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TUFTS UNIVERSITY BASIC RETIREMENT PLAN 401k Plan overview

Plan NameTUFTS UNIVERSITY BASIC RETIREMENT PLAN
Plan identification number 002

TUFTS UNIVERSITY BASIC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • 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.

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 BASIC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ROBBYN DEWAR2024-10-09 ELIZABETH MCCLAIN2024-10-09
0022022-01-01ROBBYN DEWAR2023-10-12 ELIZABETH MCCLAIN2023-10-12
0022021-01-01ROBBYN DEWAR2022-10-03 ELIZABETH MCCLAIN2022-10-03
0022020-01-01ROBBYN DEWAR2021-10-07 ELIZABETH MCCLAIN2021-10-07
0022019-01-01
0022018-01-01
0022017-01-01ROBBYN DEWAR THOMAS S. MCGURTY2018-10-12
0022016-01-01JULEN CARTER THOMAS S. MCGURTY2017-10-11
0022015-01-01ROBBYN DEWAR THOMAS S. MCGURTY2016-10-05
0022014-01-01JULIEN CARTER THOMAS S. MCGURTY2015-10-04
0022013-01-01MARTHA L POKRAS THOMAS S MCGURTY2014-09-29
0022012-01-01LINDA E CATALDO
0022011-01-01KATHLEEN CRONIN
0022009-01-01KATHLEEN CRONIN
0022009-01-01KATHLEEN CRONIN

Plan Statistics for TUFTS UNIVERSITY BASIC RETIREMENT PLAN

401k plan membership statisitcs for TUFTS UNIVERSITY BASIC RETIREMENT PLAN

Measure Date Value
2023: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0110,622
Total number of active participants reported on line 7a of the Form 55002023-01-015,769
Number of retired or separated participants receiving benefits2023-01-0171
Number of other retired or separated participants entitled to future benefits2023-01-014,420
Total of all active and inactive participants2023-01-0110,260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0135
Total participants2023-01-0110,295
Number of participants with account balances2023-01-018,458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01277
2022: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0111,149
Total number of active participants reported on line 7a of the Form 55002022-01-016,037
Number of retired or separated participants receiving benefits2022-01-0140
Number of other retired or separated participants entitled to future benefits2022-01-014,438
Total of all active and inactive participants2022-01-0110,515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01107
Total participants2022-01-0110,622
Number of participants with account balances2022-01-018,684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01242
2021: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0111,469
Total number of active participants reported on line 7a of the Form 55002021-01-017,042
Number of retired or separated participants receiving benefits2021-01-0139
Number of other retired or separated participants entitled to future benefits2021-01-013,975
Total of all active and inactive participants2021-01-0111,056
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0193
Total participants2021-01-0111,149
Number of participants with account balances2021-01-018,881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01164
2020: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111,304
Total number of active participants reported on line 7a of the Form 55002020-01-017,224
Number of retired or separated participants receiving benefits2020-01-0125
Number of other retired or separated participants entitled to future benefits2020-01-014,200
Total of all active and inactive participants2020-01-0111,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0120
Total participants2020-01-0111,469
Number of participants with account balances2020-01-019,214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0110,983
Total number of active participants reported on line 7a of the Form 55002019-01-016,826
Number of retired or separated participants receiving benefits2019-01-0136
Number of other retired or separated participants entitled to future benefits2019-01-014,424
Total of all active and inactive participants2019-01-0111,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0118
Total participants2019-01-0111,304
Number of participants with account balances2019-01-019,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0178
2018: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0111,854
Total number of active participants reported on line 7a of the Form 55002018-01-016,690
Number of retired or separated participants receiving benefits2018-01-0130
Number of other retired or separated participants entitled to future benefits2018-01-014,246
Total of all active and inactive participants2018-01-0110,966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0117
Total participants2018-01-0110,983
Number of participants with account balances2018-01-018,728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01273
2017: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0111,606
Total number of active participants reported on line 7a of the Form 55002017-01-0111,002
Number of retired or separated participants receiving benefits2017-01-0127
Number of other retired or separated participants entitled to future benefits2017-01-01810
Total of all active and inactive participants2017-01-0111,839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0115
Total participants2017-01-0111,854
Number of participants with account balances2017-01-018,667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01139
2016: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0110,396
Total number of active participants reported on line 7a of the Form 55002016-01-0110,753
Number of retired or separated participants receiving benefits2016-01-0125
