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THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 401k Plan overview

Plan NameTHE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN
Plan identification number 001

THE RESEARCH FOUNDATION FOR SUNY 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE RESEARCH FOUNDATION FOR SUNY has sponsored the creation of one or more 401k plans.

Company Name:THE RESEARCH FOUNDATION FOR SUNY
Employer identification number (EIN):141368361
NAIC Classification:541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RESEARCH FOUNDATION FOR SUNY 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
0012017-01-01KATHLEEN CAGGIANO-SIINO KATHLEEN CAGGIANO-SIINO2018-10-03
0012016-01-01JEFFREY CHEEK JEFFREY CHEEK2017-10-04
0012015-01-01JEFFREY CHEEK JEFFREY CHEEK2016-10-13
0012014-01-01ALEXANDER CARTWRIGHT ALEXANDER CARTWRIGHT2015-10-13
0012013-01-01TIMOTHY KILLEEN TIMOTHY KILLEEN2014-10-15
0012012-01-01TIMOTHY KILLEEN TIMOTHY KILLEEN2013-10-11
0012011-01-01BONNY BOICE
0012010-01-01LYNN D. MANNING
0012009-01-01LYNN D. MANNING
0012009-01-01LYNN D. MANNING

Plan Statistics for THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN

401k plan membership statisitcs for THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN

Measure Date Value
2023: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0117,590
Total number of active participants reported on line 7a of the Form 55002023-01-019,758
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-017,149
Total of all active and inactive participants2023-01-0116,907
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0169
Total participants2023-01-0116,976
Number of participants with account balances2023-01-0116,015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0117,369
Total number of active participants reported on line 7a of the Form 55002022-01-0110,120
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-017,135
Total of all active and inactive participants2022-01-0117,255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01335
Total participants2022-01-0117,590
Number of participants with account balances2022-01-0116,491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0119,377
Total number of active participants reported on line 7a of the Form 55002021-01-0111,139
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-015,983
Total of all active and inactive participants2021-01-0117,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01247
Total participants2021-01-0117,369
Number of participants with account balances2021-01-0116,270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0120,426
Total number of active participants reported on line 7a of the Form 55002020-01-016,339
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0113,854
Total of all active and inactive participants2020-01-0120,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01102
Total participants2020-01-0120,295
Number of participants with account balances2020-01-0119,377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0120,714
Total number of active participants reported on line 7a of the Form 55002019-01-016,458
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0113,890
Total of all active and inactive participants2019-01-0120,348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0178
Total participants2019-01-0120,426
Number of participants with account balances2019-01-0119,483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0121,091
Total number of active participants reported on line 7a of the Form 55002018-01-016,768
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0113,879
Total of all active and inactive participants2018-01-0120,647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0167
Total participants2018-01-0120,714
Number of participants with account balances2018-01-0119,765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0121,896
Total number of active participants reported on line 7a of the Form 55002017-01-017,099
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113,930
Total of all active and inactive participants2017-01-0121,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0162
Total participants2017-01-0121,091
Number of participants with account balances2017-01-0120,164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0121,803
Total number of active participants reported on line 7a of the Form 55002016-01-017,164
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0114,672
Total of all active and inactive participants2016-01-0121,836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0160
Total participants2016-01-0121,896
Number of participants with account balances2016-01-0120,990
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0121,650
Total number of active participants reported on line 7a of the Form 55002015-01-017,267
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0114,475
Total of all active and inactive participants2015-01-0121,742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0161
Total participants2015-01-0121,803
Number of participants with account balances2015-01-0120,909
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0124,143
Total number of active participants reported on line 7a of the Form 55002014-01-017,300
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114,290
Total of all active and inactive participants2014-01-0121,590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0160
Total participants2014-01-0121,650
Number of participants with account balances2014-01-0120,780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0125,088
Total number of active participants reported on line 7a of the Form 55002013-01-0110,306
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113,772
Total of all active and inactive participants2013-01-0124,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0165
Total participants2013-01-0124,143
Number of participants with account balances2013-01-0120,467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0125,204
Total number of active participants reported on line 7a of the Form 55002012-01-0111,021
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114,018
Total of all active and inactive participants2012-01-0125,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0149
Total participants2012-01-0125,088
Number of participants with account balances2012-01-0121,260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0116,355
Total number of active participants reported on line 7a of the Form 55002011-01-0113,134
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017,961
Total of all active and inactive participants2011-01-0121,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0125
Total participants2011-01-0121,120
Number of participants with account balances2011-01-0116,918
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0121,885
Total number of active participants reported on line 7a of the Form 55002010-01-0119,415
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011,370
Total of all active and inactive participants2010-01-0120,785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0122
Total participants2010-01-0120,807
Number of participants with account balances2010-01-0116,355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0124,588
Total number of active participants reported on line 7a of the Form 55002009-01-0119,082
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012,782
Total of all active and inactive participants2009-01-0121,864
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0121
Total participants2009-01-0121,885
Number of participants with account balances2009-01-0121,885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN

Measure Date Value
2023 : THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$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$169,595,297
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$57,354,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$56,940,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$32,493,369
Value of total assets at end of year2023-12-31$1,177,491,602
Value of total assets at beginning of year2023-12-31$1,065,250,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$414,082
Total interest from all sources2023-12-31$14,854,552
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$13,883,985
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$13,883,985
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
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$359,496
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$112,240,740
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,177,491,602
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,065,250,862
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$201,853
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$799,635,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$686,817,317
Value of interest in pooled separate accounts at end of year2023-12-31$35,835,788
Value of interest in pooled separate accounts at beginning of year2023-12-31$45,926,084
Interest earned on other investments2023-12-31$14,854,552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$342,020,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$332,507,461
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$9,127,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$114,320,212
Net investment gain/loss from pooled separate accounts2023-12-31$-5,956,821
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$32,133,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$47,813,314
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 name2023-12-31GRANT THORNTON LLP
Accountancy firm EIN2023-12-31366055558
2022 : THE RESEARCH FOUNDATION FOR SUNY 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$0
Total income from all sources (including contributions)2022-12-31$-107,459,308
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$56,675,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$56,165,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$30,746,058
Value of total assets at end of year2022-12-31$1,065,250,862
Value of total assets at beginning of year2022-12-31$1,229,385,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$510,238
Total interest from all sources2022-12-31$12,537,241
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$12,145,456
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$12,145,456
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
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$404,716
Administrative expenses (other) incurred2022-12-31$211,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-164,135,123
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,065,250,862
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,229,385,985
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$298,334
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$686,817,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$867,336,276
Value of interest in pooled separate accounts at end of year2022-12-31$45,926,084
Value of interest in pooled separate accounts at beginning of year2022-12-31$43,848,153
Interest earned on other investments2022-12-31$12,537,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$332,507,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$318,201,556
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$7,733,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-166,486,531
Net investment gain/loss from pooled separate accounts2022-12-31$3,598,468
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$30,341,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$48,432,448
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 name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$355,459,324
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$185,952,674
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$68,692,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$67,875,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$30,882,939
Value of total assets at end of year2021-12-31$1,229,385,985
Value of total assets at beginning of year2021-12-31$1,467,584,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$816,976
Total interest from all sources2021-12-31$9,769,709
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$24,103,718
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$24,103,718
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
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$367,744
Other income not declared elsewhere2021-12-31$581,487
Administrative expenses (other) incurred2021-12-31$566,809
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$117,260,388
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,229,385,985
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,467,584,921
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$250,167
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$867,336,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$993,719,184
Value of interest in pooled separate accounts at end of year2021-12-31$43,848,153
Value of interest in pooled separate accounts at beginning of year2021-12-31$45,758,549
Interest earned on other investments2021-12-31$9,769,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$318,201,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$428,107,188
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$8,103,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$113,908,760
Net investment gain/loss from pooled separate accounts2021-12-31$6,706,061
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$30,515,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$59,771,484
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31KPMG LLP
Accountancy firm EIN2021-12-31135565207
2020 : THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$188,995,658
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$73,118,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$72,784,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$31,126,463
Value of total assets at end of year2020-12-31$1,467,584,921
Value of total assets at beginning of year2020-12-31$1,351,707,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$333,853
Total interest from all sources2020-12-31$16,853,128
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$19,544,729
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$19,544,729
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
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$104,904
Administrative expenses (other) incurred2020-12-31$214,058
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$115,877,130
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,467,584,921
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,351,707,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$119,795
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$993,719,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$882,228,253
Value of interest in pooled separate accounts at end of year2020-12-31$45,758,549
Value of interest in pooled separate accounts at beginning of year2020-12-31$50,566,350
Interest earned on other investments2020-12-31$16,853,128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$428,107,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$418,913,188
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$8,444,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$121,900,684
Net investment gain/loss from pooled separate accounts2020-12-31$-429,346
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$31,021,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$64,340,337
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KPMG LLP
Accountancy firm EIN2020-12-31135565207
2019 : THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$223,621,221
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$78,715,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$78,600,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$30,557,245
Value of total assets at end of year2019-12-31$1,351,707,791
Value of total assets at beginning of year2019-12-31$1,206,802,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$114,764
Total interest from all sources2019-12-31$16,901,813
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$36,189,611
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$36,189,611
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
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$226,403
Administrative expenses (other) incurred2019-12-31$5
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$144,905,653
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,351,707,791
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,206,802,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$114,759
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$882,228,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$737,498,593
Value of interest in pooled separate accounts at end of year2019-12-31$50,566,350
Value of interest in pooled separate accounts at beginning of year2019-12-31$48,177,161
Interest earned on other investments2019-12-31$16,901,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$418,913,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$421,126,384
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$12,223,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$137,322,148
Net investment gain/loss from pooled separate accounts2019-12-31$2,650,404
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$30,330,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$66,377,089
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm EIN2019-12-31135565207
2018 : THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$0
Total income from all sources (including contributions)2018-12-31$-7,939,936
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$79,757,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$79,712,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$31,243,068
Value of total assets at end of year2018-12-31$1,206,802,138
Value of total assets at beginning of year2018-12-31$1,294,499,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$45,490
Total interest from all sources2018-12-31$17,694,849
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$20,091,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$20,091,498
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
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$159,749
Administrative expenses (other) incurred2018-12-31$45,490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-87,697,835
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,206,802,138
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,294,499,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$737,498,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$825,784,454
Value of interest in pooled separate accounts at end of year2018-12-31$48,177,161
Value of interest in pooled separate accounts at beginning of year2018-12-31$47,318,756
Interest earned on other investments2018-12-31$17,694,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$421,126,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$421,396,763
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$13,551,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-79,187,309
Net investment gain/loss from pooled separate accounts2018-12-31$2,217,958
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$31,083,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$66,160,886
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$192,568,955
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$74,734,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$74,581,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$32,950,519
Value of total assets at end of year2017-12-31$1,294,499,973
Value of total assets at beginning of year2017-12-31$1,176,665,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$153,004
Total interest from all sources2017-12-31$17,250,588
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$16,445,219
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$16,445,219
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
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$722,801
Administrative expenses (other) incurred2017-12-31$153,004
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$117,834,572
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,294,499,973
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,176,665,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$825,784,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$706,894,297
Value of interest in pooled separate accounts at end of year2017-12-31$47,318,756
Value of interest in pooled separate accounts at beginning of year2017-12-31$48,664,156
Interest earned on other investments2017-12-31$17,250,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$421,396,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$421,106,948
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$12,082,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$123,860,634
Net investment gain/loss from pooled separate accounts2017-12-31$2,061,995
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$32,227,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$62,498,830
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$103,261,317
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$66,080,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$65,725,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$32,074,256
Value of total assets at end of year2016-12-31$1,176,665,401
Value of total assets at beginning of year2016-12-31$1,139,484,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$354,372
Total interest from all sources2016-12-31$18,676,812
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,149,680
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$8,149,680
Administrative expenses professional fees incurred2016-12-31$353,639
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
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$446,443
Administrative expenses (other) incurred2016-12-31$733
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$37,181,057
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,176,665,401
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,139,484,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$706,894,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$678,259,512
Value of interest in pooled separate accounts at end of year2016-12-31$48,664,156
Value of interest in pooled separate accounts at beginning of year2016-12-31$45,868,201
Interest earned on other investments2016-12-31$18,676,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$421,106,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$415,356,631
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$8,644,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$41,954,107
Net investment gain/loss from pooled separate accounts2016-12-31$2,406,462
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$31,627,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$57,081,258
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$50,011,966
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$69,024,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$69,023,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$31,850,752
Value of total assets at end of year2015-12-31$1,139,484,344
Value of total assets at beginning of year2015-12-31$1,158,496,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,030
Total interest from all sources2015-12-31$17,477,346
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$10,047,101
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$10,047,101
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 period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$703,375
Administrative expenses (other) incurred2015-12-31$1,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-19,012,099
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,139,484,344
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,158,496,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$678,259,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$703,612,151
Value of interest in pooled separate accounts at end of year2015-12-31$45,868,201
Value of interest in pooled separate accounts at beginning of year2015-12-31$42,025,153
Interest earned on other investments2015-12-31$17,477,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$415,356,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$412,859,139
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$6,292,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-12,815,697
Net investment gain/loss from pooled separate accounts2015-12-31$3,452,464
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$31,147,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$62,730,389
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : THE RESEARCH FOUNDATION FOR SUNY 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$98,825,137
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$65,021,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$64,846,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$31,883,365
Value of total assets at end of year2014-12-31$1,158,496,443
Value of total assets at beginning of year2014-12-31$1,124,692,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$174,476
Total interest from all sources2014-12-31$17,889,382
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$10,401,561
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$10,401,561
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
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,345,307
Administrative expenses (other) incurred2014-12-31$174,476
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$33,804,019
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,158,496,443
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,124,692,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$703,612,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$677,998,071
Value of interest in pooled separate accounts at end of year2014-12-31$42,025,153
Value of interest in pooled separate accounts at beginning of year2014-12-31$36,866,921
Interest earned on other investments2014-12-31$17,889,382
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$412,859,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$409,827,432
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$8,189,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$34,083,885
Net investment gain/loss from pooled separate accounts2014-12-31$4,566,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$30,538,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$56,656,750
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 name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : THE RESEARCH FOUNDATION FOR SUNY 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$176,975,837
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$59,633,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$59,633,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$31,383,922
Value of total assets at end of year2013-12-31$1,124,692,424
Value of total assets at beginning of year2013-12-31$1,007,349,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$17,067,597
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,176,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$7,176,157
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
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$953,380
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$117,342,690
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,124,692,424
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,007,349,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$677,998,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$569,742,456
Value of interest in pooled separate accounts at end of year2013-12-31$36,866,921
Value of interest in pooled separate accounts at beginning of year2013-12-31$32,644,646
Interest earned on other investments2013-12-31$17,067,597
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$409,827,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$404,962,632
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$7,341,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$118,132,822
Net investment gain/loss from pooled separate accounts2013-12-31$3,215,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$30,430,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$52,291,677
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : THE RESEARCH FOUNDATION FOR SUNY 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$126,671,595
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$56,133,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$56,133,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$32,218,395
Value of total assets at end of year2012-12-31$1,007,349,734
Value of total assets at beginning of year2012-12-31$936,811,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$16,306,499
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,779,429
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$3,779,429
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000
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
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,924,546
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$98,825
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$70,537,987
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,007,349,734
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$936,811,747
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$569,742,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$508,909,145
Value of interest in pooled separate accounts at end of year2012-12-31$32,644,646
Value of interest in pooled separate accounts at beginning of year2012-12-31$28,551,174
Interest earned on other investments2012-12-31$16,306,499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$404,962,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$399,351,428
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$7,444,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$71,447,551
Net investment gain/loss from pooled separate accounts2012-12-31$2,919,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$30,293,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$48,589,958
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : THE RESEARCH FOUNDATION FOR SUNY 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$37,499,416
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$51,687,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$51,685,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$31,275,344
Value of total assets at end of year2011-12-31$936,811,747
Value of total assets at beginning of year2011-12-31$950,999,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,237
Total interest from all sources2011-12-31$3,885,656
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,670,829
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$2,670,829
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$744,243
Administrative expenses (other) incurred2011-12-31$2,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-14,187,972
Value of net assets at end of year (total assets less liabilities)2011-12-31$936,811,747
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$950,999,719
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$508,909,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$535,876,202
Value of interest in pooled separate accounts at end of year2011-12-31$28,551,174
Value of interest in pooled separate accounts at beginning of year2011-12-31$23,901,494
Interest earned on other investments2011-12-31$3,885,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$399,351,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$391,222,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,544,393
Net investment gain/loss from pooled separate accounts2011-12-31$3,211,980
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$30,531,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$51,685,151
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : THE RESEARCH FOUNDATION FOR SUNY 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$114,667,656
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$41,611,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$41,611,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$32,631,763
Value of total assets at end of year2010-12-31$950,999,719
Value of total assets at beginning of year2010-12-31$877,943,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$3,526,599
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,605,206
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$1,605,206
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$84,423
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$73,056,593
Value of net assets at end of year (total assets less liabilities)2010-12-31$950,999,719
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$877,943,126
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$535,876,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$476,949,046
Value of interest in pooled separate accounts at end of year2010-12-31$23,901,494
Value of interest in pooled separate accounts at beginning of year2010-12-31$17,600,107
Interest earned on other investments2010-12-31$3,526,599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$391,222,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$383,393,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$74,268,721
Net investment gain/loss from pooled separate accounts2010-12-31$2,635,367
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$32,547,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$41,611,063
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 name2010-12-31KPMG-LLP
Accountancy firm EIN2010-12-31135565207

Form 5500 Responses for THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101100
Policy instance 1
Insurance contract or identification number101100
Number of Individuals Covered15972
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101100
Policy instance 1
Insurance contract or identification number101100
Number of Individuals Covered16387
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101100
Policy instance 1
Insurance contract or identification number101100
Number of Individuals Covered16148
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101100
Policy instance 1
Insurance contract or identification number101100
Number of Individuals Covered11257
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101100
Policy instance 1
Insurance contract or identification number101100
Number of Individuals Covered11584
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101100
Policy instance 1
Insurance contract or identification number101100
Number of Individuals Covered8812
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101100
Policy instance 1
Insurance contract or identification number101100
Number of Individuals Covered8957
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101100
Policy instance 1
Insurance contract or identification number101100
Number of Individuals Covered9326
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101100
Policy instance 1
Insurance contract or identification number101100
Number of Individuals Covered9449
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101100
Policy instance 1
Insurance contract or identification number101100
Number of Individuals Covered9611
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101100
Policy instance 1
Insurance contract or identification number101100
Number of Individuals Covered21260
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101100
Policy instance 1
Insurance contract or identification number101100
Number of Individuals Covered16918
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101100
Policy instance 1
Insurance contract or identification number101100
Number of Individuals Covered16355
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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