Washington University Rmsa Plan Employee After Tax Contribution Tr
990 • Fiscal year 2011 • EIN 61-6328954
Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
Flat$8,579,161
Flat from 2011
Net Assets
Flat$8,579,161
Flat from 2011
Liabilities
Flat$0
Flat from 2011
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Flat$40,207
Flat from 2011
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2011 to Dec 31, 2011
- Signed
- Jul 31, 2012
- Return Version
- 2011v1.2
- Gross Receipts
- $2,291,274
Mission and Program Overview
Mission
This plan provides a way for employees to save for out of pocket retiree health care expenses in a tax favorable manner.
Filing and Contact Details
Filer
- EIN
- 61-6328954
Raw XML Appendix278 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReview | 0 | 1 |
| IRS990/ActivitiesConductedPartnership | 0 | 0 |
| IRS990/ActivityOrMissionDescription | 0 | This plan provides a way for employees to save for out of pocket retiree health care expenses in a tax favorable manor. |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | 7509 Forsyth Blvd |
| IRS990/AddressPrincipalOfficerUS/AddressLine2 | 0 | Campus Box 1190 |
| IRS990/AddressPrincipalOfficerUS/City | 0 | Saint Louis |
| IRS990/AddressPrincipalOfficerUS/State | 0 | MO |
| IRS990/AddressPrincipalOfficerUS/ZIPCode | 0 | 63105 |
| IRS990/Advertising/Total | 0 | 0 |
| IRS990/AllOtherExpenses/Total | 0 | 0 |
| IRS990/AuditCommittee | 0 | 0 |
| IRS990/BenefitsPaidToMembersCY | 0 | 40107 |
| IRS990/BenefitsPaidToMembersPriorYear | 0 | 17688 |
| IRS990/BenefitsToMembers/Total | 0 | 40107 |
| IRS990/BsnssRltnshpThruFamilyMember | 0 | 0 |
| IRS990/BsnssRltnshpWithOrganization | 0 | 0 |
| IRS990/CapStckTrstPrinCurrentFunds/BOY | 0 | 6579337 |
| IRS990/CapStckTrstPrinCurrentFunds/EOY | 0 | 8579161 |
| IRS990/ChangesToOrganizingDocs | 0 | 0 |
| IRS990/CollectionsOfArt | 0 | 0 |
| IRS990/CompCurrentOfficersDirectors/Total | 0 | 0 |
| IRS990/CompDisqualPersons/Total | 0 | 0 |
| IRS990/CompensationFromOtherSources | 0 | 0 |
| IRS990/CompensationProcessCEO | 0 | 0 |
| IRS990/CompensationProcessOther | 0 | 0 |
| IRS990/ComplianceWithBackupWitholding | 0 | 0 |
| IRS990/ConferencesMeetings/Total | 0 | 0 |
| IRS990/ConflictOfInterestPolicy | 0 | 0 |
| IRS990/ConservationEasements | 0 | 0 |
| IRS990/ConsolidatedAuditFinancialStmt | 0 | 1 |
| IRS990/ContributionsGrantsCurrentYear | 0 | 0 |
| IRS990/ContributionsGrantsPriorYear | 0 | 0 |
| IRS990/CreditCounseling | 0 | 0 |
| IRS990/DecisionsSubjectToApproval | 0 | 0 |
| IRS990/DeductibleContributionsOfArt | 0 | 0 |
| IRS990/DeductibleNonCashContributions | 0 | 0 |
| IRS990/DelegationOfManagementDuties | 0 | 0 |
| IRS990/DepreciationDepletion/Total | 0 | 0 |
| IRS990/DescribedIn501C3 | 0 | 0 |
| IRS990/Description | 0 | This plan provides a way for employees to save for out of pocket retiree health care expenses in a tax favorable manor. |
| IRS990/DisregardedEntity | 0 | 0 |
| IRS990/DocumentRetentionPolicy | 0 | 0 |
| IRS990/DonorAdvisedFunds | 0 | 0 |
| IRS990/DoNotFollowSFAS117 | 0 | X |
| IRS990/ElectionOfBoardMembers | 0 | 0 |
| IRS990/Expense | 0 | 40107 |
| IRS990/FamilyOrBusinessRelationship | 0 | 0 |
| IRS990/FederalGrantAuditRequired | 0 | 0 |
| IRS990/FeesForServicesAccounting/Total | 0 | 0 |
| IRS990/FeesForServicesInvstMgmntFees/Total | 0 | 0 |
| IRS990/FeesForServicesLegal/Total | 0 | 0 |
| IRS990/FeesForServicesLobbying/Total | 0 | 0 |
| IRS990/FeesForServicesManagement/Total | 0 | 0 |
| IRS990/FeesForServicesOther/Total | 0 | 100 |
| IRS990/FeesForServicesProfFundraising/Total | 0 | 0 |
| IRS990/FinancialStatementConsolidated | 0 | X |
| IRS990/ForeignActivities | 0 | 0 |
| IRS990/ForeignFinancialAccount | 0 | 0 |
| IRS990/ForeignGrants/Total | 0 | 0 |
| IRS990/ForeignOffice | 0 | 0 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 0 | 0 |
| IRS990/Form990PartVIISectionA/InstitutionalTrustee | 0 | X |
| IRS990/Form990PartVIISectionA/NameBusiness/BusinessNameLine1 | 0 | Washington University |
| IRS990/Form990PartVIISectionA/OtherCompensation | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 0 | 0 |
| IRS990/Form990PartVIISectionA/Title | 0 | Plan Adminstrator |
| IRS990/Form990ProvidedToGoverningBody | 0 | 0 |
| IRS990/FormersListed | 0 | 0 |
| IRS990/FSAudited | 0 | 1 |
| IRS990/FundraisingActivities | 0 | 0 |
| IRS990/GainOrLoss/Other | 0 | 0 |
| IRS990/GainOrLoss/Securities | 0 | 0 |
| IRS990/Gaming | 0 | 0 |
| IRS990/Grants | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsCY | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsPriorYear | 0 | 0 |
| IRS990/GrantsToDomesticIndividuals/Total | 0 | 0 |
| IRS990/GrantsToDomesticOrgs/Total | 0 | 0 |
| IRS990/GrantsToIndividuals | 0 | 0 |
| IRS990/GrantsToOrganizations | 0 | 0 |
| IRS990/GrantToRelatedPerson | 0 | 0 |
| IRS990/GrossReceipts | 0 | 2291274 |
| IRS990/GroupReturnForAffiliates | 0 | 0 |
| IRS990/Hospital | 0 | 0 |
| IRS990/IncomeFromInvestBondProceeds/ExclusionAmount | 0 | 0 |
| IRS990/IncomeFromInvestBondProceeds/RelatedOrExemptFunctionIncome | 0 | 0 |
| IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn | 0 | 0 |
| IRS990/IncomeFromInvestBondProceeds/UnrelatedBusinessRevenue | 0 | 0 |
| IRS990/IndependentAuditFinancialStmt | 0 | 0 |
| IRS990/IndoorTanningServices | 0 | 0 |
| IRS990/InfoInScheduleOPartVI | 0 | X |
| IRS990/InfoInScheduleOPartXI | 0 | X |
| IRS990/InformationTechnology/Total | 0 | 0 |
| IRS990/Insurance/Total | 0 | 0 |
| IRS990/Interest/Total | 0 | 0 |
| IRS990/InvestmentIncomeCurrentYear | 0 | 242083 |
| IRS990/InvestmentIncome/ExclusionAmount | 0 | 0 |
| IRS990/InvestmentIncomePriorYear | 0 | 133605 |
| IRS990/InvestmentIncome/RelatedOrExemptFunctionIncome | 0 | 242083 |
| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 242083 |
| IRS990/InvestmentIncome/UnrelatedBusinessRevenue | 0 | 0 |
| IRS990/InvestmentInJointVenture | 0 | 0 |
| IRS990/InvestmentsPubTradedSecurities/BOY | 0 | 6574658 |
| IRS990/InvestmentsPubTradedSecurities/EOY | 0 | 8573378 |
| IRS990/LoanToOfficerOrDQP | 0 | 0 |
| IRS990/LocalChapters | 0 | 0 |
| IRS990/MaterialDiversionOrMisuse | 0 | 0 |
| IRS990/MembersOrStockholders | 0 | 0 |
| IRS990/MethodOfAccountingAccrual | 0 | X |
| IRS990/MinutesOfCommittees | 0 | 1 |
| IRS990/MinutesOfGoverningBody | 0 | 1 |
| IRS990/MissionDescription | 0 | This plan provides a way for employees to save for out of pocket retiree health care expenses in a tax favorable manor. |
| IRS990/MoreThan5000KToIndividuals | 0 | 0 |
| IRS990/MoreThan5000KToOrganizations | 0 | 0 |
| IRS990/NameOfPrincipalOfficerPerson | 0 | Margo M Jarrell |
| IRS990/NbrIndependentVotingMembers | 0 | 0 |
| IRS990/NbrVotingGoverningBodyMembers | 0 | 0 |
| IRS990/NbrVotingMembersGoverningBody | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOY | 0 | 6579337 |
| IRS990/NetAssetsOrFundBalancesEOY | 0 | 8579161 |
| IRS990/NetUnrelatedBusinessTxblIncome | 0 | 0 |
| IRS990/NoListedPersonsCompensated | 0 | X |
| IRS990/NonDeductibleContributions | 0 | 0 |
| IRS990/NumberFormsTransmittedWith1096 | 0 | 0 |
| IRS990/NumberIndependentVotingMembers | 0 | 0 |
| IRS990/NumberIndividualsGT100K | 0 | 0 |
| IRS990/NumberOfContractorsGT100K | 0 | 0 |
| IRS990/NumberOfEmployees | 0 | 0 |
| IRS990/NumberW2GIncluded | 0 | 0 |
| IRS990/Occupancy/Total | 0 | 0 |
| IRS990/OfficeExpenses/Total | 0 | 0 |
| IRS990/OfficerEntityWithBsnssRltnshp | 0 | 0 |
| IRS990/OfficerMailingAddress | 0 | 0 |
| IRS990/Organization501c | 0 | X |
| IRS990/OtherEmployeeBenefits/Total | 0 | 0 |
| IRS990/OtherExpensePriorYear | 0 | 0 |
| IRS990/OtherExpensesCurrentYear | 0 | 100 |
| IRS990/OtherNotesLoansReceivableNet/BOY | 0 | 4679 |
| IRS990/OtherNotesLoansReceivableNet/EOY | 0 | 5783 |
| IRS990/OtherRevenueCurrentYear | 0 | 0 |
| IRS990/OtherRevenuePriorYear | 0 | 0 |
| IRS990/OtherSalariesAndWages/Total | 0 | 0 |
| IRS990/PaidInCapSrplsLandBldgEqpFund/BOY | 0 | 0 |
| IRS990/PaidInCapSrplsLandBldgEqpFund/EOY | 0 | 0 |
| IRS990/PartialLiquidation | 0 | 0 |
| IRS990/PaymentsToAffiliates/Total | 0 | 0 |
| IRS990/PayrollTaxes/Total | 0 | 0 |
| IRS990/PensionPlanContributions/Total | 0 | 0 |
| IRS990/PoliticalActivities | 0 | 0 |
| IRS990/ProfessionalFundraising | 0 | 0 |
| IRS990/ProgramServiceRevenueCY | 0 | 2049191 |
| IRS990/ProgramServiceRevenuePriorYear | 0 | 1718973 |
| IRS990/ProhibitedTaxShelterTrans | 0 | 0 |
| IRS990/ReconcilationOtherChanges | 0 | -251243 |
| IRS990/ReconcilationRevenueExpenses | 0 | 2251067 |
| IRS990/RelatedEntity | 0 | 0 |
| IRS990/RelatedOrgControlledEntity | 0 | 0 |
| IRS990/RentalIncomeOrLoss/Personal | 0 | 0 |
| IRS990/RentalIncomeOrLoss/Real | 0 | 0 |
| IRS990/ReportFin48Footnote | 0 | 0 |
| IRS990/ReportInvestOthSecurities | 0 | 0 |
| IRS990/ReportLandBldgEquip | 0 | 0 |
| IRS990/ReportOtherAssets | 0 | 0 |
| IRS990/ReportOtherLiabilities | 0 | 0 |
| IRS990/ReportProgRelInvest | 0 | 0 |
| IRS990/RetainedEarningsEndowmentEtc/BOY | 0 | 0 |
| IRS990/RetainedEarningsEndowmentEtc/EOY | 0 | 0 |
| IRS990/Revenue | 0 | 0 |
| IRS990/RevenuesLessExpensesCY | 0 | 2251067 |
| IRS990/RevenuesLessExpensesPriorYear | 0 | 1834890 |
| IRS990/RoyaltiesRevenue/ExclusionAmount | 0 | 0 |
| IRS990/RoyaltiesRevenue/RelatedOrExemptFunctionIncome | 0 | 0 |
| IRS990/RoyaltiesRevenue/TotalRevenueColumn | 0 | 0 |
| IRS990/RoyaltiesRevenue/UnrelatedBusinessRevenue | 0 | 0 |
| IRS990/Royalties/Total | 0 | 0 |
| IRS990/SalariesEtcCurrentYear | 0 | 0 |
| IRS990/SalariesEtcPriorYear | 0 | 0 |
| IRS990/ScheduleBRequired | 0 | 0 |
| IRS990/ScheduleJRequired | 0 | 0 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | The governing body for this plan is the University's Benefits Committee. The Committee has given authority to the Assistant Vice Chancellor for Human Resources, Margo Jarrell, to review all government returns for the plan. Ms. Jarrell does reveiw and sign the 990. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | Most policies are available on our website. Government filings are available upon request. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | Net unrealized loss on investments. |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | F990_P06_S0B_L11b |
| IRS990ScheduleO/GeneralExplanation/Identifier | 1 | F990_P06_S0C_L19 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 2 | F990_P11_S00_L05 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | Form 990, Part VI, Section B, Line 11b |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | Form 990, Part VI, Section C, Line 19 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | Form 990, Part XI, Line 5 |
| IRS990/ScheduleORequired | 0 | 1 |
| IRS990/School | 0 | 0 |
| IRS990/SignificantChange | 0 | 0 |
| IRS990/SignificantNewProgramServices | 0 | 0 |
| IRS990/StateLegalDomicile | 0 | MO |
| IRS990/SubjectToProxyTax | 0 | 0 |
| IRS990/TaxablePartyNotification | 0 | 0 |
| IRS990/TaxExemptBonds | 0 | 0 |
| IRS990/Terminated | 0 | 0 |
| IRS990/TermOrPermanentEndowments | 0 | 0 |
| IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1 | 0 | 700 Rosedale Ave |
| IRS990/TheBooksAreInCareOf/AddressUS/City | 0 | Saint Louis |
| IRS990/TheBooksAreInCareOf/AddressUS/State | 0 | MO |
| IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode | 0 | 63112 |
| IRS990/TheBooksAreInCareOf/NamePerson | 0 | Mike Dunlap |
| IRS990/TheBooksAreInCareOf/TelephoneNumber | 0 | 3149359853 |
| IRS990/TotalAssets/BOY | 0 | 6579337 |
| IRS990/TotalAssetsBOY | 0 | 6579337 |
| IRS990/TotalAssets/EOY | 0 | 8579161 |
| IRS990/TotalAssetsEOY | 0 | 8579161 |
| IRS990/TotalCompGT150K | 0 | 0 |
| IRS990/TotalContributions | 0 | 0 |
| IRS990/TotalExpensesCurrentYear | 0 | 40207 |
| IRS990/TotalExpensesPriorYear | 0 | 17688 |
| IRS990/TotalFunctionalExpenses/Fundraising | 0 | 0 |
| IRS990/TotalFunctionalExpenses/ManagementAndGeneral | 0 | 0 |
| IRS990/TotalFunctionalExpenses/ProgramServices | 0 | 0 |
| IRS990/TotalFunctionalExpenses/Total | 0 | 40207 |
| IRS990/TotalFundrsngExpCurrentYear | 0 | 0 |
| IRS990/TotalGrossUBI | 0 | 0 |
| IRS990/TotalLiabilities/BOY | 0 | 0 |
| IRS990/TotalLiabilitiesBOY | 0 | 0 |
| IRS990/TotalLiabilities/EOY | 0 | 0 |
| IRS990/TotalLiabilitiesEOY | 0 | 0 |
| IRS990/TotalLiabNetAssetsFundBalances/BOY | 0 | 6579337 |
| IRS990/TotalLiabNetAssetsFundBalances/EOY | 0 | 8579161 |
| IRS990/TotalNbrEmployees | 0 | 0 |
| IRS990/TotalNbrVolunteers | 0 | 0 |
| IRS990/TotalNetAssetsFundBalances/BOY | 0 | 6579337 |
| IRS990/TotalNetAssetsFundBalances/EOY | 0 | 8579161 |
| IRS990/TotalOfOtherProgramServiceExp | 0 | 0 |
| IRS990/TotalOfOtherProgramServiceGrnt | 0 | 0 |
| IRS990/TotalOfOtherProgramServiceRev | 0 | 0 |
| IRS990/TotalOtherCompensation | 0 | 0 |
| IRS990/TotalOtherRevenue | 0 | 0 |
| IRS990/TotalOthProgramServiceRevenue/ExclusionAmount | 0 | 0 |
| IRS990/TotalOthProgramServiceRevenue/RelatedOrExemptFunctionIncome | 0 | 2049191 |
| IRS990/TotalOthProgramServiceRevenue/TotalRevenueColumn | 0 | 2049191 |
| IRS990/TotalOthProgramServiceRevenue/UnrelatedBusinessRevenue | 0 | 0 |
| IRS990/TotalProfFundrsngExpCY | 0 | 0 |
| IRS990/TotalProfFundrsngExpPriorYear | 0 | 0 |
| IRS990/TotalProgramServiceExpense | 0 | 40107 |
| IRS990/TotalProgramServiceRevenue | 0 | 2049191 |
| IRS990/TotalReportableCompFrmRltdOrgs | 0 | 0 |
| IRS990/TotalReportableCompFromOrg | 0 | 0 |
| IRS990/TotalRevenueCurrentYear | 0 | 2291274 |
| IRS990/TotalRevenue/ExclusionAmount | 0 | 0 |
| IRS990/TotalRevenuePriorYear | 0 | 1852578 |
| IRS990/TotalRevenue/RelatedOrExemptFunctionIncome | 0 | 2291274 |
| IRS990/TotalRevenue/TotalRevenueColumn | 0 | 2291274 |
| IRS990/TotalRevenue/UnrelatedBusinessRevenue | 0 | 0 |
| IRS990/TransactionRelatedEntity | 0 | 0 |
| IRS990/TravelEntrtnmntPublicOfficials/Total | 0 | 0 |
| IRS990/Travel/Total | 0 | 0 |
| IRS990/TypeOfOrganizationTrust | 0 | X |
| IRS990/UnrelatedBusinessIncome | 0 | 0 |
| IRS990/UponRequest | 0 | X |
| IRS990/WebSite | 0 | http://hr.wustl.edu |
| IRS990/WhistleblowerPolicy | 0 | 0 |
| IRS990/YearFormation | 0 | 2007 |
| ReturnHeader/BuildTS | 0 | 2016-02-24 21:20:13Z |
| ReturnHeader/Filer/EIN | 0 | 616328954 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | WASHINGTON UNIVERSITY RMSA PLAN EMPLOYEE AFTER TAX CONTRIBUTION TR |
| ReturnHeader/Filer/NameControl | 0 | WASH |
| ReturnHeader/Filer/Phone | 0 | 3149359836 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | One Brookings Drive |
| ReturnHeader/Filer/USAddress/AddressLine2 | 0 | Campus Box 1190 |
| ReturnHeader/Filer/USAddress/City | 0 | Saint Louis |
| ReturnHeader/Filer/USAddress/State | 0 | MO |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 63130 |
| ReturnHeader/Officer/DateSigned | 0 | 2012-07-31 |
| ReturnHeader/Officer/Name | 0 | Margo Jarrell |
| ReturnHeader/Officer/Phone | 0 | 3149359836 |
| ReturnHeader/Officer/Title | 0 | Asst. Vice Chancellor |
| ReturnHeader/ReturnType | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDate | 0 | 2011-01-01 |
| ReturnHeader/TaxPeriodEndDate | 0 | 2011-12-31 |
| ReturnHeader/TaxYear | 0 | 2011 |
| ReturnHeader/Timestamp | 0 | 2012-07-23T13:30:23-07:00 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $8,579,161
- Liabilities
- $0
- Net assets
- $8,579,161
- Revenue
- -
- Expenses
- $40,207
- Net income
- -