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TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 401k Plan overview

Plan NameTUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN
Plan identification number 001

TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

TRUSTEES OF TUFTS COLLEGE has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF TUFTS COLLEGE
Employer identification number (EIN):042103634
NAIC Classification:611000

Additional information about TRUSTEES OF TUFTS COLLEGE

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2017-11-03
Company Identification Number: 0802857208
Legal Registered Office Address: 1999 BRYAN ST STE 900

DALLAS
United States of America (USA)
75201

More information about TRUSTEES OF TUFTS COLLEGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBBYN DEWAR2024-10-09 ELIZABETH MCCLAIN2024-10-09
0012022-01-01ROBBYN DEWAR2023-10-12 ELIZABETH MCCLAIN2023-10-12
0012021-01-01ROBBYN DEWAR2022-10-03 ELIZABETH MCCLAIN2022-10-03
0012020-01-01ROBBYN DEWAR2021-10-07 ELIZABETH MCCLAIN2021-10-07
0012019-01-01
0012018-01-01
0012017-01-01ROBBYN DEWAR THOMAS S. MCGURTY2018-10-12
0012016-01-01JULIEN CARTER THOMAS S. MCGURTY2017-10-11
0012015-01-01ROBBYN DEWAR THOMAS S. MCGURTY2016-10-05
0012014-01-01JULIEN CARTER THOMAS S. MCGURTY2015-10-06
0012013-01-01MARTHA L POKRAS THOMAS S MCGURTY2014-09-29
0012012-01-01LINDA CATALDO
0012011-01-01KATHLEEN CRONIN
0012009-01-01KATHLEEN CRONIN

Plan Statistics for TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN

401k plan membership statisitcs for TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN

Measure Date Value
2023: TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-018,419
Total number of active participants reported on line 7a of the Form 55002023-01-015,554
Number of retired or separated participants receiving benefits2023-01-0161
Number of other retired or separated participants entitled to future benefits2023-01-012,955
Total of all active and inactive participants2023-01-018,570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0134
Total participants2023-01-018,604
Number of participants with account balances2023-01-018,026
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016,652
Total number of active participants reported on line 7a of the Form 55002022-01-015,038
Number of retired or separated participants receiving benefits2022-01-0142
Number of other retired or separated participants entitled to future benefits2022-01-012,587
Total of all active and inactive participants2022-01-017,667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0171
Total participants2022-01-017,738
Number of participants with account balances2022-01-017,162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0110,604
Total number of active participants reported on line 7a of the Form 55002021-01-014,023
Number of retired or separated participants receiving benefits2021-01-0133
Number of other retired or separated participants entitled to future benefits2021-01-012,532
Total of all active and inactive participants2021-01-016,588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0164
Total participants2021-01-016,652
Number of participants with account balances2021-01-015,763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0110,574
Total number of active participants reported on line 7a of the Form 55002020-01-018,079
Number of retired or separated participants receiving benefits2020-01-0124
Number of other retired or separated participants entitled to future benefits2020-01-012,470
Total of all active and inactive participants2020-01-0110,573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0131
Total participants2020-01-0110,604
Number of participants with account balances2020-01-016,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0110,438
Total number of active participants reported on line 7a of the Form 55002019-01-017,980
Number of retired or separated participants receiving benefits2019-01-0129
Number of other retired or separated participants entitled to future benefits2019-01-012,541
Total of all active and inactive participants2019-01-0110,550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0124
Total participants2019-01-0110,574
Number of participants with account balances2019-01-016,085
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0110,409
Total number of active participants reported on line 7a of the Form 55002018-01-018,868
Number of retired or separated participants receiving benefits2018-01-0130
Number of other retired or separated participants entitled to future benefits2018-01-011,519
Total of all active and inactive participants2018-01-0110,417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0121
Total participants2018-01-0110,438
Number of participants with account balances2018-01-015,892
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017,933
Total number of active participants reported on line 7a of the Form 55002017-01-019,362
Number of retired or separated participants receiving benefits2017-01-0127
Number of other retired or separated participants entitled to future benefits2017-01-011,002
Total of all active and inactive participants2017-01-0110,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0118
Total participants2017-01-0110,409
Number of participants with account balances2017-01-015,719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,765
Total number of active participants reported on line 7a of the Form 55002016-01-016,901
Number of retired or separated participants receiving benefits2016-01-0124
Number of other retired or separated participants entitled to future benefits2016-01-01986
Total of all active and inactive participants2016-01-017,911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0122
Total participants2016-01-017,933
Number of participants with account balances2016-01-015,542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,690
Total number of active participants reported on line 7a of the Form 55002015-01-016,746
Number of retired or separated participants receiving benefits2015-01-0128
Number of other retired or separated participants entitled to future benefits2015-01-01964
Total of all active and inactive participants2015-01-017,738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0127
Total participants2015-01-017,765
Number of participants with account balances2015-01-015,403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,863
Total number of active participants reported on line 7a of the Form 55002014-01-016,640
Number of retired or separated participants receiving benefits2014-01-0130
Number of other retired or separated participants entitled to future benefits2014-01-01999
Total of all active and inactive participants2014-01-017,669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0121
Total participants2014-01-017,690
Number of participants with account balances2014-01-015,327
2013: TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,509
Total number of active participants reported on line 7a of the Form 55002013-01-016,904
Number of retired or separated participants receiving benefits2013-01-0132
Number of other retired or separated participants entitled to future benefits2013-01-01898
Total of all active and inactive participants2013-01-017,834
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0129
Total participants2013-01-017,863
Number of participants with account balances2013-01-015,299
2012: TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,209
Total number of active participants reported on line 7a of the Form 55002012-01-017,624
Number of retired or separated participants receiving benefits2012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-01572
Total of all active and inactive participants2012-01-018,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0120
Total participants2012-01-018,225
Number of participants with account balances2012-01-015,509
2011: TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,068
Total number of active participants reported on line 7a of the Form 55002011-01-015,209
Number of retired or separated participants receiving benefits2011-01-01363
Total of all active and inactive participants2011-01-015,572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-015,576
2009: TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,299
Total number of active participants reported on line 7a of the Form 55002009-01-014,076
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01304
Total of all active and inactive participants2009-01-014,380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-014,385
Number of participants with account balances2009-01-013,958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN

Measure Date Value
2023 : TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$168,165,780
Total of all expenses incurred2023-12-31$60,497,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$60,170,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$45,428,068
Value of total assets at end of year2023-12-31$903,438,342
Value of total assets at beginning of year2023-12-31$795,770,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$327,298
Total interest from all sources2023-12-31$93,543
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$17,558,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$17,558,039
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$36,728,799
Participant contributions at end of year2023-12-31$1,500,839
Participant contributions at beginning of year2023-12-31$1,616,400
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$8,624
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$8,699,269
Other income not declared elsewhere2023-12-31$451,815
Administrative expenses (other) incurred2023-12-31$327,298
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$107,667,894
Value of net assets at end of year (total assets less liabilities)2023-12-31$903,438,342
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$795,770,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$676,037,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$564,101,182
Value of interest in pooled separate accounts at end of year2023-12-31$6,619,289
Value of interest in pooled separate accounts at beginning of year2023-12-31$8,143,564
Interest on participant loans2023-12-31$93,543
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$219,280,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$221,900,678
Net investment gain/loss from pooled separate accounts2023-12-31$-1,072,347
Net gain/loss from 103.12 investment entities2023-12-31$105,706,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$60,170,588
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31BDO USA P.C
Accountancy firm EIN2023-12-31135381590
2022 : TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-74,859,418
Total of all expenses incurred2022-12-31$59,346,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$59,056,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$39,219,778
Value of total assets at end of year2022-12-31$795,770,448
Value of total assets at beginning of year2022-12-31$929,976,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$290,206
Total interest from all sources2022-12-31$16,052
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$19,043,741
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$19,043,741
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$31,954,723
Participant contributions at end of year2022-12-31$1,616,400
Participant contributions at beginning of year2022-12-31$1,583,651
Participant contributions at end of year2022-12-31$8,624
Participant contributions at beginning of year2022-12-31$51,916
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,265,055
Other income not declared elsewhere2022-12-31$728,463
Administrative expenses (other) incurred2022-12-31$290,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-134,205,972
Value of net assets at end of year (total assets less liabilities)2022-12-31$795,770,448
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$929,976,420
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$564,101,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$700,340,970
Value of interest in pooled separate accounts at end of year2022-12-31$8,143,564
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,921,604
Interest on participant loans2022-12-31$16,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$221,900,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$220,078,279
Net investment gain/loss from pooled separate accounts2022-12-31$655,080
Net gain/loss from 103.12 investment entities2022-12-31$-134,522,532
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$59,056,348
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31BDO USA LLP
Accountancy firm EIN2022-12-31135381590
2021 : TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$138,943,292
Total of all expenses incurred2021-12-31$52,632,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$52,395,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$35,818,367
Value of total assets at end of year2021-12-31$929,976,420
Value of total assets at beginning of year2021-12-31$843,665,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$236,569
Total interest from all sources2021-12-31$79,159
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$21,616,727
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$21,616,727
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$28,683,831
Participant contributions at end of year2021-12-31$1,583,651
Participant contributions at beginning of year2021-12-31$1,385,951
Participant contributions at end of year2021-12-31$51,916
Participant contributions at beginning of year2021-12-31$78,300
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,134,536
Other income not declared elsewhere2021-12-31$512,645
Administrative expenses (other) incurred2021-12-31$236,569
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$86,310,990
Value of net assets at end of year (total assets less liabilities)2021-12-31$929,976,420
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$843,665,430
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$700,340,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$614,610,726
Value of interest in pooled separate accounts at end of year2021-12-31$7,921,604
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,033,145
Interest on participant loans2021-12-31$79,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$220,078,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$220,557,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$1,227,785
Net gain/loss from 103.12 investment entities2021-12-31$79,688,609
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$52,395,733
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BDO USA LLP
Accountancy firm EIN2021-12-31135381590
2020 : TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$134,240,005
Total of all expenses incurred2020-12-31$48,222,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$48,029,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$35,406,634
Value of total assets at end of year2020-12-31$843,665,430
Value of total assets at beginning of year2020-12-31$757,647,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$192,880
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$14,643,425
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$14,643,425
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$26,720,665
Participant contributions at end of year2020-12-31$1,385,951
Participant contributions at beginning of year2020-12-31$1,404,037
Participant contributions at end of year2020-12-31$78,300
Participant contributions at beginning of year2020-12-31$108,456
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,685,969
Administrative expenses (other) incurred2020-12-31$192,880
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$86,017,769
Value of net assets at end of year (total assets less liabilities)2020-12-31$843,665,430
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$757,647,661
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$614,610,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$537,194,512
Value of interest in pooled separate accounts at end of year2020-12-31$7,033,145
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,287,945
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$220,557,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$210,652,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$444,709
Net investment gain/loss from pooled separate accounts2020-12-31$-69,739
Net gain/loss from 103.12 investment entities2020-12-31$83,814,976
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 contributions2020-12-31Yes
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$48,029,356
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BDO USA LLP
Accountancy firm EIN2020-12-31135381590
2019 : TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$145,341,399
Total of all expenses incurred2019-12-31$42,991,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$42,963,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$35,154,156
Value of total assets at end of year2019-12-31$757,647,661
Value of total assets at beginning of year2019-12-31$655,297,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,543
Total interest from all sources2019-12-31$79,541
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$12,274,774
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$12,274,774
Administrative expenses professional fees incurred2019-12-31$28,543
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$25,602,246
Participant contributions at end of year2019-12-31$1,404,037
Participant contributions at beginning of year2019-12-31$1,123,286
Participant contributions at end of year2019-12-31$108,456
Participant contributions at beginning of year2019-12-31$51,916
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,551,910
Other income not declared elsewhere2019-12-31$169,591
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$102,349,775
Value of net assets at end of year (total assets less liabilities)2019-12-31$757,647,661
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$655,297,886
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$537,194,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$440,641,853
Value of interest in pooled separate accounts at end of year2019-12-31$8,287,945
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,403,909
Interest on participant loans2019-12-31$79,541
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$210,652,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$205,076,922
Net investment gain/loss from pooled separate accounts2019-12-31$450,688
Net gain/loss from 103.12 investment entities2019-12-31$97,212,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$42,963,081
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 name2019-12-31BDO USA LLP
Accountancy firm EIN2019-12-31135381590
2018 : TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$11,195,147
Total of all expenses incurred2018-12-31$43,727,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$43,699,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$33,637,429
Value of total assets at end of year2018-12-31$655,297,886
Value of total assets at beginning of year2018-12-31$687,830,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,567
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$13,832,161
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$13,832,161
Administrative expenses professional fees incurred2018-12-31$28,567
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$24,422,774
Participant contributions at end of year2018-12-31$1,123,286
Participant contributions at beginning of year2018-12-31$893,584
Participant contributions at end of year2018-12-31$51,916
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,214,655
Other income not declared elsewhere2018-12-31$82,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-32,532,715
Value of net assets at end of year (total assets less liabilities)2018-12-31$655,297,886
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$687,830,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$440,641,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$477,324,526
Value of interest in pooled separate accounts at end of year2018-12-31$8,403,909
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,745,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$205,076,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$200,867,453
Net investment gain/loss from pooled separate accounts2018-12-31$396,165
Net gain/loss from 103.12 investment entities2018-12-31$-36,753,114
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$43,699,295
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 name2018-12-31BDO USA LLP
Accountancy firm EIN2018-12-31135381590
2017 : TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$119,439,044
Total of all expenses incurred2017-12-31$41,761,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$41,333,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$33,794,895
Value of total assets at end of year2017-12-31$687,830,601
Value of total assets at beginning of year2017-12-31$610,153,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$428,426
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$10,669,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$10,669,354
Administrative expenses professional fees incurred2017-12-31$428,426
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$23,343,811
Participant contributions at end of year2017-12-31$893,584
Participant contributions at beginning of year2017-12-31$894,561
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,451,084
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$14,663
Other income not declared elsewhere2017-12-31$570,218
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$77,677,421
Value of net assets at end of year (total assets less liabilities)2017-12-31$687,830,601
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$610,153,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$477,324,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$402,375,133
Value of interest in pooled separate accounts at end of year2017-12-31$8,745,038
Value of interest in pooled separate accounts at beginning of year2017-12-31$9,288,207
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$200,867,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$197,580,616
Net investment gain/loss from pooled separate accounts2017-12-31$379,294
Net gain/loss from 103.12 investment entities2017-12-31$74,025,283
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$41,333,197
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 name2017-12-31BDO USA LLP
Accountancy firm EIN2017-12-31135381590
2016 : TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$61,411
Total income from all sources (including contributions)2016-12-31$64,642,843
Total of all expenses incurred2016-12-31$38,389,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$38,303,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$29,276,083
Value of total assets at end of year2016-12-31$610,153,180
Value of total assets at beginning of year2016-12-31$583,960,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$85,930
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$10,860,215
