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SRI INTERNATIONAL BASIC RETIREMENT PLAN 401k Plan overview

Plan NameSRI INTERNATIONAL BASIC RETIREMENT PLAN
Plan identification number 001

SRI INTERNATIONAL BASIC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SRI INTERNATIONAL has sponsored the creation of one or more 401k plans.

Company Name:SRI INTERNATIONAL
Employer identification number (EIN):941160950
NAIC Classification:541700

Additional information about SRI INTERNATIONAL

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4815836

More information about SRI INTERNATIONAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SRI INTERNATIONAL BASIC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHURI E. JAMES SHURI E. JAMES2018-10-15
0012016-01-01SHURI E JAMES SHURI E. JAMES2017-10-16
0012015-01-01LYNDA F. MOSHER LYNDA F. MOSHER2016-10-14
0012014-01-01JEAN E. TOOKER JEAN E. TOOKER2015-10-14
0012013-01-01JEAN E. TOOKER JEAN E. TOOKER2014-10-14
0012012-01-01JEAN E. TOOKER JEAN E. TOOKER2013-10-15
0012011-01-01JEAN E. TOOKER JEAN E. TOOKER2012-10-15
0012010-01-01JEAN E. TOOKER JEAN E. TOOKER2011-10-14
0012009-01-01BYRON ROVEGNO BYRON ROVEGNO2010-10-14

Plan Statistics for SRI INTERNATIONAL BASIC RETIREMENT PLAN

401k plan membership statisitcs for SRI INTERNATIONAL BASIC RETIREMENT PLAN

Measure Date Value
2023: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-015,444
Total number of active participants reported on line 7a of the Form 55002023-01-011,434
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-013,711
Total of all active and inactive participants2023-01-015,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0166
Total participants2023-01-015,211
Number of participants with account balances2023-01-015,211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01145
2022: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,626
Total number of active participants reported on line 7a of the Form 55002022-01-011,501
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013,725
Total of all active and inactive participants2022-01-015,226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01161
Total participants2022-01-015,387
Number of participants with account balances2022-01-015,322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0172
2021: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,645
Total number of active participants reported on line 7a of the Form 55002021-01-011,741
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013,749
Total of all active and inactive participants2021-01-015,490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01136
Total participants2021-01-015,626
Number of participants with account balances2021-01-015,367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0198
2020: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,655
Total number of active participants reported on line 7a of the Form 55002020-01-011,830
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013,759
Total of all active and inactive participants2020-01-015,589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0156
Total participants2020-01-015,645
Number of participants with account balances2020-01-015,534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0166
2019: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,649
Total number of active participants reported on line 7a of the Form 55002019-01-011,860
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013,752
Total of all active and inactive participants2019-01-015,612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0143
Total participants2019-01-015,655
Number of participants with account balances2019-01-015,496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01118
2018: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,632
Total number of active participants reported on line 7a of the Form 55002018-01-011,948
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013,661
Total of all active and inactive participants2018-01-015,609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0140
Total participants2018-01-015,649
Number of participants with account balances2018-01-015,545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01268
2017: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,661
Total number of active participants reported on line 7a of the Form 55002017-01-012,097
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013,579
Total of all active and inactive participants2017-01-015,676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0145
Total participants2017-01-015,721
Number of participants with account balances2017-01-015,632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01180
2016: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,659
Total number of active participants reported on line 7a of the Form 55002016-01-012,443
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013,500
Total of all active and inactive participants2016-01-015,943
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0141
Total participants2016-01-015,984
Number of participants with account balances2016-01-015,661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01175
2015: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,714
Total number of active participants reported on line 7a of the Form 55002015-01-012,786
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013,367
Total of all active and inactive participants2015-01-016,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0140
Total participants2015-01-016,193
Number of participants with account balances2015-01-015,659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01109
2014: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,941
Total number of active participants reported on line 7a of the Form 55002014-01-012,580
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013,211
Total of all active and inactive participants2014-01-015,791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0137
Total participants2014-01-015,828
Number of participants with account balances2014-01-015,714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01157
2013: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016,380
Total number of active participants reported on line 7a of the Form 55002013-01-012,203
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013,530
Total of all active and inactive participants2013-01-015,733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0139
Total participants2013-01-015,772
Number of participants with account balances2013-01-015,772
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01116
2012: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,296
Total number of active participants reported on line 7a of the Form 55002012-01-012,200
Number of retired or separated participants receiving benefits2012-01-0149
Number of other retired or separated participants entitled to future benefits2012-01-014,109
Total of all active and inactive participants2012-01-016,358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0122
Total participants2012-01-016,380
Number of participants with account balances2012-01-016,380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01113
2011: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,418
Total number of active participants reported on line 7a of the Form 55002011-01-012,175
Number of retired or separated participants receiving benefits2011-01-0150
Number of other retired or separated participants entitled to future benefits2011-01-014,051
Total of all active and inactive participants2011-01-016,276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0120
Total participants2011-01-016,296
Number of participants with account balances2011-01-016,296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01127
2010: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015,325
Total number of active participants reported on line 7a of the Form 55002010-01-011,707
Number of retired or separated participants receiving benefits2010-01-0113
Number of other retired or separated participants entitled to future benefits2010-01-013,676
Total of all active and inactive participants2010-01-015,396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0122
Total participants2010-01-015,418
Number of participants with account balances2010-01-015,418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0198
2009: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,288
Total number of active participants reported on line 7a of the Form 55002009-01-011,701
Number of retired or separated participants receiving benefits2009-01-0115
Number of other retired or separated participants entitled to future benefits2009-01-013,590
Total of all active and inactive participants2009-01-015,306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0119
Total participants2009-01-015,325
Number of participants with account balances2009-01-015,325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0185

Financial Data on SRI INTERNATIONAL BASIC RETIREMENT PLAN

Measure Date Value
2023 : SRI INTERNATIONAL BASIC RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$119,376,975
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$45,874,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$45,708,922
Expenses. Certain deemed distributions of participant loans2023-12-31$2,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$11,494,059
Value of total assets at end of year2023-12-31$851,659,464
Value of total assets at beginning of year2023-12-31$778,157,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$163,557
Total interest from all sources2023-12-31$9,598,982
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$9,760,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$9,760,849
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,562,579
Participant contributions at end of year2023-12-31$411,784
Participant contributions at beginning of year2023-12-31$423,815
Participant contributions at end of year2023-12-31$76,859
Participant contributions at beginning of year2023-12-31$71,552
Assets. Other investments not covered elsewhere at end of year2023-12-31$14,694,063
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$13,250,924
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$170,163
Other income not declared elsewhere2023-12-31$2,182,108
Administrative expenses (other) incurred2023-12-31$124,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$73,502,375
Value of net assets at end of year (total assets less liabilities)2023-12-31$851,659,464
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$778,157,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$629,442,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$554,161,844
Value of interest in pooled separate accounts at end of year2023-12-31$2,302,916
Value of interest in pooled separate accounts at beginning of year2023-12-31$2,974,738
Interest on participant loans2023-12-31$28,245
Interest earned on other investments2023-12-31$9,570,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$204,234,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$206,846,386
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$4,074,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$86,724,516
Net investment gain/loss from pooled separate accounts2023-12-31$-383,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$8,761,317
Employer contributions (assets) at end of year2023-12-31$496,713
Employer contributions (assets) at beginning of year2023-12-31$427,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$41,634,650
Contract administrator fees2023-12-31$5,496
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CBIZ CPAS P.C.
Accountancy firm EIN2023-12-31431947695
2022 : SRI INTERNATIONAL BASIC RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-90,016,055
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$48,362,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$48,151,628
Expenses. Certain deemed distributions of participant loans2022-12-31$2,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,215,237
Value of total assets at end of year2022-12-31$778,157,089
Value of total assets at beginning of year2022-12-31$916,535,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$208,433
Total interest from all sources2022-12-31$8,491,073
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,192,140
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$9,192,140
Administrative expenses professional fees incurred2022-12-31$167,898
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,585,257
Participant contributions at end of year2022-12-31$423,815
Participant contributions at beginning of year2022-12-31$422,983
Participant contributions at end of year2022-12-31$71,552
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$13,250,924
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$15,436,308
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$984,137
Other income not declared elsewhere2022-12-31$-1,746,513
Administrative expenses (other) incurred2022-12-31$935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-138,378,237
Value of net assets at end of year (total assets less liabilities)2022-12-31$778,157,089
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$916,535,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$39,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$554,161,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$690,368,015
Value of interest in pooled separate accounts at end of year2022-12-31$2,974,738
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,896,441
Interest on participant loans2022-12-31$24,376
Interest earned on other investments2022-12-31$8,466,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$206,846,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$207,411,579
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,756,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-118,406,923
Net investment gain/loss from pooled separate accounts2022-12-31$238,931
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,645,843
Employer contributions (assets) at end of year2022-12-31$427,830
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$45,395,566
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-12-31431947695
2021 : SRI INTERNATIONAL BASIC RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$112,166,362
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$44,306,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$44,100,705
Expenses. Certain deemed distributions of participant loans2021-12-31$44,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$14,174,790
Value of total assets at end of year2021-12-31$916,535,326
Value of total assets at beginning of year2021-12-31$848,675,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$161,569
Total interest from all sources2021-12-31$7,343,659
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$11,386,401
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$11,386,401
Administrative expenses professional fees incurred2021-12-31$144,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,738,541
Participant contributions at end of year2021-12-31$422,983
Participant contributions at beginning of year2021-12-31$425,400
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$81,134
Assets. Other investments not covered elsewhere at end of year2021-12-31$15,436,308
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$13,571,242
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$754,464
Other income not declared elsewhere2021-12-31$2,144,173
