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GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameGEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 211

GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GEORGETOWN UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:GEORGETOWN UNIVERSITY
Employer identification number (EIN):530196603
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
2112022-01-01
2112021-01-01
2112020-01-01
2112019-01-01
2112018-01-01
2112017-01-01CHARLES DESANTIS CHARLES DESANTIS2018-10-13
2112016-01-01CHARLES DESANTIS CHARLES DESANTIS2017-10-15
2112015-01-01CHARLES DESANTIS CHARLES DESANTIS2016-10-14
2112014-01-01CHARLES DESANTIS CHARLES DESANTIS2015-10-15
2112013-01-01CHARLES DESANTIS CHARLES DESANTIS2014-10-15
2112011-01-01CHARLES DESANTIS CHARLES DESANTIS2012-10-15
2112009-01-01CHARLES DESANTIS

Plan Statistics for GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0112,929
Total number of active participants reported on line 7a of the Form 55002022-01-014,981
Number of retired or separated participants receiving benefits2022-01-0171
Number of other retired or separated participants entitled to future benefits2022-01-017,909
Total of all active and inactive participants2022-01-0112,961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01175
Total participants2022-01-0113,136
Number of participants with account balances2022-01-0113,136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0112,779
Total number of active participants reported on line 7a of the Form 55002021-01-014,918
Number of retired or separated participants receiving benefits2021-01-0161
Number of other retired or separated participants entitled to future benefits2021-01-017,796
Total of all active and inactive participants2021-01-0112,775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01154
Total participants2021-01-0112,929
Number of participants with account balances2021-01-0112,929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0112,758
Total number of active participants reported on line 7a of the Form 55002020-01-015,198
Number of retired or separated participants receiving benefits2020-01-0184
Number of other retired or separated participants entitled to future benefits2020-01-017,459
Total of all active and inactive participants2020-01-0112,741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0138
Total participants2020-01-0112,779
Number of participants with account balances2020-01-0112,779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0112,365
Total number of active participants reported on line 7a of the Form 55002019-01-015,312
Number of retired or separated participants receiving benefits2019-01-0187
Number of other retired or separated participants entitled to future benefits2019-01-017,321
Total of all active and inactive participants2019-01-0112,720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0138
Total participants2019-01-0112,758
Number of participants with account balances2019-01-0112,758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0111,930
Total number of active participants reported on line 7a of the Form 55002018-01-014,929
Number of retired or separated participants receiving benefits2018-01-0146
Number of other retired or separated participants entitled to future benefits2018-01-017,350
Total of all active and inactive participants2018-01-0112,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0140
Total participants2018-01-0112,365
Number of participants with account balances2018-01-0112,365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0111,423
Total number of active participants reported on line 7a of the Form 55002017-01-015,036
Number of retired or separated participants receiving benefits2017-01-0141
Number of other retired or separated participants entitled to future benefits2017-01-016,812
Total of all active and inactive participants2017-01-0111,889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0141
Total participants2017-01-0111,930
Number of participants with account balances2017-01-0111,930
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0110,957
Total number of active participants reported on line 7a of the Form 55002016-01-014,893
Number of retired or separated participants receiving benefits2016-01-0153
Number of other retired or separated participants entitled to future benefits2016-01-016,449
Total of all active and inactive participants2016-01-0111,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0128
Total participants2016-01-0111,423
Number of participants with account balances2016-01-0111,423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110,736
Total number of active participants reported on line 7a of the Form 55002015-01-014,780
Number of retired or separated participants receiving benefits2015-01-0133
Number of other retired or separated participants entitled to future benefits2015-01-016,118
Total of all active and inactive participants2015-01-0110,931
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0126
Total participants2015-01-0110,957
Number of participants with account balances2015-01-0110,957
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0114,695
Total number of active participants reported on line 7a of the Form 55002014-01-018,934
Number of retired or separated participants receiving benefits2014-01-0153
Number of other retired or separated participants entitled to future benefits2014-01-015,966
Total of all active and inactive participants2014-01-0114,953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0122
Total participants2014-01-0114,975
Number of participants with account balances2014-01-0112,753
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0112,385
Total number of active participants reported on line 7a of the Form 55002013-01-017,452
Number of retired or separated participants receiving benefits2013-01-0132
Number of other retired or separated participants entitled to future benefits2013-01-015,826
Total of all active and inactive participants2013-01-0113,310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0123
Total participants2013-01-0113,333
Number of participants with account balances2013-01-0112,158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2011: GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018,034
Total number of active participants reported on line 7a of the Form 55002011-01-016,170
Number of retired or separated participants receiving benefits2011-01-0162
Number of other retired or separated participants entitled to future benefits2011-01-016,144
Total of all active and inactive participants2011-01-0112,376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0130
Total participants2011-01-0112,406
Number of participants with account balances2011-01-0112,088
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,555
Total number of active participants reported on line 7a of the Form 55002009-01-014,046
Number of retired or separated participants receiving benefits2009-01-01154
Number of other retired or separated participants entitled to future benefits2009-01-011,021
Total of all active and inactive participants2009-01-015,221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0114
Total participants2009-01-015,235
Number of participants with account balances2009-01-015,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION 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$76,926
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$206,307
Total income from all sources (including contributions)2022-12-31$-248,733,838
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$89,395,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$89,275,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$59,525,209
Value of total assets at end of year2022-12-31$1,973,536,433
Value of total assets at beginning of year2022-12-31$2,311,794,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$119,433
Total interest from all sources2022-12-31$14,982,129
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$49,458,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$49,458,868
