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THE RMR GROUP LLC 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameTHE RMR GROUP LLC 401(K) RETIREMENT PLAN
Plan identification number 001

THE RMR GROUP LLC 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE RMR GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name:THE RMR GROUP LLC
Employer identification number (EIN):043583787
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RMR GROUP LLC 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SUSAN ASH SUSAN ASH2018-10-03
0012016-01-01SUSAN ASH SUSAN ASH2017-10-03
0012015-01-01SUSAN ASH SUSAN ASH2016-10-04
0012014-01-01SUSAN ASH
0012013-01-01SUSAN ASH
0012012-01-01SUSAN ASH
0012011-01-01SUSAN ASH
0012010-01-01JOHN C. POPEO JOHN C. POPEO2012-04-12
0012009-01-01JOHN POPEO JOHN POPEO2010-10-13
0012009-01-01JOHN POPEO JOHN POPEO2010-10-13

Plan Statistics for THE RMR GROUP LLC 401(K) RETIREMENT PLAN

401k plan membership statisitcs for THE RMR GROUP LLC 401(K) RETIREMENT PLAN

Measure Date Value
2023: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01833
Total number of active participants reported on line 7a of the Form 55002023-01-01609
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01211
Total of all active and inactive participants2023-01-01820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01820
Number of participants with account balances2023-01-01731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01803
Total number of active participants reported on line 7a of the Form 55002022-01-01611
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01220
Total of all active and inactive participants2022-01-01831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01831
Number of participants with account balances2022-01-01778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01807
Total number of active participants reported on line 7a of the Form 55002021-01-01584
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01217
Total of all active and inactive participants2021-01-01801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01801
Number of participants with account balances2021-01-01727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01973
Total number of active participants reported on line 7a of the Form 55002020-01-01614
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01195
Total of all active and inactive participants2020-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01809
Number of participants with account balances2020-01-01736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01782
Total number of active participants reported on line 7a of the Form 55002019-01-01597
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01193
Total of all active and inactive participants2019-01-01790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01790
Number of participants with account balances2019-01-01703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01746
Total number of active participants reported on line 7a of the Form 55002018-01-01593
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01185
Total of all active and inactive participants2018-01-01778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01779
Number of participants with account balances2018-01-01675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01660
Total number of active participants reported on line 7a of the Form 55002017-01-01554
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01190
Total of all active and inactive participants2017-01-01744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01744
Number of participants with account balances2017-01-01632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01631
Total number of active participants reported on line 7a of the Form 55002016-01-01481
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01186
Total of all active and inactive participants2016-01-01667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01667
Number of participants with account balances2016-01-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01754
Total number of active participants reported on line 7a of the Form 55002015-01-01418
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01213
Total of all active and inactive participants2015-01-01631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01631
Number of participants with account balances2015-01-01562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01967
Total number of active participants reported on line 7a of the Form 55002014-01-01445
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01343
Total of all active and inactive participants2014-01-01788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01788
Number of participants with account balances2014-01-01722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01868
Total number of active participants reported on line 7a of the Form 55002013-01-01803
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01165
Total of all active and inactive participants2013-01-01968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01968
Number of participants with account balances2013-01-01831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01808
Total number of active participants reported on line 7a of the Form 55002012-01-01777
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0191
Total of all active and inactive participants2012-01-01868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01868
Number of participants with account balances2012-01-01747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01694
Total number of active participants reported on line 7a of the Form 55002011-01-01711
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0196
Total of all active and inactive participants2011-01-01807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01808
Number of participants with account balances2011-01-01661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01634
Total number of active participants reported on line 7a of the Form 55002010-01-01628
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0166
Total of all active and inactive participants2010-01-01694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01694
Number of participants with account balances2010-01-01549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01599
Total number of active participants reported on line 7a of the Form 55002009-01-01581
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0152
Total of all active and inactive participants2009-01-01633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01634
Number of participants with account balances2009-01-01495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE RMR GROUP LLC 401(K) RETIREMENT PLAN

Measure Date Value
2023 : THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$736,627
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$30,621,063
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$15,253,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$15,019,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$11,169,472
Value of total assets at end of year2023-12-31$118,894,431
Value of total assets at beginning of year2023-12-31$102,790,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$234,260
Total interest from all sources2023-12-31$144,123
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,912,603
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$1,912,603
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
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$6,912,555
Participant contributions at end of year2023-12-31$1,322,061
Participant contributions at beginning of year2023-12-31$1,311,825
Participant contributions at end of year2023-12-31$974
Participant contributions at beginning of year2023-12-31$766
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,267,186
Other income not declared elsewhere2023-12-31$60,489
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$15,367,331
Value of net assets at end of year (total assets less liabilities)2023-12-31$118,894,431
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$102,790,473
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$86,677