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$10,860,215
Administrative expenses professional fees incurred2016-12-31$85,930
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$21,984,293
Participant contributions at end of year2016-12-31$894,561
Participant contributions at beginning of year2016-12-31$834,279
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,291,790
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$14,663
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$61,411
Other income not declared elsewhere2016-12-31$72,989
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$26,253,655
Value of net assets at end of year (total assets less liabilities)2016-12-31$610,153,180
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$583,899,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$402,375,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$381,875,520
Value of interest in pooled separate accounts at end of year2016-12-31$9,288,207
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,388,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$197,580,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$191,862,336
Net investment gain/loss from pooled separate accounts2016-12-31$474,219
Net gain/loss from 103.12 investment entities2016-12-31$23,959,337
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$38,303,258
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 name2016-12-31BDO USA LLP
Accountancy firm EIN2016-12-31135381590
2015 : TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$61,411
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$36,351
Total income from all sources (including contributions)2015-12-31$36,531,052
Total of all expenses incurred2015-12-31$41,757,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$41,396,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$27,719,607
Value of total assets at end of year2015-12-31$583,960,936
Value of total assets at beginning of year2015-12-31$589,162,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$361,433
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$12,275,905
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$12,275,905
Administrative expenses professional fees incurred2015-12-31$361,433
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$8,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$21,151,701
Participant contributions at end of year2015-12-31$834,279
Participant contributions at beginning of year2015-12-31$898,881
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,567,906
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$61,411
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$36,351
Other income not declared elsewhere2015-12-31$366,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,226,794
Value of net assets at end of year (total assets less liabilities)2015-12-31$583,899,525
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$589,126,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$381,875,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$390,495,430
Value of interest in pooled separate accounts at end of year2015-12-31$9,388,801
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,183,248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$191,862,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$188,585,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,564,380
Net investment gain/loss from pooled separate accounts2015-12-31$733,667
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$41,396,413
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 name2015-12-31BDO USA LLP
Accountancy firm EIN2015-12-31135381590
2014 : TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$36,351
Total income from all sources (including contributions)2014-12-31$55,852,719
Total of all expenses incurred2014-12-31$38,804,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$38,769,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$23,098,883
Value of total assets at end of year2014-12-31$589,162,670
Value of total assets at beginning of year2014-12-31$572,077,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$34,106
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$15,933,007
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$15,933,007
Administrative expenses professional fees incurred2014-12-31$34,106
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$8,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$19,856,563
Participant contributions at end of year2014-12-31$898,881
Participant contributions at beginning of year2014-12-31$729,016
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$256
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,242,320
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$36,351
Other income not declared elsewhere2014-12-31$38,849
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$17,048,696
Value of net assets at end of year (total assets less liabilities)2014-12-31$589,126,319
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$572,077,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$390,495,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$379,684,107
Value of interest in pooled separate accounts at end of year2014-12-31$9,183,248
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,513,471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$188,585,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$183,150,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$15,761,465
Net investment gain/loss from pooled separate accounts2014-12-31$1,020,515
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$38,769,917
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 name2014-12-31FEELEY & DRISCOLL PC
Accountancy firm EIN2014-12-31042684828
2013 : TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$102,203,770
Total of all expenses incurred2013-12-31$33,510,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$33,456,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$27,608,548
Value of total assets at end of year2013-12-31$572,077,623
Value of total assets at beginning of year2013-12-31$503,384,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$53,845
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,070,564
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$8,070,564
Administrative expenses professional fees incurred2013-12-31$53,845
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$7,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$19,419,395
Participant contributions at end of year2013-12-31$729,016
Participant contributions at beginning of year2013-12-31$626,720
Assets. Other investments not covered elsewhere at end of year2013-12-31$256
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$8,189,153
Other income not declared elsewhere2013-12-31$32,284
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$68,693,380
Value of net assets at end of year (total assets less liabilities)2013-12-31$572,077,623
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$503,384,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$379,684,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$315,518,614
Value of interest in pooled separate accounts at end of year2013-12-31$8,513,471