Administrative expenses professional fees incurred2022-12-31$29,493
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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$13,620,641
Participant contributions at end of year2022-12-31$727,783
Participant contributions at beginning of year2022-12-31$683,772
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$18,242
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$737,578
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$76,926
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$206,307
Other income not declared elsewhere2022-12-31$747,484
Administrative expenses (other) incurred2022-12-31$1,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-338,128,917
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,973,459,507
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,311,588,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$88,766
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,568,228,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,904,619,332
Value of interest in pooled separate accounts at end of year2022-12-31$46,509,753
Value of interest in pooled separate accounts at beginning of year2022-12-31$43,780,623
Interest earned on other investments2022-12-31$14,972,195
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$9,934
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$355,621,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$359,682,994
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$5,468,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-377,042,664
Net investment gain/loss from pooled separate accounts2022-12-31$3,595,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$45,904,568
Employer contributions (assets) at end of year2022-12-31$2,430,761
Employer contributions (assets) at beginning of year2022-12-31$2,290,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$83,807,165
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION 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$206,307
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$40,722
Total income from all sources (including contributions)2021-12-31$333,235,257
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$123,925,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$123,774,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$39,595,343
Value of total assets at end of year2021-12-31$2,311,794,731
Value of total assets at beginning of year2021-12-31$2,102,319,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$151,062
Total interest from all sources2021-12-31$12,999,127
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$81,645,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$81,645,016
Administrative expenses professional fees incurred2021-12-31$59,619
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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$13,682,084
Participant contributions at end of year2021-12-31$683,772
Participant contributions at beginning of year2021-12-31$686,888
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$737,578
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$768,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$206,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$40,722
Other income not declared elsewhere2021-12-31$748,757
Administrative expenses (other) incurred2021-12-31$5,263
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$209,309,431
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,311,588,424
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,102,278,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$86,180
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,904,619,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,695,986,667
Value of interest in pooled separate accounts at end of year2021-12-31$43,780,623
Value of interest in pooled separate accounts at beginning of year2021-12-31$38,595,604
Interest earned on other investments2021-12-31$12,991,680
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$7,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$359,682,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$366,223,575
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$4,913,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$191,506,866
Net investment gain/loss from pooled separate accounts2021-12-31$6,740,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$25,913,259
Employer contributions (assets) at end of year2021-12-31$2,290,432
Employer contributions (assets) at beginning of year2021-12-31$58,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$118,861,289
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31COHNREZNICK LLP
Accountancy firm EIN2021-12-31221478099
2020 : GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION 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$40,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$668,624
Total income from all sources (including contributions)2020-12-31$282,903,275
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$87,364,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$87,186,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$35,123,950
Value of total assets at end of year2020-12-31$2,102,319,715
Value of total assets at beginning of year2020-12-31$1,907,408,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$177,768
Total interest from all sources2020-12-31$14,882,155
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$40,422,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$40,422,638
Administrative expenses professional fees incurred2020-12-31$90,757
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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$13,338,926
Participant contributions at end of year2020-12-31$686,888
Participant contributions at beginning of year2020-12-31$700,824
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$768,270
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$419,222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$40,722
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$668,624
Other income not declared elsewhere2020-12-31$407,713
Administrative expenses (other) incurred2020-12-31$1,472
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$195,539,086
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,102,278,993
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,906,739,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$85,539
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,695,986,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,495,613,647
Value of interest in pooled separate accounts at end of year2020-12-31$38,595,604
Value of interest in pooled separate accounts at beginning of year2020-12-31$42,808,127
Interest earned on other investments2020-12-31$14,882,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$366,223,575
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$365,472,274
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$5,652,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$192,429,399
Net investment gain/loss from pooled separate accounts2020-12-31$-362,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$21,785,024
Employer contributions (assets) at end of year2020-12-31$58,711
Employer contributions (assets) at beginning of year2020-12-31$2,394,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$81,534,344
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 name2020-12-31COHNREZNICK LLP
Accountancy firm EIN2020-12-31221478099
2019 : GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$668,624
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$668,624
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$748,079
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$748,079
Total income from all sources (including contributions)2019-12-31$365,586,698
Total income from all sources (including contributions)2019-12-31$365,586,698
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$93,974,990