Number of other retired or separated participants entitled to future benefits2016-01-01811
Total of all active and inactive participants2016-01-0111,589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0117
Total participants2016-01-0111,606
Number of participants with account balances2016-01-019,390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01165
2015: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111,874
Total number of active participants reported on line 7a of the Form 55002015-01-019,582
Number of retired or separated participants receiving benefits2015-01-0128
Number of other retired or separated participants entitled to future benefits2015-01-01782
Total of all active and inactive participants2015-01-0110,392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-0110,396
Number of participants with account balances2015-01-0110,410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01202
2014: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111,501
Total number of active participants reported on line 7a of the Form 55002014-01-017,381
Number of retired or separated participants receiving benefits2014-01-0121
Number of other retired or separated participants entitled to future benefits2014-01-01766
Total of all active and inactive participants2014-01-018,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-018,172
Number of participants with account balances2014-01-0110,339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01381
2013: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018,670
Total number of active participants reported on line 7a of the Form 55002013-01-0110,548
Number of retired or separated participants receiving benefits2013-01-0120
Number of other retired or separated participants entitled to future benefits2013-01-01912
Total of all active and inactive participants2013-01-0111,480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0121
Total participants2013-01-0111,501
Number of participants with account balances2013-01-018,275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01218
2012: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017,871
Total number of active participants reported on line 7a of the Form 55002012-01-0111,248
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-01653
Total of all active and inactive participants2012-01-0111,907
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0126
Total participants2012-01-0111,933
Number of participants with account balances2012-01-018,670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0132
2011: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018,137
Total number of active participants reported on line 7a of the Form 55002011-01-017,408
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01442
Total of all active and inactive participants2011-01-017,850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0121
Total participants2011-01-017,871
Number of participants with account balances2011-01-017,871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01110
2009: TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017,102
Total number of active participants reported on line 7a of the Form 55002009-01-016,684
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01648
Total of all active and inactive participants2009-01-017,332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0110
Total participants2009-01-017,342
Number of participants with account balances2009-01-017,342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01196

Financial Data on TUFTS UNIVERSITY BASIC RETIREMENT PLAN

Measure Date Value
2023 : TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$171,706,407
Total of all expenses incurred2023-12-31$49,328,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$48,898,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$40,342,345
Value of total assets at end of year2023-12-31$941,800,008
Value of total assets at beginning of year2023-12-31$819,422,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$429,890
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$18,712,572
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$18,712,572
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$23,382
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$23,381
Other income not declared elsewhere2023-12-31$453,778
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$122,377,792
Value of net assets at end of year (total assets less liabilities)2023-12-31$941,800,008
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$819,422,216
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$429,890
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$745,351,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$623,006,583
Value of interest in pooled separate accounts at end of year2023-12-31$5,541,863
Value of interest in pooled separate accounts at beginning of year2023-12-31$6,900,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$190,816,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$189,459,994
Net investment gain/loss from pooled separate accounts2023-12-31$-897,916
Net gain/loss from 103.12 investment entities2023-12-31$113,095,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$40,342,345
Employer contributions (assets) at end of year2023-12-31$67,006
Employer contributions (assets) at beginning of year2023-12-31$31,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$48,898,725
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BDO USA P.C.
