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THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 401k Plan overview

Plan NameTHE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN
Plan identification number 003

THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

THE GEORGE WASHINGTON UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:THE GEORGE WASHINGTON UNIVERSITY
Employer identification number (EIN):530196584
NAIC Classification:611000

Additional information about THE GEORGE WASHINGTON UNIVERSITY

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1963-01-03
Company Identification Number: F016566
Legal Registered Office Address: 10300 EATON PL STE 210

FAIRFAX
United States of America (USA)
22030

More information about THE GEORGE WASHINGTON UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JENNIFER LOPEZ
0032016-01-01JENNIFER LOPEZ
0032015-01-01JENNIFER LOPEZ
0032014-01-01JENNIFER LOPEZ
0032013-01-01JENNIFER LOPEZ
0032012-01-01JENNIFER LOPEZ
0032011-01-01JENNIFER LOPEZ
0032009-01-01JENNIFER LOPEZ
0032009-01-01JENNIFER LOPEZ

Plan Statistics for THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN

401k plan membership statisitcs for THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN

Measure Date Value
2022: THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0115,322
Total number of active participants reported on line 7a of the Form 55002022-01-017,884
Number of retired or separated participants receiving benefits2022-01-011,980
Number of other retired or separated participants entitled to future benefits2022-01-015,337
Total of all active and inactive participants2022-01-0115,201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0197
Total participants2022-01-0115,298
Number of participants with account balances2022-01-0111,460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0116,218
Total number of active participants reported on line 7a of the Form 55002021-01-017,713
Number of retired or separated participants receiving benefits2021-01-011,938
Number of other retired or separated participants entitled to future benefits2021-01-015,399
Total of all active and inactive participants2021-01-0115,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0182
Total participants2021-01-0115,132
Number of participants with account balances2021-01-0111,515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0117,070
Total number of active participants reported on line 7a of the Form 55002020-01-017,685
Number of retired or separated participants receiving benefits2020-01-011,883
Number of other retired or separated participants entitled to future benefits2020-01-016,451
Total of all active and inactive participants2020-01-0116,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0184
Total participants2020-01-0116,103
Number of participants with account balances2020-01-0112,320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0117,320
Total number of active participants reported on line 7a of the Form 55002019-01-018,802
Number of retired or separated participants receiving benefits2019-01-012,070
Number of other retired or separated participants entitled to future benefits2019-01-015,962
Total of all active and inactive participants2019-01-0116,834
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0173
Total participants2019-01-0116,907
Number of participants with account balances2019-01-0112,339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0117,156
Total number of active participants reported on line 7a of the Form 55002018-01-019,165
Number of retired or separated participants receiving benefits2018-01-011,932
Number of other retired or separated participants entitled to future benefits2018-01-015,946
Total of all active and inactive participants2018-01-0117,043
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0161
Total participants2018-01-0117,104
Number of participants with account balances2018-01-0112,196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0116,699
Total number of active participants reported on line 7a of the Form 55002017-01-019,086
Number of retired or separated participants receiving benefits2017-01-011,865
Number of other retired or separated participants entitled to future benefits2017-01-015,963
Total of all active and inactive participants2017-01-0116,914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0154
Total participants2017-01-0116,968
Number of participants with account balances2017-01-0111,983
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0116,861
Total number of active participants reported on line 7a of the Form 55002016-01-018,644
Number of retired or separated participants receiving benefits2016-01-011,778
Number of other retired or separated participants entitled to future benefits2016-01-016,004
Total of all active and inactive participants2016-01-0116,426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0153
Total participants2016-01-0116,479
Number of participants with account balances2016-01-0111,799
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0116,757
Total number of active participants reported on line 7a of the Form 55002015-01-018,929
Number of retired or separated participants receiving benefits2015-01-011,717
Number of other retired or separated participants entitled to future benefits2015-01-015,930
Total of all active and inactive participants2015-01-0116,576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0167
Total participants2015-01-0116,643
Number of participants with account balances2015-01-0111,674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0116,868
Total number of active participants reported on line 7a of the Form 55002014-01-018,867
Number of retired or separated participants receiving benefits2014-01-011,610
Number of other retired or separated participants entitled to future benefits2014-01-015,868
Total of all active and inactive participants2014-01-0116,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0163
Total participants2014-01-0116,408
Number of participants with account balances2014-01-0111,541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0116,561
Total number of active participants reported on line 7a of the Form 55002013-01-019,206
Number of retired or separated participants receiving benefits2013-01-011,570
Number of other retired or separated participants entitled to future benefits2013-01-015,918
Total of all active and inactive participants2013-01-0116,694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0164
Total participants2013-01-0116,758
Number of participants with account balances2013-01-0111,436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0116,492
Total number of active participants reported on line 7a of the Form 55002012-01-018,980
Number of retired or separated participants receiving benefits2012-01-011,486
Number of other retired or separated participants entitled to future benefits2012-01-016,036
Total of all active and inactive participants2012-01-0116,502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0144
Total participants2012-01-0116,546
Number of participants with account balances2012-01-0111,283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0116,188
Total number of active participants reported on line 7a of the Form 55002011-01-018,699
Number of retired or separated participants receiving benefits2011-01-011,424
Number of other retired or separated participants entitled to future benefits2011-01-016,127
Total of all active and inactive participants2011-01-0116,250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0131
Total participants2011-01-0116,281
Number of participants with account balances2011-01-0111,128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0115,283
Total number of active participants reported on line 7a of the Form 55002009-01-018,697
Number of retired or separated participants receiving benefits2009-01-011,166
Number of other retired or separated participants entitled to future benefits2009-01-016,366
Total of all active and inactive participants2009-01-0116,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0129
Total participants2009-01-0116,258
Number of participants with account balances2009-01-0110,770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN

Measure Date Value
2022 : THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-158,362,452
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$90,541,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$90,518,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$43,436,299
Value of total assets at end of year2022-12-31$1,366,750,632
Value of total assets at beginning of year2022-12-31$1,615,654,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$22,855
Total interest from all sources2022-12-31$53,113,911
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$39,069,413
Participant contributions at end of year2022-12-31$2,340,860
Participant contributions at beginning of year2022-12-31$1,571,538
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,366,886
Other income not declared elsewhere2022-12-31$893,578
Administrative expenses (other) incurred2022-12-31$5,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-248,903,507
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,366,750,632
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,615,654,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$949,779,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,190,648,195
Value of interest in pooled separate accounts at end of year2022-12-31$44,406,718
Value of interest in pooled separate accounts at beginning of year2022-12-31$43,274,751
Interest on participant loans2022-12-31$91,065
Interest earned on other investments2022-12-31$53,022,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$370,223,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$380,159,655
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$3,181,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-259,356,574
Net investment gain/loss from pooled separate accounts2022-12-31$3,550,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$87,336,222
Contract administrator fees2022-12-31$17,148
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31GRANT THORNTON
Accountancy firm EIN2022-12-31366055558
2021 : THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$244,935,828
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$85,763,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$85,740,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$50,769,445
Value of total assets at end of year2021-12-31$1,615,654,139
Value of total assets at beginning of year2021-12-31$1,456,481,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,412
Total interest from all sources2021-12-31$69,507,198
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$38,154,228
Participant contributions at end of year2021-12-31$1,571,538
Participant contributions at beginning of year2021-12-31$1,771,573
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$12,615,217
Other income not declared elsewhere2021-12-31$501,441
Administrative expenses (other) incurred2021-12-31$672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$159,172,338
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,615,654,139
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,456,481,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,190,648,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,032,733,351
Value of interest in pooled separate accounts at end of year2021-12-31$43,274,751
Value of interest in pooled separate accounts at beginning of year2021-12-31$37,658,511
Interest on participant loans2021-12-31$96,093
Interest earned on other investments2021-12-31$69,411,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$380,159,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$384,318,366
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$3,259,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$117,508,970
Net investment gain/loss from pooled separate accounts2021-12-31$6,648,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$82,480,445
Contract administrator fees2021-12-31$22,740
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31GRANT THORNTON
Accountancy firm EIN2021-12-31366055558
2020 : THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$221,377,375
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$78,164,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$78,141,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$46,165,451
Value of total assets at end of year2020-12-31$1,456,481,801
Value of total assets at beginning of year2020-12-31$1,313,268,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,228
Total interest from all sources2020-12-31$43,006,089
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$38,269,457
Participant contributions at end of year2020-12-31$1,771,573
Participant contributions at beginning of year2020-12-31$1,719,961
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,895,994
Other income not declared elsewhere2020-12-31$380,807
Administrative expenses (other) incurred2020-12-31$684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$143,213,093
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,456,481,801
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,313,268,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,032,733,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$894,040,539
Value of interest in pooled separate accounts at end of year2020-12-31$37,658,511
Value of interest in pooled separate accounts at beginning of year2020-12-31$43,405,534
Interest on participant loans2020-12-31$85,125
Interest earned on other investments2020-12-31$42,920,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$384,318,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$374,102,674
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$4,102,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$132,201,804
Net investment gain/loss from pooled separate accounts2020-12-31$-376,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$74,038,117
Contract administrator fees2020-12-31$22,544
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GRANT THORNTON
Accountancy firm EIN2020-12-31366055558
2019 : THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$252,203,641
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$88,092,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$88,045,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$55,106,181
Value of total assets at end of year2019-12-31$1,313,268,708
Value of total assets at beginning of year2019-12-31$1,149,158,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,568
Total interest from all sources2019-12-31$39,179,715
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$37,542,464
Participant contributions at end of year2019-12-31$1,719,961
Participant contributions at beginning of year2019-12-31$1,707,084
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$17,563,717
Other income not declared elsewhere2019-12-31$566,545
Administrative expenses (other) incurred2019-12-31$4,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$164,110,650
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,313,268,708
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,149,158,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$894,040,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$733,877,074
Value of interest in pooled separate accounts at end of year2019-12-31$43,405,534
Value of interest in pooled separate accounts at beginning of year2019-12-31$40,806,231
Interest on participant loans2019-12-31$91,615
Interest earned on other investments2019-12-31$39,088,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$374,102,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$372,767,669
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$8,012,287
Net investment gain/loss from pooled separate accounts2019-12-31$2,263,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$80,033,136
Contract administrator fees2019-12-31$43,002
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GRANT THORNTON
Accountancy firm EIN2019-12-31366055558
2018 : THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$18,791,716
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$86,916,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$86,794,260
Value of total corrective distributions2018-12-31$2,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$57,176,215
Value of total assets at end of year2018-12-31$1,149,158,058
