401k Plan data: VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN plan

VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN
Plan identification number	002

VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

VETERANS MEDICAL RESEARCH FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: VETERANS MEDICAL RESEARCH FOUNDATION

Employer identification number (EIN): 330189397

NAIC Classification: 541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-07-01 MARIA SITTMANN
002 2015-07-01 MARIA SITTMANN
002 2014-07-01 MARIA SITTMANN
002 2013-07-01 MARIA SITTMANN
002 2012-07-01 MARIA SITTMANN
002 2011-07-01 MARIA SITTMANN
002 2010-07-01 MARIA SITTMANN KERSTIN LYNAM 2012-01-24
002 2009-07-01 MARIA SITTMANN KERSTIN LYNAM 2011-01-27

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2016-07-01	MARIA SITTMANN
002	2015-07-01	MARIA SITTMANN
002	2014-07-01	MARIA SITTMANN
002	2013-07-01	MARIA SITTMANN
002	2012-07-01	MARIA SITTMANN
002	2011-07-01	MARIA SITTMANN
002	2010-07-01	MARIA SITTMANN	KERSTIN LYNAM	2012-01-24
002	2009-07-01	MARIA SITTMANN	KERSTIN LYNAM	2011-01-27

Plan Statistics for VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN

401k plan membership statisitcs for VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2016: VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 354
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 0
Number of retired or separated participants receiving benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 0
Number of participants with account balances 2016-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 557
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 171
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 183
Total of all active and inactive participants 2015-07-01 354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 354
Number of participants with account balances 2015-07-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 382
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 174
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 178
Total of all active and inactive participants 2014-07-01 352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 352
Number of participants with account balances 2014-07-01 238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 417
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 203
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 179
Total of all active and inactive participants 2013-07-01 382
Total participants 2013-07-01 382
Number of participants with account balances 2013-07-01 239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 431
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 245
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 172
Total of all active and inactive participants 2012-07-01 417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 417
Number of participants with account balances 2012-07-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 411
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 264
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 167
Total of all active and inactive participants 2011-07-01 431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 431
Number of participants with account balances 2011-07-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 423
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 244
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 167
Total of all active and inactive participants 2010-07-01 411
Total participants 2010-07-01 411
Number of participants with account balances 2010-07-01 246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 438
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 254
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 169
Total of all active and inactive participants 2009-07-01 423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 423
Number of participants with account balances 2009-07-01 248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2016: VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	354
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	0
Number of retired or separated participants receiving benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	0
Number of participants with account balances	2016-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	557
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	171
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	183
Total of all active and inactive participants	2015-07-01	354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	354
Number of participants with account balances	2015-07-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	382
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	174
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	178
Total of all active and inactive participants	2014-07-01	352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	352
Number of participants with account balances	2014-07-01	238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	417
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	203
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	179
Total of all active and inactive participants	2013-07-01	382
Total participants	2013-07-01	382
Number of participants with account balances	2013-07-01	239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	431
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	245
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	172
Total of all active and inactive participants	2012-07-01	417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	417
Number of participants with account balances	2012-07-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	411
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	264
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	167
Total of all active and inactive participants	2011-07-01	431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	431
Number of participants with account balances	2011-07-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	423
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	244
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	167
Total of all active and inactive participants	2010-07-01	411
Total participants	2010-07-01	411
Number of participants with account balances	2010-07-01	246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	438
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	254
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	169
Total of all active and inactive participants	2009-07-01	423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	423
Number of participants with account balances	2009-07-01	248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN

Measure	Date	Value
2017 : VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total transfer of assets from this plan	2017-06-30	$12,509,093
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,730,810
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$437,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$437,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$392,491
Value of total assets at end of year	2017-06-30	$0
Value of total assets at beginning of year	2017-06-30	$11,215,858
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$0
Total interest from all sources	2017-06-30	$96,266
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$101,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-06-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$101,000
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$380,535
Participant contributions at beginning of year	2017-06-30	$13,980
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$11,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$1,293,235
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$11,215,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$8,236,468
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$4,870
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$96,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$2,960,540
Net investment gain/loss from pooled separate accounts	2017-06-30	$105
Net gain/loss from 103.12 investment entities	2017-06-30	$1,140,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$437,575
Did the plan have assets held for investment	2017-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	MOSS ADAMS
Accountancy firm EIN	2017-06-30	910189318
2016 : VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$372,077
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$316,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$316,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$344,641
Value of total assets at end of year	2016-06-30	$11,215,858
Value of total assets at beginning of year	2016-06-30	$11,160,160
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$0
Total interest from all sources	2016-06-30	$94,812
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$175,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$175,870
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$343,658
Participant contributions at end of year	2016-06-30	$13,980
Participant contributions at beginning of year	2016-06-30	$14,790
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$55,698
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$11,215,858
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$11,160,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$8,236,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$8,241,338
Value of interest in pooled separate accounts at end of year	2016-06-30	$4,870
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$4,553
Interest earned on other investments	2016-06-30	$94,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$2,960,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$2,899,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-243,563
Net investment gain/loss from pooled separate accounts	2016-06-30	$317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$316,379
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	MOSS ADAMS
Accountancy firm EIN	2016-06-30	910189318
2015 : VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$792,312
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$703,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$696,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$362,543
Value of total assets at end of year	2015-06-30	$11,160,160
Value of total assets at beginning of year	2015-06-30	$11,070,978
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$6,852
Total interest from all sources	2015-06-30	$100,229
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$107,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$107,507
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$355,582
Participant contributions at end of year	2015-06-30	$14,790
Participant contributions at beginning of year	2015-06-30	$11,641
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$6,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$89,182
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$11,160,160
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$11,070,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$8,241,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$7,926,151
Value of interest in pooled separate accounts at end of year	2015-06-30	$4,553
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$4,111
Interest earned on other investments	2015-06-30	$100,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$2,899,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$3,129,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$221,591
Net investment gain/loss from pooled separate accounts	2015-06-30	$442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$696,278
Contract administrator fees	2015-06-30	$6,852
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	MOSS ADAMS
Accountancy firm EIN	2015-06-30	910189318
2014 : VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$5,184,778
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$679,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$663,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$3,897,397
Value of total assets at end of year	2014-06-30	$11,070,978
Value of total assets at beginning of year	2014-06-30	$6,565,541
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$16,082
Total interest from all sources	2014-06-30	$102,048
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$56,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$56,796
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$344,242
Participant contributions at end of year	2014-06-30	$11,641
Participant contributions at beginning of year	2014-06-30	$14,085
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$3,553,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$4,505,437
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$11,070,978
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$6,565,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$7,926,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$3,695,516
Value of interest in pooled separate accounts at end of year	2014-06-30	$4,111
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$4,888
Interest earned on other investments	2014-06-30	$102,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$3,129,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$2,851,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$1,128,040
Net investment gain/loss from pooled separate accounts	2014-06-30	$497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$663,259
Contract administrator fees	2014-06-30	$16,082
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	MOSS ADAMS
Accountancy firm EIN	2014-06-30	910189318
2013 : VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$1,459,456
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$370,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$370,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$913,775
Value of total assets at end of year	2013-06-30	$6,565,541
Value of total assets at beginning of year	2013-06-30	$5,476,916
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$0
Total interest from all sources	2013-06-30	$73,952
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$4,095
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$4,095
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$394,123
Participant contributions at end of year	2013-06-30	$14,085
Participant contributions at beginning of year	2013-06-30	$15,274
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$519,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$1,088,625
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$6,565,541
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$5,476,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$3,695,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$3,638,974
Value of interest in pooled separate accounts at end of year	2013-06-30	$4,888
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$4,501
Interest earned on other investments	2013-06-30	$73,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$2,851,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$1,818,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$467,247
Net investment gain/loss from pooled separate accounts	2013-06-30	$387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Employer contributions (assets) at beginning of year	2013-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$370,831
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	MOSS ADAMS
Accountancy firm EIN	2013-06-30	910189318
2012 : VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$709,376
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$128,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$128,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$571,559
Value of total assets at end of year	2012-06-30	$5,476,916
Value of total assets at beginning of year	2012-06-30	$4,896,245
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$0
Total interest from all sources	2012-06-30	$53,402
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$1,306
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$1,306
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$471,335
Participant contributions at end of year	2012-06-30	$15,274
Participant contributions at beginning of year	2012-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$100,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$580,671
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$5,476,916
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$4,896,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$3,638,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$3,384,090
Value of interest in pooled separate accounts at end of year	2012-06-30	$4,501
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$4,052
Interest earned on other investments	2012-06-30	$53,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$1,818,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$1,508,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$82,660
Net investment gain/loss from pooled separate accounts	2012-06-30	$449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Employer contributions (assets) at end of year	2012-06-30	$0
Employer contributions (assets) at beginning of year	2012-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$128,705
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	MOSS ADAMS
Accountancy firm EIN	2012-06-30	910189318
2011 : VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$1,115,777
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$227,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$227,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$476,582
Value of total assets at end of year	2011-06-30	$4,896,245
Value of total assets at beginning of year	2011-06-30	$4,007,821
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$0
Total interest from all sources	2011-06-30	$45,560
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$437,832
Participant contributions at end of year	2011-06-30	$0
Participant contributions at beginning of year	2011-06-30	$22,531
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$38,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$888,424
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$4,896,245
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$4,007,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$3,384,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$2,696,378
Value of interest in pooled separate accounts at end of year	2011-06-30	$4,052
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$5,256
Interest earned on other investments	2011-06-30	$45,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$1,508,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$1,283,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$592,688
Net investment gain/loss from pooled separate accounts	2011-06-30	$947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Employer contributions (assets) at end of year	2011-06-30	$0
Employer contributions (assets) at beginning of year	2011-06-30	$321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$227,353
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	MOSS ADAMS
Accountancy firm EIN	2011-06-30	910189318
2010 : VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN

2016: VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	Yes
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	Yes
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: VETERANS MEDICAL RESEARCH FOUNDATION TAX-DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500095

Policy instance

Insurance contract or identification number	500095
Number of Individuals Covered	238
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

500095

Policy instance

Insurance contract or identification number	500095
Number of Individuals Covered	236
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

500095

Policy instance

Insurance contract or identification number	500095
Number of Individuals Covered	237
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

36755

Policy instance

Insurance contract or identification number	36755
Number of Individuals Covered	247
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

36755

Policy instance

Insurance contract or identification number	36755
Number of Individuals Covered	247
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

36755

Policy instance

Insurance contract or identification number	36755
Number of Individuals Covered	245
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

Potentially related plans

VETERANS MEDICAL SUPPLY 401(K) PLAN [EIN = 043715216]

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Company Name:	VETERANS MEDICAL RESEARCH FOUNDATION
Employer identification number (EIN):	330189397
NAIC Classification:	541700