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,284,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$183,150,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$178,954,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$60,925,624
Net investment gain/loss from pooled separate accounts2013-12-31$5,566,750
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$33,456,545
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 name2013-12-31FEELEY & DRISCOL PA
Accountancy firm EIN2013-12-31042684828
2012 : TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$83,553
Total income from all sources (including contributions)2012-12-31$68,027,981
Total of all expenses incurred2012-12-31$23,403,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$23,221,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$21,314,944
Value of total assets at end of year2012-12-31$503,384,243
Value of total assets at beginning of year2012-12-31$458,843,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$182,144
Total interest from all sources2012-12-31$6,126,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$7,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$18,529,167
Participant contributions at end of year2012-12-31$626,720
Participant contributions at beginning of year2012-12-31$589,074
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,785,777
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$220,154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$83,553
Other income not declared elsewhere2012-12-31$5,527,511
Administrative expenses (other) incurred2012-12-31$132,698
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$44,624,337
Value of net assets at end of year (total assets less liabilities)2012-12-31$503,384,243
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$458,759,906
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$49,446
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$315,518,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$278,024,846
Value of interest in pooled separate accounts at end of year2012-12-31$8,284,798
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,632,327
Interest on participant loans2012-12-31$47,103
Interest earned on other investments2012-12-31$6,079,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$178,954,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$172,377,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$34,295,319
Net investment gain/loss from pooled separate accounts2012-12-31$763,723
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$23,221,500
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 name2012-12-31FEELEY & DRISCOLL PC
Accountancy firm EIN2012-12-31042684828
2011 : TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$83,553
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$72,274
Total income from all sources (including contributions)2011-12-31$25,077,019
Total of all expenses incurred2011-12-31$39,286,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$39,273,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$24,141,114
Value of total assets at end of year2011-12-31$458,843,459
Value of total assets at beginning of year2011-12-31$473,042,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,711
Total interest from all sources2011-12-31$5,092,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$17,569,055
Participant contributions at end of year2011-12-31$589,074
Participant contributions at beginning of year2011-12-31$571,215
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,572,059
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$220,154
Other income not declared elsewhere2011-12-31$5,187,144
Liabilities. Value of operating payables at end of year2011-12-31$83,553
Liabilities. Value of operating payables at beginning of year2011-12-31$72,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-14,209,946
Value of net assets at end of year (total assets less liabilities)2011-12-31$458,759,906
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$472,969,852
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
Investment advisory and management fees2011-12-31$13,711
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$278,024,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$297,561,201
Value of interest in pooled separate accounts at end of year2011-12-31$7,632,327
Value of interest in pooled separate accounts at beginning of year2011-12-31$8,060,244
Interest on participant loans2011-12-31$27,659
Interest earned on other investments2011-12-31$5,064,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$172,377,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$166,849,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-10,320,883
Net investment gain/loss from pooled separate accounts2011-12-31$977,532
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$39,273,254
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 name2011-12-31FEELEY & DRISCOLL PC
Accountancy firm EIN2011-12-31042684828
2010 : TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$72,274
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$72,274
Total income from all sources (including contributions)2010-12-31$45,821,046
Total of all expenses incurred2010-12-31$14,306,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$14,298,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$19,720,806
Value of total assets at end of year2010-12-31$263,978,052
Value of total assets at beginning of year2010-12-31$232,450,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,034
Total interest from all sources2010-12-31$1,774,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$16,433,903
Participant contributions at end of year2010-12-31$624,910
Participant contributions at beginning of year2010-12-31$405,007
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,286,903
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$92,830
Other income not declared elsewhere2010-12-31$1,852,876
Liabilities. Value of operating payables at end of year2010-12-31$72,274
Liabilities. Value of operating payables at beginning of year2010-12-31$72,274
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$31,514,395
Value of net assets at end of year (total assets less liabilities)2010-12-31$263,905,778
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$232,378,405
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
Investment advisory and management fees2010-12-31$8,034
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$198,869,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$171,856,937
Value of interest in pooled separate accounts at end of year2010-12-31$5,937,407
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,725,126
Interest on participant loans2010-12-31$25,285
Interest earned on other investments2010-12-31$1,749,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$58,453,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$56,463,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$11,115,661
Net investment gain/loss from pooled separate accounts2010-12-31$11,356,805
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$14,298,617
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FEELEY & DRISCOLL PC
Accountancy firm EIN2010-12-31042684828
2009 : TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$18,503,951
Minimum employer required contribution for this plan year2009-12-31$18,503,951
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN

2023: TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TUFTS UNIVERSITY VOLUNTARY RETIREMENT 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: TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TUFTS UNIVERSITY VOLUNTARY RETIREMENT 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: TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100347
Policy instance 1
Insurance contract or identification number100347
Number of Individuals Covered2572
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100347
Policy instance 1
Insurance contract or identification number100347
Number of Individuals Covered2701
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100347
Policy instance 1
Insurance contract or identification number100347
Number of Individuals Covered2772
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 number100347
Policy instance 1
Insurance contract or identification number100347
Number of Individuals Covered2875
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 number100347
Policy instance 1
Insurance contract or identification number100347
Number of Individuals Covered2955
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number100347
Policy instance 1
Insurance contract or identification number100347
Number of Individuals Covered3044
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number100347
Policy instance 1
Insurance contract or identification number100347
Number of Individuals Covered3105
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number100346/100347
Policy instance 1
Insurance contract or identification number100346/100347
Number of Individuals Covered3269
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 number100346/100347
Policy instance 1
Insurance contract or identification number100346/100347
Number of Individuals Covered3373
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 number100346/100347
Policy instance 1
Insurance contract or identification number100346/100347
Number of Individuals Covered3484
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 number100346/100347
Policy instance 1
Insurance contract or identification number100346/100347
Number of Individuals Covered3686
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100347/100346
Policy instance 1
Insurance contract or identification number100347/100346
Number of Individuals Covered3783
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100347/100346
Policy instance 1
Insurance contract or identification number100347/100346
Number of Individuals Covered3982
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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