Accountancy firm EIN2023-12-31135381590
2022 : TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-86,524,465
Total of all expenses incurred2022-12-31$49,650,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$49,146,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$36,922,835
Value of total assets at end of year2022-12-31$819,422,216
Value of total assets at beginning of year2022-12-31$955,597,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$504,153
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$21,161,814
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$21,161,814
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$23,381
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$23,975
Other income not declared elsewhere2022-12-31$658,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-136,174,825
Value of net assets at end of year (total assets less liabilities)2022-12-31$819,422,216
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$955,597,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$504,153
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$623,006,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$759,699,244
Value of interest in pooled separate accounts at end of year2022-12-31$6,900,982
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,630,435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$189,459,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$189,193,489
Net investment gain/loss from pooled separate accounts2022-12-31$541,600
Net gain/loss from 103.12 investment entities2022-12-31$-145,809,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$36,922,835
Employer contributions (assets) at end of year2022-12-31$31,276
Employer contributions (assets) at beginning of year2022-12-31$49,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$49,146,207
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 plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA LLP
Accountancy firm EIN2022-12-31135381590
2021 : TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$139,860,747
Total of all expenses incurred2021-12-31$45,496,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$44,945,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$33,413,903
Value of total assets at end of year2021-12-31$955,597,041
Value of total assets at beginning of year2021-12-31$861,233,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$551,823
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$21,699,555
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$21,699,555
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
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$33,413,903
Amount contributed by the employer to the plan for this plan year2021-12-31$33,413,903
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$23,975
Participant contributions at beginning of year2021-12-31$23,875
Other income not declared elsewhere2021-12-31$444,062
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$94,363,769
Value of net assets at end of year (total assets less liabilities)2021-12-31$955,597,041
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$861,233,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$551,823
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$759,699,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$666,276,007
Value of interest in pooled separate accounts at end of year2021-12-31$6,630,435
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,935,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$189,193,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$188,824,052
Net investment gain/loss from pooled separate accounts2021-12-31$1,017,180
Net gain/loss from 103.12 investment entities2021-12-31$83,286,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$33,413,903
Employer contributions (assets) at end of year2021-12-31$49,898
Employer contributions (assets) at beginning of year2021-12-31$173,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$44,945,155
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA LLP
Accountancy firm EIN2021-12-31135381590
2020 : TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$138,126,219
Total of all expenses incurred2020-12-31$41,989,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$41,460,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$34,719,528
Value of total assets at end of year2020-12-31$861,233,272
Value of total assets at beginning of year2020-12-31$765,096,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$528,979
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$15,369,671
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$15,369,671
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
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$34,718,814
Amount contributed by the employer to the plan for this plan year2020-12-31$34,718,814
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$23,875
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$52,028
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$96,136,852
Value of net assets at end of year (total assets less liabilities)2020-12-31$861,233,272
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$765,096,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$528,979
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$666,276,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$572,455,675
Value of interest in pooled separate accounts at end of year2020-12-31$5,935,998
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,677,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$188,824,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$185,821,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$376,823
Net investment gain/loss from pooled separate accounts2020-12-31$-55,175
Net gain/loss from 103.12 investment entities2020-12-31$87,715,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$34,719,528
Employer contributions (assets) at end of year2020-12-31$173,340
Employer contributions (assets) at beginning of year2020-12-31$90,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$41,460,388
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA LLP
Accountancy firm EIN2020-12-31135381590
2019 : TUFTS UNIVERSITY BASIC RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$146,880,511
Total of all expenses incurred2019-12-31$37,350,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$36,868,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$33,165,468
Value of total assets at end of year2019-12-31$765,096,420
Value of total assets at beginning of year2019-12-31$655,566,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$481,989
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$12,871,170
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$12,871,170
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
Minimum employer required contribution for this plan year2019-12-31$36,868,492
Amount contributed by the employer to the plan for this plan year2019-12-31$36,868,492
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$52,028
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$61,411
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$109,530,030
Value of net assets at end of year (total assets less liabilities)2019-12-31$765,096,420
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$655,566,390
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$481,989
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$572,455,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$465,029,048
Value of interest in pooled separate accounts at end of year2019-12-31$6,677,126
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,600,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$185,821,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$183,634,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$185,966
