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MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 401k Plan overview

Plan NameMOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN
Plan identification number 001

MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN Benefits

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

MOREHOUSE SCHOOL OF MEDICINE has sponsored the creation of one or more 401k plans.

Company Name:MOREHOUSE SCHOOL OF MEDICINE
Employer identification number (EIN):581438873
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DEBORAH GILMORE2023-10-03 DEBORAH GILMORE2023-10-03
0012021-01-01ARLENE GODFREY2022-10-12 ARLENE GODFREY2022-10-12
0012020-01-01ARLENE GODFREY2021-09-24 ARLENE GODFREY2021-09-24
0012019-01-01ARLENE GODFREY2020-10-09 ARLENE GODFREY2020-10-09
0012018-01-01ARLENE GODFREY2019-10-10 ARLENE GODFREY2019-10-10
0012017-01-01DENISE BRITT DENISE BRITT2018-10-11
0012016-01-01DENISE BRITT DENISE BRITT2017-10-16
0012015-01-01DENISE BRITT DENISE BRITT2016-10-13
0012014-01-01DENISE BRITT DENISE BRITT2015-10-13
0012013-01-01DENISE BRITT DENISE BRITT2014-10-07
0012012-01-01DENISE BRITT DENISE BRITT2013-10-14
0012011-01-01DENISE BRITT DENISE BRITT2012-10-15
0012009-01-01DENISE BRITT DENISE BRITT2010-11-10
0012009-01-01DENISE BRITT DENISE BRITT2010-10-15
0012009-01-01DENISE BRITT DENISE BRITT2010-11-10
0012009-01-01DENISE BRITT DENISE BRITT2010-10-15

Plan Statistics for MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN

401k plan membership statisitcs for MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN

Measure Date Value
2022: MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,835
Total number of active participants reported on line 7a of the Form 55002022-01-011,228
Number of retired or separated participants receiving benefits2022-01-01515
Total of all active and inactive participants2022-01-011,743
Total participants2022-01-011,743
Number of participants with account balances2022-01-011,651
2021: MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,632
Total number of active participants reported on line 7a of the Form 55002021-01-011,167
Number of other retired or separated participants entitled to future benefits2021-01-01500
Total of all active and inactive participants2021-01-011,667
Total participants2021-01-011,667
Number of participants with account balances2021-01-011,500
2020: MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,421
Total number of active participants reported on line 7a of the Form 55002020-01-011,104
Number of retired or separated participants receiving benefits2020-01-01623
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-011,731
Total participants2020-01-011,731
Number of participants with account balances2020-01-011,704
2019: MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,232
Total number of active participants reported on line 7a of the Form 55002019-01-011,049
Number of other retired or separated participants entitled to future benefits2019-01-01750
Total of all active and inactive participants2019-01-011,799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-011,802
Number of participants with account balances2019-01-011,231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0129
2018: MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,136
Total number of active participants reported on line 7a of the Form 55002018-01-01831
Number of other retired or separated participants entitled to future benefits2018-01-01816
Total of all active and inactive participants2018-01-011,647
Total participants2018-01-011,647
Number of participants with account balances2018-01-011,100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0130
2017: MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,048
Total number of active participants reported on line 7a of the Form 55002017-01-01954
Number of other retired or separated participants entitled to future benefits2017-01-011,176
Total of all active and inactive participants2017-01-012,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-012,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0127
2016: MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,138
Total number of active participants reported on line 7a of the Form 55002016-01-01899
Number of other retired or separated participants entitled to future benefits2016-01-011,141
Total of all active and inactive participants2016-01-012,040
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-012,048
Number of participants with account balances2016-01-012,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0130
2015: MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,070
Total number of active participants reported on line 7a of the Form 55002015-01-01888
Number of retired or separated participants receiving benefits2015-01-011,240
Total of all active and inactive participants2015-01-012,128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0115
Total participants2015-01-012,143
Number of participants with account balances2015-01-012,126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0126
2014: MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,036
Total number of active participants reported on line 7a of the Form 55002014-01-01882
Number of other retired or separated participants entitled to future benefits2014-01-011,179
Total of all active and inactive participants2014-01-012,061
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0110
Total participants2014-01-012,071
Number of participants with account balances2014-01-012,056
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,042
Total number of active participants reported on line 7a of the Form 55002013-01-01878
Number of other retired or separated participants entitled to future benefits2013-01-011,165
Total of all active and inactive participants2013-01-012,043
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-012,051
Number of participants with account balances2013-01-012,022
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0132
2012: MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,184
Total number of active participants reported on line 7a of the Form 55002012-01-01917
Number of other retired or separated participants entitled to future benefits2012-01-011,119
Total of all active and inactive participants2012-01-012,036
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-012,043
Number of participants with account balances2012-01-012,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01290
2011: MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01953
Total number of active participants reported on line 7a of the Form 55002011-01-01996
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01115
Total of all active and inactive participants2011-01-011,111
Total participants2011-01-011,111
Number of participants with account balances2011-01-011,075
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01844
Total number of active participants reported on line 7a of the Form 55002009-01-01811
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01133
Total of all active and inactive participants2009-01-01944
Total participants2009-01-01944
Number of participants with account balances2009-01-012,444

