SRI International Basic Retirement Plan | Defined Contribution Plan

SRI International Basic Retirement Plan
333 Ravenswood Avenue
Menlo Park, California, 94025
Phone: (650) 859-4074

SRI International Basic Retirement Plan is a Defined Contribution Plan located in Menlo Park, California.



Contact Role Phone Number
Byron Rovegno Signatory (650) 859-4074
Jean E. Tooker Signatory (650) 859-4074


Sponsor Type
SRI International Benefit Plan Sponsor

Statement Summaries


Assets Summary


2009-12-31 2010-12-31 2011-12-31 2012-12-31 2013-12-31
Portfolio Assets 438747 461922 601599 650315 690511
Pooled Separate Account Interests 3158 1155 768 2140 1475
Insurance Company General Account Interests 197149 191847 191722 191044 191168
Registered Investment Company Interests 481637 268920 246257 435416 385643
Participant Loans 420 - - 456 593
Common/Collective Trust Interests - - - 21259 22721
Participant Contribution Receivables 58 - - - -
Portfolio Liabilities None None None None None
Portfolio Net Assets 438747 461922 601599 650315 690511

Cash Flow Summary


2009-12-31 2010-12-31 2011-12-31 2012-12-31 2013-12-31
Portfolio Income 65841 47709 15769 77760 115587
Dividends 8673 - - 6441 5170
Unrealized Appreciation (Depreciation) - - - 23573 998
Interest 8420 - - 7791 1880
Portfolio Expenses 21979 24512 36787 29044 75391
Other Administrative Fees 38 5 3 - -
Portfolio Net Income 43862 23198 -21018 48716 40195
Portfolio Contributions 9739 10344 17388 18478 18527
Employer Contributions 14212 10344 9725 14927 14039
Other Contributions (incl. Rollovers) 1366 - 14 618 584
Participant Contributions 2950 - - 2933 2765
Portfolio Distributions 21976 24507 36763 29038 75354
Direct Participant Distributions (incl. Rollovers) 72764 21316 18780 26588 33602
Distributions to Insurance Carriers 2590 3191 3196 2450 3161
Portfolio Redemptions None None None None None