Total of all expenses incurred2019-12-31$93,974,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$93,855,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$93,855,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$57,456,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$57,456,297
Value of total assets at end of year2019-12-31$1,907,408,531
Value of total assets at end of year2019-12-31$1,907,408,531
Value of total assets at beginning of year2019-12-31$1,635,876,278
Value of total assets at beginning of year2019-12-31$1,635,876,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$119,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$119,250
Total interest from all sources2019-12-31$15,009,582
Total interest from all sources2019-12-31$15,009,582
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$53,174,305
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$53,174,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$53,174,305
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$53,174,305
Administrative expenses professional fees incurred2019-12-31$34,750
Administrative expenses professional fees incurred2019-12-31$34,750
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$12,753,294
Contributions received from participants2019-12-31$12,753,294
Participant contributions at end of year2019-12-31$700,824
Participant contributions at end of year2019-12-31$700,824
Participant contributions at beginning of year2019-12-31$682,516
Participant contributions at beginning of year2019-12-31$682,516
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$419,222
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$419,222
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$410,912
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$410,912
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$668,624
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$668,624
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$748,079
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$748,079
Other income not declared elsewhere2019-12-31$446,466
Other income not declared elsewhere2019-12-31$446,466
Administrative expenses (other) incurred2019-12-31$830
Administrative expenses (other) incurred2019-12-31$830
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
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$271,611,708
Value of net income/loss2019-12-31$271,611,708
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,906,739,907
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,906,739,907
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,635,128,199
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,635,128,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$83,670
Investment advisory and management fees2019-12-31$83,670
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,495,613,647
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,495,613,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,225,662,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,225,662,541
Value of interest in pooled separate accounts at end of year2019-12-31$42,808,127
Value of interest in pooled separate accounts at end of year2019-12-31$42,808,127
Value of interest in pooled separate accounts at beginning of year2019-12-31$41,140,099
Value of interest in pooled separate accounts at beginning of year2019-12-31$41,140,099
Interest earned on other investments2019-12-31$15,009,582
Interest earned on other investments2019-12-31$15,009,582
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$365,472,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$365,472,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$365,518,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$365,518,633
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$8,130,857
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$8,130,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$237,259,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$237,259,180
Net investment gain/loss from pooled separate accounts2019-12-31$2,240,868
Net investment gain/loss from pooled separate accounts2019-12-31$2,240,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$44,703,003
Contributions received in cash from employer2019-12-31$44,703,003
Employer contributions (assets) at end of year2019-12-31$2,394,437
Employer contributions (assets) at end of year2019-12-31$2,394,437
Employer contributions (assets) at beginning of year2019-12-31$2,461,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$85,724,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$85,724,883
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
Accountancy firm EIN2019-12-31221478099
2018 : GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION 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$748,079
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$436,893
Total income from all sources (including contributions)2018-12-31$-4,988,354
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$110,983,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$110,708,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$58,360,800
Value of total assets at end of year2018-12-31$1,635,876,278
Value of total assets at beginning of year2018-12-31$1,751,537,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$275,396
Total interest from all sources2018-12-31$15,599,931
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$41,659,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$41,659,565
Administrative expenses professional fees incurred2018-12-31$165,754
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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$12,751,321
Participant contributions at end of year2018-12-31$682,516
Participant contributions at beginning of year2018-12-31$715,163
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$410,912
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$396,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$748,079
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$436,893
Other income not declared elsewhere2018-12-31$564,061
Administrative expenses (other) incurred2018-12-31$8,252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-115,972,015
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,635,128,199
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,751,100,214
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
Investment advisory and management fees2018-12-31$101,390
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,225,662,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,344,551,579
Value of interest in pooled separate accounts at end of year2018-12-31$41,140,099
Value of interest in pooled separate accounts at beginning of year2018-12-31$35,924,239
Interest earned on other investments2018-12-31$15,599,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$365,518,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$367,286,191
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$10,062,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-123,077,113
Net investment gain/loss from pooled separate accounts2018-12-31$1,904,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$45,609,479
Employer contributions (assets) at end of year2018-12-31$2,461,577
Employer contributions (assets) at beginning of year2018-12-31$2,663,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$100,645,710
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 name2018-12-31COHNREZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION 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$436,893
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$716,132
Total income from all sources (including contributions)2017-12-31$299,256,772
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$85,979,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$85,967,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$57,357,275
Value of total assets at end of year2017-12-31$1,751,537,107
Value of total assets at beginning of year2017-12-31$1,538,538,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,328