Value of total assets at beginning of year2018-12-31$1,217,282,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$119,779
Total interest from all sources2018-12-31$42,987,896
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$35,903,826
Participant contributions at end of year2018-12-31$1,707,084
Participant contributions at beginning of year2018-12-31$1,377,644
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$21,272,389
Other income not declared elsewhere2018-12-31$99,607
Administrative expenses (other) incurred2018-12-31$17,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-68,124,412
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,149,158,058
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,217,282,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$733,877,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$802,990,766
Value of interest in pooled separate accounts at end of year2018-12-31$40,806,231
Value of interest in pooled separate accounts at beginning of year2018-12-31$39,536,394
Interest on participant loans2018-12-31$74,039
Interest earned on other investments2018-12-31$42,913,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$372,767,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$373,377,666
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$8,991,683
Net investment gain/loss from pooled separate accounts2018-12-31$1,891,285
Net gain/loss from 103.12 investment entities2018-12-31$-83,363,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$77,802,577
Contract administrator fees2018-12-31$101,957
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2018-12-31134008324
2017 : THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$212,711,373
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$75,947,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$75,800,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$58,747,509
Value of total assets at end of year2017-12-31$1,217,282,470
Value of total assets at beginning of year2017-12-31$1,080,518,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$146,946
Total interest from all sources2017-12-31$33,575,305
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$33,962,044
Participant contributions at end of year2017-12-31$1,377,644
Participant contributions at beginning of year2017-12-31$1,408,748
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$24,785,465
Other income not declared elsewhere2017-12-31$212,042
Administrative expenses (other) incurred2017-12-31$9,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$136,763,796
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,217,282,470
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,080,518,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$802,990,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$681,755,613
Value of interest in pooled separate accounts at end of year2017-12-31$39,536,394
Value of interest in pooled separate accounts at beginning of year2017-12-31$37,212,700
Interest on participant loans2017-12-31$63,164
Interest earned on other investments2017-12-31$33,512,141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$373,377,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$360,141,613
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$5,422,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$118,518,969
Net investment gain/loss from pooled separate accounts2017-12-31$1,657,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$70,378,574
Contract administrator fees2017-12-31$137,040
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2017-12-31134008324
2016 : THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$112,618,431
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$65,809,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$65,698,691
Value of total corrective distributions2016-12-31$8,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$44,809,171
Value of total assets at end of year2016-12-31$1,080,518,674
Value of total assets at beginning of year2016-12-31$1,033,709,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$101,913
Total interest from all sources2016-12-31$27,167,081
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$32,790,442
Participant contributions at end of year2016-12-31$1,408,748
Participant contributions at beginning of year2016-12-31$1,151,969
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,018,729
Other income not declared elsewhere2016-12-31$223,476
Administrative expenses (other) incurred2016-12-31$16,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$46,809,302
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,080,518,674
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,033,709,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$681,755,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$647,206,477
Value of interest in pooled separate accounts at end of year2016-12-31$37,212,700
Value of interest in pooled separate accounts at beginning of year2016-12-31$34,115,940
Interest on participant loans2016-12-31$55,051
Interest earned on other investments2016-12-31$27,112,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$360,141,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$351,234,986
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$3,130,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$38,616,904
Net investment gain/loss from pooled separate accounts2016-12-31$1,801,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$62,568,077
Contract administrator fees2016-12-31$85,665
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2016-12-31134008324
2015 : THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$56,796,828
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$65,027,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$64,852,397
Value of total corrective distributions2015-12-31$42
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$38,029,607
Value of total assets at end of year2015-12-31$1,033,709,372
Value of total assets at beginning of year2015-12-31$1,041,940,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$175,309
Total interest from all sources2015-12-31$29,490,976
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$32,745,895
Participant contributions at end of year2015-12-31$1,151,969
Participant contributions at beginning of year2015-12-31$802,905
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,283,712
Other income not declared elsewhere2015-12-31$694,072
Administrative expenses (other) incurred2015-12-31$10,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-8,230,920
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,033,709,372
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,041,940,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$647,206,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$661,534,436
Value of interest in pooled separate accounts at end of year2015-12-31$34,115,940
Value of interest in pooled separate accounts at beginning of year2015-12-31$30,142,874
Interest on participant loans2015-12-31$38,736
Interest earned on other investments2015-12-31$29,452,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$351,234,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$349,460,077
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$2,847,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-13,923,787
Net investment gain/loss from pooled separate accounts2015-12-31$2,505,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$62,005,124
Contract administrator fees2015-12-31$164,692
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2015-12-31134008324
2014 : THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$102,367,194
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$65,820,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$65,802,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$39,143,675
Value of total assets at end of year2014-12-31$1,041,940,292
Value of total assets at beginning of year2014-12-31$1,005,393,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,716
Total interest from all sources2014-12-31$29,816,787
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$31,130,117
Participant contributions at end of year2014-12-31$802,905
Participant contributions at beginning of year2014-12-31$735,214
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$8,013,558
Administrative expenses (other) incurred2014-12-31$17,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$36,547,100
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,041,940,292
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,005,393,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$661,534,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$633,048,700
Value of interest in pooled separate accounts at end of year2014-12-31$30,142,874
Value of interest in pooled separate accounts at beginning of year2014-12-31$25,295,192
Interest on participant loans2014-12-31$31,530
Interest earned on other investments2014-12-31$29,785,257
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$349,460,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$346,314,086
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$5,349,458
Net investment gain/loss from pooled separate accounts2014-12-31$3,197,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$60,452,920
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2014-12-31134008324
2013 : THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$179,260,288
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$57,510,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$57,501,706
Value of total corrective distributions2013-12-31$674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$43,476,474
Value of total assets at end of year2013-12-31$1,005,393,192
Value of total assets at beginning of year2013-12-31$883,643,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,363
Total interest from all sources2013-12-31$24,311,476
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$29,596,492
Participant contributions at end of year2013-12-31$735,214
Participant contributions at beginning of year2013-12-31$440,712
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$13,879,982
Administrative expenses (other) incurred2013-12-31$8,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$121,749,545
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,005,393,192
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$883,643,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$633,048,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$519,881,164
Value of interest in pooled separate accounts at end of year2013-12-31$25,295,192
Value of interest in pooled separate accounts at beginning of year2013-12-31$21,497,498
Income. Interest from loans (other than to participants)2013-12-31$22,597
Interest earned on other investments2013-12-31$24,288,879
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$346,314,086
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$341,824,273
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$5,741,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$109,327,858
Net investment gain/loss from pooled separate accounts2013-12-31$2,144,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$51,760,369
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2013-12-31134008324
2012 : THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$115,530,909
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$55,209,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$55,200,707
Value of total corrective distributions2012-12-31$1,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$32,474,133
Value of total assets at end of year2012-12-31$883,643,647
Value of total assets at beginning of year2012-12-31$823,322,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,558
Total interest from all sources2012-12-31$18,472,369
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$27,636,538
Participant contributions at end of year2012-12-31$440,712
Participant contributions at beginning of year2012-12-31$151,042
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,837,595
Administrative expenses (other) incurred2012-12-31$7,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$60,320,994
Value of net assets at end of year (total assets less liabilities)2012-12-31$883,643,647
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$823,322,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$519,881,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$461,550,211
Value of interest in pooled separate accounts at end of year2012-12-31$21,497,498
Value of interest in pooled separate accounts at beginning of year2012-12-31$19,406,758
Income. Interest from loans (other than to participants)2012-12-31$11,936
Interest earned on other investments2012-12-31$18,460,433
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$341,824,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$342,214,642
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$6,395,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$62,633,291
Net investment gain/loss from pooled separate accounts2012-12-31$1,951,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$48,805,655
Contract administrator fees2012-12-31$289
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2012-12-31134008324
2011 : THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$39,282,575
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$53,780,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$53,772,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$34,089,948
Value of total assets at end of year2011-12-31$823,322,653
Value of total assets at beginning of year2011-12-31$837,820,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,221
Total interest from all sources2011-12-31$17,004,816
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$26,329,074
Participant contributions at end of year2011-12-31$151,042
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,760,874
Administrative expenses (other) incurred2011-12-31$8,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-14,498,090
Value of net assets at end of year (total assets less liabilities)2011-12-31$823,322,653
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$837,820,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$461,550,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$485,364,457
Value of interest in pooled separate accounts at end of year2011-12-31$19,406,758
Value of interest in pooled separate accounts at beginning of year2011-12-31$15,927,483
Interest on participant loans2011-12-31$323
Interest earned on other investments2011-12-31$17,004,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$342,214,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$336,528,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-13,975,882
Net investment gain/loss from pooled separate accounts2011-12-31$2,163,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$53,772,444
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2011-12-31134008324
2010 : THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$99,605,040
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$54,091,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$54,075,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$27,780,101
Value of total assets at end of year2010-12-31$837,820,743
Value of total assets at beginning of year2010-12-31$792,307,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,307
Total interest from all sources2010-12-31$14,861,935
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$24,947,579
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,832,522
Administrative expenses (other) incurred2010-12-31$16,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$45,513,046
Value of net assets at end of year (total assets less liabilities)2010-12-31$837,820,743
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$792,307,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$485,364,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$446,128,074
Value of interest in pooled separate accounts at end of year2010-12-31$15,927,483
Value of interest in pooled separate accounts at beginning of year2010-12-31$12,164,388
Interest earned on other investments2010-12-31$14,861,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$336,528,803
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$334,015,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$55,209,601
Net investment gain/loss from pooled separate accounts2010-12-31$1,753,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$54,075,687
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2010-12-31134008324