Net investment gain/loss from pooled separate accounts2019-12-31$357,630
Net gain/loss from 103.12 investment entities2019-12-31$100,300,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$33,165,468
Employer contributions (assets) at end of year2019-12-31$90,043
Employer contributions (assets) at beginning of year2019-12-31$241,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$36,868,492
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 BASIC RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$8,928,533
Total of all expenses incurred2018-12-31$32,403,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$32,002,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$32,604,983
Value of total assets at end of year2018-12-31$655,566,390
Value of total assets at beginning of year2018-12-31$679,041,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$401,547
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$13,822,378
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$13,822,378
Administrative expenses professional fees incurred2018-12-31$13,518
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
Minimum employer required contribution for this plan year2018-12-31$32,002,199
Amount contributed by the employer to the plan for this plan year2018-12-31$32,002,199
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$61,411
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$61,411
Other income not declared elsewhere2018-12-31$53,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-23,475,213
Value of net assets at end of year (total assets less liabilities)2018-12-31$655,566,390
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$679,041,603
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$388,029
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$465,029,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$492,663,632
Value of interest in pooled separate accounts at end of year2018-12-31$6,600,125
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,679,847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$183,634,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$179,580,936
Net investment gain/loss from pooled separate accounts2018-12-31$309,910
Net gain/loss from 103.12 investment entities2018-12-31$-37,862,669
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$32,604,983
Employer contributions (assets) at end of year2018-12-31$241,358
Employer contributions (assets) at beginning of year2018-12-31$55,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$32,002,199
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 BASIC RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$117,214,686
Total of all expenses incurred2017-12-31$29,559,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$29,060,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$31,924,783
Value of total assets at end of year2017-12-31$679,041,603
Value of total assets at beginning of year2017-12-31$591,386,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$498,744
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$10,819,871
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$10,819,871
Administrative expenses professional fees incurred2017-12-31$16,000
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
Minimum employer required contribution for this plan year2017-12-31$29,060,555
Amount contributed by the employer to the plan for this plan year2017-12-31$29,060,555
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$61,411
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$74,974
Other income not declared elsewhere2017-12-31$71,889
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$87,655,387
Value of net assets at end of year (total assets less liabilities)2017-12-31$679,041,603
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$591,386,216
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$482,744
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$492,663,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$410,386,723
Value of interest in pooled separate accounts at end of year2017-12-31$6,679,847
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,125,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$179,580,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$173,798,555
Net investment gain/loss from pooled separate accounts2017-12-31$293,613
Net gain/loss from 103.12 investment entities2017-12-31$74,104,530
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
Contributions received in cash from employer2017-12-31$31,924,783
Employer contributions (assets) at end of year2017-12-31$55,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$29,060,555
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 BASIC RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$64,953,773
Total of all expenses incurred2016-12-31$30,266,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$30,200,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$30,465,261
Value of total assets at end of year2016-12-31$591,386,216
Value of total assets at beginning of year2016-12-31$556,698,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$66,371
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$11,756,534
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$11,756,534
Administrative expenses professional fees incurred2016-12-31$15,000
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
Minimum employer required contribution for this plan year2016-12-31$30,465,261
Amount contributed by the employer to the plan for this plan year2016-12-31$30,465,261
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$74,974
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$61,411
Other income not declared elsewhere2016-12-31$73,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$34,687,381
Value of net assets at end of year (total assets less liabilities)2016-12-31$591,386,216
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$556,698,835
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$51,371
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$410,386,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$382,405,070
Value of interest in pooled separate accounts at end of year2016-12-31$7,125,964
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,194,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$173,798,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$167,037,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$22,294,789
Net investment gain/loss from pooled separate accounts2016-12-31$363,390
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
Contributions received in cash from employer2016-12-31$30,465,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$30,200,021
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 BASIC RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$35,989,655
Total of all expenses incurred2015-12-31$28,757,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$28,721,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$28,485,113
Value of total assets at end of year2015-12-31$556,698,835
Value of total assets at beginning of year2015-12-31$549,466,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$36,507
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$12,902,938
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$12,902,938
Administrative expenses professional fees incurred2015-12-31$10,550
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
Minimum employer required contribution for this plan year2015-12-31$28,485,113
Amount contributed by the employer to the plan for this plan year2015-12-31$28,485,113
