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BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameBARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN
Plan identification number 001

BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

LONGY SCHOOL OF MUSIC OF BARD COLLEGE has sponsored the creation of one or more 401k plans.

Company Name:LONGY SCHOOL OF MUSIC OF BARD COLLEGE
Employer identification number (EIN):141713034
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LAURA RAMSEY LAURA RAMSEY2018-10-15
0012016-01-01KEVIN P. PARKER KEVIN P. PARKER2017-10-16
0012016-01-01 LAURA RAMSEY2018-10-15
0012015-01-01KEVIN P. PARKER KEVIN P. PARKER2016-10-17
0012014-01-01KEVIN P. PARKER KEVIN P. PARKER2015-10-14
0012014-01-01KEVIN P. PARKER KEVIN P. PARKER2015-10-15
0012013-01-01KEVIN P. PARKER KEVIN P. PARKER2014-10-15
0012012-01-01KEVIN P. PARKER KEVIN P. PARKER2014-04-11
0012011-01-01KEVIN P. PARKER KEVIN P. PARKER2012-11-16
0012010-01-01KEVIN P. PARKER KEVIN P. PARKER2012-09-25
0012009-01-01KEVIN P. PARKER KEVIN P. PARKER2012-04-18
0012006-01-01KEVIN P. PARKER KEVIN P. PARKER2012-04-18
0012005-01-01KEVIN P. PARKER KEVIN P. PARKER2012-04-18

Plan Statistics for BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,238
Total number of active participants reported on line 7a of the Form 55002022-01-011,257
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,119
Total of all active and inactive participants2022-01-012,376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0114
Total participants2022-01-012,390
Number of participants with account balances2022-01-012,356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,241
Total number of active participants reported on line 7a of the Form 55002021-01-011,163
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,070
Total of all active and inactive participants2021-01-012,233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0115
Total participants2021-01-012,248
Number of participants with account balances2021-01-012,215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,217
Total number of active participants reported on line 7a of the Form 55002020-01-011,117
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,127
Total of all active and inactive participants2020-01-012,244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0110
Total participants2020-01-012,254
Number of participants with account balances2020-01-012,241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,141
Total number of active participants reported on line 7a of the Form 55002019-01-011,210
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01997
Total of all active and inactive participants2019-01-012,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0111
Total participants2019-01-012,218
Number of participants with account balances2019-01-012,196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,053
Total number of active participants reported on line 7a of the Form 55002018-01-011,257
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01879
Total of all active and inactive participants2018-01-012,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-012,143
Number of participants with account balances2018-01-012,119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,955
Total number of active participants reported on line 7a of the Form 55002017-01-011,249
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01797
Total of all active and inactive participants2017-01-012,046
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-012,054
Number of participants with account balances2017-01-012,034
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01503
Total number of active participants reported on line 7a of the Form 55002016-01-01264
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01243
Total of all active and inactive participants2016-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01510
Number of participants with account balances2016-01-01504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01491
Total number of active participants reported on line 7a of the Form 55002015-01-01492
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01240
Total of all active and inactive participants2015-01-01732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01735
Number of participants with account balances2015-01-01492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01462
Total number of active participants reported on line 7a of the Form 55002014-01-01242
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01247
Total of all active and inactive participants2014-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01493
Number of participants with account balances2014-01-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01429
Total number of active participants reported on line 7a of the Form 55002013-01-01244
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01218
Total of all active and inactive participants2013-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01464
Number of participants with account balances2013-01-01455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01429
Total number of active participants reported on line 7a of the Form 55002012-01-01244
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01211
Total of all active and inactive participants2012-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01456
Number of participants with account balances2012-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01415
Total number of active participants reported on line 7a of the Form 55002011-01-01230
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01198
Total of all active and inactive participants2011-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01429
Number of participants with account balances2011-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01448
Total number of active participants reported on line 7a of the Form 55002010-01-01217
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01198
Total of all active and inactive participants2010-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01415
Number of participants with account balances2010-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01441
Total number of active participants reported on line 7a of the Form 55002009-01-01368
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0177
Total of all active and inactive participants2009-01-01445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01445
Number of participants with account balances2009-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2006: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2006 401k membership
Total of all active and inactive participants2006-01-010
Total participants2006-01-010
2005: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2005 401k membership
Total of all active and inactive participants2005-01-010
Total participants2005-01-010

Financial Data on BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN

Measure Date Value
2022 : BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$1,875
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-27,878,600
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$15,115,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,647,130
Expenses. Certain deemed distributions of participant loans2022-12-31$99
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$14,499,276
Value of total assets at end of year2022-12-31$301,646,595
Value of total assets at beginning of year2022-12-31$344,639,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$468,451
Total interest from all sources2022-12-31$2,873,801
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,744,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,744,684
Administrative expenses professional fees incurred2022-12-31$123,702
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,607,245
Participant contributions at end of year2022-12-31$548,140
Participant contributions at beginning of year2022-12-31$516,410
Participant contributions at end of year2022-12-31$214,084
Participant contributions at beginning of year2022-12-31$184,516
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,036,002
Other income not declared elsewhere2022-12-31$408,506
Administrative expenses (other) incurred2022-12-31$238,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-42,994,280
Value of net assets at end of year (total assets less liabilities)2022-12-31$301,646,595
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$344,639,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$106,181
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$215,779,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$261,163,859
Value of interest in pooled separate accounts at end of year2022-12-31$10,643,353
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,244,831
Interest on participant loans2022-12-31$25,256
Interest earned on other investments2022-12-31$2,848,545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$74,139,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$72,234,645
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,358,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-50,255,235
Net investment gain/loss from pooled separate accounts2022-12-31$850,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$7,856,029
Employer contributions (assets) at end of year2022-12-31$322,047
Employer contributions (assets) at beginning of year2022-12-31$294,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$13,289,008
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31BST & CO. CPAS, LLP
Accountancy firm EIN2022-12-31141442607
2021 : BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$1,256
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$53,163,991
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$15,621,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,181,273
Expenses. Certain deemed distributions of participant loans2021-12-31$4,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,643,996
Value of total assets at end of year2021-12-31$344,639,000
Value of total assets at beginning of year2021-12-31$307,095,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$435,852
Total interest from all sources2021-12-31$2,444,089
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$10,944,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$10,944,900
Administrative expenses professional fees incurred2021-12-31$27,502
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,354,112
Participant contributions at end of year2021-12-31$516,410
Participant contributions at beginning of year2021-12-31$444,909
Participant contributions at end of year2021-12-31$184,516
Participant contributions at beginning of year2021-12-31$184,751
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$410,362
Other income not declared elsewhere2021-12-31$448,837
Administrative expenses (other) incurred2021-12-31$308,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$37,542,250
Value of net assets at end of year (total assets less liabilities)2021-12-31$344,639,000
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$307,095,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$99,378
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$261,163,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$224,540,180
Value of interest in pooled separate accounts at end of year2021-12-31$10,244,831
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,171,741
Interest on participant loans2021-12-31$26,810
Interest earned on other investments2021-12-31$2,417,279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$72,234,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$72,468,410
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$456,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$24,092,403
Net investment gain/loss from pooled separate accounts2021-12-31$1,589,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$7,879,522
Employer contributions (assets) at end of year2021-12-31$294,739
Employer contributions (assets) at beginning of year2021-12-31$285,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,724,397
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BST & CO. CPAS, LLP
Accountancy firm EIN2021-12-31141442607
2020 : BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$1,290
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$49,897,927
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,525,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,108,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$14,390,486
Value of total assets at end of year2020-12-31$307,095,494
Value of total assets at beginning of year2020-12-31$268,722,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$417,713
Total interest from all sources2020-12-31$2,718,213
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,920,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,920,302
Administrative expenses professional fees incurred2020-12-31$92,731
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,012,354
Participant contributions at end of year2020-12-31$444,909
Participant contributions at beginning of year2020-12-31$328,981
Participant contributions at end of year2020-12-31$184,751
Participant contributions at beginning of year2020-12-31$194,870
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,582,304
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$11,125
Other income not declared elsewhere2020-12-31$339,926
Administrative expenses (other) incurred2020-12-31$240,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$38,372,030
Value of net assets at end of year (total assets less liabilities)2020-12-31$307,095,494
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$268,722,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$84,413
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$224,540,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$184,939,750
Value of interest in pooled separate accounts at end of year2020-12-31$9,171,741
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,939,313
Interest on participant loans2020-12-31$20,986
Interest earned on other investments2020-12-31$2,697,227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$72,468,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$69,531,330
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$200,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$26,614,222
Net investment gain/loss from pooled separate accounts2020-12-31$-85,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$7,795,828
Employer contributions (assets) at end of year2020-12-31$285,503
Employer contributions (assets) at beginning of year2020-12-31$3,776,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,907,406
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BST & CO. CPAS, LLP
Accountancy firm EIN2020-12-31141442607
2019 : BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$2,747
Total transfer of assets to this plan2019-12-31$2,747
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,442
Total income from all sources (including contributions)2019-12-31$53,162,659
Total income from all sources (including contributions)2019-12-31$53,162,659
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,277,437
Total of all expenses incurred2019-12-31$10,277,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,904,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,904,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,042,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,042,968
Value of total assets at end of year2019-12-31$268,722,174
Value of total assets at end of year2019-12-31$268,722,174
Value of total assets at beginning of year2019-12-31$225,844,647
Value of total assets at beginning of year2019-12-31$225,844,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$372,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$372,843
Total interest from all sources2019-12-31$2,640,000
Total interest from all sources2019-12-31$2,640,000
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,948,598
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,948,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,948,598
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,948,598
Administrative expenses professional fees incurred2019-12-31$39,310
Administrative expenses professional fees incurred2019-12-31$39,310
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,936,096
Contributions received from participants2019-12-31$4,936,096
Participant contributions at end of year2019-12-31$328,981
Participant contributions at end of year2019-12-31$328,981
Participant contributions at beginning of year2019-12-31$38,232
Participant contributions at beginning of year2019-12-31$38,232
Participant contributions at end of year2019-12-31$194,870
Participant contributions at end of year2019-12-31$194,870
Participant contributions at beginning of year2019-12-31$191,531
Participant contributions at beginning of year2019-12-31$191,531
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,498,661
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,498,661
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$11,125
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$11,125
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$10,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$10,442
Other income not declared elsewhere2019-12-31$248,525
Other income not declared elsewhere2019-12-31$248,525
Administrative expenses (other) incurred2019-12-31$185,573
Administrative expenses (other) incurred2019-12-31$185,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$42,885,222
Value of net income/loss2019-12-31$42,885,222
Value of net assets at end of year (total assets less liabilities)2019-12-31$268,722,174
Value of net assets at end of year (total assets less liabilities)2019-12-31$268,722,174
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$225,834,205
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$225,834,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$147,960
Investment advisory and management fees2019-12-31$147,960
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$184,939,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$184,939,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$146,265,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$146,265,629
Value of interest in pooled separate accounts at end of year2019-12-31$9,939,313
Value of interest in pooled separate accounts at end of year2019-12-31$9,939,313
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,746,985
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,746,985
Interest on participant loans2019-12-31$13,889
Interest on participant loans2019-12-31$13,889
Interest earned on other investments2019-12-31$2,626,111
Interest earned on other investments2019-12-31$2,626,111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$69,531,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$69,531,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$68,587,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$68,587,009
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,122,926
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,122,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$31,751,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$31,751,844
Net investment gain/loss from pooled separate accounts2019-12-31$530,724
Net investment gain/loss from pooled separate accounts2019-12-31$530,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,608,211
Contributions received in cash from employer2019-12-31$7,608,211
Employer contributions (assets) at end of year2019-12-31$3,776,805
Employer contributions (assets) at end of year2019-12-31$3,776,805
Employer contributions (assets) at beginning of year2019-12-31$1,015,261
Employer contributions (assets) at beginning of year2019-12-31$1,015,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,781,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,781,668
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BST & CO. CPAS, LLP
Accountancy firm name2019-12-31BST & CO. CPAS, LLP
Accountancy firm EIN2019-12-31141442607
Accountancy firm EIN2019-12-31141442607
2018 : BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$2,263
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$10,442
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$10,442
Total income from all sources (including contributions)2018-12-31$5,027,897
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$15,986,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$15,649,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,223,094
Value of total assets at end of year2018-12-31$225,844,647
Value of total assets at beginning of year2018-12-31$236,801,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$337,706
Total interest from all sources2018-12-31$2,675,698
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,249,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,249,127
Administrative expenses professional fees incurred2018-12-31$48,709
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,677,115
Participant contributions at end of year2018-12-31$38,232
Participant contributions at beginning of year2018-12-31$0
Participant contributions at end of year2018-12-31$191,531
Participant contributions at beginning of year2018-12-31$173,202
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,236,317
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$10,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$10,442
Other income not declared elsewhere2018-12-31$185,381
Administrative expenses (other) incurred2018-12-31$146,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-10,959,093
Value of net assets at end of year (total assets less liabilities)2018-12-31$225,834,205
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$236,791,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$142,354
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$146,265,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$156,167,693
Value of interest in pooled separate accounts at end of year2018-12-31$9,746,985
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,430,315
Interest on participant loans2018-12-31$140
Interest earned on other investments2018-12-31$2,675,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$68,587,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$69,723,210
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$4,215,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-15,780,758
Net investment gain/loss from pooled separate accounts2018-12-31$475,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$7,309,662
Employer contributions (assets) at end of year2018-12-31$1,015,261
Employer contributions (assets) at beginning of year2018-12-31$307,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,433,877
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BST & CO. CPAS, LLP
Accountancy firm EIN2018-12-31141442607
2017 : BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,442
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,442
Total income from all sources (including contributions)2017-12-31$40,737,829
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$13,559,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,266,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,647,835
Value of total assets at end of year2017-12-31$236,801,477
Value of total assets at beginning of year2017-12-31$209,623,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$293,009
Total interest from all sources2017-12-31$2,586,623
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,968,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,968,500
Administrative expenses professional fees incurred2017-12-31$174,246
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,331,361
Participant contributions at end of year2017-12-31$173,202
Participant contributions at beginning of year2017-12-31$155,805
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$596,291
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$10,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$10,442
Other income not declared elsewhere2017-12-31$135,411
Administrative expenses (other) incurred2017-12-31$118,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$27,177,846
Value of net assets at end of year (total assets less liabilities)2017-12-31$236,791,035
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$209,613,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$156,167,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$132,251,743
Value of interest in pooled separate accounts at end of year2017-12-31$10,430,315
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,930,738
Interest earned on other investments2017-12-31$2,586,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$69,723,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$65,979,947
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$635,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$22,943,706
Net investment gain/loss from pooled separate accounts2017-12-31$455,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$6,720,183
Employer contributions (assets) at end of year2017-12-31$307,057
Employer contributions (assets) at beginning of year2017-12-31$305,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,631,269
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BST & CO. CPAS, LLP
Accountancy firm EIN2017-12-31141442607
2016 : BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$127,704,799
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,442
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,442
Total income from all sources (including contributions)2016-12-31$8,041,505
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,281,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,262,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,958,654
Value of total assets at end of year2016-12-31$81,918,832
Value of total assets at beginning of year2016-12-31$81,158,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,874
Total interest from all sources2016-12-31$1,355,075
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$666,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$666,047
Administrative expenses professional fees incurred2016-12-31$18,874
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$482,836
Participant contributions at end of year2016-12-31$20,262
Participant contributions at beginning of year2016-12-31$19,254
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$76,096
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$10,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$10,442
Other income not declared elsewhere2016-12-31$33,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$760,209
Value of net assets at end of year (total assets less liabilities)2016-12-31$81,908,390
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$81,148,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$47,339,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$46,222,639
Value of interest in pooled separate accounts at end of year2016-12-31$4,290,312
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,068,940
Interest earned on other investments2016-12-31$1,355,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$30,167,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$30,748,923
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$2,620,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,820,365
Net investment gain/loss from pooled separate accounts2016-12-31$208,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,399,722
Employer contributions (assets) at end of year2016-12-31$101,532
Employer contributions (assets) at beginning of year2016-12-31$98,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,641,722
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BST & CO. CPAS, LLP
Accountancy firm EIN2016-12-31141442607
2015 : BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$12,772
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,442
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,442
Total income from all sources (including contributions)2015-12-31$4,219,089
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,824,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,779,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,788,755
Value of total assets at end of year2015-12-31$81,158,623
Value of total assets at beginning of year2015-12-31$82,776,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,879
Total interest from all sources2015-12-31$1,277,398
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$579,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$579,464
Administrative expenses professional fees incurred2015-12-31$38,923
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$492,194
Participant contributions at end of year2015-12-31$19,254
Participant contributions at beginning of year2015-12-31$92,817
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$10,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$10,442
Other income not declared elsewhere2015-12-31$50,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,605,176
Value of net assets at end of year (total assets less liabilities)2015-12-31$81,148,181
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$82,766,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$5,956
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$46,222,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$47,720,081
Value of interest in pooled separate accounts at end of year2015-12-31$4,068,940
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,207,955
Interest earned on other investments2015-12-31$1,277,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$30,748,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$30,734,934
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,326,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-800,764
Net investment gain/loss from pooled separate accounts2015-12-31$323,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,296,561
Employer contributions (assets) at end of year2015-12-31$98,867
Employer contributions (assets) at beginning of year2015-12-31$18,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,453,055
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BST & CO. CPAS, LLP
Accountancy firm EIN2015-12-31141442607
2014 : BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,442
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,442
Total income from all sources (including contributions)2014-12-31$7,846,179
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,986,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,953,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,971,654
Value of total assets at end of year2014-12-31$82,776,571
Value of total assets at beginning of year2014-12-31$80,916,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$32,458
Total interest from all sources2014-12-31$1,317,976
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$329,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$329,779
Administrative expenses professional fees incurred2014-12-31$21,225
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$686,054
Participant contributions at end of year2014-12-31$92,817
Participant contributions at beginning of year2014-12-31$195,800
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,237
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$10,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$10,442
Other income not declared elsewhere2014-12-31$93,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,860,070
Value of net assets at end of year (total assets less liabilities)2014-12-31$82,766,129
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$80,906,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$11,233
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$47,720,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$47,222,140
Value of interest in pooled separate accounts at end of year2014-12-31$4,207,955
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,519,768
Interest earned on other investments2014-12-31$1,317,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$30,734,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$29,914,256
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$31,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,681,668
Net investment gain/loss from pooled separate accounts2014-12-31$451,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,285,600
Employer contributions (assets) at end of year2014-12-31$18,547
Employer contributions (assets) at beginning of year2014-12-31$64,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,921,972
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SAXBST LLP
Accountancy firm EIN2014-12-31464001827
2013 : BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$4,376
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,442
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$13,006,121
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,297,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,266,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,049,518
Value of total assets at end of year2013-12-31$80,916,501
Value of total assets at beginning of year2013-12-31$71,193,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$31,652
Total interest from all sources2013-12-31$1,237,018
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$284,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$284,299
Administrative expenses professional fees incurred2013-12-31$16,632
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$791,891
Participant contributions at end of year2013-12-31$195,800
Participant contributions at beginning of year2013-12-31$28,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$10,442
Other income not declared elsewhere2013-12-31$31,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,708,330
Value of net assets at end of year (total assets less liabilities)2013-12-31$80,906,059
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$71,193,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$9,336
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$47,222,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$38,707,623
Value of interest in pooled separate accounts at end of year2013-12-31$3,519,768
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,769,112
Interest earned on other investments2013-12-31$1,237,018
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$29,914,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$29,461,390
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$525,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,112,630
Net investment gain/loss from pooled separate accounts2013-12-31$290,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,257,627
Employer contributions (assets) at end of year2013-12-31$64,537
Employer contributions (assets) at beginning of year2013-12-31$227,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,740,375
Contract administrator fees2013-12-31$5,684
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SAXBST LLP
Accountancy firm EIN2013-12-31464001827
2012 : BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$8,990,749
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,438,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,430,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,878,926
Value of total assets at end of year2012-12-31$70,938,125
Value of total assets at beginning of year2012-12-31$64,385,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,646
Total interest from all sources2012-12-31$1,167,220
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$68,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$68,422
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$672,410
Participant contributions at end of year2012-12-31$28,134
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,552,707
Value of net assets at end of year (total assets less liabilities)2012-12-31$70,938,125
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$64,385,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$7,646
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$38,707,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$33,640,485
Value of interest in pooled separate accounts at end of year2012-12-31$2,769,112
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,152,691
Interest earned on other investments2012-12-31$1,167,220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$29,461,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$28,592,242
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$6,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,656,417
Net investment gain/loss from pooled separate accounts2012-12-31$219,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,200,651
Employer contributions (assets) at end of year2012-12-31$227,094
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,424,166
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LAMBRIDES, ARNOLD, MOULTHROP LLP
Accountancy firm EIN2012-12-31263719436
2011 : BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,187,170
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,503,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,496,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,535,762
Value of total assets at end of year2011-12-31$64,385,418
Value of total assets at beginning of year2011-12-31$62,701,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,957
Total interest from all sources2011-12-31$1,137,466
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$24,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$24,870
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$489,913
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,684,074
Value of net assets at end of year (total assets less liabilities)2011-12-31$64,385,418
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$62,701,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$6,957
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$33,640,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$33,384,071
Value of interest in pooled separate accounts at end of year2011-12-31$2,152,691
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,811,899
Interest earned on other investments2011-12-31$1,137,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$28,592,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$27,505,374
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$29,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-757,870
Net investment gain/loss from pooled separate accounts2011-12-31$246,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,045,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,466,911
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LAMBRIDES, ARNOLD, MOULTHROP LLP
Accountancy firm EIN2011-12-31263719436
2010 : BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$7,445,473
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,045,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,041,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,414,748
Value of total assets at end of year2010-12-31$62,701,344
Value of total assets at beginning of year2010-12-31$57,301,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,517
Total interest from all sources2010-12-31$1,032,952
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$5,264
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$436,209
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,399,715
Value of net assets at end of year (total assets less liabilities)2010-12-31$62,701,344
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$57,301,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$4,517
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$33,384,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$29,541,764
Value of interest in pooled separate accounts at end of year2010-12-31$1,811,899
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,478,084
Interest earned on other investments2010-12-31$1,032,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$27,505,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$26,281,781
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$329,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,784,372
Net investment gain/loss from pooled separate accounts2010-12-31$208,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,977,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,712,225
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LAMBRIDES, ARNOLD, MOULTHROP LLP
Accountancy firm EIN2010-12-31263719436
2009 : BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN

2022: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2006: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2005: BARD COLLEGE FACULTY 403(B) DEFINED CONTRIBUTION PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406588
Policy instance 1
Insurance contract or identification number406588
Number of Individuals Covered1267
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406588
Policy instance 1
Insurance contract or identification number406588
Number of Individuals Covered1272
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406588
Policy instance 1
Insurance contract or identification number406588
Number of Individuals Covered1297
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406588
Policy instance 1
Insurance contract or identification number406588
Number of Individuals Covered1329
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406588
Policy instance 1
Insurance contract or identification number406588
Number of Individuals Covered1357
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406588
Policy instance 1
Insurance contract or identification number406588
Number of Individuals Covered1371
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406588
Policy instance 1
Insurance contract or identification number406588
Number of Individuals Covered400
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406588
Policy instance 1
Insurance contract or identification number406588
Number of Individuals Covered408
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150852
Policy instance 1
Insurance contract or identification number150852
Number of Individuals Covered397
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150852
Policy instance 1
Insurance contract or identification number150852
Number of Individuals Covered444
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150852
Policy instance 1
Insurance contract or identification number150852
Number of Individuals Covered419
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150852
Policy instance 1
Insurance contract or identification number150852
Number of Individuals Covered409
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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