WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH 403B
| Measure | Date | Value |
|---|
| 2023 : WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH 403B 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $10,210,724 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $1,461,918 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,421,827 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $3,007,093 |
| Value of total assets at end of year | 2023-12-31 | $52,127,100 |
| Value of total assets at beginning of year | 2023-12-31 | $43,378,294 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $40,091 |
| Total interest from all sources | 2023-12-31 | $329,048 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $728,872 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $728,872 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $1,756,759 |
| Participant contributions at end of year | 2023-12-31 | $22,785 |
| Participant contributions at beginning of year | 2023-12-31 | $28,254 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $1,250,334 |
| Other income not declared elsewhere | 2023-12-31 | $20,827 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $8,748,806 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $52,127,100 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $43,378,294 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $42,204,652 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $33,359,124 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $1,634,711 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $1,723,062 |
| Interest on participant loans | 2023-12-31 | $1,676 |
| Interest earned on other investments | 2023-12-31 | $327,372 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $8,264,952 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $8,267,854 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $236,774 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $6,378,618 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $-253,734 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,185,053 |
| Contract administrator fees | 2023-12-31 | $40,091 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Disclaimer |
| Accountancy firm name | 2023-12-31 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2023-12-31 | 431947695 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $10,210,724 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $1,461,918 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $1,421,827 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $3,007,093 |
| Value of total assets at end of year | 2023-01-01 | $52,127,100 |
| Value of total assets at beginning of year | 2023-01-01 | $43,378,294 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $40,091 |
| Total interest from all sources | 2023-01-01 | $329,048 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $728,872 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $728,872 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,756,759 |
| Participant contributions at end of year | 2023-01-01 | $22,785 |
| Participant contributions at beginning of year | 2023-01-01 | $28,254 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $1,250,334 |
| Other income not declared elsewhere | 2023-01-01 | $20,827 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $8,748,806 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $52,127,100 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $43,378,294 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $42,204,652 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $33,359,124 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $1,634,711 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $1,723,062 |
| Interest on participant loans | 2023-01-01 | $1,676 |
| Interest earned on other investments | 2023-01-01 | $327,372 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $8,264,952 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $8,267,854 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-01-01 | $236,774 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $6,378,618 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $-253,734 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $1,185,053 |
| Contract administrator fees | 2023-01-01 | $40,091 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 3 |
| Accountancy firm name | 2023-01-01 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2023-01-01 | 431947695 |
| 2022 : WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH 403B 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-5,090,746 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $1,411,856 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,410,133 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,980,894 |
| Value of total assets at end of year | 2022-12-31 | $43,378,294 |
| Value of total assets at beginning of year | 2022-12-31 | $49,880,896 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,723 |
| Total interest from all sources | 2022-12-31 | $275,187 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $983,019 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $983,019 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $1,543,958 |
| Participant contributions at end of year | 2022-12-31 | $28,254 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $436,936 |
| Other income not declared elsewhere | 2022-12-31 | $28,905 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-6,502,602 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $43,378,294 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $49,880,896 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $33,359,124 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $40,168,186 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $1,723,062 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $1,590,865 |
| Interest on participant loans | 2022-12-31 | $711 |
| Interest earned on other investments | 2022-12-31 | $274,476 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $8,267,854 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $8,121,845 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-8,493,187 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $134,436 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,410,133 |
| Contract administrator fees | 2022-12-31 | $1,723 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Disclaimer |
| Accountancy firm name | 2022-12-31 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2022-12-31 | 431947695 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-5,090,746 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $1,411,856 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $1,410,133 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,980,894 |
| Value of total assets at end of year | 2022-01-01 | $43,378,294 |
| Value of total assets at beginning of year | 2022-01-01 | $49,880,896 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $1,723 |
| Total interest from all sources | 2022-01-01 | $275,187 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $983,019 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $983,019 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $1,543,958 |
| Participant contributions at end of year | 2022-01-01 | $28,254 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $436,936 |
| Other income not declared elsewhere | 2022-01-01 | $28,905 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-6,502,602 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $43,378,294 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $49,880,896 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $33,359,124 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $40,168,186 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $1,723,062 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $1,590,865 |
| Interest on participant loans | 2022-01-01 | $711 |
| Interest earned on other investments | 2022-01-01 | $274,476 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $8,267,854 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $8,121,845 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-8,493,187 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $134,436 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $1,410,133 |
| Contract administrator fees | 2022-01-01 | $1,723 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 3 |
| Accountancy firm name | 2022-01-01 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2022-01-01 | 431947695 |
| 2021 : WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH 403B 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $7,562,431 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $1,155,514 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,131,743 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,515,159 |
| Value of total assets at end of year | 2021-12-31 | $49,880,896 |
| Value of total assets at beginning of year | 2021-12-31 | $43,473,979 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $23,771 |
| Total interest from all sources | 2021-12-31 | $239,703 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,757,653 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,757,653 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $1,471,025 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $44,134 |
| Other income not declared elsewhere | 2021-12-31 | $18,212 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $6,406,917 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $49,880,896 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $43,473,979 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $40,168,186 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $34,180,917 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $1,590,865 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $1,419,110 |
| Interest earned on other investments | 2021-12-31 | $239,703 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $8,121,845 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $7,873,952 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,791,274 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $240,430 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,131,743 |
| Contract administrator fees | 2021-12-31 | $23,771 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
| Accountancy firm name | 2021-12-31 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2021-12-31 | 431947695 |
| 2020 : WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH 403B 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $6,870,498 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $2,149,855 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,139,828 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,610,415 |
| Value of total assets at end of year | 2020-12-31 | $43,473,979 |
| Value of total assets at beginning of year | 2020-12-31 | $38,753,336 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $10,027 |
| Total interest from all sources | 2020-12-31 | $257,853 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $645,224 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $645,224 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $1,325,145 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $285,270 |
| Other income not declared elsewhere | 2020-12-31 | $15,445 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $4,720,643 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $43,473,979 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $38,753,336 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $34,180,917 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $29,083,540 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $1,419,110 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $1,561,337 |
| Interest earned on other investments | 2020-12-31 | $257,853 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $7,873,952 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $8,108,459 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,354,969 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $-13,408 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,139,828 |
| Contract administrator fees | 2020-12-31 | $10,027 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2020-12-31 | 431947695 |
| 2019 : WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH 403B 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at 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 | $7,332,572 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $1,063,270 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,047,994 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,382,521 |
| Value of total assets at end of year | 2019-12-31 | $38,753,336 |
| Value of total assets at beginning of year | 2019-12-31 | $32,484,034 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $15,276 |
| Total interest from all sources | 2019-12-31 | $249,268 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $481,841 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $481,841 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $1,193,014 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $189,507 |
| Other income not declared elsewhere | 2019-12-31 | $8,425 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $6,269,302 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $38,753,336 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $32,484,034 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $29,083,540 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $23,219,068 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $1,561,337 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,480,304 |
| Interest earned on other investments | 2019-12-31 | $249,268 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $8,108,459 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $7,784,662 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,128,768 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $81,749 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,047,994 |
| Contract administrator fees | 2019-12-31 | $15,276 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2019-12-31 | 431947695 |
| 2018 : WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH 403B 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $101,349 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $2,342,504 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,342,504 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,410,474 |
| Value of total assets at end of year | 2018-12-31 | $32,484,034 |
| Value of total assets at beginning of year | 2018-12-31 | $34,725,189 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
| Total interest from all sources | 2018-12-31 | $248,367 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $620,337 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $620,337 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $1,095,513 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $314,961 |
| Other income not declared elsewhere | 2018-12-31 | $2,214 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-2,241,155 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $32,484,034 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $34,725,189 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $23,219,068 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $25,536,793 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $1,480,304 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $1,486,214 |
| Interest earned on other investments | 2018-12-31 | $248,367 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $7,784,662 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $7,702,182 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,248,810 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $68,767 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,342,504 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | MAYER HOFFMAN MCCANN PC |
| Accountancy firm EIN | 2018-12-31 | 431947695 |