Administrative expenses (other) incurred2021-12-31$17,069
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$67,859,792
Value of net assets at end of year (total assets less liabilities)2021-12-31$916,535,326
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$848,675,534
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$690,368,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$623,066,259
Value of interest in pooled separate accounts at end of year2021-12-31$2,896,441
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,654,066
Interest on participant loans2021-12-31$21,995
Interest earned on other investments2021-12-31$7,321,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$207,411,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$208,371,657
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,567,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$76,665,646
Net investment gain/loss from pooled separate accounts2021-12-31$451,693
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$10,681,785
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$505,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$41,532,999
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-12-31043194769
2020 : SRI INTERNATIONAL BASIC RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$103,840,261
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$41,728,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$41,632,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$14,739,575
Value of total assets at end of year2020-12-31$848,675,534
Value of total assets at beginning of year2020-12-31$786,563,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$96,357
Total interest from all sources2020-12-31$8,215,871
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$13,137,073
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$13,137,073
Administrative expenses professional fees incurred2020-12-31$38,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,542,491
Participant contributions at end of year2020-12-31$425,400
Participant contributions at beginning of year2020-12-31$337,682
Participant contributions at end of year2020-12-31$81,134
Participant contributions at beginning of year2020-12-31$64,645
Assets. Other investments not covered elsewhere at end of year2020-12-31$13,571,242
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$10,816,938
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,006,950
Other income not declared elsewhere2020-12-31$2,049,108
Administrative expenses (other) incurred2020-12-31$5,259
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$62,111,543
Value of net assets at end of year (total assets less liabilities)2020-12-31$848,675,534
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$786,563,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$53,098
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$623,066,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$565,834,003
Value of interest in pooled separate accounts at end of year2020-12-31$2,654,066
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,840,178
Interest on participant loans2020-12-31$21,172
Interest earned on other investments2020-12-31$8,194,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$208,371,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$206,180,632
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$3,288,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$65,722,657
Net investment gain/loss from pooled separate accounts2020-12-31$-24,023
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$10,190,134
Employer contributions (assets) at end of year2020-12-31$505,776
Employer contributions (assets) at beginning of year2020-12-31$489,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$38,344,155
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31SHEA LABAGH DOBBERSTEIN, CPA, INC.
Accountancy firm EIN2020-12-31942290202
2019 : SRI INTERNATIONAL BASIC RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$129,547,295
Total income from all sources (including contributions)2019-12-31$129,547,295
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$49,723,392
Total of all expenses incurred2019-12-31$49,723,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$49,601,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$49,601,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,564,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,564,052
Value of total assets at end of year2019-12-31$786,563,991
Value of total assets at end of year2019-12-31$786,563,991
Value of total assets at beginning of year2019-12-31$706,740,088
Value of total assets at beginning of year2019-12-31$706,740,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$122,344
Total interest from all sources2019-12-31$8,200,451
Total interest from all sources2019-12-31$8,200,451
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$13,069,642
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$13,069,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$13,069,642
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$13,069,642
Administrative expenses professional fees incurred2019-12-31$36,000
Administrative expenses professional fees incurred2019-12-31$36,000
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,375,711
Contributions received from participants2019-12-31$2,375,711
Participant contributions at end of year2019-12-31$337,682
Participant contributions at end of year2019-12-31$337,682
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$64,645
Participant contributions at end of year2019-12-31$64,645
Participant contributions at beginning of year2019-12-31$56,607
Participant contributions at beginning of year2019-12-31$56,607
Assets. Other investments not covered elsewhere at end of year2019-12-31$10,816,938
Assets. Other investments not covered elsewhere at end of year2019-12-31$10,816,938
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$9,582,447
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$9,582,447
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$624,607
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$624,607
Other income not declared elsewhere2019-12-31$2,335,801
Other income not declared elsewhere2019-12-31$2,335,801
Administrative expenses (other) incurred2019-12-31$6,875
Administrative expenses (other) incurred2019-12-31$6,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$79,823,903
Value of net income/loss2019-12-31$79,823,903
Value of net assets at end of year (total assets less liabilities)2019-12-31$786,563,991
Value of net assets at end of year (total assets less liabilities)2019-12-31$786,563,991
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$706,740,088
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$706,740,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$79,469
Investment advisory and management fees2019-12-31$79,469
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$565,834,003
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$565,834,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$488,938,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$488,938,463
Value of interest in pooled separate accounts at end of year2019-12-31$2,840,178
Value of interest in pooled separate accounts at end of year2019-12-31$2,840,178
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,007,634
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,007,634
Interest on participant loans2019-12-31$8,005
Interest on participant loans2019-12-31$8,005
Interest earned on other investments2019-12-31$8,192,446
Interest earned on other investments2019-12-31$8,192,446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$206,180,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$206,180,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$204,784,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$204,784,786
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,653,517
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,653,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$92,222,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$92,222,111
Net investment gain/loss from pooled separate accounts2019-12-31$155,238
Net investment gain/loss from pooled separate accounts2019-12-31$155,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$10,563,734
Contributions received in cash from employer2019-12-31$10,563,734
Employer contributions (assets) at end of year2019-12-31$489,913
Employer contributions (assets) at end of year2019-12-31$489,913
Employer contributions (assets) at beginning of year2019-12-31$370,151
Employer contributions (assets) at beginning of year2019-12-31$370,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$45,947,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$45,947,531
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SHEA LABAGH DOBBERSTEIN, CPA, INC.
Accountancy firm name2019-12-31SHEA LABAGH DOBBERSTEIN, CPA, INC.
Accountancy firm EIN2019-12-31942290202
Accountancy firm EIN2019-12-31942290202
2018 : SRI INTERNATIONAL BASIC RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-7,264,179
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$57,228,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$57,064,488
Expenses. Certain deemed distributions of participant loans2018-12-31$6,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$14,226,126
Value of total assets at end of year2018-12-31$706,740,088
Value of total assets at beginning of year2018-12-31$771,232,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$157,608
Total interest from all sources2018-12-31$8,537,261
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$14,286,979
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$14,286,979
Administrative expenses professional fees incurred2018-12-31$36,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,297,027
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$5,075
Participant contributions at end of year2018-12-31$56,607
Participant contributions at beginning of year2018-12-31$58,941
Assets. Other investments not covered elsewhere at end of year2018-12-31$9,582,447
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$10,977,741
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,411,209
Other income not declared elsewhere2018-12-31$187,531
Administrative expenses (other) incurred2018-12-31$8,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-64,492,691
Value of net assets at end of year (total assets less liabilities)2018-12-31$706,740,088
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$771,232,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$113,410
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$488,938,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$552,211,006
Value of interest in pooled separate accounts at end of year2018-12-31$3,007,634
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,345,600
Interest on participant loans2018-12-31$782
Interest earned on other investments2018-12-31$8,536,479
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$204,784,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$204,071,358
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$7,535,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-44,646,485
Net investment gain/loss from pooled separate accounts2018-12-31$144,409
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$10,517,890
Employer contributions (assets) at end of year2018-12-31$370,151
Employer contributions (assets) at beginning of year2018-12-31$563,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$49,529,362
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 name2018-12-31SHEA LABAGH DOBBERSTEIN, CPA, INC.
Accountancy firm EIN2018-12-31942290202
2017 : SRI INTERNATIONAL BASIC RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$111,223,147
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$50,071,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$49,958,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$14,843,108
Value of total assets at end of year2017-12-31$771,232,779
Value of total assets at beginning of year2017-12-31$710,080,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$112,534
Total interest from all sources2017-12-31$8,397,171
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$10,847,426
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$10,847,426
Administrative expenses professional fees incurred2017-12-31$36,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,351,694
Participant contributions at end of year2017-12-31$5,075
Participant contributions at beginning of year2017-12-31$60,542
Participant contributions at end of year2017-12-31$58,941
Participant contributions at beginning of year2017-12-31$65,892
Assets. Other investments not covered elsewhere at end of year2017-12-31$10,977,741
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$11,029,958
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,207,637
Other income not declared elsewhere2017-12-31$1,687,514
Administrative expenses (other) incurred2017-12-31$1,723
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$61,152,050
Value of net assets at end of year (total assets less liabilities)2017-12-31$771,232,779
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$710,080,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$74,811
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$552,211,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$490,201,445
Value of interest in pooled separate accounts at end of year2017-12-31$3,345,600
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,352,548
Interest on participant loans2017-12-31$1,728
Interest earned on other investments2017-12-31$8,395,443
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$204,071,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$204,939,179
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$7,243,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$75,303,340
Net investment gain/loss from pooled separate accounts2017-12-31$144,588
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$11,283,777
Employer contributions (assets) at end of year2017-12-31$563,058
Employer contributions (assets) at beginning of year2017-12-31$431,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$42,715,431
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 name2017-12-31SHEA LABAGH DOBBERSTEIN, CPA, INC.
Accountancy firm EIN2017-12-31942290202
2016 : SRI INTERNATIONAL BASIC RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$63,156,331
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$40,671,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$40,541,906
Expenses. Certain deemed distributions of participant loans2016-12-31$5,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$16,496,840
Value of total assets at end of year2016-12-31$710,080,729
Value of total assets at beginning of year2016-12-31$687,596,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$124,933
Total interest from all sources2016-12-31$9,072,388
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,069,820
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$8,069,820
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,488,145
Participant contributions at end of year2016-12-31$60,542
Participant contributions at beginning of year2016-12-31$134,237
Participant contributions at end of year2016-12-31$65,892
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$11,029,958
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$11,937,219
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,934,502
Other income not declared elsewhere2016-12-31$907,013
Administrative expenses (other) incurred2016-12-31$3,208
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$22,484,424
Value of net assets at end of year (total assets less liabilities)2016-12-31$710,080,729
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$687,596,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$121,725
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$490,201,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$469,834,374
Value of interest in pooled separate accounts at end of year2016-12-31$3,352,548
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,580,674
Interest on participant loans2016-12-31$563
Interest earned on other investments2016-12-31$9,071,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$204,939,179
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$202,109,801
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$5,295,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$28,431,057
Net investment gain/loss from pooled separate accounts2016-12-31$179,213
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$12,074,193
Employer contributions (assets) at end of year2016-12-31$431,165
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$35,246,724
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 name2016-12-31SHEA LABAGH DOBBERSTEIN, CPA, INC
Accountancy firm EIN2016-12-31942290202
2015 : SRI INTERNATIONAL BASIC RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$24,330,519
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$40,043,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$39,958,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$17,919,887
Value of total assets at end of year2015-12-31$687,596,305
Value of total assets at beginning of year2015-12-31$703,308,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$84,450
Total interest from all sources2015-12-31$8,498,267
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,316,320
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$6,316,320
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,898,804
Participant contributions at end of year2015-12-31$134,237
Participant contributions at beginning of year2015-12-31$241,239
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$87,961
Assets. Other investments not covered elsewhere at end of year2015-12-31$11,937,219
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$10,341,645
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,761,937
Other income not declared elsewhere2015-12-31$311,389
Administrative expenses (other) incurred2015-12-31$3,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-15,712,558
Value of net assets at end of year (total assets less liabilities)2015-12-31$687,596,305
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$703,308,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$81,384
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$469,834,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$488,183,859
Value of interest in pooled separate accounts at end of year2015-12-31$3,580,674
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,541,396
Interest on participant loans2015-12-31$630
Interest earned on other investments2015-12-31$8,497,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$202,109,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$200,233,978
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$5,460,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,997,671
Net investment gain/loss from pooled separate accounts2015-12-31$282,327
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$13,259,146
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$678,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$34,498,396
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 name2015-12-31SHEA LABAGH DOBBERSTEIN, CPA, INC
Accountancy firm EIN2015-12-31942290202
2014 : SRI INTERNATIONAL BASIC RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$62,101,144
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$49,302,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$49,245,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$18,925,438
Value of total assets at end of year2014-12-31$703,308,863
Value of total assets at beginning of year2014-12-31$690,510,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$57,543
Total interest from all sources2014-12-31$8,749,824
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$9,139,832
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$9,139,832
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,929,831
Participant contributions at end of year2014-12-31$241,239
Participant contributions at beginning of year2014-12-31$419,704
Participant contributions at end of year2014-12-31$87,961
Participant contributions at beginning of year2014-12-31$58,100
Assets. Other investments not covered elsewhere at end of year2014-12-31$10,341,645
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$8,088,256
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,400,304
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$1,980
Other income not declared elsewhere2014-12-31$1,239,312
Administrative expenses (other) incurred2014-12-31$2,918
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$12,798,148
Value of net assets at end of year (total assets less liabilities)2014-12-31$703,308,863
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$690,510,715
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
Investment advisory and management fees2014-12-31$54,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$488,183,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$481,637,447
Value of interest in pooled separate accounts at end of year2014-12-31$3,541,396
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,157,772
Interest on participant loans2014-12-31$14,512
Interest earned on other investments2014-12-31$8,735,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$200,233,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$197,149,436
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$4,759,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$23,660,544
Net investment gain/loss from pooled separate accounts2014-12-31$386,194
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$14,595,303
Employer contributions (assets) at end of year2014-12-31$678,785
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$44,484,064
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 name2014-12-31SHEA LABAGH DOBBERSTEIN, CPA, INC
Accountancy firm EIN2014-12-31942290202
2013 : SRI INTERNATIONAL BASIC RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$115,586,868
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$75,391,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$75,353,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$18,527,342
Value of total assets at end of year2013-12-31$690,510,715
Value of total assets at beginning of year2013-12-31$650,315,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$37,912
Total interest from all sources2013-12-31$8,419,533
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,672,722
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$8,672,722
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,950,223
Participant contributions at end of year2013-12-31$419,704
Participant contributions at beginning of year2013-12-31$456,426
Participant contributions at end of year2013-12-31$58,100
Assets. Other investments not covered elsewhere at end of year2013-12-31$8,088,256
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,365,583
Other income not declared elsewhere2013-12-31$-122,412
Administrative expenses (other) incurred2013-12-31$37,912
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$40,195,380
Value of net assets at end of year (total assets less liabilities)2013-12-31$690,510,715
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$650,315,335
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$481,637,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$435,416,058
Value of interest in pooled separate accounts at end of year2013-12-31$3,157,772
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,139,887
Interest on participant loans2013-12-31$23,453
Interest earned on other investments2013-12-31$8,396,080
Value of interest in common/collective trusts at beginning of year2013-12-31$21,259,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$197,149,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$191,043,850
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,589,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$79,850,423
Net investment gain/loss from pooled separate accounts2013-12-31$239,260
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$14,211,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$72,764,040
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31SHEA LABAGH DOBBERSTEIN, CPA, INC
Accountancy firm EIN2013-12-31942290202
2012 : SRI INTERNATIONAL BASIC RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$23,572,640
Total unrealized appreciation/depreciation of assets2012-12-31$23,572,640
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$77,760,022
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$29,044,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$29,037,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$18,477,583
Value of total assets at end of year2012-12-31$650,315,335
Value of total assets at beginning of year2012-12-31$601,599,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,438
Total interest from all sources2012-12-31$7,790,990
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,440,701
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$6,440,701
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,932,970
Participant contributions at end of year2012-12-31$456,426
Participant contributions at beginning of year2012-12-31$592,823
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$617,947
Other income not declared elsewhere2012-12-31$71,154
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$48,715,906
Value of net assets at end of year (total assets less liabilities)2012-12-31$650,315,335
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$601,599,429
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
Investment advisory and management fees2012-12-31$6,438
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$435,416,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$385,642,734
Value of interest in pooled separate accounts at end of year2012-12-31$2,139,887
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,474,992
Interest on participant loans2012-12-31$30,044
Interest earned on other investments2012-12-31$7,760,946
Value of interest in common/collective trusts at end of year2012-12-31$21,259,114
Value of interest in common/collective trusts at beginning of year2012-12-31$22,721,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$191,043,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$191,167,549
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$2,449,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$20,722,874
Net investment gain/loss from pooled separate accounts2012-12-31$174,812
Net investment gain or loss from common/collective trusts2012-12-31$509,268
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$14,926,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$26,587,953
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 name2012-12-31SHEA LABAGH DOBBERSTEIN, CPA, INC
Accountancy firm EIN2012-12-31942290202
2011 : SRI INTERNATIONAL BASIC RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$997,773
Total unrealized appreciation/depreciation of assets2011-12-31$997,773
Total transfer of assets to this plan2011-12-31$160,898,735
Total transfer of assets from this plan2011-12-31$203,234
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$15,769,244
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$36,786,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$36,763,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$17,387,754
Value of total assets at end of year2011-12-31$601,599,429
Value of total assets at beginning of year2011-12-31$461,921,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,411
Total interest from all sources2011-12-31$1,880,275
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,169,670
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$5,169,670
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,764,711
Participant contributions at end of year2011-12-31$592,823
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$584,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-21,017,618
Value of net assets at end of year (total assets less liabilities)2011-12-31$601,599,429
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$461,921,546
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
Investment advisory and management fees2011-12-31$23,411
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$385,642,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$268,919,500
Value of interest in pooled separate accounts at end of year2011-12-31$1,474,992
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,155,461
Interest on participant loans2011-12-31$26,843
Interest earned on other investments2011-12-31$1,853,432
Value of interest in common/collective trusts at end of year2011-12-31$22,721,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$191,167,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$191,846,585
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$3,161,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-10,306,183
Net investment gain/loss from pooled separate accounts2011-12-31$162,920
Net investment gain or loss from common/collective trusts2011-12-31$477,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$14,038,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$33,602,277
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 name2011-12-31SHEA LABAGH DOBBERSTEIN, CPA, INC
Accountancy firm EIN2011-12-31942290202
2010 : SRI INTERNATIONAL BASIC RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$882,647
Total transfer of assets from this plan2010-12-31$906,077
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$47,709,405
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$24,511,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$24,506,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$10,344,315
Value of total assets at end of year2010-12-31$461,921,546
Value of total assets at beginning of year2010-12-31$438,747,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,951
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$10,344,315
Amount contributed by the employer to the plan for this plan year2010-12-31$10,344,315
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$4,951
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$23,197,564
Value of net assets at end of year (total assets less liabilities)2010-12-31$461,921,546
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$438,747,412
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$268,919,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$246,257,436
Value of interest in pooled separate accounts at end of year2010-12-31$1,155,461
Value of interest in pooled separate accounts at beginning of year2010-12-31$768,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$191,846,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$191,721,682
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$3,191,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$37,234,234
Net investment gain/loss from pooled separate accounts2010-12-31$130,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$10,344,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$21,315,579
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 name2010-12-31SHEA LABAGH DOBBERSTEIN, CPA, INC
Accountancy firm EIN2010-12-31942290202
2009 : SRI INTERNATIONAL BASIC RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$9,724,988
Amount contributed by the employer to the plan for this plan year2009-12-31$9,724,988

Form 5500 Responses for SRI INTERNATIONAL BASIC RETIREMENT PLAN

2023: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SRI INTERNATIONAL BASIC RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406326
Policy instance 1
Insurance contract or identification number406326
Number of Individuals Covered2834
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406326
Policy instance 1
Insurance contract or identification number406326
Number of Individuals Covered2941
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406326
Policy instance 1
Insurance contract or identification number406326
Number of Individuals Covered3036
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406326
Policy instance 1
Insurance contract or identification number406326
Number of Individuals Covered3119
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406326
Policy instance 1
Insurance contract or identification number406326
Number of Individuals Covered3220
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406326
Policy instance 1
Insurance contract or identification number406326
Number of Individuals Covered3302
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406326
Policy instance 1
Insurance contract or identification number406326
Number of Individuals Covered3429
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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