments not covered elsewhere at end of year2015-12-31$71,528,695
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$73,156,411
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$15,916,032
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$45,404
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$25,202
Other income not declared elsewhere2015-12-31$193,267
Administrative expenses (other) incurred2015-12-31$199,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$15,066,691
Value of net assets at end of year (total assets less liabilities)2015-12-31$743,044,675
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$728,012,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$53,434
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$495,989,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$491,933,124
Value of interest in pooled separate accounts at end of year2015-12-31$11,576,350
Value of interest in pooled separate accounts at beginning of year2015-12-31$11,144,997
Interest on participant loans2015-12-31$94,605
Interest earned on other investments2015-12-31$4,688,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$17,030,396
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$16,547,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$16,547,690
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$11,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$144,543,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$132,909,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,825,592
Net investment gain/loss from pooled separate accounts2015-12-31$895,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$39,724,214
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SAMET & COMPANY PC
Accountancy firm EIN2015-12-31043027605
2014 : BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2014 401k financial data
Total transfer of assets from this plan2014-12-31$278,022
Total income from all sources (including contributions)2014-12-31$93,085,466
Total of all expenses incurred2014-12-31$40,182,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$39,836,732
Expenses. Certain deemed distributions of participant loans2014-12-31$50,909
Value of total corrective distributions2014-12-31$18,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$49,772,276
Value of total assets at end of year2014-12-31$728,012,387
Value of total assets at beginning of year2014-12-31$675,387,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$276,555
Total interest from all sources2014-12-31$4,525,186
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$9,579,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$9,579,655
Administrative expenses professional fees incurred2014-12-31$49,232
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$33,710,149
Participant contributions at end of year2014-12-31$2,295,582
Participant contributions at beginning of year2014-12-31$1,733,698
Assets. Other investments not covered elsewhere at end of year2014-12-31$73,156,411
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$16,062,127
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$25,202
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$41,721,950
Other income not declared elsewhere2014-12-31$4,902,102
Administrative expenses (other) incurred2014-12-31$174,245
Total non interest bearing cash at beginning of year2014-12-31$63,887,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$52,903,139
Value of net assets at end of year (total assets less liabilities)2014-12-31$728,012,387
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$675,387,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$53,078
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$491,933,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$426,925,915
Value of interest in pooled separate accounts at end of year2014-12-31$11,144,997
Value of interest in pooled separate accounts at beginning of year2014-12-31$10,598,659
Interest on participant loans2014-12-31$81,384
Interest earned on other investments2014-12-31$4,432,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$16,547,690
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$12,675,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$12,675,261
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$11,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$132,909,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$117,844,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$23,047,520
Net investment gain/loss from pooled separate accounts2014-12-31$1,258,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$39,836,732
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SAMET & COMPANY PC
Accountancy firm EIN2014-12-31043027605
2013 : BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$506,767
Total income from all sources (including contributions)2013-12-31$148,826,826
Total of all expenses incurred2013-12-31$46,841,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$46,727,178
Expenses. Certain deemed distributions of participant loans2013-12-31$9,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$43,513,735
Value of total assets at end of year2013-12-31$675,387,270
Value of total assets at beginning of year2013-12-31$572,895,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$105,172
Total interest from all sources2013-12-31$3,937,950
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$16,773,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$16,773,122
Administrative expenses professional fees incurred2013-12-31$21,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$32,736,959
Participant contributions at end of year2013-12-31$1,733,698
Participant contributions at beginning of year2013-12-31$1,644,993
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,776,776
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$41,721,950
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$9,284
Other income not declared elsewhere2013-12-31$580,430
Administrative expenses (other) incurred2013-12-31$42,822
Total non interest bearing cash at end of year2013-12-31$63,887,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$101,985,277
Value of net assets at end of year (total assets less liabilities)2013-12-31$675,387,270
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$572,895,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$41,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$426,925,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$429,772,541
Value of interest in pooled separate accounts at end of year2013-12-31$10,598,659
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,911,533
Interest on participant loans2013-12-31$72,274
Interest earned on other investments2013-12-31$3,863,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$12,675,261
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$26,753,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$26,753,679