Form 5500 Responses for THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101344
Policy instance 1
Insurance contract or identification number101344
Number of Individuals Covered5478
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101344
Policy instance 1
Insurance contract or identification number101344
Number of Individuals Covered5664
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101344
Policy instance 1
Insurance contract or identification number101344
Number of Individuals Covered6220
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101344
Policy instance 1
Insurance contract or identification number101344
Number of Individuals Covered6444
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101344
Policy instance 1
Insurance contract or identification number101344
Number of Individuals Covered6680
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberTS5301965841
Policy instance 2
Insurance contract or identification numberTS5301965841
Number of Individuals Covered68
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101344
Policy instance 1
Insurance contract or identification number101344
Number of Individuals Covered6898
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberTS5301965841
Policy instance 2
Insurance contract or identification numberTS5301965841
Number of Individuals Covered68
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101344
Policy instance 1
Insurance contract or identification number101344
Number of Individuals Covered7315
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberTS5301965841
Policy instance 2
Insurance contract or identification numberTS5301965841
Number of Individuals Covered78
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberTS5301965841
Policy instance 2
Insurance contract or identification numberTS5301965841
Number of Individuals Covered93
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101344
Policy instance 1
Insurance contract or identification number101344
Number of Individuals Covered7502
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberTS5301965841
Policy instance 2
Insurance contract or identification numberTS5301965841
Number of Individuals Covered93
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101344
Policy instance 1
Insurance contract or identification number101344
Number of Individuals Covered7758
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101344
Policy instance 1
Insurance contract or identification number101344
Number of Individuals Covered8736
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberTS5301965841
Policy instance 2
Insurance contract or identification numberTS5301965841
Number of Individuals Covered103
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberTS5301965841
Policy instance 2
Insurance contract or identification numberTS5301965841
Number of Individuals Covered110
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101344
Policy instance 1
Insurance contract or identification number101344
Number of Individuals Covered8862
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101344
Policy instance 2
Insurance contract or identification number101344
Number of Individuals Covered9029
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberTS5301965841
Policy instance 1
Insurance contract or identification numberTS5301965841
Number of Individuals Covered113
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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