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THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 401k Plan overview

Plan NameTHE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN
Plan identification number 514

THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental

401k Sponsoring company profile

JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES has sponsored the creation of one or more 401k plans.

Company Name:JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES
Employer identification number (EIN):520595110
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5142022-07-01JOEL SEARFOSS2024-04-04
5142021-07-01JOEL SEARFOSS2023-04-12
5142020-07-01JOEL SEARFOSS2022-04-14
5142019-07-01JOEL SEARFOSS2021-04-15
5142018-07-01JOEL SEARFOSS2020-04-15
5142017-07-01JOEL SEARFOSS2019-04-11
5142016-07-01JOEL SEARFOSS
5142015-07-01
5142014-07-01
5142013-07-01
5142012-07-01SUSAN M. CARTER
5142009-07-01SUSAN M. CARTER
5142008-07-01SUSAN M. CARTER
5142007-07-01SUSAN M. CARTER
5142006-07-01SUSAN M. CARTER

Plan Statistics for THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN

401k plan membership statisitcs for THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN

Measure Date Value
2022: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-011,754
Number of other retired or separated participants entitled to future benefits2022-07-011,837
Total of all active and inactive participants2022-07-011,837
2021: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-011,683
Number of retired or separated participants receiving benefits2021-07-011,754
Total of all active and inactive participants2021-07-011,754
2020: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-011,652
Total number of active participants reported on line 7a of the Form 55002020-07-010
Number of retired or separated participants receiving benefits2020-07-011,683
Total of all active and inactive participants2020-07-011,683
Total participants2020-07-011,683
2019: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011,694
Total number of active participants reported on line 7a of the Form 55002019-07-010
Number of retired or separated participants receiving benefits2019-07-011,644
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-011,644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-018
Total participants2019-07-011,652
Number of participants with account balances2019-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-011,661
Number of retired or separated participants receiving benefits2018-07-011,694
Total of all active and inactive participants2018-07-011,694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-017
Total participants2018-07-011,701
2017: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-011,657
Number of retired or separated participants receiving benefits2017-07-011,661
Total of all active and inactive participants2017-07-011,661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-016
Total participants2017-07-011,667
2016: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-011,608
Number of retired or separated participants receiving benefits2016-07-011,649
Total of all active and inactive participants2016-07-011,649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-018
Total participants2016-07-011,657
2015: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-011,562
Number of retired or separated participants receiving benefits2015-07-011,598
Total of all active and inactive participants2015-07-011,598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0118
Total participants2015-07-011,616
2014: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-011,507
Number of retired or separated participants receiving benefits2014-07-011,555
Total of all active and inactive participants2014-07-011,555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-017
Total participants2014-07-011,562
2013: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-011,473
Number of retired or separated participants receiving benefits2013-07-011,507
Total of all active and inactive participants2013-07-011,507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0114
Total participants2013-07-011,521
2012: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-011,424
Total number of active participants reported on line 7a of the Form 55002012-07-011,477
Total of all active and inactive participants2012-07-011,477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0123
Total participants2012-07-011,500
2009: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01487
Number of retired or separated participants receiving benefits2009-07-01449
Total of all active and inactive participants2009-07-01449
Total participants2009-07-01449
2008: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2008 401k membership
Total participants, beginning-of-year2008-07-01514
Number of retired or separated participants receiving benefits2008-07-01487
Total of all active and inactive participants2008-07-01487
Total participants2008-07-01487
2007: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2007 401k membership
Total participants, beginning-of-year2007-07-01580
Number of retired or separated participants receiving benefits2007-07-01514
Total of all active and inactive participants2007-07-01514
Total participants2007-07-01514
2006: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2006 401k membership
Total participants, beginning-of-year2006-07-01580
Number of retired or separated participants receiving benefits2006-07-01580
Total of all active and inactive participants2006-07-01580
Total participants2006-07-01580