| 2017 : WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH 403B 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $6,087,522 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $1,685,834 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,685,834 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,574,987 |
| Value of total assets at end of year | 2017-12-31 | $34,725,189 |
| Value of total assets at beginning of year | 2017-12-31 | $30,323,501 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
| Total interest from all sources | 2017-12-31 | $579,358 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $455,491 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $455,491 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $1,146,802 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $428,185 |
| Other income not declared elsewhere | 2017-12-31 | $4,498 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $4,401,688 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $34,725,189 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $30,323,501 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $25,536,793 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $21,521,358 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $1,486,214 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $1,410,111 |
| Interest earned on other investments | 2017-12-31 | $236,828 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $342,530 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $7,702,182 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $7,392,032 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,410,603 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $62,585 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,685,834 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | MAYER HOFFMAN MCCANN PC |
| Accountancy firm EIN | 2017-12-31 | 431947695 |
| 2016 : WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH 403B 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $3,118,628 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $464,548 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $464,548 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,385,245 |
| Value of total assets at end of year | 2016-12-31 | $30,323,501 |
| Value of total assets at beginning of year | 2016-12-31 | $27,669,421 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
| Total interest from all sources | 2016-12-31 | $233,209 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $292,643 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $292,643 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $1,064,477 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $320,768 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $2,654,080 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $30,323,501 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $27,669,421 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $21,521,358 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $20,302,887 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $1,410,111 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $1,295,252 |
| Interest earned on other investments | 2016-12-31 | $233,209 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $7,392,032 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $6,071,282 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,138,615 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $68,916 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $464,548 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | MAYER HOFFMAN MCCANN PC |
| Accountancy firm EIN | 2016-12-31 | 431947695 |
| 2015 : WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH 403B 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $1,492,675 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $2,178,488 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,175,946 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,261,428 |
| Value of total assets at end of year | 2015-12-31 | $27,669,421 |
| Value of total assets at beginning of year | 2015-12-31 | $28,355,234 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,542 |
| Total interest from all sources | 2015-12-31 | $187,725 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $421,488 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $421,488 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $1,037,279 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $224,149 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-685,813 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $27,669,421 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $28,355,234 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $20,302,887 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $21,203,062 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $1,295,252 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $1,185,007 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $481,384 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $481,384 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $187,725 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $6,071,282 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $5,485,781 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-473,750 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $95,784 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,175,946 |
| Contract administrator fees | 2015-12-31 | $2,542 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | MAYER HOFFMAN MCCANN PC |
| Accountancy firm EIN | 2015-12-31 | 431947695 |
| 2014 : WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH 403B 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $3,492,257 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $733,686 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $731,904 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,900,044 |
| Value of total assets at end of year | 2014-12-31 | $28,355,234 |
| Value of total assets at beginning of year | 2014-12-31 | $25,596,663 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,782 |
| Total interest from all sources | 2014-12-31 | $187,600 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $696,583 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $696,583 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $1,058,286 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $841,758 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $2,758,571 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $28,355,234 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $25,596,663 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $21,203,062 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $18,920,916 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $1,185,007 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $1,112,275 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $481,384 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $509,180 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $509,180 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $187,600 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $5,485,781 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $5,054,292 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $708,030 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $731,904 |
| Contract administrator fees | 2014-12-31 | $1,782 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | MAYER HOFFMAN MCCANN PC |
| Accountancy firm EIN | 2014-12-31 | 431947695 |
| 2013 : WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH 403B 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $5,418,937 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $1,264,939 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,263,118 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,697,513 |
| Value of total assets at end of year | 2013-12-31 | $25,596,663 |
| Value of total assets at beginning of year | 2013-12-31 | $21,442,665 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,821 |
| Total interest from all sources | 2013-12-31 | $163,886 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $430,583 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $430,583 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $1,120,027 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $577,486 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $4,153,998 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $25,596,663 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $21,442,665 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $18,920,916 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $15,772,931 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $1,112,275 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $898,220 |
| Interest earned on other investments | 2013-12-31 | $163,886 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $509,180 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $338,912 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $338,912 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $5,054,292 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $4,432,602 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,037,799 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $89,156 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,263,118 |
| Contract administrator fees | 2013-12-31 | $1,821 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | MAYER HOFFMAN MCCANN PC |
| Accountancy firm EIN | 2013-12-31 | 431947695 |
| 2012 : WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH 403B 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $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 | $3,961,756 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $865,010 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $863,058 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,854,898 |
| Value of total assets at end of year | 2012-12-31 | $21,442,665 |
| Value of total assets at beginning of year | 2012-12-31 | $18,345,919 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,952 |
| Total interest from all sources | 2012-12-31 | $140,620 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $202,846 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $202,846 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $1,027,221 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $827,677 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $3,096,746 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $21,442,665 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $18,345,919 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $15,772,931 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $13,460,056 |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $898,220 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $791,109 |
| Interest earned on other investments | 2012-12-31 | $140,620 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $338,912 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $307,155 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $307,155 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $4,432,602 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $3,787,599 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,683,030 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $80,362 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $863,058 |
| Contract administrator fees | 2012-12-31 | $1,952 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | MAYER HOFFMAN MCCANN PC |
| Accountancy firm EIN | 2012-12-31 | 431947695 |
| 2011 : WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH 403B 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total transfer of assets to this plan | 2011-12-31 | $8,912 |
| 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 | $1,049,174 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $850,432 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $848,383 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,198,855 |
| Value of total assets at end of year | 2011-12-31 | $18,345,919 |
| Value of total assets at beginning of year | 2011-12-31 | $18,138,265 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,049 |
| Total interest from all sources | 2011-12-31 | $15,789 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $161,383 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $161,383 |
| Administrative expenses professional fees incurred | 2011-12-31 | $2,049 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $1,032,229 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $166,626 |
| Other income not declared elsewhere | 2011-12-31 | $105,704 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $198,742 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $18,345,919 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $18,138,265 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $13,460,056 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $13,708,434 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $791,109 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $684,051 |
| Interest earned on other investments | 2011-12-31 | $15,789 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $307,155 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $251,652 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $251,652 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $3,787,599 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $3,494,128 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-529,527 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $96,970 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $848,383 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | PRICEWATERHOUSECOOPERS LLC |
| Accountancy firm EIN | 2011-12-31 | 134008324 |
| 2010 : WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH 403B 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total transfer of assets from this plan | 2010-12-31 | $17,971 |
| 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 | $2,923,073 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $647,402 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $645,169 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,053,721 |
| Value of total assets at end of year | 2010-12-31 | $18,138,265 |
| Value of total assets at beginning of year | 2010-12-31 | $15,880,565 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,233 |
| Total interest from all sources | 2010-12-31 | $6,485 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $116,155 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $116,155 |
| Administrative expenses professional fees incurred | 2010-12-31 | $2,233 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $1,029,627 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $24,094 |
| Other income not declared elsewhere | 2010-12-31 | $102,447 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $2,275,671 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $18,138,265 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $15,880,565 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $13,708,434 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $11,507,411 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $684,051 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $554,927 |
| Interest earned on other investments | 2010-12-31 | $6,453 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $251,652 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $456,607 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $456,607 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $32 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $3,494,128 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $3,361,620 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,564,297 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $79,968 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $645,169 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | PRICEWATERHOUSECOOPERS LLC |
| Accountancy firm EIN | 2010-12-31 | 134008324 |
| 2009 : WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH 403B 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
