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

Plan NameBARD COLLEGE ADMINISTRATION 403(B) DEFINED CONTRIBUTION PLAN
Plan identification number 002

BARD COLLEGE ADMINISTRATION 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.
  • 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 ADMINISTRATION 403(B) DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01KEVIN P. PARKER KEVIN P. PARKER2017-10-16
0022016-01-01 LAURA ANN RAMSEY2019-02-18
0022015-01-01KEVIN P. PARKER KEVIN P. PARKER2016-10-17
0022014-01-01KEVIN P. PARKER KEVIN P. PARKER2015-10-14
0022014-01-01KEVIN P. PARKER KEVIN P. PARKER2015-10-15
0022013-01-01KEVIN P. PARKER KEVIN P. PARKER2014-10-15
0022012-01-01KEVIN P. PARKER KEVIN P. PARKER2014-04-11
0022011-01-01KEVIN P. PARKER KEVIN P. PARKER2012-11-16
0022010-01-01KEVIN P. PARKER KEVIN P. PARKER2012-04-18
0022009-01-01KEVIN P. PARKER KEVIN P. PARKER2012-04-18

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

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

Measure Date Value
2016: BARD COLLEGE ADMINISTRATION 403(B) DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01974
Total number of active participants reported on line 7a of the Form 55002016-01-01593
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01411
Total of all active and inactive participants2016-01-011,004
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,005
Number of participants with account balances2016-01-01993
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BARD COLLEGE ADMINISTRATION 403(B) DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019,087
Total number of active participants reported on line 7a of the Form 55002015-01-01958
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01395
Total of all active and inactive participants2015-01-011,353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,354
Number of participants with account balances2015-01-01958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BARD COLLEGE ADMINISTRATION 403(B) DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01861
Total number of active participants reported on line 7a of the Form 55002014-01-01514
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01393
Total of all active and inactive participants2014-01-01907
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01908
Number of participants with account balances2014-01-01890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BARD COLLEGE ADMINISTRATION 403(B) DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01810
Total number of active participants reported on line 7a of the Form 55002013-01-01483
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01382
Total of all active and inactive participants2013-01-01865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01867
Number of participants with account balances2013-01-01849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BARD COLLEGE ADMINISTRATION 403(B) DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01740
Total number of active participants reported on line 7a of the Form 55002012-01-01444
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01365
Total of all active and inactive participants2012-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01810
Number of participants with account balances2012-01-01791
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BARD COLLEGE ADMINISTRATION 403(B) DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01708
Total number of active participants reported on line 7a of the Form 55002011-01-01372
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01366
Total of all active and inactive participants2011-01-01738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01740
Number of participants with account balances2011-01-01727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BARD COLLEGE ADMINISTRATION 403(B) DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01644
Total number of active participants reported on line 7a of the Form 55002010-01-01372
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01336
Total of all active and inactive participants2010-01-01708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01708
Number of participants with account balances2010-01-01701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BARD COLLEGE ADMINISTRATION 403(B) DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01622
Total number of active participants reported on line 7a of the Form 55002009-01-01476
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01164
Total of all active and inactive participants2009-01-01640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01641
Number of participants with account balances2009-01-01616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

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

Measure Date Value
2016 : BARD COLLEGE ADMINISTRATION 403(B) DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$51,941,579
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,529,503
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,405,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,382,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,399,320
Value of total assets at end of year2016-12-31$51,941,579
Value of total assets at beginning of year2016-12-31$46,817,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$23,044
Total interest from all sources2016-12-31$549,625
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$736,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$736,190
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
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$93,370
Other income not declared elsewhere2016-12-31$24,476
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$5,123,900
Value of net assets at end of year (total assets less liabilities)2016-12-31$51,941,579
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$46,817,679
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$35,890,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$31,448,351
Value of interest in pooled separate accounts at end of year2016-12-31$2,614,941
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,591,274
Interest earned on other investments2016-12-31$549,625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,300,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$12,673,383
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$119,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,686,389
Net investment gain/loss from pooled separate accounts2016-12-31$133,503
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$3,305,950
Employer contributions (assets) at end of year2016-12-31$135,169
Employer contributions (assets) at beginning of year2016-12-31$104,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,263,134
Contract administrator fees2016-12-31$23,044
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 ADMINISTRATION 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$6,230
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,981,330
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,794,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,780,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,306,111
Value of total assets at end of year2015-12-31$46,817,679
Value of total assets at beginning of year2015-12-31$44,637,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,465
Total interest from all sources2015-12-31$507,624
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$605,733
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$605,733
Administrative expenses professional fees incurred2015-12-31$14,465
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$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$188,248
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$101
Other income not declared elsewhere2015-12-31$38,071
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$2,186,787
Value of net assets at end of year (total assets less liabilities)2015-12-31$46,817,679
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$44,637,122
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$31,448,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$29,659,167
Value of interest in pooled separate accounts at end of year2015-12-31$2,591,274
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,333,088
Interest earned on other investments2015-12-31$507,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$12,673,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$12,549,367
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$359,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-670,947
Net investment gain/loss from pooled separate accounts2015-12-31$194,738
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$3,117,863
Employer contributions (assets) at end of year2015-12-31$104,671
Employer contributions (assets) at beginning of year2015-12-31$95,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,420,795
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 ADMINISTRATION 403(B) DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$17,056
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,536,472
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,328,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,306,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,943,503
Value of total assets at end of year2014-12-31$44,637,122
Value of total assets at beginning of year2014-12-31$40,446,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,993
Total interest from all sources2014-12-31$503,841
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$400,491
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$400,491
Administrative expenses professional fees incurred2014-12-31$21,993
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$56,781
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$16,673
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$42,499
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$101
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$26,722
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$4,207,512
Value of net assets at end of year (total assets less liabilities)2014-12-31$44,637,122
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$40,446,666
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$29,659,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$26,366,172
Value of interest in pooled separate accounts at end of year2014-12-31$2,333,088
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,263,561
Interest earned on other investments2014-12-31$503,841
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$12,549,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$11,568,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,389,884
Net investment gain/loss from pooled separate accounts2014-12-31$272,031
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$2,844,223
Employer contributions (assets) at end of year2014-12-31$95,399
Employer contributions (assets) at beginning of year2014-12-31$231,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,306,967
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 ADMINISTRATION 403(B) DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,089,365
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$976,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$962,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,880,020
Value of total assets at end of year2013-12-31$40,446,666
Value of total assets at beginning of year2013-12-31$33,337,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,546
Total interest from all sources2013-12-31$454,187
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$240,939
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$240,939
Administrative expenses professional fees incurred2013-12-31$13,546
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$205,015
Participant contributions at end of year2013-12-31$16,673
Participant contributions at beginning of year2013-12-31$17,125
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$16,236
Other income not declared elsewhere2013-12-31$18,850
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$7,113,204
Value of net assets at end of year (total assets less liabilities)2013-12-31$40,446,666
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$33,337,838
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$26,366,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,657,254
Value of interest in pooled separate accounts at end of year2013-12-31$2,263,561
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,793,446
Interest earned on other investments2013-12-31$454,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$11,568,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$10,653,545
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$34,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,308,747
Net investment gain/loss from pooled separate accounts2013-12-31$186,622
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$2,658,769
Employer contributions (assets) at end of year2013-12-31$231,502
Employer contributions (assets) at beginning of year2013-12-31$216,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$928,221
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 ADMINISTRATION 403(B) DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$2,195
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$5,512,853
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,530,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,530,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,470,402
Value of total assets at end of year2012-12-31$33,104,244
Value of total assets at beginning of year2012-12-31$29,119,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$408,582
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$61,800
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$61,800
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$176,510
Participant contributions at end of year2012-12-31$17,125
Participant contributions at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,982,470
Value of net assets at end of year (total assets less liabilities)2012-12-31$33,104,244
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$29,119,579
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,657,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,629,248
Value of interest in pooled separate accounts at end of year2012-12-31$1,793,446
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,546,932
Interest earned on other investments2012-12-31$408,582
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$10,653,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,943,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,416,036
Net investment gain/loss from pooled separate accounts2012-12-31$156,033
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$2,293,892
Employer contributions (assets) at end of year2012-12-31$216,468
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$1,530,383
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 ADMINISTRATION 403(B) DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$2,823,480
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$431,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$431,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,577,041
Value of total assets at end of year2011-12-31$29,119,579
Value of total assets at beginning of year2011-12-31$26,728,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$381,507
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$17,153
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$17,153
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$61,772
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$346,692
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$2,391,526
Value of net assets at end of year (total assets less liabilities)2011-12-31$29,119,579
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,728,053
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,629,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,520,702
Value of interest in pooled separate accounts at end of year2011-12-31$1,546,932
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,123,899
Interest earned on other investments2011-12-31$381,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,943,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$9,083,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-318,849
Net investment gain/loss from pooled separate accounts2011-12-31$166,628
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$2,168,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$431,954
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 ADMINISTRATION 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$4,276,639
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$538,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$538,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,000,488
Value of total assets at end of year2010-12-31$26,728,053
Value of total assets at beginning of year2010-12-31$22,989,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$329,607
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,570
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$1,570
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$8,552
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$183,832
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$3,738,495
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,728,053
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,989,558
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$16,520,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,267,605
Value of interest in pooled separate accounts at end of year2010-12-31$1,123,899
Value of interest in pooled separate accounts at beginning of year2010-12-31$689,493
Interest earned on other investments2010-12-31$329,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$9,083,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$8,032,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,835,359
Net investment gain/loss from pooled separate accounts2010-12-31$109,615
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$1,808,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$538,144
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 ADMINISTRATION 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 ADMINISTRATION 403(B) DEFINED CONTRIBUTION PLAN

2016: BARD COLLEGE ADMINISTRATION 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 ADMINISTRATION 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 ADMINISTRATION 403(B) DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 ADMINISTRATION 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 ADMINISTRATION 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 ADMINISTRATION 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 ADMINISTRATION 403(B) DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 ADMINISTRATION 403(B) DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406589
Policy instance 1
Insurance contract or identification number406589
Number of Individuals Covered667
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 number406589
Policy instance 1
Insurance contract or identification number406589
Number of Individuals Covered680
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 number150854
Policy instance 1
Insurance contract or identification number150854
Number of Individuals Covered689
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 number150854
Policy instance 1
Insurance contract or identification number150854
Number of Individuals Covered791
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 number150854
Policy instance 1
Insurance contract or identification number150854
Number of Individuals Covered727
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 number150854
Policy instance 1
Insurance contract or identification number150854
Number of Individuals Covered701
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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