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$61,411
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$36,352
Other income not declared elsewhere2015-12-31$42,809
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$7,231,903
Value of net assets at end of year (total assets less liabilities)2015-12-31$556,698,835
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$549,466,932
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$25,957
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$382,405,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$380,132,786
Value of interest in pooled separate accounts at end of year2015-12-31$7,194,404
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,014,754
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$167,037,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$162,283,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,997,173
Net investment gain/loss from pooled separate accounts2015-12-31$555,968
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
Contributions received in cash from employer2015-12-31$28,485,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$28,721,245
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 BASIC RETIREMENT PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$256
Total income from all sources (including contributions)2014-12-31$56,551,538
Total of all expenses incurred2014-12-31$29,134,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$29,042,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$26,873,723
Value of total assets at end of year2014-12-31$549,466,932
Value of total assets at beginning of year2014-12-31$522,049,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$91,208
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$16,862,990
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$16,862,990
Administrative expenses professional fees incurred2014-12-31$19,548
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
Minimum employer required contribution for this plan year2014-12-31$26,873,723
Amount contributed by the employer to the plan for this plan year2014-12-31$26,873,723
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$36,352
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$256
Other income not declared elsewhere2014-12-31$92,127
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$27,417,402
Value of net assets at end of year (total assets less liabilities)2014-12-31$549,466,932
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$522,049,530
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$71,660
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$380,132,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$357,773,224
Value of interest in pooled separate accounts at end of year2014-12-31$7,014,754
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,543,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$162,283,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$157,733,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$11,936,852
Net investment gain/loss from pooled separate accounts2014-12-31$785,846
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
Contributions received in cash from employer2014-12-31$26,873,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$29,042,928
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 BASIC RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$256
Total income from all sources (including contributions)2013-12-31$92,704,889
Total of all expenses incurred2013-12-31$17,657,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$17,623,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$26,831,076
Value of total assets at end of year2013-12-31$522,049,786
Value of total assets at beginning of year2013-12-31$447,002,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$34,542
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,844,735
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$7,844,735
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
Minimum employer required contribution for this plan year2013-12-31$26,831,076
Amount contributed by the employer to the plan for this plan year2013-12-31$26,831,076
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$256
Other income not declared elsewhere2013-12-31$30,386
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$75,047,291
Value of net assets at end of year (total assets less liabilities)2013-12-31$522,049,530
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$447,002,239
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$34,542
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$357,773,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$290,247,257
Value of interest in pooled separate accounts at end of year2013-12-31$6,543,255
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,229,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$157,733,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$150,525,117
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$17,623,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$57,227,521
Net investment gain/loss from pooled separate accounts2013-12-31$771,171
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
Contributions received in cash from employer2013-12-31$26,831,076
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&DRISCOLL
Accountancy firm EIN2013-12-31042684828
2012 : TUFTS UNIVERSITY BASIC 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$220,544
Total income from all sources (including contributions)2012-12-31$65,677,636
Total of all expenses incurred2012-12-31$14,238,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$14,198,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$26,564,036
Value of total assets at end of year2012-12-31$447,002,239
Value of total assets at beginning of year2012-12-31$395,783,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$40,409
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,243,322
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$6,243,322
Administrative expenses professional fees incurred2012-12-31$40,409
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
Minimum employer required contribution for this plan year2012-12-31$26,564,036
Amount contributed by the employer to the plan for this plan year2012-12-31$26,564,036
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$11,278
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$220,544
Other income not declared elsewhere2012-12-31$37,436
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$51,438,873
Value of net assets at end of year (total assets less liabilities)2012-12-31$447,002,239
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$395,563,366
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$290,247,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$245,517,257
Value of interest in pooled separate accounts at end of year2012-12-31$6,229,865
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,918,603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$150,525,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$144,336,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$32,250,853
Net investment gain/loss from pooled separate accounts2012-12-31$581,989
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
Contributions received in cash from employer2012-12-31$26,564,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$14,198,354
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 AND DRISCOLL PC
Accountancy firm EIN2012-12-31042684828
2011 : TUFTS UNIVERSITY BASIC 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$220,544
Total income from all sources (including contributions)2011-12-31$26,399,740