Total interest from all sources2017-12-31$15,231,185
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$39,636,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$39,636,150
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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$12,494,514
Participant contributions at end of year2017-12-31$715,163
Participant contributions at beginning of year2017-12-31$721,882
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$396,109
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,024,534
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$436,893
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$716,132
Other income not declared elsewhere2017-12-31$246,319
Administrative expenses (other) incurred2017-12-31$435
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$213,277,387
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,751,100,214
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,537,822,827
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
Investment advisory and management fees2017-12-31$11,893
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,344,551,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,134,602,769
Value of interest in pooled separate accounts at end of year2017-12-31$35,924,239
Value of interest in pooled separate accounts at beginning of year2017-12-31$34,220,588
Interest earned on other investments2017-12-31$15,231,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$367,286,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$365,376,087
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$5,014,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$185,266,583
Net investment gain/loss from pooled separate accounts2017-12-31$1,519,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$44,862,761
Employer contributions (assets) at end of year2017-12-31$2,663,826
Employer contributions (assets) at beginning of year2017-12-31$2,593,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$80,953,003
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 name2017-12-31COHNREZNICK
Accountancy firm EIN2017-12-31221478099
2016 : GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION 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$716,132
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$408,828
Total income from all sources (including contributions)2016-12-31$157,000,318
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$78,766,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$78,616,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$54,321,942
Value of total assets at end of year2016-12-31$1,538,538,959
Value of total assets at beginning of year2016-12-31$1,459,998,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$150,337
Total interest from all sources2016-12-31$16,468,889
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$26,830,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$26,830,249
Administrative expenses professional fees incurred2016-12-31$67,807
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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$11,800,230
Participant contributions at end of year2016-12-31$721,882
Participant contributions at beginning of year2016-12-31$663,113
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,024,534
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$175,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$716,132
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$408,828
Other income not declared elsewhere2016-12-31$187,562
Administrative expenses (other) incurred2016-12-31$3,120
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$78,233,633
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,537,822,827
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,459,589,194
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
Investment advisory and management fees2016-12-31$79,410
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,134,602,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,062,483,073
Value of interest in pooled separate accounts at end of year2016-12-31$34,220,588
Value of interest in pooled separate accounts at beginning of year2016-12-31$30,668,322
Interest earned on other investments2016-12-31$16,468,889
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$365,376,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$363,604,733
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$6,612,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$57,568,256
Net investment gain/loss from pooled separate accounts2016-12-31$1,623,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$42,521,712
Employer contributions (assets) at end of year2016-12-31$2,593,099
Employer contributions (assets) at beginning of year2016-12-31$2,403,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$72,003,881
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 name2016-12-31COHNREZNICK LLP
Accountancy firm EIN2016-12-31221478099
2015 : GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION 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$408,828
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$179,587
Total income from all sources (including contributions)2015-12-31$70,598,080
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$68,969,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$68,896,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$52,354,558
Value of total assets at end of year2015-12-31$1,459,998,022
Value of total assets at beginning of year2015-12-31$1,458,140,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$72,632
Total interest from all sources2015-12-31$15,447,521
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$34,254,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$34,254,607
Administrative expenses professional fees incurred2015-12-31$26,448
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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$11,304,043
Participant contributions at end of year2015-12-31$663,113
Participant contributions at beginning of year2015-12-31$649,966
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$175,062
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$162,576
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$408,828
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$179,587
Other income not declared elsewhere2015-12-31$663,884
Administrative expenses (other) incurred2015-12-31$17,684
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$1,628,638
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,459,589,194
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,457,960,556
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
Investment advisory and management fees2015-12-31$28,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,062,483,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,067,327,376
Value of interest in pooled separate accounts at end of year2015-12-31$30,668,322
Value of interest in pooled separate accounts at beginning of year2015-12-31$27,909,665
Interest earned on other investments2015-12-31$15,447,521
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$363,604,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$359,702,632
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$2,625,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-34,412,708
Net investment gain/loss from pooled separate accounts2015-12-31$2,290,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$41,050,515
Employer contributions (assets) at end of year2015-12-31$2,403,719
Employer contributions (assets) at beginning of year2015-12-31$2,387,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$66,271,606
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 name2015-12-31COHNREZNICK LLP
Accountancy firm EIN2015-12-31221478099
2014 : GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION 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$179,587
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$614,424
Total income from all sources (including contributions)2014-12-31$142,807,506
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$80,119,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$80,043,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$48,831,820
Value of total assets at end of year2014-12-31$1,458,140,143
Value of total assets at beginning of year2014-12-31$1,395,887,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$76,193
Total interest from all sources2014-12-31$15,935,857
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$37,362,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$37,362,988
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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$10,591,835
Participant contributions at end of year2014-12-31$649,966
Participant contributions at beginning of year2014-12-31$613,083
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$162,576
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$163,178
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$179,587
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$614,424
Other income not declared elsewhere2014-12-31$644,523
Administrative expenses (other) incurred2014-12-31$76,193
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$62,687,606
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,457,960,556
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,395,272,950
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$1,067,327,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,005,466,583
Value of interest in pooled separate accounts at end of year2014-12-31$27,909,665
Value of interest in pooled separate accounts at beginning of year2014-12-31$24,184,787
Interest earned on other investments2014-12-31$15,935,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$359,702,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$363,224,551
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$7,536,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$37,022,199
Net investment gain/loss from pooled separate accounts2014-12-31$3,010,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$38,239,985
Employer contributions (assets) at end of year2014-12-31$2,387,928
Employer contributions (assets) at beginning of year2014-12-31$2,235,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$72,507,662
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 name2014-12-31COHNREZNICK
Accountancy firm EIN2014-12-31221478099
2013 : GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION 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$614,424
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$456,680
Total income from all sources (including contributions)2013-12-31$257,202,160
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$70,590,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$70,451,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$47,428,135
Value of total assets at end of year2013-12-31$1,395,887,374
Value of total assets at beginning of year2013-12-31$1,209,118,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$138,877
Total interest from all sources2013-12-31$15,269,129
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$23,522,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$23,522,762
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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$10,231,910
Participant contributions at end of year2013-12-31$613,083
Participant contributions at beginning of year2013-12-31$621,479
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$480
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$163,178
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$35,207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$614,424
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$456,680
Other income not declared elsewhere2013-12-31$825,857
Administrative expenses (other) incurred2013-12-31$138,877
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$186,611,487
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,395,272,950
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,208,661,463
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$1,005,466,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$825,870,578
Value of interest in pooled separate accounts at end of year2013-12-31$24,184,787
Value of interest in pooled separate accounts at beginning of year2013-12-31$21,305,020
Interest earned on other investments2013-12-31$15,269,129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$363,224,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$358,981,948
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$5,972,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$168,029,830
Net investment gain/loss from pooled separate accounts2013-12-31$2,126,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$37,195,745
Employer contributions (assets) at end of year2013-12-31$2,235,192
Employer contributions (assets) at beginning of year2013-12-31$2,303,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$64,478,920
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 name2013-12-31COHNREZNICK
Accountancy firm EIN2013-12-31221478099
2011 : GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION 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$54,703
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,537,885
Total income from all sources (including contributions)2011-12-31$45,066,192
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$61,639,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$61,623,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$44,771,372
Value of total assets at end of year2011-12-31$1,106,747,057
Value of total assets at beginning of year2011-12-31$1,125,803,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,113
Total interest from all sources2011-12-31$14,455,875
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$9,653,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$9,653,937
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$9,457,922
Participant contributions at end of year2011-12-31$627,339
Participant contributions at beginning of year2011-12-31$573,862
Assets. Other investments not covered elsewhere at end of year2011-12-31$343,664,164
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$378,543,731
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$583,831
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$150,598
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$54,703
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,537,885
Administrative expenses (other) incurred2011-12-31$16,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-16,573,363
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,106,692,354
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,123,265,717
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$382,863,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$374,918,127
Value of interest in pooled separate accounts at end of year2011-12-31$18,532,160
Value of interest in pooled separate accounts at beginning of year2011-12-31$15,219,937
Interest earned on other investments2011-12-31$14,455,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$358,612,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$354,424,586
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$2,957,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-25,892,777
Net investment gain/loss from pooled separate accounts2011-12-31$2,077,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$34,729,619
Employer contributions (assets) at end of year2011-12-31$2,297,038
Employer contributions (assets) at beginning of year2011-12-31$2,123,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$58,666,360
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 name2011-12-31REZNICK GROUP
Accountancy firm EIN2011-12-31521088612
2010 : GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION 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$2,730,115
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,201,484