Financial Data on THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN

Measure Date Value
2023 : THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-06-30$14,829,296
Total of all expenses incurred2023-06-30$15,662,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$15,662,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$10,385,359
Value of total assets at end of year2023-06-30$131,888,977
Value of total assets at beginning of year2023-06-30$132,722,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$5,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$10,385,359
Other income not declared elsewhere2023-06-30$677,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$-833,063
Value of net assets at end of year (total assets less liabilities)2023-06-30$131,888,977
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$132,722,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in master investment trust accounts at end of year2023-06-30$131,308,977
Value of interest in master investment trust accounts at beginning of year2023-06-30$132,722,040
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$15,662,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Employer contributions (assets) at end of year2023-06-30$580,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-06-30No
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30SB & COMPANY, LLC
Accountancy firm EIN2023-06-30202153727
2022 : THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-19,456,801
Total of all expenses incurred2022-06-30$16,004,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$16,004,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$10,850,856
Value of total assets at end of year2022-06-30$132,722,040
Value of total assets at beginning of year2022-06-30$168,183,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$5,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$9,413,856
Other income not declared elsewhere2022-06-30$654,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-35,461,657
Value of net assets at end of year (total assets less liabilities)2022-06-30$132,722,040
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$168,183,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in master investment trust accounts at end of year2022-06-30$132,722,040
Value of interest in master investment trust accounts at beginning of year2022-06-30$168,183,697
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$16,004,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$1,437,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30SB & COMPANY, LCC
Accountancy firm EIN2022-06-30202153727
2021 : THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$54,488,367
Total of all expenses incurred2021-06-30$21,012,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$21,012,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$15,728,981
Value of total assets at end of year2021-06-30$168,183,697
Value of total assets at beginning of year2021-06-30$134,708,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$9,201,981
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$5,284,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$33,475,387
Value of net assets at end of year (total assets less liabilities)2021-06-30$168,183,697
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$134,708,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in master investment trust accounts at end of year2021-06-30$168,183,697
Value of interest in master investment trust accounts at beginning of year2021-06-30$134,708,310
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$15,728,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$6,527,000
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30KPMG LLP
Accountancy firm EIN2021-06-30135565207
2020 : THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$22,031,484
Total of all expenses incurred2020-06-30$21,049,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$21,049,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$15,604,462
Value of total assets at end of year2020-06-30$134,708,310
Value of total assets at beginning of year2020-06-30$133,726,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$9,718,462
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$5,445,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$982,021
Value of net assets at end of year (total assets less liabilities)2020-06-30$134,708,310
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$133,726,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in master investment trust accounts at end of year2020-06-30$134,708,310
Value of interest in master investment trust accounts at beginning of year2020-06-30$133,726,289
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$15,604,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$5,886,000
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30KPMG LLP
Accountancy firm EIN2020-06-30135565207
2019 : THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$23,139,042
Total of all expenses incurred2019-06-30$19,603,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$19,603,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$14,637,196
Value of total assets at end of year2019-06-30$133,726,289
Value of total assets at beginning of year2019-06-30$130,190,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2019-06-30Yes
Amount of non-exempt transactions with any party-in-interest2019-06-30$4,966,000
Contributions received from participants2019-06-30$8,943,196
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$4,966,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$3,535,851
Value of net assets at end of year (total assets less liabilities)2019-06-30$133,726,289
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$130,190,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in master investment trust accounts at end of year2019-06-30$133,726,289
Value of interest in master investment trust accounts at beginning of year2019-06-30$130,190,438
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$14,637,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$5,694,000
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30KPMG LLP
Accountancy firm EIN2019-06-30135565207
2018 : THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$2,769,261
Total income from all sources (including contributions)2018-06-30$26,301,413
Total of all expenses incurred2018-06-30$15,283,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$15,283,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$18,052,809
Value of total assets at end of year2018-06-30$130,190,438
Value of total assets at beginning of year2018-06-30$121,941,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$8,682,548
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$2,769,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$11,017,873
Value of net assets at end of year (total assets less liabilities)2018-06-30$130,190,438
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$119,172,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in master investment trust accounts at end of year2018-06-30$130,190,438
Value of interest in master investment trust accounts at beginning of year2018-06-30$121,941,826
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$15,283,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$9,370,261
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30KPMG LLP
Accountancy firm EIN2018-06-30135565207
2017 : THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$2,769,261
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$2,346,261
Total income from all sources (including contributions)2017-06-30$28,220,317
Total of all expenses incurred2017-06-30$14,224,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$14,224,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$13,801,680
Value of total assets at end of year2017-06-30$121,941,826
Value of total assets at beginning of year2017-06-30$107,523,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$7,855,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$2,769,261
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$2,346,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$13,995,634
Value of net assets at end of year (total assets less liabilities)2017-06-30$119,172,565
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$105,176,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in master investment trust accounts at end of year2017-06-30$121,941,826
Value of interest in master investment trust accounts at beginning of year2017-06-30$107,523,192
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$14,224,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$5,946,000
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30KPMG LLP
Accountancy firm EIN2017-06-30135565207
2016 : THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$2,346,261
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$1,688,261
Total income from all sources (including contributions)2016-06-30$12,591,331
Total of all expenses incurred2016-06-30$13,627,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$13,627,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$12,969,166
Value of total assets at end of year2016-06-30$107,523,192
Value of total assets at beginning of year2016-06-30$107,901,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$7,399,166
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$2,346,261
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$1,688,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-1,036,034
Value of net assets at end of year (total assets less liabilities)2016-06-30$105,176,931
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$106,212,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in master investment trust accounts at end of year2016-06-30$107,523,192
Value of interest in master investment trust accounts at beginning of year2016-06-30$107,901,226
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$13,627,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$5,570,000
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30KPMG LLP
Accountancy firm EIN2016-06-30135565207
2015 : THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$1,688,261
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$1,015,000
Total income from all sources (including contributions)2015-06-30$12,480,419
Total of all expenses incurred2015-06-30$12,576,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$12,576,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$11,903,209
Value of total assets at end of year2015-06-30$107,901,226
Value of total assets at beginning of year2015-06-30$107,324,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$6,964,209
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$1,688,261
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$1,015,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-96,051
Value of net assets at end of year (total assets less liabilities)2015-06-30$106,212,965
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$106,309,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in master investment trust accounts at end of year2015-06-30$107,901,226
Value of interest in master investment trust accounts at beginning of year2015-06-30$107,324,016
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$12,576,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$4,939,000
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30KPMG LLP
Accountancy firm EIN2015-06-30135565207
2014 : THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$1,015,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$726,000
Total income from all sources (including contributions)2014-06-30$27,511,503
Total of all expenses incurred2014-06-30$11,427,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$11,427,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$12,463,503
Value of total assets at end of year2014-06-30$107,324,016
Value of total assets at beginning of year2014-06-30$90,950,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$6,597,503
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$1,036,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$1,015,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$726,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$16,084,255
Value of net assets at end of year (total assets less liabilities)2014-06-30$106,309,016
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$90,224,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in master investment trust accounts at end of year2014-06-30$107,324,016
Value of interest in master investment trust accounts at beginning of year2014-06-30$90,950,761
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$11,427,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$4,830,000
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30KPMG LLP
Accountancy firm EIN2014-06-30135565207
2013 : THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$726,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$761,000
Total income from all sources (including contributions)2013-06-30$27,198,976
Total of all expenses incurred2013-06-30$12,185,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$12,185,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$16,482,345
Value of total assets at end of year2013-06-30$90,950,761
Value of total assets at beginning of year2013-06-30$75,972,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$5,832,345
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$4,297,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$726,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$761,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$15,013,630
Value of net assets at end of year (total assets less liabilities)2013-06-30$90,224,761
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$75,211,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in master investment trust accounts at end of year2013-06-30$90,950,761
Value of interest in master investment trust accounts at beginning of year2013-06-30$75,972,131
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$12,185,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$6,353,000
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30KPMG LLP
Accountancy firm EIN2013-06-30135565207
2012 : THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$761,000
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$12,057,494
Total of all expenses incurred2012-06-30$11,583,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$11,583,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$13,301,877
Value of total assets at end of year2012-06-30$75,972,131
Value of total assets at beginning of year2012-06-30$74,737,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$4,878,190
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$1,718,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$761,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$473,617
Value of net assets at end of year (total assets less liabilities)2012-06-30$75,211,131
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$74,737,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in master investment trust accounts at end of year2012-06-30$75,972,131
Value of interest in master investment trust accounts at beginning of year2012-06-30$74,077,514
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$11,583,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$6,705,687
Employer contributions (assets) at end of year2012-06-30$0
Employer contributions (assets) at beginning of year2012-06-30$660,000
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30KPMG LLP
Accountancy firm EIN2012-06-30135565207
2011 : THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$203,000
Total income from all sources (including contributions)2011-06-30$26,202,027
Total of all expenses incurred2011-06-30$9,978,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$9,978,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$14,497,000
Value of total assets at end of year2011-06-30$74,737,514
Value of total assets at beginning of year2011-06-30$58,717,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$4,369,000
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$4,518,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$203,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$16,223,117
Value of net assets at end of year (total assets less liabilities)2011-06-30$74,737,514
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$58,514,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in master investment trust accounts at end of year2011-06-30$74,077,514
Value of interest in master investment trust accounts at beginning of year2011-06-30$58,717,397
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$9,978,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$5,610,000
Employer contributions (assets) at end of year2011-06-30$660,000
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30KPMG LLP
Accountancy firm EIN2011-06-30135565207
2010 : THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-06-30$203,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-06-30$173,000
Total income from all sources (including contributions)2010-06-30$18,237,904
Total of all expenses incurred2010-06-30$9,632,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-06-30$9,632,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-06-30$12,234,000
Value of total assets at end of year2010-06-30$58,717,397
Value of total assets at beginning of year2010-06-30$50,081,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-06-30No
Was this plan covered by a fidelity bond2010-06-30Yes
Value of fidelity bond cover2010-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2010-06-30No
Contributions received from participants2010-06-30$3,671,116
Income. Received or receivable in cash from other sources (including rollovers)2010-06-30$2,602,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-06-30$203,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-06-30$173,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-06-30No
Value of net income/loss2010-06-30$8,605,904
Value of net assets at end of year (total assets less liabilities)2010-06-30$58,514,397
Value of net assets at beginning of year (total assets less liabilities)2010-06-30$49,908,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2010-06-30No
Were any leases to which the plan was party in default or uncollectible2010-06-30No
Value of interest in master investment trust accounts at end of year2010-06-30$58,717,397
Value of interest in master investment trust accounts at beginning of year2010-06-30$50,081,493
Expenses. Payments to insurance carriers foe the provision of benefits2010-06-30$9,632,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-06-30No
Was there a failure to transmit to the plan any participant contributions2010-06-30No
Has the plan failed to provide any benefit when due under the plan2010-06-30No
Contributions received in cash from employer2010-06-30$5,960,884
Did the plan have assets held for investment2010-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-06-30No
Opinion of an independent qualified public accountant for this plan2010-06-30Unqualified
Accountancy firm name2010-06-30KPMG LLP
Accountancy firm EIN2010-06-30135565207
2009 : THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2009 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-06-30$173,000
Total income from all sources (including contributions)2009-06-30$3,034,410
Total of all expenses incurred2009-06-30$9,812,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-06-30$9,812,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-06-30$10,589,000
Value of total assets at end of year2009-06-30$50,081,493
Value of total assets at beginning of year2009-06-30$56,686,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-06-30No
Was this plan covered by a fidelity bond2009-06-30Yes
Value of fidelity bond cover2009-06-30$5,000,000
If this is an individual account plan, was there a blackout period2009-06-30No
Were there any nonexempt tranactions with any party-in-interest2009-06-30No
Contributions received from participants2009-06-30$3,231,073
Income. Received or receivable in cash from other sources (including rollovers)2009-06-30$777,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2009-06-30$173,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-06-30No
Value of net income/loss2009-06-30$-6,777,592
Value of net assets at end of year (total assets less liabilities)2009-06-30$49,908,493
Value of net assets at beginning of year (total assets less liabilities)2009-06-30$56,686,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2009-06-30No
Were any leases to which the plan was party in default or uncollectible2009-06-30No
Value of interest in master investment trust accounts at end of year2009-06-30$50,081,493
Value of interest in master investment trust accounts at beginning of year2009-06-30$56,518,085
Expenses. Payments to insurance carriers foe the provision of benefits2009-06-30$9,812,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-06-30No
Was there a failure to transmit to the plan any participant contributions2009-06-30No
Has the plan failed to provide any benefit when due under the plan2009-06-30No
Contributions received in cash from employer2009-06-30$6,580,927
Employer contributions (assets) at end of year2009-06-30$0
Employer contributions (assets) at beginning of year2009-06-30$168,000
Did the plan have assets held for investment2009-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-06-30No
Opinion of an independent qualified public accountant for this plan2009-06-30Unqualified
Accountancy firm name2009-06-30KPMG LLP
Accountancy firm EIN2009-06-30135565207
2008 : THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2008 401k financial data
Total income from all sources (including contributions)2008-06-30$6,022,369
Total of all expenses incurred2008-06-30$9,046,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-06-30$9,046,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-06-30$10,014,184
Value of total assets at end of year2008-06-30$56,686,085
Value of total assets at beginning of year2008-06-30$59,709,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-06-30No
Was this plan covered by a fidelity bond2008-06-30Yes
Value of fidelity bond cover2008-06-30$5,000,000
If this is an individual account plan, was there a blackout period2008-06-30No
Were there any nonexempt tranactions with any party-in-interest2008-06-30No
Contributions received from participants2008-06-30$2,848,000
Income. Received or receivable in cash from other sources (including rollovers)2008-06-30$968,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-06-30No
Value of net income/loss2008-06-30$-3,023,816
Value of net assets at end of year (total assets less liabilities)2008-06-30$56,686,085
Value of net assets at beginning of year (total assets less liabilities)2008-06-30$59,709,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2008-06-30No
Were any leases to which the plan was party in default or uncollectible2008-06-30No
Value of interest in master investment trust accounts at end of year2008-06-30$56,518,085
Value of interest in master investment trust accounts at beginning of year2008-06-30$58,478,901
Expenses. Payments to insurance carriers foe the provision of benefits2008-06-30$9,046,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-06-30No
Was there a failure to transmit to the plan any participant contributions2008-06-30No
Has the plan failed to provide any benefit when due under the plan2008-06-30No
Contributions received in cash from employer2008-06-30$6,198,184
Employer contributions (assets) at end of year2008-06-30$168,000
Employer contributions (assets) at beginning of year2008-06-30$1,231,000
Did the plan have assets held for investment2008-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-06-30No
Opinion of an independent qualified public accountant for this plan2008-06-30Unqualified
Accountancy firm name2008-06-30KPMG LLP
Accountancy firm EIN2008-06-30135565207
2007 : THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2007 401k financial data
Total income from all sources (including contributions)2007-06-30$17,719,086
Total of all expenses incurred2007-06-30$8,503,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-06-30$8,503,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-06-30$10,329,000
Value of total assets at end of year2007-06-30$59,709,901
Value of total assets at beginning of year2007-06-30$50,493,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-06-30No
Was this plan covered by a fidelity bond2007-06-30Yes
Value of fidelity bond cover2007-06-30$5,000,000
If this is an individual account plan, was there a blackout period2007-06-30No
Were there any nonexempt tranactions with any party-in-interest2007-06-30No
Contributions received from participants2007-06-30$2,118,000
Income. Received or receivable in cash from other sources (including rollovers)2007-06-30$1,826,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-06-30No
Value of net income/loss2007-06-30$9,216,086
Value of net assets at end of year (total assets less liabilities)2007-06-30$59,709,901
Value of net assets at beginning of year (total assets less liabilities)2007-06-30$50,493,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2007-06-30No
Were any leases to which the plan was party in default or uncollectible2007-06-30No
Value of interest in master investment trust accounts at end of year2007-06-30$58,478,901
Value of interest in master investment trust accounts at beginning of year2007-06-30$49,988,815
Expenses. Payments to insurance carriers foe the provision of benefits2007-06-30$8,503,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-06-30No
Was there a failure to transmit to the plan any participant contributions2007-06-30No
Has the plan failed to provide any benefit when due under the plan2007-06-30No
Contributions received in cash from employer2007-06-30$6,385,000
Employer contributions (assets) at end of year2007-06-30$1,231,000
Employer contributions (assets) at beginning of year2007-06-30$505,000
Did the plan have assets held for investment2007-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2007-06-30No
Opinion of an independent qualified public accountant for this plan2007-06-30Unqualified
Accountancy firm name2007-06-30KPMG LLP
Accountancy firm EIN2007-06-30135565207

Form 5500 Responses for THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN

2022: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2009: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes
2008: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan funding arrangement – TrustYes
2008-07-01Plan benefit arrangement – InsuranceYes
2008-07-01Plan benefit arrangement - TrustYes
2007: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Plan funding arrangement – InsuranceYes
2007-07-01Plan funding arrangement – TrustYes
2007-07-01Plan benefit arrangement – InsuranceYes
2007-07-01Plan benefit arrangement - TrustYes
2006: THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN 2006 form 5500 responses
2006-07-01Type of plan entitySingle employer plan
2006-07-01First time form 5500 has been submittedYes
2006-07-01Plan funding arrangement – InsuranceYes
2006-07-01Plan funding arrangement – TrustYes
2006-07-01Plan benefit arrangement – InsuranceYes
2006-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

UNITED CONCORDIA DENTAL PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 95253 )
Policy contract number305668-002
Policy instance 1
Insurance contract or identification number305668-002
Number of Individuals Covered114
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 95253 )
Policy contract number305668-002
Policy instance 1
Insurance contract or identification number305668-002
Number of Individuals Covered75
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 95253 )
Policy contract number305668-002
Policy instance 1
Insurance contract or identification number305668-002
Number of Individuals Covered75
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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