Total of all expenses incurred2011-12-31$24,928,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$24,907,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$24,980,699
Value of total assets at end of year2011-12-31$395,783,910
Value of total assets at beginning of year2011-12-31$394,092,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,252
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,064,935
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$5,064,935
Administrative expenses professional fees incurred2011-12-31$21,252
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$24,980,699
Amount contributed by the employer to the plan for this plan year2011-12-31$24,980,699
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$11,278
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$220,544
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$1,471,336
Value of net assets at end of year (total assets less liabilities)2011-12-31$395,563,366
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$394,092,030
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$245,517,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$251,721,254
Value of interest in pooled separate accounts at end of year2011-12-31$5,918,603
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,222,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$144,336,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$136,148,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,413,228
Net investment gain/loss from pooled separate accounts2011-12-31$767,334
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
Contributions received in cash from employer2011-12-31$24,980,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$24,907,152
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 BASIC RETIREMENT PLAN 2010 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$13,352
Total income from all sources (including contributions)2010-12-31$56,715,545
Total of all expenses incurred2010-12-31$15,929,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$15,921,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$23,698,030
Value of total assets at end of year2010-12-31$394,092,030
Value of total assets at beginning of year2010-12-31$353,319,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,074
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,607,886
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$2,607,886
Administrative expenses professional fees incurred2010-12-31$8,074
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
Minimum employer required contribution for this plan year2010-12-31$23,698,030
Amount contributed by the employer to the plan for this plan year2010-12-31$23,698,030
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$18,539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$13,352
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$40,786,314
Value of net assets at end of year (total assets less liabilities)2010-12-31$394,092,030
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$353,305,716
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$251,721,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$217,160,415
Value of interest in pooled separate accounts at end of year2010-12-31$6,222,202
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,366,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$136,148,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$131,773,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$29,742,607
Net investment gain/loss from pooled separate accounts2010-12-31$667,022
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
Contributions received in cash from employer2010-12-31$23,698,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$15,921,157
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 BASIC RETIREMENT PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$22,868,661
Amount contributed by the employer to the plan for this plan year2009-12-31$22,868,661

Form 5500 Responses for TUFTS UNIVERSITY BASIC RETIREMENT PLAN

2023: TUFTS UNIVERSITY BASIC 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 BASIC 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 BASIC 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 BASIC 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 BASIC 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 BASIC 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 BASIC RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
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 BASIC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
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 BASIC RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
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 BASIC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
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 BASIC RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
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 BASIC RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
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 BASIC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
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 BASIC RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
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 number100345
Policy instance 1
Insurance contract or identification number100345
Number of Individuals Covered3658
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 number100345
Policy instance 1
Insurance contract or identification number100345
Number of Individuals Covered3793
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 number100345
Policy instance 1
Insurance contract or identification number100345
Number of Individuals Covered3915
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 number100345
Policy instance 1
Insurance contract or identification number100345
Number of Individuals Covered4047
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 number100345
Policy instance 1
Insurance contract or identification number100345
Number of Individuals Covered4253
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 number100345
Policy instance 1
Insurance contract or identification number100345
Number of Individuals Covered4399
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 number100345
Policy instance 1
Insurance contract or identification number100345
Number of Individuals Covered4520
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 number100345
Policy instance 1
Insurance contract or identification number100345
Number of Individuals Covered4840
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 number100345
Policy instance 1
Insurance contract or identification number100345
Number of Individuals Covered4982
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 number100345
Policy instance 1
Insurance contract or identification number100345
Number of Individuals Covered5151
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100345
Policy instance 1
Insurance contract or identification number100345
Number of Individuals Covered5471
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
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 number727/100345
Policy instance 1
Insurance contract or identification number727/100345
Number of Individuals Covered5702
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 number727/100345
Policy instance 1
Insurance contract or identification number727/100345
Number of Individuals Covered6184
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
Are there contracts with allocated funds for individual policies?Yes
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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