401k Plan data: COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN plan

COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 401k Plan overview

Plan Name	COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN
Plan identification number	002

COUNCIL ON FOREIGN RELATIONS 403(B) TDA 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.
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

COUNCIL ON FOREIGN RELATIONS has sponsored the creation of one or more 401k plans.

Company Name: COUNCIL ON FOREIGN RELATIONS

Employer identification number (EIN): 131628168

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-07-01 JAN MOWDER HUGHES
002 2014-07-01 JAN MOWDER HUGHES
002 2013-07-01 JAN MOWDER HUGHES
002 2012-07-01 JAN MOWDER HUGHES
002 2011-07-01 JAN MOWDER HUGHES
002 2010-07-01 JAN MOWDER HUGHES
002 2009-07-01 JAN HUGHES

Plan id#	Filing Submission Date	Name of Administrator
002	2015-07-01	JAN MOWDER HUGHES
002	2014-07-01	JAN MOWDER HUGHES
002	2013-07-01	JAN MOWDER HUGHES
002	2012-07-01	JAN MOWDER HUGHES
002	2011-07-01	JAN MOWDER HUGHES
002	2010-07-01	JAN MOWDER HUGHES
002	2009-07-01	JAN HUGHES

Plan Statistics for COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN

401k plan membership statisitcs for COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN

Measure Date Value
2015: COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 334
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 0
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 0
Number of participants with account balances 2015-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 298
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 166
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 168
Total of all active and inactive participants 2014-07-01 334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 334
Number of participants with account balances 2014-07-01 323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 272
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 136
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 163
Total of all active and inactive participants 2013-07-01 299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 299
Number of participants with account balances 2013-07-01 285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 254
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 120
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 157
Total of all active and inactive participants 2012-07-01 277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 277
Number of participants with account balances 2012-07-01 261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 243
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 104
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 150
Total of all active and inactive participants 2011-07-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 254
Number of participants with account balances 2011-07-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 289
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 91
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 152
Total of all active and inactive participants 2010-07-01 243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 243
Number of participants with account balances 2010-07-01 236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 233
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 156
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 133
Total of all active and inactive participants 2009-07-01 289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 289
Number of participants with account balances 2009-07-01 234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2015: COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	334
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	0
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	0
Number of participants with account balances	2015-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	298
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	166
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	168
Total of all active and inactive participants	2014-07-01	334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	334
Number of participants with account balances	2014-07-01	323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	272
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	136
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	163
Total of all active and inactive participants	2013-07-01	299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	299
Number of participants with account balances	2013-07-01	285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	254
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	120
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	157
Total of all active and inactive participants	2012-07-01	277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	277
Number of participants with account balances	2012-07-01	261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	243
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	104
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	150
Total of all active and inactive participants	2011-07-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	254
Number of participants with account balances	2011-07-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	289
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	91
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	152
Total of all active and inactive participants	2010-07-01	243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	243
Number of participants with account balances	2010-07-01	236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	233
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	156
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	133
Total of all active and inactive participants	2009-07-01	289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	289
Number of participants with account balances	2009-07-01	234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN

Measure	Date	Value
2016 : COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total transfer of assets to this plan	2016-06-30	$19,968
Total transfer of assets from this plan	2016-06-30	$13,433,354
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$1,554,210
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$705,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$705,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,525,667
Value of total assets at end of year	2016-06-30	$0
Value of total assets at beginning of year	2016-06-30	$12,564,918
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$0
Total interest from all sources	2016-06-30	$80,963
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$49,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$49,672
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$1,148,546
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$377,121
Other income not declared elsewhere	2016-06-30	$1,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$848,468
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$12,564,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$9,518,888
Value of interest in pooled separate accounts at end of year	2016-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$736,620
Interest earned on other investments	2016-06-30	$80,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$2,309,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-155,967
Net investment gain/loss from pooled separate accounts	2016-06-30	$52,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$705,742
Did the plan have assets held for investment	2016-06-30	No
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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	GRANT THORNTON LLP
Accountancy firm EIN	2016-06-30	366055558
2015 : COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$1,778,342
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$326,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$326,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$1,229,836
Value of total assets at end of year	2015-06-30	$12,564,918
Value of total assets at beginning of year	2015-06-30	$11,112,588
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$0
Total interest from all sources	2015-06-30	$76,490
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$22,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$22,923
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$1,007,571
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$222,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$1,452,330
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$12,564,918
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$11,112,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$9,518,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$8,207,867
Value of interest in pooled separate accounts at end of year	2015-06-30	$736,620
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$621,449
Interest earned on other investments	2015-06-30	$76,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$2,309,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$2,283,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$381,116
Net investment gain/loss from pooled separate accounts	2015-06-30	$67,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$326,012
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	GRANT THORNTON LLP
Accountancy firm EIN	2015-06-30	366055558
2014 : COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total transfer of assets from this plan	2014-06-30	$117
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$2,304,123
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$226,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$226,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$917,293
Value of total assets at end of year	2014-06-30	$11,112,588
Value of total assets at beginning of year	2014-06-30	$9,035,136
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$0
Total interest from all sources	2014-06-30	$74,903
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$5,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$5,156
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$843,749
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$73,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$2,077,569
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$11,112,588
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$9,035,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$8,207,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$6,341,804
Value of interest in pooled separate accounts at end of year	2014-06-30	$621,449
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$531,650
Interest earned on other investments	2014-06-30	$74,903
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$2,283,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$2,161,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$1,246,682
Net investment gain/loss from pooled separate accounts	2014-06-30	$60,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$226,554
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	GRANT THORNTON LLP
Accountancy firm EIN	2014-06-30	366055558
2013 : COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$1,926,574
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$262,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$262,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$1,145,748
Value of total assets at end of year	2013-06-30	$9,035,136
Value of total assets at beginning of year	2013-06-30	$7,371,341
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$0
Total interest from all sources	2013-06-30	$65,413
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$726,928
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$418,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$1,663,795
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$9,035,136
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$7,371,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$6,341,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$5,261,762
Value of interest in pooled separate accounts at end of year	2013-06-30	$531,650
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$442,646
Interest earned on other investments	2013-06-30	$65,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$2,161,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$1,666,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$675,302
Net investment gain/loss from pooled separate accounts	2013-06-30	$40,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$262,779
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	MARKS PANETH LLP
Accountancy firm EIN	2013-06-30	113518842
2012 : COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$761,201
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$620,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$620,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$605,881
Value of total assets at end of year	2012-06-30	$7,371,341
Value of total assets at beginning of year	2012-06-30	$7,230,414
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$0
Total interest from all sources	2012-06-30	$7,075
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$585,155
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$20,726
Other income not declared elsewhere	2012-06-30	$53,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$140,927
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$7,371,341
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$7,230,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$5,261,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$5,095,156
Value of interest in pooled separate accounts at end of year	2012-06-30	$442,646
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$317,591
Interest earned on other investments	2012-06-30	$7,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$1,666,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$1,817,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$54,792
Net investment gain/loss from pooled separate accounts	2012-06-30	$40,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$620,274
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	MARKS PANETH & SHRON LLP
Accountancy firm EIN	2012-06-30	113518842
2011 : COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$1,672,779
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$615,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$615,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$645,768
Value of total assets at end of year	2011-06-30	$7,230,414
Value of total assets at beginning of year	2011-06-30	$6,173,490
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$0
Total interest from all sources	2011-06-30	$4,554
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$584,458
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$61,310
Other income not declared elsewhere	2011-06-30	$56,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$1,056,924
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$7,230,414
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$6,173,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$5,095,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$4,073,176
Value of interest in pooled separate accounts at end of year	2011-06-30	$317,591
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$227,953
Interest earned on other investments	2011-06-30	$4,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$1,817,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$1,872,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$920,247
Net investment gain/loss from pooled separate accounts	2011-06-30	$45,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$615,855
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	MARKS PANETH & SHRON LLP
Accountancy firm EIN	2011-06-30	113518842
2010 : COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN

2015: COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	Yes
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: COUNCIL ON FOREIGN RELATIONS 403(B) TDA PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	103974
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	103974
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	103974
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	103974
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	103974
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	103974
Policy instance	1

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Company Name:	COUNCIL ON FOREIGN RELATIONS
Employer identification number (EIN):	131628168
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations