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SRI INTERNATIONAL RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameSRI INTERNATIONAL RETIREMENT SAVINGS PLAN
Plan identification number 004

SRI INTERNATIONAL RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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 RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01SHURI E. JAMES SHURI E. JAMES2018-10-15
0042016-01-01SHURI E JAMES SHURI E JAMES2017-10-16
0042015-01-01LYNDA F. MOSHER LYNDA F. MOSHER2016-10-14
0042014-01-01JEAN E. TOOKER JEAN E. TOOKER2015-10-14
0042013-01-01JEAN E. TOOKER JEAN E. TOOKER2014-10-14
0042012-01-01JEAN E. TOOKER JEAN E. TOOKER2013-10-15
0042011-01-01JEAN E. TOOKER JEAN E. TOOKER2012-10-15
0042009-01-01BYRON ROVEGNO BYRON ROVEGNO2010-10-14

Plan Statistics for SRI INTERNATIONAL RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for SRI INTERNATIONAL RETIREMENT SAVINGS PLAN

Measure Date Value
2023: SRI INTERNATIONAL RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-013,433
Total number of active participants reported on line 7a of the Form 55002023-01-011,235
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-012,122
Total of all active and inactive participants2023-01-013,357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0121
Total participants2023-01-013,378
Number of participants with account balances2023-01-013,311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SRI INTERNATIONAL RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,403
Total number of active participants reported on line 7a of the Form 55002022-01-011,238
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012,126
Total of all active and inactive participants2022-01-013,364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0169
Total participants2022-01-013,433
Number of participants with account balances2022-01-013,397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SRI INTERNATIONAL RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,521
Total number of active participants reported on line 7a of the Form 55002021-01-011,230
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012,114
Total of all active and inactive participants2021-01-013,344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0159
Total participants2021-01-013,403
Number of participants with account balances2021-01-013,395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SRI INTERNATIONAL RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,684
Total number of active participants reported on line 7a of the Form 55002020-01-011,423
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012,080
Total of all active and inactive participants2020-01-013,503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0118
Total participants2020-01-013,521
Number of participants with account balances2020-01-013,429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SRI INTERNATIONAL RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,698
Total number of active participants reported on line 7a of the Form 55002019-01-011,593
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012,074
Total of all active and inactive participants2019-01-013,667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0117
Total participants2019-01-013,684
Number of participants with account balances2019-01-013,476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SRI INTERNATIONAL RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,586
Total number of active participants reported on line 7a of the Form 55002018-01-011,691
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,993
Total of all active and inactive participants2018-01-013,684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0114
Total participants2018-01-013,698
Number of participants with account balances2018-01-013,492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SRI INTERNATIONAL RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,924
Total number of active participants reported on line 7a of the Form 55002017-01-011,745
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,908
Total of all active and inactive participants2017-01-013,653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0118
Total participants2017-01-013,671
Number of participants with account balances2017-01-013,586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SRI INTERNATIONAL RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,572
Total number of active participants reported on line 7a of the Form 55002016-01-012,123
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,787
Total of all active and inactive participants2016-01-013,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0114
Total participants2016-01-013,924
Number of participants with account balances2016-01-013,602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SRI INTERNATIONAL RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,534
Total number of active participants reported on line 7a of the Form 55002015-01-012,418
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,647
Total of all active and inactive participants2015-01-014,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0116
Total participants2015-01-014,081
Number of participants with account balances2015-01-013,572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SRI INTERNATIONAL RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,613
Total number of active participants reported on line 7a of the Form 55002014-01-012,400
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,463
Total of all active and inactive participants2014-01-013,863
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0119
Total participants2014-01-013,882
Number of participants with account balances2014-01-013,534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SRI INTERNATIONAL RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,859
Total number of active participants reported on line 7a of the Form 55002013-01-011,785
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,716
Total of all active and inactive participants2013-01-013,501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0115
Total participants2013-01-013,516
Number of participants with account balances2013-01-013,516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SRI INTERNATIONAL RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,780
Total number of active participants reported on line 7a of the Form 55002012-01-011,561
Number of retired or separated participants receiving benefits2012-01-0158
Number of other retired or separated participants entitled to future benefits2012-01-012,228
Total of all active and inactive participants2012-01-013,847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0112
Total participants2012-01-013,859
Number of participants with account balances2012-01-013,859
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SRI INTERNATIONAL RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,505
Total number of active participants reported on line 7a of the Form 55002011-01-011,775
Number of retired or separated participants receiving benefits2011-01-0155
Number of other retired or separated participants entitled to future benefits2011-01-011,935
Total of all active and inactive participants2011-01-013,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0115
Total participants2011-01-013,780
Number of participants with account balances2011-01-013,780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SRI INTERNATIONAL RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,237
Total number of active participants reported on line 7a of the Form 55002009-01-011,443
Number of retired or separated participants receiving benefits2009-01-0165
Number of other retired or separated participants entitled to future benefits2009-01-011,908
Total of all active and inactive participants2009-01-013,416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0118
Total participants2009-01-013,434
Number of participants with account balances2009-01-013,434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SRI INTERNATIONAL RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : SRI INTERNATIONAL RETIREMENT SAVINGS 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$114,195,314
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$37,895,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$37,834,561
Expenses. Certain deemed distributions of participant loans2023-12-31$11,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$17,259,515
Value of total assets at end of year2023-12-31$731,433,277
Value of total assets at beginning of year2023-12-31$655,133,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$48,855
Total interest from all sources2023-12-31$4,348,982
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$17,995,250
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$17,995,250
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$12,996,335
Participant contributions at end of year2023-12-31$1,160,647
Participant contributions at beginning of year2023-12-31$1,327,431
Participant contributions at end of year2023-12-31$372,763
Participant contributions at beginning of year2023-12-31$367,381
Assets. Other investments not covered elsewhere at end of year2023-12-31$24,005,112
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$22,842,826
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,802,227
Other income not declared elsewhere2023-12-31$3,295,955
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$76,300,194
Value of net assets at end of year (total assets less liabilities)2023-12-31$731,433,277
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$655,133,083
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$599,323,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$517,806,047
Value of interest in pooled separate accounts at end of year2023-12-31$2,324,409
Value of interest in pooled separate accounts at beginning of year2023-12-31$2,765,749
Interest on participant loans2023-12-31$69,869
Interest earned on other investments2023-12-31$4,279,113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$104,159,193
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$109,931,281
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$1,900,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$71,665,974
Net investment gain/loss from pooled separate accounts2023-12-31$-370,362
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$2,460,953
Employer contributions (assets) at end of year2023-12-31$87,849
Employer contributions (assets) at beginning of year2023-12-31$92,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$35,934,280
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 RETIREMENT SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-81,207,791
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$32,829,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$32,788,422
Expenses. Certain deemed distributions of participant loans2022-12-31$39,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$18,851,005
Value of total assets at end of year2022-12-31$655,133,083
Value of total assets at beginning of year2022-12-31$769,170,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,775
Total interest from all sources2022-12-31$3,777,601
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$18,770,367
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$18,770,367
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$13,101,769
Participant contributions at end of year2022-12-31$1,327,431
Participant contributions at beginning of year2022-12-31$1,523,633
Participant contributions at end of year2022-12-31$367,381
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$22,842,826
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$29,304,932
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,272,146
Other income not declared elsewhere2022-12-31$-4,238,252
Administrative expenses (other) incurred2022-12-31$1,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-114,037,002
Value of net assets at end of year (total assets less liabilities)2022-12-31$655,133,083
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$769,170,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$517,806,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$632,569,252
Value of interest in pooled separate accounts at end of year2022-12-31$2,765,749
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,912,634
Interest on participant loans2022-12-31$73,139
Interest earned on other investments2022-12-31$3,704,462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$109,931,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$102,859,634
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$280,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-118,616,551
Net investment gain/loss from pooled separate accounts2022-12-31$248,039
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$2,477,090
Employer contributions (assets) at end of year2022-12-31$92,368
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$32,507,830
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 RETIREMENT SAVINGS 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$105,348,216
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$30,870,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$30,867,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$19,995,447
Value of total assets at end of year2021-12-31$769,170,085
Value of total assets at beginning of year2021-12-31$694,692,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,125
Total interest from all sources2021-12-31$3,282,775
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$18,206,259
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$18,206,259
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$13,166,234
Participant contributions at end of year2021-12-31$1,523,633
Participant contributions at beginning of year2021-12-31$1,280,086
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$390,995
Assets. Other investments not covered elsewhere at end of year2021-12-31$29,304,932
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$26,202,259
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,365,963
Other income not declared elsewhere2021-12-31$3,299,860
Administrative expenses (other) incurred2021-12-31$3,125
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$74,477,531
Value of net assets at end of year (total assets less liabilities)2021-12-31$769,170,085
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$694,692,554
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$632,569,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$560,922,543
Value of interest in pooled separate accounts at end of year2021-12-31$2,912,634
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,567,802
Interest on participant loans2021-12-31$77,662
Interest earned on other investments2021-12-31$3,205,113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$102,859,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$103,237,830
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$682,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$60,117,987
Net investment gain/loss from pooled separate accounts2021-12-31$445,888
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$2,463,250
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$91,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$30,185,304
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 EIN2021-12-31431947695
2020 : SRI INTERNATIONAL RETIREMENT SAVINGS 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$94,966,650
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$29,230,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$29,224,997
Expenses. Certain deemed distributions of participant loans2020-12-31$4,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$17,644,383
Value of total assets at end of year2020-12-31$694,692,554
Value of total assets at beginning of year2020-12-31$628,956,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,815
Total interest from all sources2020-12-31$3,377,466
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$12,887,018
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$12,887,018
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$12,811,229
Participant contributions at end of year2020-12-31$1,280,086
Participant contributions at beginning of year2020-12-31$961,047
Participant contributions at end of year2020-12-31$390,995
Participant contributions at beginning of year2020-12-31$370,279
Assets. Other investments not covered elsewhere at end of year2020-12-31$26,202,259
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$22,186,912
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,476,781
Other income not declared elsewhere2020-12-31$3,125,015
Administrative expenses (other) incurred2020-12-31$1,815
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$65,735,759
Value of net assets at end of year (total assets less liabilities)2020-12-31$694,692,554
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$628,956,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$560,922,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$505,181,352
Value of interest in pooled separate accounts at end of year2020-12-31$2,567,802
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,715,847
Interest on participant loans2020-12-31$63,375
Interest earned on other investments2020-12-31$3,314,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$103,237,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$97,451,058
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$843,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$57,954,923
Net investment gain/loss from pooled separate accounts2020-12-31$-22,155
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$2,356,373
Employer contributions (assets) at end of year2020-12-31$91,039
Employer contributions (assets) at beginning of year2020-12-31$90,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$28,381,853
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 RETIREMENT SAVINGS 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$118,197,704
Total income from all sources (including contributions)2019-12-31$118,197,704
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$30,978,596
Total of all expenses incurred2019-12-31$30,978,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$30,952,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$18,955,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$18,955,806
Value of total assets at end of year2019-12-31$628,956,795
Value of total assets at end of year2019-12-31$628,956,795
Value of total assets at beginning of year2019-12-31$541,737,687
Value of total assets at beginning of year2019-12-31$541,737,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,200
Total interest from all sources2019-12-31$3,244,996
Total interest from all sources2019-12-31$3,244,996
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$13,345,173
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$13,345,173
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$13,345,173
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$13,345,173
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
Contributions received from participants2019-12-31$13,539,376
Contributions received from participants2019-12-31$13,539,376
Participant contributions at end of year2019-12-31$961,047
Participant contributions at end of year2019-12-31$961,047
Participant contributions at beginning of year2019-12-31$105,716
Participant contributions at beginning of year2019-12-31$105,716
Participant contributions at end of year2019-12-31$370,279
Participant contributions at end of year2019-12-31$370,279
Participant contributions at beginning of year2019-12-31$329,572
Participant contributions at beginning of year2019-12-31$329,572
Assets. Other investments not covered elsewhere at end of year2019-12-31$22,186,912
Assets. Other investments not covered elsewhere at end of year2019-12-31$22,186,912
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$18,509,058
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$18,509,058
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,903,686
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,903,686
Other income not declared elsewhere2019-12-31$3,928,737
Other income not declared elsewhere2019-12-31$3,928,737
Administrative expenses (other) incurred2019-12-31$3,700
Administrative expenses (other) incurred2019-12-31$3,700
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$87,219,108
Value of net income/loss2019-12-31$87,219,108
Value of net assets at end of year (total assets less liabilities)2019-12-31$628,956,795
Value of net assets at end of year (total assets less liabilities)2019-12-31$628,956,795
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$541,737,687
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$541,737,687
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
Investment advisory and management fees2019-12-31$22,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$505,181,352
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$505,181,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$424,816,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$424,816,276
Value of interest in pooled separate accounts at end of year2019-12-31$2,715,847
Value of interest in pooled separate accounts at end of year2019-12-31$2,715,847
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,792,406
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,792,406
Interest on participant loans2019-12-31$25,216
Interest on participant loans2019-12-31$25,216
Interest earned on other investments2019-12-31$3,219,780
Interest earned on other investments2019-12-31$3,219,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$97,451,058
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$97,451,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$95,091,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$95,091,818
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,344,348
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,344,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$78,574,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$78,574,845
Net investment gain/loss from pooled separate accounts2019-12-31$148,147
Net investment gain/loss from pooled separate accounts2019-12-31$148,147
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$2,512,744
Contributions received in cash from employer2019-12-31$2,512,744
Employer contributions (assets) at end of year2019-12-31$90,300
Employer contributions (assets) at end of year2019-12-31$90,300
Employer contributions (assets) at beginning of year2019-12-31$92,841
Employer contributions (assets) at beginning of year2019-12-31$92,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$29,608,048
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
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 RETIREMENT SAVINGS 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$0
Total income from all sources (including contributions)2018-12-31$-2,301,879
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$36,480,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$36,466,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$20,193,427
Value of total assets at end of year2018-12-31$541,737,687
Value of total assets at beginning of year2018-12-31$580,519,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,597
Total interest from all sources2018-12-31$3,174,401
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$13,665,974
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$13,665,974
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$14,186,157
Participant contributions at end of year2018-12-31$105,716
Participant contributions at beginning of year2018-12-31$154,113
Participant contributions at end of year2018-12-31$329,572
Participant contributions at beginning of year2018-12-31$379,164
Assets. Other investments not covered elsewhere at end of year2018-12-31$18,509,058
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$21,611,435
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,331,152
Other income not declared elsewhere2018-12-31$-546,132
Administrative expenses (other) incurred2018-12-31$247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-38,782,085
Value of net assets at end of year (total assets less liabilities)2018-12-31$541,737,687
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$580,519,772
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$13,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$424,816,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$463,904,027
Value of interest in pooled separate accounts at end of year2018-12-31$2,792,406
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,944,423
Interest on participant loans2018-12-31$5,341
Interest earned on other investments2018-12-31$3,169,060
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$95,091,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$91,421,114
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,644,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-38,920,764
Net investment gain/loss from pooled separate accounts2018-12-31$131,215
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$2,676,118
Employer contributions (assets) at end of year2018-12-31$92,841
Employer contributions (assets) at beginning of year2018-12-31$105,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$34,821,768
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 RETIREMENT SAVINGS 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$101,094,928
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$30,280,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$30,280,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$23,411,612
Value of total assets at end of year2017-12-31$580,519,772
Value of total assets at beginning of year2017-12-31$509,705,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10
Total interest from all sources2017-12-31$3,015,323
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$10,249,881
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$10,249,881
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$15,415,133
Participant contributions at end of year2017-12-31$154,113
Participant contributions at beginning of year2017-12-31$251,971
Participant contributions at end of year2017-12-31$379,164
Participant contributions at beginning of year2017-12-31$406,100
Assets. Other investments not covered elsewhere at end of year2017-12-31$21,611,435
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$18,863,447
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,992,676
Other income not declared elsewhere2017-12-31$3,085,403
Administrative expenses (other) incurred2017-12-31$10
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$70,814,608
