401k Plan data: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN plan

THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan Name	THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN
Plan identification number	001

THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN Benefits

401k Plan Type

Defined 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 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE NEW-YORK HISTORICAL SOCIETY has sponsored the creation of one or more 401k plans.

Company Name: THE NEW-YORK HISTORICAL SOCIETY

Employer identification number (EIN): 131624124

NAIC Classification: 712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 OSCAR DE LA CRUZ
001 2017-01-01 OSCAR DE LA CRUZ
001 2016-01-01 SUSAN SINGER
001 2015-01-01 SUSAN SINGER SUSAN SINGER 2016-10-07
001 2014-01-01 VALERIE CRANE RICHARD SHEIN 2015-08-28
001 2013-01-01 VALERIE CRANE RICHARD SHEIN 2014-09-09
001 2012-01-01 VALERIE CRANE RICHARD SHEIN 2013-09-20
001 2011-01-01 VALERIE CRANE RICHARD SHEIN 2012-10-04
001 2009-01-01 VALERIE CRANE RICHARD SHEIN 2010-10-14
001 2009-01-01 VALERIE CRANE RICHARD SHEIN 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	OSCAR DE LA CRUZ
001	2017-01-01	OSCAR DE LA CRUZ
001	2016-01-01	SUSAN SINGER
001	2015-01-01	SUSAN SINGER	SUSAN SINGER	2016-10-07
001	2014-01-01	VALERIE CRANE	RICHARD SHEIN	2015-08-28
001	2013-01-01	VALERIE CRANE	RICHARD SHEIN	2014-09-09
001	2012-01-01	VALERIE CRANE	RICHARD SHEIN	2013-09-20
001	2011-01-01	VALERIE CRANE	RICHARD SHEIN	2012-10-04
001	2009-01-01	VALERIE CRANE	RICHARD SHEIN	2010-10-14
001	2009-01-01	VALERIE CRANE	RICHARD SHEIN	2010-10-14

Plan Statistics for THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN

Measure Date Value
2023: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 542
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 229
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 312
Total of all active and inactive participants 2023-01-01 541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 3
Total participants 2023-01-01 544
Number of participants with account balances 2023-01-01 523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 562
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 234
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 306
Total of all active and inactive participants 2022-01-01 540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 3
Total participants 2022-01-01 543
Number of participants with account balances 2022-01-01 511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 526
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 228
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 332
Total of all active and inactive participants 2021-01-01 560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 563
Number of participants with account balances 2021-01-01 530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 530
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 212
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 313
Total of all active and inactive participants 2020-01-01 525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 527
Number of participants with account balances 2020-01-01 519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 458
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 248
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 281
Total of all active and inactive participants 2019-01-01 529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 531
Number of participants with account balances 2019-01-01 520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 441
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 176
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 280
Total of all active and inactive participants 2018-01-01 456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 458
Number of participants with account balances 2018-01-01 452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 420
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 176
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 263
Total of all active and inactive participants 2017-01-01 439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 441
Number of participants with account balances 2017-01-01 437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 397
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 195
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 222
Total of all active and inactive participants 2016-01-01 417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 3
Total participants 2016-01-01 420
Number of participants with account balances 2016-01-01 419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 378
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 169
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 226
Total of all active and inactive participants 2015-01-01 395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 397
Number of participants with account balances 2015-01-01 396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 364
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 162
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 214
Total of all active and inactive participants 2014-01-01 376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 378
Number of participants with account balances 2014-01-01 376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 368
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 186
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 192
Total of all active and inactive participants 2013-01-01 378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 380
Number of participants with account balances 2013-01-01 354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 342
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 188
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 179
Total of all active and inactive participants 2012-01-01 367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 368
Number of participants with account balances 2012-01-01 343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 340
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 162
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 179
Total of all active and inactive participants 2011-01-01 341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 342
Number of participants with account balances 2011-01-01 323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 270
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 230
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 77
Total of all active and inactive participants 2009-01-01 307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 309
Number of participants with account balances 2009-01-01 280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	542
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	229
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	312
Total of all active and inactive participants	2023-01-01	541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	3
Total participants	2023-01-01	544
Number of participants with account balances	2023-01-01	523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	562
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	234
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	306
Total of all active and inactive participants	2022-01-01	540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	3
Total participants	2022-01-01	543
Number of participants with account balances	2022-01-01	511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	526
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	228
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	332
Total of all active and inactive participants	2021-01-01	560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	563
Number of participants with account balances	2021-01-01	530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	530
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	212
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	313
Total of all active and inactive participants	2020-01-01	525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	527
Number of participants with account balances	2020-01-01	519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	458
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	248
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	281
Total of all active and inactive participants	2019-01-01	529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	531
Number of participants with account balances	2019-01-01	520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	441
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	176
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	280
Total of all active and inactive participants	2018-01-01	456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	458
Number of participants with account balances	2018-01-01	452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	420
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	176
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	263
Total of all active and inactive participants	2017-01-01	439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	441
Number of participants with account balances	2017-01-01	437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	397
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	195
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	222
Total of all active and inactive participants	2016-01-01	417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	3
Total participants	2016-01-01	420
Number of participants with account balances	2016-01-01	419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	378
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	169
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	226
Total of all active and inactive participants	2015-01-01	395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	397
Number of participants with account balances	2015-01-01	396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	364
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	162
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	214
Total of all active and inactive participants	2014-01-01	376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	378
Number of participants with account balances	2014-01-01	376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	368
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	186
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	192
Total of all active and inactive participants	2013-01-01	378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	380
Number of participants with account balances	2013-01-01	354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	342
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	188
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	179
Total of all active and inactive participants	2012-01-01	367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	368
Number of participants with account balances	2012-01-01	343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	340
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	162
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	179
Total of all active and inactive participants	2011-01-01	341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	342
Number of participants with account balances	2011-01-01	323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	270
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	230
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	77
Total of all active and inactive participants	2009-01-01	307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	309
Number of participants with account balances	2009-01-01	280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN

Measure	Date	Value
2023 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$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	$6,479,997
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,566,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,515,336
Expenses. Certain deemed distributions of participant loans	2023-12-31	$17,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,163,541
Value of total assets at end of year	2023-12-31	$34,199,430
Value of total assets at beginning of year	2023-12-31	$29,285,939
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$33,781
Total interest from all sources	2023-12-31	$297,338
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$100,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$100,043
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,050,283
Participant contributions at end of year	2023-12-31	$81,213
Participant contributions at beginning of year	2023-12-31	$54,437
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$59,932
Other income not declared elsewhere	2023-12-31	$24,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$4,913,491
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$34,199,430
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$29,285,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$17,911
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$25,749,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$21,031,761
Value of interest in pooled separate accounts at end of year	2023-12-31	$1,164,294
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$1,284,145
Interest on participant loans	2023-12-31	$4,657
Interest earned on other investments	2023-12-31	$292,681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$6,882,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$6,640,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$4,073,240
Net investment gain/loss from pooled separate accounts	2023-12-31	$-178,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$1,053,326
Employer contributions (assets) at end of year	2023-12-31	$322,122
Employer contributions (assets) at beginning of year	2023-12-31	$275,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,515,336
Contract administrator fees	2023-12-31	$2,800
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	MARCUM LLP
Accountancy firm EIN	2023-12-31	111986323
2022 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-2,052,171
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$714,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$635,166
Expenses. Certain deemed distributions of participant loans	2022-12-31	$59,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,013,191
Value of total assets at end of year	2022-12-31	$29,285,939
Value of total assets at beginning of year	2022-12-31	$32,052,730
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$20,068
Total interest from all sources	2022-12-31	$253,094
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$54,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$54,286
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,031,922
Participant contributions at end of year	2022-12-31	$54,437
Participant contributions at beginning of year	2022-12-31	$50,860
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$42,295
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$54,334
Other income not declared elsewhere	2022-12-31	$23,104
Administrative expenses (other) incurred	2022-12-31	$8,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,766,791
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$29,285,939
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$32,052,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$11,593
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$21,031,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$24,036,740
Value of interest in pooled separate accounts at end of year	2022-12-31	$1,284,145
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$1,115,126
Interest on participant loans	2022-12-31	$2,158
Interest earned on other investments	2022-12-31	$250,936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$6,640,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$6,561,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,487,246
Net investment gain/loss from pooled separate accounts	2022-12-31	$91,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$926,935
Employer contributions (assets) at end of year	2022-12-31	$275,158
Employer contributions (assets) at beginning of year	2022-12-31	$245,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$635,166
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MARCUM LLP
Accountancy firm EIN	2022-12-31	111986323
2021 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$5,370,065
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,769,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,769,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,842,826
Value of total assets at end of year	2021-12-31	$32,052,730
Value of total assets at beginning of year	2021-12-31	$28,452,415
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$425
Total interest from all sources	2021-12-31	$218,082
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$880,792
Participant contributions at end of year	2021-12-31	$50,860
Participant contributions at beginning of year	2021-12-31	$55,957
Participant contributions at end of year	2021-12-31	$42,295
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$65,503
Administrative expenses (other) incurred	2021-12-31	$425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,600,315
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$32,052,730
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$28,452,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$24,036,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$20,770,764
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,115,126
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$977,232
Interest on participant loans	2021-12-31	$2,380
Interest earned on other investments	2021-12-31	$215,702
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$6,561,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$6,408,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,139,039
Net investment gain/loss from pooled separate accounts	2021-12-31	$170,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$896,531
Employer contributions (assets) at end of year	2021-12-31	$245,773
Employer contributions (assets) at beginning of year	2021-12-31	$240,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,769,325
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FRIEDMAN LLP
Accountancy firm EIN	2021-12-31	131610809
2020 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$4,939,836
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,700,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,700,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,764,413
Value of total assets at end of year	2020-12-31	$28,452,415
Value of total assets at beginning of year	2020-12-31	$25,212,891
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$150
Total interest from all sources	2020-12-31	$231,171
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$835,504
Participant contributions at end of year	2020-12-31	$55,957
Participant contributions at beginning of year	2020-12-31	$0
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$27,599
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$26,784
Administrative expenses (other) incurred	2020-12-31	$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,239,524
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$28,452,415
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$25,212,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$20,770,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,767,684
Value of interest in pooled separate accounts at end of year	2020-12-31	$977,232
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$911,730
Interest earned on other investments	2020-12-31	$231,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$6,408,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$6,286,949
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$45,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,951,905
Net investment gain/loss from pooled separate accounts	2020-12-31	$-7,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$902,125
Employer contributions (assets) at end of year	2020-12-31	$240,310
Employer contributions (assets) at beginning of year	2020-12-31	$218,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,654,564
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	FRIEDMAN LLP
Accountancy firm EIN	2020-12-31	131610809
2019 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	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 income from all sources (including contributions)	2019-12-31	$5,808,947
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,547,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,547,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,171,809
Value of total assets at end of year	2019-12-31	$25,212,891
Value of total assets at beginning of year	2019-12-31	$20,951,071
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$227,596
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$816,179
Participant contributions at end of year	2019-12-31	$27,599
Participant contributions at beginning of year	2019-12-31	$20,417
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$501,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,261,820
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$25,212,891
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$20,951,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,767,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,705,941
Value of interest in pooled separate accounts at end of year	2019-12-31	$911,730
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$923,014
Interest earned on other investments	2019-12-31	$227,596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$6,286,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$6,091,275
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$363,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,358,236
Net investment gain/loss from pooled separate accounts	2019-12-31	$51,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$854,159
Employer contributions (assets) at end of year	2019-12-31	$218,929
Employer contributions (assets) at beginning of year	2019-12-31	$210,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,183,210
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	FRIEDMAN LLP
Accountancy firm EIN	2019-12-31	131610809
2018 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$1,351,319
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$797,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$797,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,306,652
Value of total assets at end of year	2018-12-31	$20,951,071
Value of total assets at beginning of year	2018-12-31	$20,397,285
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$224,367
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$688,502
Participant contributions at end of year	2018-12-31	$20,417
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$802,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$553,786
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$20,951,071
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$20,397,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$13,705,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$13,565,105
Value of interest in pooled separate accounts at end of year	2018-12-31	$923,014
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$934,978
Interest earned on other investments	2018-12-31	$224,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$6,091,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$5,690,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,224,691
Net investment gain/loss from pooled separate accounts	2018-12-31	$44,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$815,332
Employer contributions (assets) at end of year	2018-12-31	$210,424
Employer contributions (assets) at beginning of year	2018-12-31	$206,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$797,533
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	FRIEDMAN LLP
Accountancy firm EIN	2018-12-31	131610809
2017 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$3,959,456
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$585,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$585,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,570,281
Value of total assets at end of year	2017-12-31	$20,397,285
Value of total assets at beginning of year	2017-12-31	$17,023,576
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$206,131
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$635,656
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$60,191
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$129,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,373,709
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$20,397,285
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$17,023,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$13,565,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,521,564
Value of interest in pooled separate accounts at end of year	2017-12-31	$934,978
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$823,695
Interest earned on other investments	2017-12-31	$206,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$5,690,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$5,417,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,145,710
Net investment gain/loss from pooled separate accounts	2017-12-31	$37,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$804,800
Employer contributions (assets) at end of year	2017-12-31	$206,206
Employer contributions (assets) at beginning of year	2017-12-31	$200,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$585,747
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	FRIEDMAN LLP
Accountancy firm EIN	2017-12-31	131610809
2016 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$2,811,246
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$662,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$662,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,892,022
Value of total assets at end of year	2016-12-31	$17,023,576
Value of total assets at beginning of year	2016-12-31	$14,874,858
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$210,531
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$614,146
Participant contributions at end of year	2016-12-31	$60,191
Participant contributions at beginning of year	2016-12-31	$60,287
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$532,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,148,718
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$17,023,576
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$14,874,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$10,521,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,008,882
Value of interest in pooled separate accounts at end of year	2016-12-31	$823,695
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$660,925
Interest earned on other investments	2016-12-31	$210,531
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$5,417,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$4,951,978
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$17,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$672,083
Net investment gain/loss from pooled separate accounts	2016-12-31	$36,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$745,441
Employer contributions (assets) at end of year	2016-12-31	$200,430
Employer contributions (assets) at beginning of year	2016-12-31	$192,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$645,323
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	FRIEDMAN LLP
Accountancy firm EIN	2016-12-31	131610809
2015 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$1,769,512
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$303,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$303,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,593,481
Value of total assets at end of year	2015-12-31	$14,874,858
Value of total assets at beginning of year	2015-12-31	$13,409,013
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$170,917
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$542,600
Participant contributions at end of year	2015-12-31	$60,287
Participant contributions at beginning of year	2015-12-31	$56,668
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$401,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,465,845
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$14,874,858
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$13,409,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,008,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$8,379,487
Value of interest in pooled separate accounts at end of year	2015-12-31	$660,925
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$543,163
Interest earned on other investments	2015-12-31	$170,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$4,951,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$4,249,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-41,266
Net investment gain/loss from pooled separate accounts	2015-12-31	$46,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$649,771
Employer contributions (assets) at end of year	2015-12-31	$192,786
Employer contributions (assets) at beginning of year	2015-12-31	$180,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$303,667
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	FRIEDMAN LLP
Accountancy firm EIN	2015-12-31	131610809
2014 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$1,821,123
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$364,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$364,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,137,345
Value of total assets at end of year	2014-12-31	$13,409,013
Value of total assets at beginning of year	2014-12-31	$11,952,362
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$166,356
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$472,069
Participant contributions at end of year	2014-12-31	$56,668
Participant contributions at beginning of year	2014-12-31	$57,029
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$30,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,456,651
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$13,409,013
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,952,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$8,379,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$7,348,458
Value of interest in pooled separate accounts at end of year	2014-12-31	$543,163
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$398,881
Interest earned on other investments	2014-12-31	$166,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$4,249,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$3,987,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$464,407
Net investment gain/loss from pooled separate accounts	2014-12-31	$53,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$634,382
Employer contributions (assets) at end of year	2014-12-31	$180,466
Employer contributions (assets) at beginning of year	2014-12-31	$160,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$364,472
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	FRIEDMAN LLP
Accountancy firm EIN	2014-12-31	131610809
2013 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$2,652,979
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,117,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,117,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,085,269
Value of total assets at end of year	2013-12-31	$11,952,362
Value of total assets at beginning of year	2013-12-31	$10,416,587
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$152,844
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$414,007
Participant contributions at end of year	2013-12-31	$57,029
Participant contributions at beginning of year	2013-12-31	$23,227
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$41,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,535,775
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$11,952,362
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$10,416,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$7,348,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$6,104,050
Value of interest in pooled separate accounts at end of year	2013-12-31	$398,881
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$390,751
Interest earned on other investments	2013-12-31	$152,844
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$3,987,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$3,735,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,377,550
Net investment gain/loss from pooled separate accounts	2013-12-31	$37,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$629,714
Employer contributions (assets) at end of year	2013-12-31	$160,204
Employer contributions (assets) at beginning of year	2013-12-31	$162,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,117,204
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	FRIEDMAN LLP
Accountancy firm EIN	2013-12-31	131610809
2012 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
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	$1,760,636
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$150,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$150,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$876,166
Value of total assets at end of year	2012-12-31	$10,416,587
Value of total assets at beginning of year	2012-12-31	$8,806,535
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$137,655
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$358,575
Participant contributions at end of year	2012-12-31	$23,227
Participant contributions at beginning of year	2012-12-31	$38,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,610,052
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$10,416,587
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$8,806,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$6,104,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,961,017
Value of interest in pooled separate accounts at end of year	2012-12-31	$390,751
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$324,298
Interest earned on other investments	2012-12-31	$137,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$3,735,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$3,430,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$713,123
Net investment gain/loss from pooled separate accounts	2012-12-31	$33,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$517,591
Employer contributions (assets) at end of year	2012-12-31	$162,854
Employer contributions (assets) at beginning of year	2012-12-31	$52,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$150,584
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	FRIEDMAN LLP
Accountancy firm EIN	2012-12-31	131610809
2011 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
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	$584,820
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$304,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$304,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$538,995
Value of total assets at end of year	2011-12-31	$8,806,535
Value of total assets at beginning of year	2011-12-31	$8,526,589
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$128,393
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$338,363
Participant contributions at end of year	2011-12-31	$38,028
Participant contributions at beginning of year	2011-12-31	$49,160
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$3,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$279,946
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$8,806,535
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$8,526,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,961,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,922,828
Value of interest in pooled separate accounts at end of year	2011-12-31	$324,298
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$242,286
Interest earned on other investments	2011-12-31	$128,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$3,430,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,265,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-117,821
Net investment gain/loss from pooled separate accounts	2011-12-31	$35,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$197,100
Employer contributions (assets) at end of year	2011-12-31	$52,201
Employer contributions (assets) at beginning of year	2011-12-31	$46,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$304,874
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	FRIEDMAN LLP
Accountancy firm EIN	2011-12-31	131610809
2010 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$2,473,069
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	$820,166
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$171,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$171,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$354,243
Value of total assets at end of year	2010-12-31	$8,526,589
Value of total assets at beginning of year	2010-12-31	$5,404,910
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$93,221
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 year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Participant contributions at end of year	2010-12-31	$49,160
Participant contributions at beginning of year	2010-12-31	$37,146
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$648,610
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$8,526,589
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,404,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,922,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,981,251
Value of interest in pooled separate accounts at end of year	2010-12-31	$242,286
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$95,451
Interest earned on other investments	2010-12-31	$93,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$3,265,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,289,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$358,327
Net investment gain/loss from pooled separate accounts	2010-12-31	$14,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$352,685
Employer contributions (assets) at end of year	2010-12-31	$46,632
Employer contributions (assets) at beginning of year	2010-12-31	$1,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$171,556
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	FRIEDMAN LLP
Accountancy firm EIN	2010-12-31	131610809
2009 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN

2023: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

334468

Policy instance

Insurance contract or identification number	334468
Number of Individuals Covered	461
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

334468

Policy instance

Insurance contract or identification number	334468
Number of Individuals Covered	479
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

334468

Policy instance

Insurance contract or identification number	334468
Number of Individuals Covered	533
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

334468

Policy instance

Insurance contract or identification number	334468
Number of Individuals Covered	520
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

334468

Policy instance

Insurance contract or identification number	334468
Number of Individuals Covered	521
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

334468

Policy instance

Insurance contract or identification number	334468
Number of Individuals Covered	452
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

334468

Policy instance

Insurance contract or identification number	334468
Number of Individuals Covered	437
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

334468

Policy instance

Insurance contract or identification number	334468
Number of Individuals Covered	396
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

334468

Policy instance

Insurance contract or identification number	334468
Number of Individuals Covered	376
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

334468

Policy instance

Insurance contract or identification number	334468
Number of Individuals Covered	354
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

334468

Policy instance

Insurance contract or identification number	334468
Number of Individuals Covered	343
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

334468

Policy instance

Insurance contract or identification number	334468
Number of Individuals Covered	323
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

334468

Policy instance

Insurance contract or identification number	334468
Number of Individuals Covered	293
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	THE NEW-YORK HISTORICAL SOCIETY
Employer identification number (EIN):	131624124
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions