401k Plan data: NYSUT PROFESSIONAL STAFF ASSOCIATION TAX SHELTERED SAVINGS & INVESTMENT PLAN plan

NYSUT PROFESSIONAL STAFF ASSOCIATION TAX SHELTERED SAVINGS & INVESTMENT PLAN 401k Plan overview

Plan Name	NYSUT PROFESSIONAL STAFF ASSOCIATION TAX SHELTERED SAVINGS & INVESTMENT PLAN
Plan identification number	003

NYSUT PROFESSIONAL STAFF ASSOCIATION TAX SHELTERED SAVINGS & INVESTMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NEW YORK STATE UNITED TEACHERS has sponsored the creation of one or more 401k plans.

Company Name: NEW YORK STATE UNITED TEACHERS

Employer identification number (EIN): 141584772

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NYSUT PROFESSIONAL STAFF ASSOCIATION TAX SHELTERED SAVINGS & INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2011-01-01 ROBERT LESNIEWSKI
003 2009-01-01 ROBERT LESNIEWSKI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2011-01-01	ROBERT LESNIEWSKI
003	2009-01-01	ROBERT LESNIEWSKI

Plan Statistics for NYSUT PROFESSIONAL STAFF ASSOCIATION TAX SHELTERED SAVINGS & INVESTMENT PLAN

401k plan membership statisitcs for NYSUT PROFESSIONAL STAFF ASSOCIATION TAX SHELTERED SAVINGS & INVESTMENT PLAN

Measure Date Value
2011: NYSUT PROFESSIONAL STAFF ASSOCIATION TAX SHELTERED SAVINGS & INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 288
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 0
Total participants 2011-01-01 0
Number of participants with account balances 2011-01-01 0
2009: NYSUT PROFESSIONAL STAFF ASSOCIATION TAX SHELTERED SAVINGS & INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 307
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 253
Number of retired or separated participants receiving benefits 2009-01-01 11
Number of other retired or separated participants entitled to future benefits 2009-01-01 17
Total of all active and inactive participants 2009-01-01 281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 281
Number of participants with account balances 2009-01-01 248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: NYSUT PROFESSIONAL STAFF ASSOCIATION TAX SHELTERED SAVINGS & INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	288
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	0
Total participants	2011-01-01	0
Number of participants with account balances	2011-01-01	0
2009: NYSUT PROFESSIONAL STAFF ASSOCIATION TAX SHELTERED SAVINGS & INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	307
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	253
Number of retired or separated participants receiving benefits	2009-01-01	11
Number of other retired or separated participants entitled to future benefits	2009-01-01	17
Total of all active and inactive participants	2009-01-01	281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	281
Number of participants with account balances	2009-01-01	248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on NYSUT PROFESSIONAL STAFF ASSOCIATION TAX SHELTERED SAVINGS & INVESTMENT PLAN

Measure	Date	Value
2011 : NYSUT PROFESSIONAL STAFF ASSOCIATION TAX SHELTERED SAVINGS & INVESTMENT PLAN 2011 401k financial data
Total transfer of assets to this plan	2011-12-31	$173,814
Total transfer of assets from this plan	2011-12-31	$50,223,211
Total income from all sources (including contributions)	2011-12-31	$6,543,272
Total of all expenses incurred	2011-12-31	$3,466,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,465,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$7,189,901
Value of total assets at beginning of year	2011-12-31	$46,972,149
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$457
Total interest from all sources	2011-12-31	$55,732
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,256,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2011-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$1,256,424
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$2,669,199
Participant contributions at beginning of year	2011-12-31	$1,089,268
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$547,471
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$3,159,151
Other income not declared elsewhere	2011-12-31	$-12,260
Administrative expenses (other) incurred	2011-12-31	$457
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	$3,077,248
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$46,972,149
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 beginning of year	2011-12-31	$43,093,986
Interest on participant loans	2011-12-31	$55,732
Value of interest in common/collective trusts at beginning of year	2011-12-31	$2,241,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,967,235
Net investment gain or loss from common/collective trusts	2011-12-31	$20,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,361,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,465,567
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	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	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	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BUCHBINDER TUNICK & COMPANY, LLP
Accountancy firm EIN	2011-12-31	131578842
2010 : NYSUT PROFESSIONAL STAFF ASSOCIATION TAX SHELTERED SAVINGS & INVESTMENT PLAN 2010 401k financial data
Total transfer of assets from this plan	2010-12-31	$69,085
Total income from all sources (including contributions)	2010-12-31	$9,724,506
Total of all expenses incurred	2010-12-31	$2,313,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,312,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,973,139
Value of total assets at end of year	2010-12-31	$46,972,149
Value of total assets at beginning of year	2010-12-31	$39,491,957
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$526
Total interest from all sources	2010-12-31	$60,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$2,671,023
Participant contributions at end of year	2010-12-31	$1,089,268
Participant contributions at beginning of year	2010-12-31	$1,110,913
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$547,471
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$176,765
Other income not declared elsewhere	2010-12-31	$54,167
Administrative expenses (other) incurred	2010-12-31	$526
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	$7,411,107
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$46,972,149
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$39,491,957
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	$43,093,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$36,203,212
Interest on participant loans	2010-12-31	$60,773
Value of interest in common/collective trusts at end of year	2010-12-31	$2,241,424
Value of interest in common/collective trusts at beginning of year	2010-12-31	$2,177,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$5,548,087
Net investment gain or loss from common/collective trusts	2010-12-31	$88,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,125,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,312,873
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BUCHBINER TUNICK & COMPANY, LLP
Accountancy firm EIN	2010-12-31	131578842
2009 : NYSUT PROFESSIONAL STAFF ASSOCIATION TAX SHELTERED SAVINGS & INVESTMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for NYSUT PROFESSIONAL STAFF ASSOCIATION TAX SHELTERED SAVINGS & INVESTMENT PLAN

2011: NYSUT PROFESSIONAL STAFF ASSOCIATION TAX SHELTERED SAVINGS & INVESTMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	This submission is the final filing	Yes
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: NYSUT PROFESSIONAL STAFF ASSOCIATION TAX SHELTERED SAVINGS & INVESTMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NEW YORK STATE UNITED TEACHERS
Employer identification number (EIN):	141584772
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations