401k Plan data: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN plan

FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 401k Plan overview

Plan Name	FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN
Plan identification number	003

FORDHAM UNIVERSITY PLAN 003 ANNUITY (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)(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.
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

FORDHAM UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name: FORDHAM UNIVERSITY

Employer identification number (EIN): 131740451

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-01-01
003 2016-01-01 NICHOLAS MILOWSKI
003 2015-01-01
003 2014-01-01
003 2013-01-01
003 2012-01-01 FRANK SIMIO
003 2011-01-01 FRANK SIMIO
003 2010-01-01 FRANK SIMIO
003 2009-01-01 FRANK SIMIO

Plan Statistics for FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN

401k plan membership statisitcs for FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN

Measure Date Value
2017: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3,634
Total of all active and inactive participants 2017-01-01 0
Total participants 2017-01-01 0
2016: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3,565
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2,708
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 909
Total of all active and inactive participants 2016-01-01 3,622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 12
Total participants 2016-01-01 3,634
Number of participants with account balances 2016-01-01 2,478
2015: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,616
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2,622
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 928
Total of all active and inactive participants 2015-01-01 3,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 11
Total participants 2015-01-01 3,565
Number of participants with account balances 2015-01-01 2,461
2014: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,754
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,621
Number of retired or separated participants receiving benefits 2014-01-01 5
Number of other retired or separated participants entitled to future benefits 2014-01-01 836
Total of all active and inactive participants 2014-01-01 3,462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 9
Total participants 2014-01-01 3,471
Number of participants with account balances 2014-01-01 2,487
2013: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4,276
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4,440
Number of retired or separated participants receiving benefits 2013-01-01 31
Number of other retired or separated participants entitled to future benefits 2013-01-01 1,141
Total of all active and inactive participants 2013-01-01 5,612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 27
Total participants 2013-01-01 5,639
Number of participants with account balances 2013-01-01 2,754
2012: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,399
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2,618
Number of retired or separated participants receiving benefits 2012-01-01 756
Number of other retired or separated participants entitled to future benefits 2012-01-01 893
Total of all active and inactive participants 2012-01-01 4,267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 9
Total participants 2012-01-01 4,276
Number of participants with account balances 2012-01-01 1,908
2011: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3,152
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,221
Number of retired or separated participants receiving benefits 2011-01-01 390
Number of other retired or separated participants entitled to future benefits 2011-01-01 858
Total of all active and inactive participants 2011-01-01 3,469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 50
Total participants 2011-01-01 3,519
Number of participants with account balances 2011-01-01 4,700
2010: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4,293
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2,732
Number of retired or separated participants receiving benefits 2010-01-01 177
Number of other retired or separated participants entitled to future benefits 2010-01-01 215
Total of all active and inactive participants 2010-01-01 3,124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 28
Total participants 2010-01-01 3,152
Number of participants with account balances 2010-01-01 2,003
2009: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2,180
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3,309
Number of retired or separated participants receiving benefits 2009-01-01 235
Number of other retired or separated participants entitled to future benefits 2009-01-01 742
Total of all active and inactive participants 2009-01-01 4,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 7
Total participants 2009-01-01 4,293
Number of participants with account balances 2009-01-01 2,055

Measure	Date	Value
2017: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3,634
Total of all active and inactive participants	2017-01-01	0
Total participants	2017-01-01	0
2016: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3,565
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,708
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	909
Total of all active and inactive participants	2016-01-01	3,622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	12
Total participants	2016-01-01	3,634
Number of participants with account balances	2016-01-01	2,478
2015: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,616
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,622
Number of retired or separated participants receiving benefits	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	928
Total of all active and inactive participants	2015-01-01	3,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	11
Total participants	2015-01-01	3,565
Number of participants with account balances	2015-01-01	2,461
2014: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,754
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,621
Number of retired or separated participants receiving benefits	2014-01-01	5
Number of other retired or separated participants entitled to future benefits	2014-01-01	836
Total of all active and inactive participants	2014-01-01	3,462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	9
Total participants	2014-01-01	3,471
Number of participants with account balances	2014-01-01	2,487
2013: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4,276
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4,440
Number of retired or separated participants receiving benefits	2013-01-01	31
Number of other retired or separated participants entitled to future benefits	2013-01-01	1,141
Total of all active and inactive participants	2013-01-01	5,612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	27
Total participants	2013-01-01	5,639
Number of participants with account balances	2013-01-01	2,754
2012: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,399
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,618
Number of retired or separated participants receiving benefits	2012-01-01	756
Number of other retired or separated participants entitled to future benefits	2012-01-01	893
Total of all active and inactive participants	2012-01-01	4,267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	9
Total participants	2012-01-01	4,276
Number of participants with account balances	2012-01-01	1,908
2011: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3,152
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,221
Number of retired or separated participants receiving benefits	2011-01-01	390
Number of other retired or separated participants entitled to future benefits	2011-01-01	858
Total of all active and inactive participants	2011-01-01	3,469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	50
Total participants	2011-01-01	3,519
Number of participants with account balances	2011-01-01	4,700
2010: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4,293
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2,732
Number of retired or separated participants receiving benefits	2010-01-01	177
Number of other retired or separated participants entitled to future benefits	2010-01-01	215
Total of all active and inactive participants	2010-01-01	3,124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	28
Total participants	2010-01-01	3,152
Number of participants with account balances	2010-01-01	2,003
2009: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2,180
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3,309
Number of retired or separated participants receiving benefits	2009-01-01	235
Number of other retired or separated participants entitled to future benefits	2009-01-01	742
Total of all active and inactive participants	2009-01-01	4,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	7
Total participants	2009-01-01	4,293
Number of participants with account balances	2009-01-01	2,055

Financial Data on FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN

Measure	Date	Value
2017 : FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$28,554,989
Total unrealized appreciation/depreciation of assets	2017-12-31	$28,554,989
Total transfer of assets from this plan	2017-12-31	$298,451,590
Total income from all sources (including contributions)	2017-12-31	$54,445,089
Total of all expenses incurred	2017-12-31	$13,629,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$13,592,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$18,330,660
Value of total assets at end of year	2017-12-31	$0
Value of total assets at beginning of year	2017-12-31	$257,636,330
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$37,178
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$4,702,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$4,702,129
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2017-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$0
Amount contributed by the employer to the plan for this plan year	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	$11,154,120
Participant contributions at beginning of year	2017-12-31	$46,359
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$4,987,211
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$7,176,540
Other income not declared elsewhere	2017-12-31	$2,857,311
Administrative expenses (other) incurred	2017-12-31	$37,178
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	$40,815,260
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$257,636,330
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 beginning of year	2017-12-31	$160,454,026
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$12,533,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$79,614,908
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$13,592,651
Did the plan have assets held for investment	2017-12-31	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	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	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KPMG LLP
Accountancy firm EIN	2017-12-31	135565207
2016 : FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$9,038,806
Total unrealized appreciation/depreciation of assets	2016-12-31	$9,038,806
Total income from all sources (including contributions)	2016-12-31	$32,902,514
Total of all expenses incurred	2016-12-31	$9,585,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$9,582,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$18,002,356
Value of total assets at end of year	2016-12-31	$257,636,330
Value of total assets at beginning of year	2016-12-31	$234,319,398
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,442
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$2,980,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$2,980,206
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2016-12-31	0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	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	$10,871,234
Participant contributions at end of year	2016-12-31	$46,359
Participant contributions at beginning of year	2016-12-31	$52,646
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$4,987,211
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$4,267,833
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$7,131,122
Other income not declared elsewhere	2016-12-31	$2,881,146
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	$23,316,932
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$257,636,330
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$234,319,398
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
Investment advisory and management fees	2016-12-31	$3,442
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$160,454,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$146,962,880
Value of interest in pooled separate accounts at end of year	2016-12-31	$12,533,826
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$10,968,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$79,614,908
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$72,067,700
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$9,582,140
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	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	KPMG LLP
Accountancy firm EIN	2016-12-31	135565207
2015 : FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-2,589,672
Total unrealized appreciation/depreciation of assets	2015-12-31	$-2,589,672
Total income from all sources (including contributions)	2015-12-31	$18,844,850
Total of all expenses incurred	2015-12-31	$15,007,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$14,957,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$15,279,255
Value of total assets at end of year	2015-12-31	$234,319,398
Value of total assets at beginning of year	2015-12-31	$230,481,931
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$49,425
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$3,609,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$3,609,414
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2015-12-31	0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	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	$10,723,111
Participant contributions at end of year	2015-12-31	$52,646
Participant contributions at beginning of year	2015-12-31	$79,126
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$4,267,833
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$830,595
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$4,556,144
Other income not declared elsewhere	2015-12-31	$2,545,853
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	$3,837,467
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$234,319,398
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$230,481,931
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
Investment advisory and management fees	2015-12-31	$49,425
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$146,962,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$150,177,989
Value of interest in pooled separate accounts at end of year	2015-12-31	$10,968,339
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$9,395,249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$72,067,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$69,998,972
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	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$14,957,958
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	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	KPMG LLP
Accountancy firm EIN	2015-12-31	135565207
2014 : FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$7,043,029
Total unrealized appreciation/depreciation of assets	2014-12-31	$7,043,029
Total income from all sources (including contributions)	2014-12-31	$26,538,616
Total of all expenses incurred	2014-12-31	$11,047,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$10,991,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$13,064,007
Value of total assets at end of year	2014-12-31	$230,481,931
Value of total assets at beginning of year	2014-12-31	$214,990,883
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$55,675
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$3,860,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$3,860,432
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2014-12-31	0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	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	$10,451,702
Participant contributions at end of year	2014-12-31	$79,126
Participant contributions at beginning of year	2014-12-31	$96,116
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$830,595
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$772,158
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$2,612,305
Other income not declared elsewhere	2014-12-31	$2,571,148
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	$15,491,048
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$230,481,931
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$214,990,883
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
Investment advisory and management fees	2014-12-31	$55,675
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$150,177,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$139,369,155
Value of interest in pooled separate accounts at end of year	2014-12-31	$9,395,249
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$8,353,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$69,998,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$66,399,970
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	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$10,991,893
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	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	KPMG LLP
Accountancy firm EIN	2014-12-31	135565207
2013 : FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$23,242,468
Total unrealized appreciation/depreciation of assets	2013-12-31	$23,242,468
Total income from all sources (including contributions)	2013-12-31	$40,591,870
Total of all expenses incurred	2013-12-31	$9,271,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$9,204,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$12,132,613
Value of total assets at end of year	2013-12-31	$214,990,883
Value of total assets at beginning of year	2013-12-31	$183,670,653
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$66,729
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$2,839,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$2,839,779
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2013-12-31	0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	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	$10,273,610
Participant contributions at end of year	2013-12-31	$96,116
Participant contributions at beginning of year	2013-12-31	$122,048
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$772,158
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$731,141
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,859,003
Other income not declared elsewhere	2013-12-31	$2,377,010
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	$31,320,230
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$214,990,883
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$183,670,653
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
Investment advisory and management fees	2013-12-31	$66,729
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$139,369,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$112,285,834
Value of interest in pooled separate accounts at end of year	2013-12-31	$8,353,484
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$7,057,871
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$66,399,970
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$63,473,759
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	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$9,204,911
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	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	KPMG LLP
Accountancy firm EIN	2013-12-31	135565207
2012 : FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$12,967,685
Total unrealized appreciation/depreciation of assets	2012-12-31	$12,967,685
Total income from all sources (including contributions)	2012-12-31	$29,873,495
Total of all expenses incurred	2012-12-31	$10,997,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$10,968,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$13,291,090
Value of total assets at end of year	2012-12-31	$183,670,653
Value of total assets at beginning of year	2012-12-31	$164,795,083
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$29,272
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,275,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,275,631
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2012-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	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	$9,685,597
Participant contributions at end of year	2012-12-31	$122,048
Participant contributions at beginning of year	2012-12-31	$171,454
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$731,141
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$716,952
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$3,605,493
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$17,415,829
Other income not declared elsewhere	2012-12-31	$2,339,089
Administrative expenses (other) incurred	2012-12-31	$29,272
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	$18,875,570
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$183,670,653
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$164,795,083
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	$112,285,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$89,708,783
Value of interest in pooled separate accounts at end of year	2012-12-31	$7,057,871
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$5,104,437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$63,473,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$51,677,628
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	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$10,968,653
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	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	KPMG LLP
Accountancy firm EIN	2012-12-31	135565207
2011 : FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-2,638,949
Total unrealized appreciation/depreciation of assets	2011-12-31	$-2,638,949
Total transfer of assets to this plan	2011-12-31	$17,415,829
Total income from all sources (including contributions)	2011-12-31	$10,407,725
Total of all expenses incurred	2011-12-31	$7,650,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$7,644,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$10,374,183
Value of total assets at end of year	2011-12-31	$164,795,083
Value of total assets at beginning of year	2011-12-31	$144,622,423
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$5,966
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$2,672,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$2,672,491
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	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	$8,309,846
Participant contributions at end of year	2011-12-31	$171,454
Participant contributions at beginning of year	2011-12-31	$117,056
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$716,952
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$706,120
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$2,064,337
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$17,415,829
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$5,966
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	$2,756,831
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$164,795,083
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$144,622,423
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	$89,708,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$90,367,445
Value of interest in pooled separate accounts at end of year	2011-12-31	$5,104,437
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$4,279,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$51,677,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$49,152,778
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	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$7,644,928
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	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	KPMG LLP
Accountancy firm EIN	2011-12-31	135565207
2010 : FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$10,475,610
Total unrealized appreciation/depreciation of assets	2010-12-31	$10,475,610
Total income from all sources (including contributions)	2010-12-31	$22,970,393
Total of all expenses incurred	2010-12-31	$6,671,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$6,666,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$10,312,760
Value of total assets at end of year	2010-12-31	$144,622,423
Value of total assets at beginning of year	2010-12-31	$128,323,149
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$5,019
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$2,182,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$2,182,023
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
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
Contributions received from participants	2010-12-31	$8,016,919
Participant contributions at end of year	2010-12-31	$117,056
Participant contributions at beginning of year	2010-12-31	$108,209
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$706,120
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$668,670
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$2,295,841
Administrative expenses (other) incurred	2010-12-31	$5,019
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	$16,299,274
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$144,622,423
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$128,323,149
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	$90,367,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$77,834,371
Value of interest in pooled separate accounts at end of year	2010-12-31	$4,279,024
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$3,101,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$49,152,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$46,610,180
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$6,666,100
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	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	KPMG LLP
Accountancy firm EIN	2010-12-31	135565207

Form 5500 Responses for FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN

2017: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	This submission is the final filing	Yes
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: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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
2010: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: FORDHAM UNIVERSITY PLAN 003 ANNUITY (TDA) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA80152

Policy instance

Insurance contract or identification number	GA80152
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

102263

Policy instance

Insurance contract or identification number	102263
Number of Individuals Covered	1602
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

0002421

Policy instance

Insurance contract or identification number	0002421
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

005013

Policy instance

Insurance contract or identification number	005013
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

102263

Policy instance

Insurance contract or identification number	102263
Number of Individuals Covered	1633
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

0002421

Policy instance

Insurance contract or identification number	0002421
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

005013

Policy instance

Insurance contract or identification number	005013
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

0002421

Policy instance

Insurance contract or identification number	0002421
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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

102263

Policy instance

Insurance contract or identification number	102263
Number of Individuals Covered	1651
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

005013

Policy instance

Insurance contract or identification number	005013
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31

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

Policy contract number

102263

Policy instance

Insurance contract or identification number	102263
Number of Individuals Covered	1660
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

0002421

Policy instance

Insurance contract or identification number	0002421
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

005013

Policy instance

Insurance contract or identification number	005013
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

0002421

Policy instance

Insurance contract or identification number	0002421
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

102263

Policy instance

Insurance contract or identification number	102263
Number of Individuals Covered	1943
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

005013

Policy instance

Insurance contract or identification number	005013
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
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

102263

Policy instance

Insurance contract or identification number	102263
Number of Individuals Covered	1600
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

005013

Policy instance

Insurance contract or identification number	005013
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

005013

Policy instance

Insurance contract or identification number	005013
Number of Individuals Covered	3152
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
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

102263

Policy instance

Insurance contract or identification number	102263
Number of Individuals Covered	1599
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	FORDHAM UNIVERSITY
Employer identification number (EIN):	131740451
NAIC Classification:	611000

Plan id#	Filing Submission Date	Name of Administrator
003	2017-01-01
003	2016-01-01	NICHOLAS MILOWSKI
003	2015-01-01
003	2014-01-01
003	2013-01-01
003	2012-01-01	FRANK SIMIO
003	2011-01-01	FRANK SIMIO
003	2010-01-01	FRANK SIMIO
003	2009-01-01	FRANK SIMIO