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$100,078,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$85,836,169
Value of interest in pooled separate accounts at end of year2023-12-31$13,812,752
Value of interest in pooled separate accounts at beginning of year2023-12-31$11,794,245
Interest on participant loans2023-12-31$79,916
Interest earned on other investments2023-12-31$64,207
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$3,680,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$3,847,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$14,485,252
Net investment gain/loss from pooled separate accounts2023-12-31$2,849,124
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$2,989,731
Employer contributions (assets) at end of year2023-12-31$430
Employer contributions (assets) at beginning of year2023-12-31$441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$15,019,472
Contract administrator fees2023-12-31$147,583
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 name2023-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2023-12-31010494526
2022 : THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-10,709,657
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,997,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,758,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,185,135
Value of total assets at end of year2022-12-31$102,790,473
Value of total assets at beginning of year2022-12-31$124,497,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$239,093
Total interest from all sources2022-12-31$130,735
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,551,470
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$1,551,470
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$6,457,060
Participant contributions at end of year2022-12-31$1,311,825
Participant contributions at beginning of year2022-12-31$1,297,408
Participant contributions at end of year2022-12-31$766
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,001,930
Other income not declared elsewhere2022-12-31$31,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-21,707,412
Value of net assets at end of year (total assets less liabilities)2022-12-31$102,790,473
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$124,497,885
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$86,257
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$85,836,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$105,354,820
Value of interest in pooled separate accounts at end of year2022-12-31$11,794,245
Value of interest in pooled separate accounts at beginning of year2022-12-31$13,749,065
Interest on participant loans2022-12-31$63,650
Interest earned on other investments2022-12-31$67,085
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,847,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,096,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-21,125,475
Net investment gain/loss from pooled separate accounts2022-12-31$-2,482,715
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$2,726,145
Employer contributions (assets) at end of year2022-12-31$441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,758,662
Contract administrator fees2022-12-31$152,836
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 name2022-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2022-12-31010494526
2021 : THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$26,647,943
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,358,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,087,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,791,762
Value of total assets at end of year2021-12-31$124,497,885
Value of total assets at beginning of year2021-12-31$105,208,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$270,878
Total interest from all sources2021-12-31$125,879
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,597,320
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$1,597,320
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,286,029
Participant contributions at end of year2021-12-31$1,297,408
Participant contributions at beginning of year2021-12-31$1,548,533
Participant contributions at beginning of year2021-12-31$890
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,867,665
Other income not declared elsewhere2021-12-31$37,140
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$19,289,613
Value of net assets at end of year (total assets less liabilities)2021-12-31$124,497,885
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$105,208,272
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$89,011
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$105,354,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$90,989,297
Value of interest in pooled separate accounts at end of year2021-12-31$13,749,065
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,665,044
Interest on participant loans2021-12-31$69,701
Interest earned on other investments2021-12-31$56,178
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,096,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,004,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,279,514
Net investment gain/loss from pooled separate accounts2021-12-31$2,816,328
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$2,638,068
Employer contributions (assets) at beginning of year2021-12-31$397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,087,452
Contract administrator fees2021-12-31$181,867
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 name2021-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2021-12-31010494526
2020 : THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$21
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$24,979,181
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,257,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,038,790
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,637,291
Value of total assets at end of year2020-12-31$105,208,272
Value of total assets at beginning of year2020-12-31$87,486,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$218,926
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$148,648
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,228,837
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$1,228,837
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$5,816,388
Participant contributions at end of year2020-12-31$1,548,533
Participant contributions at beginning of year2020-12-31$1,474,855
Participant contributions at end of year2020-12-31$890
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,282,017
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$1,125
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$47,552
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
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$17,721,465
Value of net assets at end of year (total assets less liabilities)2020-12-31$105,208,272
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$87,486,828
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$68,708
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$90,989,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$75,457,856
Value of interest in pooled separate accounts at end of year2020-12-31$8,665,044
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,514,244
Interest on participant loans2020-12-31$82,225
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$66,423
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,004,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,039,873
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,753,002
Net investment gain/loss from pooled separate accounts2020-12-31$1,163,851
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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$2,538,886
Employer contributions (assets) at end of year2020-12-31$397
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,037,665
Contract administrator fees2020-12-31$150,218
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2020-12-31010494526
2019 : THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$25,114,184
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,659,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,456,083
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,724,197
Value of total assets at end of year2019-12-31$87,486,828
Value of total assets at beginning of year2019-12-31$71,031,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$203,238
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$122,615
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,368,880
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$1,368,880
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$5,375,065
Participant contributions at end of year2019-12-31$1,474,855
Participant contributions at beginning of year2019-12-31$1,208,263
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$150,276
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$947,055
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$6,307
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$112,625
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
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$16,454,863
Value of net assets at end of year (total assets less liabilities)2019-12-31$87,486,828
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$71,031,965
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$61,078
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$75,457,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,587,304
Value of interest in pooled separate accounts at end of year2019-12-31$7,514,244
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,519,499
Interest on participant loans2019-12-31$79,337
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$43,278
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$46,116,043
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,039,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,383,658
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,160,971
Net investment gain/loss from pooled separate accounts2019-12-31$1,769,536
Net investment gain or loss from common/collective trusts2019-12-31$4,855,360
Net gain/loss from 103.12 investment entities2019-12-31$0
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$2,402,077
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$66,922
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,449,776
Contract administrator fees2019-12-31$142,160
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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 name2019-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2019-12-31010494526
2018 : THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,192,395
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,136,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,991,905
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,256,591
Value of total assets at end of year2018-12-31$71,031,965
Value of total assets at beginning of year2018-12-31$74,976,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$144,876
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$96,390
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$179,179
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$179,179
Administrative expenses professional fees incurred2018-12-31$12,750
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$4,800,670
Participant contributions at end of year2018-12-31$1,208,263
Participant contributions at beginning of year2018-12-31$1,064,248
Participant contributions at end of year2018-12-31$150,276
Participant contributions at beginning of year2018-12-31$122,580
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,234,188
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$213,213
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,944,386
Value of net assets at end of year (total assets less liabilities)2018-12-31$71,031,965
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$74,976,351
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,587,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,565,922
Value of interest in pooled separate accounts at end of year2018-12-31$6,519,499
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,951,522
Interest on participant loans2018-12-31$56,731
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$39,659
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$46,116,043
Value of interest in common/collective trusts at beginning of year2018-12-31$48,922,696
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,383,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,293,280
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,206,106
Net investment gain/loss from pooled separate accounts2018-12-31$-583,303
Net investment gain or loss from common/collective trusts2018-12-31$-3,763,569
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,221,733
Employer contributions (assets) at end of year2018-12-31$66,922
Employer contributions (assets) at beginning of year2018-12-31$56,103
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,991,905
Contract administrator fees2018-12-31$132,126
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31DICICCO GULMAN & COMPANY LLP
Accountancy firm EIN2018-12-31043296226
2017 : THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$99,290
Total transfer of assets from this plan2017-12-31$257,548
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$18,769,902
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,438,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,324,294
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,929,901
Value of total assets at end of year2017-12-31$74,976,351
Value of total assets at beginning of year2017-12-31$58,802,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$113,904
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$78,167
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$125,174
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$125,174
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$3,958,837
Participant contributions at end of year2017-12-31$1,064,248
Participant contributions at beginning of year2017-12-31$861,572
Participant contributions at end of year2017-12-31$122,580
Participant contributions at beginning of year2017-12-31$112,304
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,106,519
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$174,073
Administrative expenses (other) incurred2017-12-31$8
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
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$16,331,704
Value of net assets at end of year (total assets less liabilities)2017-12-31$74,976,351
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$58,802,905
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,565,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,020,120
Value of interest in pooled separate accounts at end of year2017-12-31$6,951,522
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,563,037
Interest on participant loans2017-12-31$44,506
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$33,661
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$48,922,696
Value of interest in common/collective trusts at beginning of year2017-12-31$41,929,086
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,293,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,269,359
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,583,775
Net investment gain/loss from pooled separate accounts2017-12-31$1,021,263
Net investment gain or loss from common/collective trusts2017-12-31$6,857,549
Net gain/loss from 103.12 investment entities2017-12-31$0
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$1,864,545
Employer contributions (assets) at end of year2017-12-31$56,103
Employer contributions (assets) at beginning of year2017-12-31$47,427
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,324,294
Contract administrator fees2017-12-31$113,896
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31DICICCO, GULMAN & COMPANY
Accountancy firm EIN2017-12-31043296226
2016 : THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$11,907,970
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,239,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,226,161
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$3,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,700,606
Value of total assets at end of year2016-12-31$58,802,905
Value of total assets at beginning of year2016-12-31$51,134,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,554
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$57,594
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$90,092
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$90,092
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$3,528,906
Participant contributions at end of year2016-12-31$861,572
Participant contributions at beginning of year2016-12-31$897,946
Participant contributions at end of year2016-12-31$112,304
Participant contributions at beginning of year2016-12-31$77,686
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,520,842
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$96,933
Administrative expenses (other) incurred2016-12-31$719
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
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$7,668,499
Value of net assets at end of year (total assets less liabilities)2016-12-31$58,802,905
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$51,134,406
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,020,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,151,839
Value of interest in pooled separate accounts at end of year2016-12-31$4,563,037
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,848,587
Interest on participant loans2016-12-31$42,090
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$15,504
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$41,929,086
Value of interest in common/collective trusts at beginning of year2016-12-31$36,520,134
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,269,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$599,225
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$392,264
Net investment gain/loss from pooled separate accounts2016-12-31$521,200
Net investment gain or loss from common/collective trusts2016-12-31$3,049,281
Net gain/loss from 103.12 investment entities2016-12-31$0
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$1,650,858
Employer contributions (assets) at end of year2016-12-31$47,427
Employer contributions (assets) at beginning of year2016-12-31$38,989
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,226,161
Contract administrator fees2016-12-31$8,835
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31DICICCO, GULMAN & COMPANY LLP
Accountancy firm EIN2016-12-31043296226
2015 : THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$381,214
Total transfer of assets from this plan2015-12-31$3,048,989
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$6,022,135
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,865,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,847,696
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,204,470
Value of total assets at end of year2015-12-31$51,134,406
Value of total assets at beginning of year2015-12-31$57,645,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,863
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$69,906
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$92,821
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$92,821
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$3,079,411
Participant contributions at end of year2015-12-31$897,946
Participant contributions at beginning of year2015-12-31$868,399
Participant contributions at end of year2015-12-31$77,686
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$603,178
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$163
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-3,843,424
Value of net assets at end of year (total assets less liabilities)2015-12-31$51,134,406
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$57,645,605
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,151,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$54,069,022
Value of interest in pooled separate accounts at end of year2015-12-31$3,848,587
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$63,759
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$6,147
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$36,520,134
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,156,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,156,609
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$599,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$2,040,521
Net investment gain/loss from pooled separate accounts2015-12-31$-130,755
Net investment gain or loss from common/collective trusts2015-12-31$-1,254,828
Net gain/loss from 103.12 investment entities2015-12-31$0
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$1,521,881
Employer contributions (assets) at end of year2015-12-31$38,989
Employer contributions (assets) at beginning of year2015-12-31$551,575
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,847,696
Contract administrator fees2015-12-31$17,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31DICICCO GULMAN & COMPANY LLP
Accountancy firm EIN2015-12-31043296226
2014 : THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$12,732,015
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$10,822,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,662,295
Expenses. Certain deemed distributions of participant loans2014-12-31$144,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,446,465
Value of total assets at end of year2014-12-31$57,645,605
Value of total assets at beginning of year2014-12-31$55,736,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,321
Total interest from all sources2014-12-31$58,181
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,319,810
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$3,319,810
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,284,887
Participant contributions at end of year2014-12-31$868,399
Participant contributions at beginning of year2014-12-31$1,457,905
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$2,904
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$414,461
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$1,909,504
Value of net assets at end of year (total assets less liabilities)2014-12-31$57,645,605
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$55,736,101
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$15,321
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$54,069,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$54,273,717
Income. Interest from loans (other than to participants)2014-12-31$57,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,156,609
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,907,559
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,747,117
Employer contributions (assets) at end of year2014-12-31$551,575
Employer contributions (assets) at beginning of year2014-12-31$1,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,662,295
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 name2014-12-31DICICCO, GULMAN & COMPANY LLP
Accountancy firm EIN2014-12-31043296226
2013 : THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$17,373,172
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,183,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,138,052
Expenses. Certain deemed distributions of participant loans2013-12-31$30,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,429,711
Value of total assets at end of year2013-12-31$55,736,101
Value of total assets at beginning of year2013-12-31$42,546,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,350
Total interest from all sources2013-12-31$56,602
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,524,384
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$1,524,384
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,301,995
Participant contributions at end of year2013-12-31$1,457,905
Participant contributions at beginning of year2013-12-31$1,221,245
Participant contributions at end of year2013-12-31$2,904
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,038,672
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$13,189,814
Value of net assets at end of year (total assets less liabilities)2013-12-31$55,736,101
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$42,546,287
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$14,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$54,273,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$41,325,042
Interest on participant loans2013-12-31$56,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,362,475
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,089,044
Employer contributions (assets) at end of year2013-12-31$1,575
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,138,052
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 plan2013-12-31Unqualified
Accountancy firm name2013-12-31DICICCO, GULMAN & COMPANY LLP
Accountancy firm EIN2013-12-31043296226
2012 : THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$11,410,353
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,744,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,720,516
Expenses. Certain deemed distributions of participant loans2012-12-31$5,243
Value of total corrective distributions2012-12-31$7,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,949,995
Value of total assets at end of year2012-12-31$42,546,287
Value of total assets at beginning of year2012-12-31$32,880,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,933
Total interest from all sources2012-12-31$49,244
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,128,072
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$1,128,072
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,845,159
Participant contributions at end of year2012-12-31$1,221,245
Participant contributions at beginning of year2012-12-31$1,112,897
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,268,890
Administrative expenses (other) incurred2012-12-31$10,933
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$9,665,774
Value of net assets at end of year (total assets less liabilities)2012-12-31$42,546,287
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$32,880,513
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$41,325,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$31,767,616
Interest on participant loans2012-12-31$48,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$252
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,283,042
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,835,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,720,516
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 name2012-12-31DICICCO, GULMAN & COMPANY LLP
Accountancy firm EIN2012-12-31043296226
2011 : THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,568,697
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,356,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,297,907
Expenses. Certain deemed distributions of participant loans2011-12-31$36,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,455,381
Value of total assets at end of year2011-12-31$32,880,513
Value of total assets at beginning of year2011-12-31$28,668,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,240
Total interest from all sources2011-12-31$49,055
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$896,054
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$896,054
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,242,141
Participant contributions at end of year2011-12-31$1,112,897
Participant contributions at beginning of year2011-12-31$983,086
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$644,372
Administrative expenses (other) incurred2011-12-31$22,240
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$4,211,717
Value of net assets at end of year (total assets less liabilities)2011-12-31$32,880,513
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$28,668,796
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$31,767,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$25,638,406
Interest on participant loans2011-12-31$48,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,047,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,047,304
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-831,793
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$1,568,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,297,907
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 plan2011-12-31Qualified
Accountancy firm name2011-12-31DICICCO, GULMAN & COMPANY LLP
Accountancy firm EIN2011-12-31043296226
2010 : THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$8,143,535
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$692,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$668,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,340,209
Value of total assets at end of year2010-12-31$28,668,796
Value of total assets at beginning of year2010-12-31$21,217,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,605
Total interest from all sources2010-12-31$49,581
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$512,801
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$512,801
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,769,979
Participant contributions at end of year2010-12-31$983,086
Participant contributions at beginning of year2010-12-31$761,651
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$197,654
Administrative expenses (other) incurred2010-12-31$23,605
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$7,451,481
Value of net assets at end of year (total assets less liabilities)2010-12-31$28,668,796
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,217,315
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$25,638,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$18,827,919
Interest on participant loans2010-12-31$49,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,047,304
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,627,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,627,745
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,240,944
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$1,372,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$668,449
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 name2010-12-31ERNST & YOUNG
Accountancy firm EIN2010-12-31346565596
2009 : THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE RMR GROUP LLC 401(K) RETIREMENT PLAN

2023: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE RMR GROUP LLC 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621748
Policy instance 2
Insurance contract or identification number621748
Number of Individuals Covered820
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered820
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621748
Policy instance 2
Insurance contract or identification number621748
Number of Individuals Covered831
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered831
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621748
Policy instance 2
Insurance contract or identification number621748
Number of Individuals Covered801
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered801
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621748
Policy instance 2
Insurance contract or identification number621748
Number of Individuals Covered809
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered809
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621748
Policy instance 2
Insurance contract or identification number621748
Number of Individuals Covered790
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered790
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621748
Policy instance 2
Insurance contract or identification number621748
Number of Individuals Covered779
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered779
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621748
Policy instance 2
Insurance contract or identification number621748
Number of Individuals Covered744
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered744
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621748
Policy instance 2
Insurance contract or identification number621748
Number of Individuals Covered631
Insurance policy start date2015-03-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered631
Insurance policy start date2015-03-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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