Financial Data on MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN

Measure Date Value
2022 : MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$88,741
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,853,370
Total income from all sources (including contributions)2022-12-31$-17,299,155
Total of all expenses incurred2022-12-31$11,387,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,573,595
Expenses. Certain deemed distributions of participant loans2022-12-31$-197,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,725,492
Value of total assets at end of year2022-12-31$196,931,981
Value of total assets at beginning of year2022-12-31$229,383,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,191
Total interest from all sources2022-12-31$65,054
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$100,928
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$100,928
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
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$6,312,251
Participant contributions at end of year2022-12-31$1,678,493
Participant contributions at beginning of year2022-12-31$1,152,700
Participant contributions at end of year2022-12-31$215,329
Participant contributions at beginning of year2022-12-31$241,975
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$650,208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$88,741
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$152,194
Liabilities. Value of operating payables at beginning of year2022-12-31$3,701,176
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-28,686,530
Value of net assets at end of year (total assets less liabilities)2022-12-31$196,843,240
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$225,529,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$142,909,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$176,371,624
Value of interest in pooled separate accounts at end of year2022-12-31$4,181,173
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,029,463
Interest on participant loans2022-12-31$65,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,154,463
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,397,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,397,226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$45,637,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$45,020,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-29,190,629
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$4,763,033
Employer contributions (assets) at end of year2022-12-31$155,410
Employer contributions (assets) at beginning of year2022-12-31$169,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,573,595
Contract administrator fees2022-12-31$11,191
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,853,370
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$146,092
Total income from all sources (including contributions)2021-12-31$34,977,545
Total of all expenses incurred2021-12-31$12,577,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,213,323
Value of total corrective distributions2021-12-31$354,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,294,187
Value of total assets at end of year2021-12-31$229,383,140
Value of total assets at beginning of year2021-12-31$203,276,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,103
Total interest from all sources2021-12-31$66,486
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$130,956
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$130,956
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,101,323
Participant contributions at end of year2021-12-31$1,152,700
Participant contributions at beginning of year2021-12-31$1,558,511
Participant contributions at end of year2021-12-31$241,975
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$615,498
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$152,194
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$146,092
Liabilities. Value of operating payables at end of year2021-12-31$3,701,176
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$22,399,810
Value of net assets at end of year (total assets less liabilities)2021-12-31$225,529,770
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$203,129,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$176,371,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$149,184,809
Value of interest in pooled separate accounts at end of year2021-12-31$4,029,463
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,559,838
Interest on participant loans2021-12-31$66,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,397,226
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,561,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,561,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$45,020,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$46,411,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$23,485,916
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$4,577,366
Employer contributions (assets) at end of year2021-12-31$169,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,213,323
Contract administrator fees2021-12-31$10,103
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$146,092
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$142,448
Total income from all sources (including contributions)2020-12-31$33,820,450
Total of all expenses incurred2020-12-31$12,425,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,350,369
Expenses. Certain deemed distributions of participant loans2020-12-31$65,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,342,613
Value of total assets at end of year2020-12-31$203,276,052
Value of total assets at beginning of year2020-12-31$181,877,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,271
Total interest from all sources2020-12-31$73,264
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$134,864
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$134,864
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
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$5,816,340
Participant contributions at end of year2020-12-31$1,558,511
Participant contributions at beginning of year2020-12-31$1,339,576
Participant contributions at beginning of year2020-12-31$210,918
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$255,083
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$146,092
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$142,448
Other income not declared elsewhere2020-12-31$32
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$21,394,904
Value of net assets at end of year (total assets less liabilities)2020-12-31$203,129,960
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$181,735,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$149,184,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$127,043,552
Value of interest in pooled separate accounts at end of year2020-12-31$3,559,838
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,066,403
Interest on participant loans2020-12-31$73,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,561,580
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,173,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,173,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$46,411,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$45,905,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$23,269,677
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$4,271,190
Employer contributions (assets) at beginning of year2020-12-31$137,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,350,369
Contract administrator fees2020-12-31$9,271
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 name2020-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2020-12-31560747981
2019 : MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$142,448
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$118,664
Total income from all sources (including contributions)2019-12-31$35,488,860
Total of all expenses incurred2019-12-31$10,633,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,573,832
Expenses. Certain deemed distributions of participant loans2019-12-31$50,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,939,058
Value of total assets at end of year2019-12-31$181,877,504
Value of total assets at beginning of year2019-12-31$156,997,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,369
Total interest from all sources2019-12-31$3,279
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$109,371
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$109,371
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,643,543
Participant contributions at end of year2019-12-31$1,339,576
Participant contributions at beginning of year2019-12-31$889,957
Participant contributions at end of year2019-12-31$210,918
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$495,341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$142,448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$118,664
Other income not declared elsewhere2019-12-31$19
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$24,855,721
Value of net assets at end of year (total assets less liabilities)2019-12-31$181,735,056
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$156,879,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$127,043,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$102,406,258
Value of interest in pooled separate accounts at end of year2019-12-31$4,066,403
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,401,612
Interest on participant loans2019-12-31$3,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,173,564
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,254,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,254,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$45,905,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$46,045,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$25,437,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,800,174
Employer contributions (assets) at end of year2019-12-31$137,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,573,832
Contract administrator fees2019-12-31$8,369
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2019-12-31560747981
2018 : MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$118,664
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$108,819
Total income from all sources (including contributions)2018-12-31$5,772,451
Total of all expenses incurred2018-12-31$8,617,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,578,159
Expenses. Certain deemed distributions of participant loans2018-12-31$31,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,635,629
Value of total assets at end of year2018-12-31$156,997,999
Value of total assets at beginning of year2018-12-31$159,833,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,441
Total interest from all sources2018-12-31$5,200
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$111,329
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$111,329
Administrative expenses professional fees incurred2018-12-31$8,441
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
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$4,031,709
Participant contributions at end of year2018-12-31$889,957
Participant contributions at beginning of year2018-12-31$311,124
Participant contributions at beginning of year2018-12-31$125,254
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,248,697
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$118,664
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$108,819
Other income not declared elsewhere2018-12-31$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,845,511
Value of net assets at end of year (total assets less liabilities)2018-12-31$156,879,335
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$159,724,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$102,406,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$105,007,288
Value of interest in pooled separate accounts at end of year2018-12-31$4,401,612
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,107,044
Interest on participant loans2018-12-31$5,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,254,245
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,111,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,111,382
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$46,045,927
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$45,004,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,979,713
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$5,355,223
Employer contributions (assets) at beginning of year2018-12-31$167,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,578,159
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 name2018-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2018-12-31560747981
2017 : MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$108,819
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$146,056
Total income from all sources (including contributions)2017-12-31$28,787,773
Total of all expenses incurred2017-12-31$7,185,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,176,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,679,257
Value of total assets at end of year2017-12-31$159,833,665
Value of total assets at beginning of year2017-12-31$138,268,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,226
Total interest from all sources2017-12-31$6,882
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,794,719
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$1,794,719
Administrative expenses professional fees incurred2017-12-31$9,226
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
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$3,484,326
Participant contributions at end of year2017-12-31$311,124
Participant contributions at beginning of year2017-12-31$203,794
Participant contributions at end of year2017-12-31$125,254
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,312,772
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$82,341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$108,819
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$146,056
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$21,602,133
Value of net assets at end of year (total assets less liabilities)2017-12-31$159,724,846
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$138,122,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$105,007,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$85,484,958
Value of interest in pooled separate accounts at end of year2017-12-31$5,107,044
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,604,848
Interest on participant loans2017-12-31$6,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,111,382
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,145,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,145,407
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$45,004,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$43,829,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$17,306,915
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$4,882,159
Employer contributions (assets) at end of year2017-12-31$167,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,094,073
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 name2017-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2017-12-31560747981
2016 : MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$146,056
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$152,129
Total income from all sources (including contributions)2016-12-31$17,197,501
Total of all expenses incurred2016-12-31$8,299,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,290,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,150,481
Value of total assets at end of year2016-12-31$138,268,769
Value of total assets at beginning of year2016-12-31$129,377,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,905
Total interest from all sources2016-12-31$8,835
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,338,450
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$1,338,450
Administrative expenses professional fees incurred2016-12-31$8,905
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,324,560
Participant contributions at end of year2016-12-31$203,794
Participant contributions at beginning of year2016-12-31$166,617
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,138,518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$146,056
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$152,129
Other income not declared elsewhere2016-12-31$0
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$8,897,597
Value of net assets at end of year (total assets less liabilities)2016-12-31$138,122,713
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$129,225,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$85,484,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$77,327,739
Value of interest in pooled separate accounts at end of year2016-12-31$4,604,848
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,286,281
Interest on participant loans2016-12-31$8,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,145,407
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,913,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,913,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$43,829,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$42,683,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,699,735
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$4,687,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,290,999
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 name2016-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2016-12-31560747981
2015 : MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$152,129
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$135,842
Total income from all sources (including contributions)2015-12-31$9,854,301
Total of all expenses incurred2015-12-31$6,067,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,060,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,077,831
Value of total assets at end of year2015-12-31$129,377,245
Value of total assets at beginning of year2015-12-31$125,574,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,370
Total interest from all sources2015-12-31$7,212
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,157,829
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$3,157,829
Administrative expenses professional fees incurred2015-12-31$7,370
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,156,742
Participant contributions at end of year2015-12-31$166,617
Participant contributions at beginning of year2015-12-31$175,305
Participant contributions at beginning of year2015-12-31$151,665
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$534,899
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$108,530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$152,129
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$135,842
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$3,786,537
Value of net assets at end of year (total assets less liabilities)2015-12-31$129,225,116
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$125,438,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$77,327,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$74,382,818
Value of interest in pooled separate accounts at end of year2015-12-31$4,286,281
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,813,127
Interest on participant loans2015-12-31$7,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,913,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,919,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,919,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$42,683,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$42,023,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,388,571
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$4,386,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,060,394
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 name2015-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2015-12-31560747981
2014 : MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$135,842
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$133,993
Total income from all sources (including contributions)2014-12-31$13,955,761
Total of all expenses incurred2014-12-31$6,045,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,039,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,267,338
Value of total assets at end of year2014-12-31$125,574,421
Value of total assets at beginning of year2014-12-31$117,662,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,689
Total interest from all sources2014-12-31$6,102
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,954,765
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$2,954,765
Administrative expenses professional fees incurred2014-12-31$5,689
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,929,167
Participant contributions at end of year2014-12-31$175,305
Participant contributions at beginning of year2014-12-31$142,910
Participant contributions at end of year2014-12-31$151,665
Participant contributions at beginning of year2014-12-31$148,012
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$136,170
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$108,530
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$96,791
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$135,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$133,993
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$7,910,216
Value of net assets at end of year (total assets less liabilities)2014-12-31$125,438,579
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$117,528,363
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$74,382,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$67,869,043
Value of interest in pooled separate accounts at end of year2014-12-31$3,813,127
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,314,317
Interest on participant loans2014-12-31$6,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,919,478
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,101,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,101,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$42,023,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$40,989,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,727,556
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$4,202,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,039,856
Contract administrator fees2014-12-31$0
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 name2014-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2014-12-31560747981
2013 : MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$133,993
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$143,282
Total income from all sources (including contributions)2013-12-31$22,071,290
Total of all expenses incurred2013-12-31$7,130,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,123,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,454,520
Value of total assets at end of year2013-12-31$117,662,356
Value of total assets at beginning of year2013-12-31$102,730,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,904
Total interest from all sources2013-12-31$6,469
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,559,474
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$2,559,474
Administrative expenses professional fees incurred2013-12-31$6,904
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,661,755
Participant contributions at end of year2013-12-31$142,910
Participant contributions at beginning of year2013-12-31$151,474
Participant contributions at end of year2013-12-31$148,012
Participant contributions at beginning of year2013-12-31$151,465
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$754,690
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$96,791
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$100,855
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$133,993
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$143,282
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$14,941,044
Value of net assets at end of year (total assets less liabilities)2013-12-31$117,528,363
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$102,587,319
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$67,869,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$54,026,711
Value of interest in pooled separate accounts at end of year2013-12-31$3,314,317
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,969,798
Interest on participant loans2013-12-31$6,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,101,687
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,758,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,758,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$40,989,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$39,571,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$12,050,827
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$4,038,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,123,342
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 name2013-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2013-12-31560747981
2012 : MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$143,282
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$216,914
Total income from all sources (including contributions)2012-12-31$15,557,508
Total of all expenses incurred2012-12-31$4,847,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,837,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,046,323
Value of total assets at end of year2012-12-31$102,730,601
Value of total assets at beginning of year2012-12-31$92,094,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,491
Total interest from all sources2012-12-31$11,525
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,984,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,984,845
Administrative expenses professional fees incurred2012-12-31$10,491
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,876,005
Participant contributions at end of year2012-12-31$151,474
Participant contributions at beginning of year2012-12-31$199,771
Participant contributions at end of year2012-12-31$151,465
Participant contributions at beginning of year2012-12-31$151,646
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$189,295
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$100,855
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$102,255
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$143,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$216,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$10,709,641
Value of net assets at end of year (total assets less liabilities)2012-12-31$102,587,319
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$91,877,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$54,026,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$44,620,400
Value of interest in pooled separate accounts at end of year2012-12-31$2,969,798
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,557,197
Interest on participant loans2012-12-31$11,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,758,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,533,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,533,738
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$39,571,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$37,929,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,514,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,981,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,837,376
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2012-12-31560747981
2011 : MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$216,914
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$8,024,187
Total of all expenses incurred2011-12-31$4,259,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,255,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,224,579
Value of total assets at end of year2011-12-31$92,094,592
Value of total assets at beginning of year2011-12-31$88,113,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,767
Total interest from all sources2011-12-31$9,821
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,750,206
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$1,750,206
Administrative expenses professional fees incurred2011-12-31$3,767
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,603,593
Participant contributions at end of year2011-12-31$199,771
Participant contributions at beginning of year2011-12-31$366,268
Participant contributions at end of year2011-12-31$151,646
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$341,967
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$102,255
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$216,914
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$3,764,426
Value of net assets at end of year (total assets less liabilities)2011-12-31$91,877,678
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$88,113,252
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$44,620,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$42,360,695
Value of interest in pooled separate accounts at end of year2011-12-31$2,557,197
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,064,630
Income. Interest from loans (other than to participants)2011-12-31$9,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,533,738
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$7,145,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$7,145,465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$37,929,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$36,176,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-960,419
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,279,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,255,994
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 name2011-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2011-12-31560747981
2010 : MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$13,461,674
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,151,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,135,556
Value of total corrective distributions2010-12-31$13,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,890,197
Value of total assets at end of year2010-12-31$88,113,252
Value of total assets at beginning of year2010-12-31$77,803,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,891
Total interest from all sources2010-12-31$23,377
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$382,729
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$382,729
Administrative expenses professional fees incurred2010-12-31$2,891
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,389,254
Participant contributions at end of year2010-12-31$366,268
Participant contributions at beginning of year2010-12-31$244,978
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$668,735
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$190,673
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$10,310,224
Value of net assets at end of year (total assets less liabilities)2010-12-31$88,113,252
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$77,803,028
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$42,360,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$33,889,469
Value of interest in pooled separate accounts at end of year2010-12-31$2,064,630
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,698,431
Interest on participant loans2010-12-31$23,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$7,145,465
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,899,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,899,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$36,176,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$35,071,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,165,371
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,832,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,944,883
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 name2010-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2010-12-31560747981

Form 5500 Responses for MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN

2022: MOREHOUSE SCHOOL OF MEDICINE 403(B) 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: MOREHOUSE SCHOOL OF MEDICINE 403(B) 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: MOREHOUSE SCHOOL OF MEDICINE 403(B) 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: MOREHOUSE SCHOOL OF MEDICINE 403(B) 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: MOREHOUSE SCHOOL OF MEDICINE 403(B) 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: MOREHOUSE SCHOOL OF MEDICINE 403(B) 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: MOREHOUSE SCHOOL OF MEDICINE 403(B) 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: MOREHOUSE SCHOOL OF MEDICINE 403(B) 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: MOREHOUSE SCHOOL OF MEDICINE 403(B) 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: MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MOREHOUSE SCHOOL OF MEDICINE 403(B) 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: MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67322
Policy instance 5
Insurance contract or identification number67322
Number of Individuals Covered3
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 unallocated funds for contracts of type guaranteed investment?Yes
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number807220
Policy instance 4
Insurance contract or identification number807220
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number517-80147
Policy instance 3
Insurance contract or identification number517-80147
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67053
Policy instance 2
Insurance contract or identification number67053
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 unallocated funds for contracts of type guaranteed investment?Yes
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101790
Policy instance 1
Insurance contract or identification number101790
Number of Individuals Covered922
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 unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101790
Policy instance 1
Insurance contract or identification number101790
Number of Individuals Covered948
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 unallocated funds for contracts of type guaranteed investment?Yes
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67053
Policy instance 2
Insurance contract or identification number67053
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number
Policy instance 3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number807220
Policy instance 4
Insurance contract or identification number807220
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $8,160
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $5,304
Amount paid for insurance broker fees0
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67322
Policy instance 5
Insurance contract or identification number67322
Number of Individuals Covered14
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $104
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $104
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67322
Policy instance 4
Insurance contract or identification number67322
Number of Individuals Covered3
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $181
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $169
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number807220
Policy instance 3
Insurance contract or identification number807220
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,033
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,518
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67053
Policy instance 2
Insurance contract or identification number67053
Number of Individuals Covered51
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $644
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $36
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101790
Policy instance 1
Insurance contract or identification number101790
Number of Individuals Covered987
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101790
Policy instance 1
Insurance contract or identification number101790
Number of Individuals Covered1025
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 unallocated funds for contracts of type guaranteed investment?Yes
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67053
Policy instance 2
Insurance contract or identification number67053
Number of Individuals Covered54
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 unallocated funds for contracts of type guaranteed investment?Yes
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number807220
Policy instance 3
Insurance contract or identification number807220
Number of Individuals Covered40
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,107
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $5,212
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67322
Policy instance 4
Insurance contract or identification number67322
Number of Individuals Covered3
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 unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101790
Policy instance 1
Insurance contract or identification number101790
Number of Individuals Covered1109
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 unallocated funds for contracts of type guaranteed investment?Yes
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number807220
Policy instance 3
Insurance contract or identification number807220
Number of Individuals Covered51
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,717
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $6,256
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67053
Policy instance 2
Insurance contract or identification number67053
Number of Individuals Covered58
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,276
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $60
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67322
Policy instance 4
Insurance contract or identification number67322
Number of Individuals Covered13
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $117
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $10
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67322
Policy instance 4
Insurance contract or identification number67322
Number of Individuals Covered4
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $113
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $12
Insurance broker organization code?3
Insurance broker nameBETTS, JENNIFER
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number807220
Policy instance 3
Insurance contract or identification number807220
Number of Individuals Covered53
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,343
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $6,661
Insurance broker organization code?3
Insurance broker nameS. WILLIAMS JR.
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67053
Policy instance 2
Insurance contract or identification number67053
Number of Individuals Covered61
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,532
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $499
Insurance broker organization code?3
Insurance broker nameBROWN, THIESMAN
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101790
Policy instance 1
Insurance contract or identification number101790
Number of Individuals Covered1184
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 unallocated funds for contracts of type guaranteed investment?Yes

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