Value of net assets at end of year (total assets less liabilities)2017-12-31$580,519,772
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$509,705,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$463,904,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$399,819,003
Value of interest in pooled separate accounts at end of year2017-12-31$2,944,423
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,009,654
Interest on participant loans2017-12-31$8,511
Interest earned on other investments2017-12-31$3,006,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$91,421,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$87,244,406
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,619,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$61,203,627
Net investment gain/loss from pooled separate accounts2017-12-31$129,082
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$3,003,803
Employer contributions (assets) at end of year2017-12-31$105,496
Employer contributions (assets) at beginning of year2017-12-31$110,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$27,661,139
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 RETIREMENT SAVINGS 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$57,022,538
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$28,376,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$28,375,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$21,790,206
Value of total assets at end of year2016-12-31$509,705,164
Value of total assets at beginning of year2016-12-31$481,059,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,325
Total interest from all sources2016-12-31$3,070,902
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,964,721
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$7,964,721
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$15,741,291
Participant contributions at end of year2016-12-31$251,971
Participant contributions at beginning of year2016-12-31$441,074
Participant contributions at end of year2016-12-31$406,100
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$18,863,447
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$17,353,369
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,045,114
Other income not declared elsewhere2016-12-31$1,328,116
Administrative expenses (other) incurred2016-12-31$1,325
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$28,645,749
Value of net assets at end of year (total assets less liabilities)2016-12-31$509,705,164
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$481,059,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$399,819,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$380,714,085
Value of interest in pooled separate accounts at end of year2016-12-31$3,009,654
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,001,471
Interest earned on other investments2016-12-31$3,070,902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$87,244,406
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$79,549,416
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$622,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$22,714,985
Net investment gain/loss from pooled separate accounts2016-12-31$153,608
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$3,003,801
Employer contributions (assets) at end of year2016-12-31$110,583
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$27,753,017
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 RETIREMENT SAVINGS 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$26,682,083
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$25,729,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$25,729,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$26,203,716
Value of total assets at end of year2015-12-31$481,059,416
Value of total assets at beginning of year2015-12-31$480,107,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$2,704,149
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,257,678
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$6,257,678
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$16,750,697
Participant contributions at end of year2015-12-31$441,074
Participant contributions at beginning of year2015-12-31$761,454
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$495,170
Assets. Other investments not covered elsewhere at end of year2015-12-31$17,353,369
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$16,990,276
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,257,880
Other income not declared elsewhere2015-12-31$-39,968
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$952,158
Value of net assets at end of year (total assets less liabilities)2015-12-31$481,059,416
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$480,107,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$380,714,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$384,336,253
Value of interest in pooled separate accounts at end of year2015-12-31$3,001,471
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,931,850
Interest on participant loans2015-12-31$619
Interest earned on other investments2015-12-31$2,703,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$79,549,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$74,470,154
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$458,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,674,777
Net investment gain/loss from pooled separate accounts2015-12-31$231,285
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$3,195,139
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$122,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$25,271,796
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 RETIREMENT SAVINGS 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$55,807,542
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$25,099,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$25,063,093
Expenses. Certain deemed distributions of participant loans2014-12-31$12,705
Value of total corrective distributions2014-12-31$884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$24,807,889
Value of total assets at end of year2014-12-31$480,107,258
Value of total assets at beginning of year2014-12-31$449,399,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,122
Total interest from all sources2014-12-31$2,683,323
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$8,768,989
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$8,768,989
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$17,411,291
Participant contributions at end of year2014-12-31$761,454
Participant contributions at beginning of year2014-12-31$1,189,742
Participant contributions at end of year2014-12-31$495,170
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$16,990,276
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$14,423,762
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,963,641
Other income not declared elsewhere2014-12-31$1,476,224
Administrative expenses (other) incurred2014-12-31$622
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$30,707,738
Value of net assets at end of year (total assets less liabilities)2014-12-31$480,107,258
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$449,399,520
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$22,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$384,336,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$361,613,238
Value of interest in pooled separate accounts at end of year2014-12-31$2,931,850
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,912,750
Interest on participant loans2014-12-31$41,905
Interest earned on other investments2014-12-31$2,641,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$74,470,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$69,260,028
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$633,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$17,739,263
Net investment gain/loss from pooled separate accounts2014-12-31$331,854
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$3,432,957
Employer contributions (assets) at end of year2014-12-31$122,101
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$24,429,187
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 RETIREMENT SAVINGS 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$101,253,083
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$53,303,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$53,302,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$29,691,525
Value of total assets at end of year2013-12-31$449,399,520
Value of total assets at beginning of year2013-12-31$401,449,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$447
Total interest from all sources2013-12-31$2,284,476
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,137,479
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$8,137,479
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$17,845,363
Participant contributions at end of year2013-12-31$1,189,742
Participant contributions at beginning of year2013-12-31$1,238,389
Assets. Other investments not covered elsewhere at end of year2013-12-31$14,423,762
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$8,418,723
Other income not declared elsewhere2013-12-31$135,696
Administrative expenses (other) incurred2013-12-31$447
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$47,949,818
Value of net assets at end of year (total assets less liabilities)2013-12-31$449,399,520
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$401,449,702
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$361,613,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$338,057,473
Value of interest in pooled separate accounts at end of year2013-12-31$2,912,750
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,975,524
Interest on participant loans2013-12-31$48,105
Interest earned on other investments2013-12-31$2,236,371
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$69,260,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$60,178,316
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$164,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$60,790,716
Net investment gain/loss from pooled separate accounts2013-12-31$213,191
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$3,427,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$53,138,396
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 RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$10,557,207
Total unrealized appreciation/depreciation of assets2012-12-31$10,557,207
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$65,904,591
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$14,767,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$14,764,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$23,941,241
Value of total assets at end of year2012-12-31$401,449,702
Value of total assets at beginning of year2012-12-31$350,312,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,094
Total interest from all sources2012-12-31$2,133,295
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,305,111
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$6,305,111
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$17,301,047
Participant contributions at end of year2012-12-31$1,238,389
Participant contributions at beginning of year2012-12-31$1,202,558
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,173,205
Other income not declared elsewhere2012-12-31$110,208
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$51,137,170
Value of net assets at end of year (total assets less liabilities)2012-12-31$401,449,702
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$350,312,532
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$3,094
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$338,057,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$289,516,870
Value of interest in pooled separate accounts at end of year2012-12-31$1,975,524
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,371,940
Interest on participant loans2012-12-31$51,785
Interest earned on other investments2012-12-31$2,081,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$60,178,316
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$58,221,164
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$238,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$22,701,662
Net investment gain/loss from pooled separate accounts2012-12-31$155,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,466,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$14,525,613
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)2012-12-31No
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 RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$225,999
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$21,060,158
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$19,204,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$19,196,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$21,002,314
Value of total assets at end of year2011-12-31$350,312,532
Value of total assets at beginning of year2011-12-31$348,230,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,331
Total interest from all sources2011-12-31$355,053
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,336,191
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$5,336,191
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$16,535,798
Participant contributions at end of year2011-12-31$1,202,558
Participant contributions at beginning of year2011-12-31$896,858
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,195,961
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$1,855,674
Value of net assets at end of year (total assets less liabilities)2011-12-31$350,312,532
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$348,230,859
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$8,331
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$289,516,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$288,488,264
Value of interest in pooled separate accounts at end of year2011-12-31$1,371,940
Value of interest in pooled separate accounts at beginning of year2011-12-31$913,159
Interest on participant loans2011-12-31$47,107
Interest earned on other investments2011-12-31$307,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$58,221,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$57,932,578
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,081,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,769,985
Net investment gain/loss from pooled separate accounts2011-12-31$136,585
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$3,270,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$18,114,589
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 RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$425,847
Total transfer of assets from this plan2010-12-31$430,178
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$53,009,645
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$17,075,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$17,067,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$19,103,671
Value of total assets at end of year2010-12-31$348,230,859
Value of total assets at beginning of year2010-12-31$312,300,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,673
Total interest from all sources2010-12-31$44,156
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$14,902,723
Participant contributions at end of year2010-12-31$896,858
Participant contributions at beginning of year2010-12-31$693,281
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,311,959
Administrative expenses (other) incurred2010-12-31$7,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$35,934,256
Value of net assets at end of year (total assets less liabilities)2010-12-31$348,230,859
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$312,300,934
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$288,488,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$255,180,266
Value of interest in pooled separate accounts at end of year2010-12-31$913,159
Value of interest in pooled separate accounts at beginning of year2010-12-31$579,392
Interest on participant loans2010-12-31$44,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$57,932,578
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$55,847,995
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$15,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$33,792,387
Net investment gain/loss from pooled separate accounts2010-12-31$69,431
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$2,888,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$17,051,865
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)2010-12-31No
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 RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SRI INTERNATIONAL RETIREMENT SAVINGS PLAN

2023: SRI INTERNATIONAL RETIREMENT SAVINGS 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 RETIREMENT SAVINGS 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 RETIREMENT SAVINGS 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 RETIREMENT SAVINGS 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 RETIREMENT SAVINGS 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 RETIREMENT SAVINGS 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 RETIREMENT SAVINGS 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 RETIREMENT SAVINGS 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 RETIREMENT SAVINGS 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 RETIREMENT SAVINGS 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 RETIREMENT SAVINGS 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 RETIREMENT SAVINGS 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 RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SRI INTERNATIONAL RETIREMENT SAVINGS 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 number406325
Policy instance 1
Insurance contract or identification number406325
Number of Individuals Covered1488
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 number406325
Policy instance 1
Insurance contract or identification number406325
Number of Individuals Covered1535
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 number406325
Policy instance 1
Insurance contract or identification number406325
Number of Individuals Covered1559
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 number406325
Policy instance 1
Insurance contract or identification number406325
Number of Individuals Covered1577
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number406325
Policy instance 1
Insurance contract or identification number406325
Number of Individuals Covered1620
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 number406325
Policy instance 1
Insurance contract or identification number406325
Number of Individuals Covered1647
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 number406325
Policy instance 1
Insurance contract or identification number406325
Number of Individuals Covered1676
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406325,150145
Policy instance 1
Insurance contract or identification number406325,150145
Number of Individuals Covered1661
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406325, 150145
Policy instance 1
Insurance contract or identification number406325, 150145
Number of Individuals Covered1650
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406325
Policy instance 2
Insurance contract or identification number406325
Number of Individuals Covered211
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150145
Policy instance 1
Insurance contract or identification number150145
Number of Individuals Covered1543
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150145
Policy instance 1
Insurance contract or identification number150145
Number of Individuals Covered1796
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150145
Policy instance 1
Insurance contract or identification number150145
Number of Individuals Covered1776
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150145
Policy instance 1
Insurance contract or identification number150145
Number of Individuals Covered1746
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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