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$117,844,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$105,803,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$83,126,947
Net investment gain/loss from pooled separate accounts2013-12-31$894,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$46,727,178
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SAMET & COMPANY PC
Accountancy firm EIN2013-12-31043027605
2012 : BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2012 401k financial data
Total transfer of assets from this plan2012-12-31$1,220,724
Total income from all sources (including contributions)2012-12-31$105,241,333
Total of all expenses incurred2012-12-31$28,343,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$28,255,679
Expenses. Certain deemed distributions of participant loans2012-12-31$3,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$46,428,757
Value of total assets at end of year2012-12-31$572,895,226
Value of total assets at beginning of year2012-12-31$497,218,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$83,977
Total interest from all sources2012-12-31$3,600,927
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$8,981,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$8,981,714
Administrative expenses professional fees incurred2012-12-31$51,395
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$31,421,727
Participant contributions at end of year2012-12-31$1,644,993
Participant contributions at beginning of year2012-12-31$1,399,348
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$2,458,355
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$15,007,030
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$9,284
Other income not declared elsewhere2012-12-31$221,975
Administrative expenses (other) incurred2012-12-31$5,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$76,897,900
Value of net assets at end of year (total assets less liabilities)2012-12-31$572,895,226
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$497,218,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$27,525
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$429,772,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$363,680,798
Value of interest in pooled separate accounts at end of year2012-12-31$8,911,533
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,312,804
Interest on participant loans2012-12-31$80,579
Interest earned on other investments2012-12-31$3,516,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$26,753,679
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$26,095,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$26,095,318
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,488
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$105,803,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$96,271,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$45,219,468
Net investment gain/loss from pooled separate accounts2012-12-31$788,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$28,255,679
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SAMET & COMPANY PC
Accountancy firm EIN2012-12-31043027605
2011 : BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$35,636,049
Total of all expenses incurred2011-12-31$24,852,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$24,836,210
Expenses. Certain deemed distributions of participant loans2011-12-31$8,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$40,936,113
Value of total assets at end of year2011-12-31$497,218,050
Value of total assets at beginning of year2011-12-31$486,434,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,512
Total interest from all sources2011-12-31$3,328,534
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,760,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$6,760,679
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$31,098,379
Participant contributions at end of year2011-12-31$1,399,348
Participant contributions at beginning of year2011-12-31$1,034,198
Participant contributions at end of year2011-12-31$2,458,355
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,837,734
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$12,581
Administrative expenses (other) incurred2011-12-31$7,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$10,783,524
Value of net assets at end of year (total assets less liabilities)2011-12-31$497,218,050
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$486,434,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$363,680,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$365,504,704
Value of interest in pooled separate accounts at end of year2011-12-31$7,312,804
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,890,058
Interest on participant loans2011-12-31$61,290
Interest earned on other investments2011-12-31$3,264,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$26,095,318
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$23,532,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$23,532,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$96,271,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$90,460,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-16,187,169
Net investment gain/loss from pooled separate accounts2011-12-31$797,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$24,836,210
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SAMET & COMPANY PC
Accountancy firm EIN2011-12-31043027605
2010 : BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2010 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$888
Total income from all sources (including contributions)2010-12-31$84,868,284
Total of all expenses incurred2010-12-31$27,453,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$27,390,681
Expenses. Certain deemed distributions of participant loans2010-12-31$53,603
Value of total corrective distributions2010-12-31$3,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$33,901,862
Value of total assets at end of year2010-12-31$486,434,526
Value of total assets at beginning of year2010-12-31$429,020,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,806
Total interest from all sources2010-12-31$3,040,554
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,380,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$4,380,758
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$30,552,995
Participant contributions at end of year2010-12-31$1,034,198
Participant contributions at beginning of year2010-12-31$903,757
Participant contributions at beginning of year2010-12-31$1,503,339
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,348,867
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$12,581
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$14,088
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$888
Administrative expenses (other) incurred2010-12-31$5,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$57,414,578
Value of net assets at end of year (total assets less liabilities)2010-12-31$486,434,526
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$429,019,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$365,504,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$316,699,838
Value of interest in pooled separate accounts at end of year2010-12-31$5,890,058
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,629,103
Interest on participant loans2010-12-31$53,746
Interest earned on other investments2010-12-31$2,978,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$23,532,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$18,272,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$18,272,713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$8,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$90,460,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$86,997,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$42,864,128
Net investment gain/loss from pooled separate accounts2010-12-31$680,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$27,390,681
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SAMET & COMPANY PC
Accountancy firm EIN2010-12-31043027605
2009 : BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN

2023: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-80339
Policy instance 3
Insurance contract or identification numberGA-80339
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100531
Policy instance 2
Insurance contract or identification number100531
Number of Individuals Covered3186
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25903
Policy instance 1
Insurance contract or identification number25903
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-80339
Policy instance 3
Insurance contract or identification numberGA-80339
Number of Individuals Covered116
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number100531
Policy instance 2
Insurance contract or identification number100531
Number of Individuals Covered3346
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25903
Policy instance 1
Insurance contract or identification number25903
Number of Individuals Covered57
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25903
Policy instance 1
Insurance contract or identification number25903
Number of Individuals Covered38
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100531
Policy instance 2
Insurance contract or identification number100531
Number of Individuals Covered2572
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-80339
Policy instance 3
Insurance contract or identification numberGA-80339
Number of Individuals Covered26
Insurance policy start date2021-02-17
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100531
Policy instance 2
Insurance contract or identification number100531
Number of Individuals Covered2767
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25903
Policy instance 1
Insurance contract or identification number25903
Number of Individuals Covered42
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100531
Policy instance 2
Insurance contract or identification number100531
Number of Individuals Covered2966
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25903
Policy instance 1
Insurance contract or identification number25903
Number of Individuals Covered49
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100531
Policy instance 2
Insurance contract or identification number100531
Number of Individuals Covered2997
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25903
Policy instance 1
Insurance contract or identification number25903
Number of Individuals Covered56
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100531
Policy instance 2
Insurance contract or identification number100531
Number of Individuals Covered3659
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25903
Policy instance 1
Insurance contract or identification number25903
Number of Individuals Covered54
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25903
Policy instance 1
Insurance contract or identification number25903
Number of Individuals Covered58
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,565
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3565
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameFIDELITY INSURANCE AGENCY
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100531
Policy instance 2
Insurance contract or identification number100531
Number of Individuals Covered3647
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25903
Policy instance 1
Insurance contract or identification number25903
Number of Individuals Covered102
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,926
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3926
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameFIDELITY INSURANCE AGENCY
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100531
Policy instance 2
Insurance contract or identification number100531
Number of Individuals Covered3686
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100531
Policy instance 2
Insurance contract or identification number100531
Number of Individuals Covered3655
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25903
Policy instance 1
Insurance contract or identification number25903
Number of Individuals Covered111
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,374
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4374
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameFIDELITY INSURANCE AGENCY
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100531
Policy instance 2
Insurance contract or identification number100531
Number of Individuals Covered4288
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25903
Policy instance 1
Insurance contract or identification number25903
Number of Individuals Covered80
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,959
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3959
Additional information about fees paid to insurance brokerFEES PAID
Insurance broker organization code?3
Insurance broker nameFIDELITY INSURANCE AGENCY
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100531
Policy instance 2
Insurance contract or identification number100531
Number of Individuals Covered4232
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25903
Policy instance 1
Insurance contract or identification number25903
Number of Individuals Covered79
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,655
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25903
Policy instance 1
Insurance contract or identification number25903
Number of Individuals Covered67
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,273
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3273
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameFIDELITY INSURANCE AGENCY
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100531
Policy instance 2
Insurance contract or identification number100531
Number of Individuals Covered4227
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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