Total income from all sources (including contributions)2010-12-31$149,909,987
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$56,479,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$56,467,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$43,846,782
Value of total assets at end of year2010-12-31$1,125,803,602
Value of total assets at beginning of year2010-12-31$1,031,844,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,149
Total interest from all sources2010-12-31$13,486,765
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$566,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$566,501
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$9,147,780
Participant contributions at end of year2010-12-31$573,862
Participant contributions at beginning of year2010-12-31$575,657
Assets. Other investments not covered elsewhere at end of year2010-12-31$378,543,731
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$334,281,868
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$999,112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,730,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,201,484
Administrative expenses (other) incurred2010-12-31$12,149
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$93,430,408
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,123,073,487
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,029,643,079
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$374,918,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$294,392,704
Value of interest in pooled separate accounts at end of year2010-12-31$15,219,937
Value of interest in pooled separate accounts at beginning of year2010-12-31$12,404,414
Interest earned on other investments2010-12-31$13,486,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$39,169,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$39,169,864
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$354,424,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$348,903,979
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$2,709,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$90,285,417
Net investment gain/loss from pooled separate accounts2010-12-31$1,724,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$33,699,890
Employer contributions (assets) at end of year2010-12-31$2,123,359
Employer contributions (assets) at beginning of year2010-12-31$2,116,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$53,757,448
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 name2010-12-31REZNICK GROUP
Accountancy firm EIN2010-12-31521088612
2009 : GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

2022: GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION 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: GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION 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: GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION 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: GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION 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: GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION 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: GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION 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: GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION 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: GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION 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: GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION 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: GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION 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
2011: GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION 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: GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 number150291
Policy instance 2
Insurance contract or identification number150291
Number of Individuals Covered3459
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberTS5301966031
Policy instance 1
Insurance contract or identification numberTS5301966031
Number of Individuals Covered6
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150291
Policy instance 2
Insurance contract or identification number150291
Number of Individuals Covered3501
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberTS5301966031
Policy instance 1
Insurance contract or identification numberTS5301966031
Number of Individuals Covered7
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberTS5301966031
Policy instance 1
Insurance contract or identification numberTS5301966031
Number of Individuals Covered7
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?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?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150291
Policy instance 2
Insurance contract or identification number150291
Number of Individuals Covered3589
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 number150291
Policy instance 2
Insurance contract or identification number150291
Number of Individuals Covered3658
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberTS5301966031
Policy instance 1
Insurance contract or identification numberTS5301966031
Number of Individuals Covered7
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedTSA
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 number150291
Policy instance 2
Insurance contract or identification number150291
Number of Individuals Covered3744
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberTS5301966031
Policy instance 1
Insurance contract or identification numberTS5301966031
Number of Individuals Covered7
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedTSA
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 number150291
Policy instance 2
Insurance contract or identification number150291
Number of Individuals Covered3829
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberTS5301966031
Policy instance 1
Insurance contract or identification numberTS5301966031
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedTSA
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 numberTS5301966031
Policy instance 1
Insurance contract or identification numberTS5301966031
Number of Individuals Covered8
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150291
Policy instance 2
Insurance contract or identification number150291
Number of Individuals Covered3988
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150291
Policy instance 2
Insurance contract or identification number150291
Number of Individuals Covered4065
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberTS5301966031
Policy instance 1
Insurance contract or identification numberTS5301966031
Number of Individuals Covered10
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150291
Policy instance 2
Insurance contract or identification number150291
Number of Individuals Covered4142
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberTS5301966031
Policy instance 1
Insurance contract or identification numberTS5301966031
Number of Individuals Covered10
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberTS5301966031
Policy instance 1
Insurance contract or identification numberTS5301966031
Number of Individuals Covered13
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?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150291
Policy instance 2
Insurance contract or identification number150291
Number of Individuals Covered6700
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 number150291
Policy instance 2
Insurance contract or identification number150291
Number of Individuals Covered6387
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?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 numberTS5301966031
Policy instance 1
Insurance contract or identification numberTS5301966031
Number of Individuals Covered19
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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