401k Plan data: BARD COLLEGE TAX DEFERRED ANNUITY PLAN plan

BARD COLLEGE TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	BARD COLLEGE TAX DEFERRED ANNUITY PLAN
Plan identification number	003

BARD COLLEGE TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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 TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2016-01-01 KEVIN P. PARKER KEVIN P. PARKER 2017-10-16
003 2016-01-01 LAURA ANN RAMSEY 2019-02-18
003 2015-01-01 KEVIN P. PARKER KEVIN P. PARKER 2016-10-17
003 2014-01-01 KEVIN P. PARKER KEVIN P. PARKER 2015-10-14
003 2014-01-01 KEVIN P. PARKER KEVIN P. PARKER 2015-10-15
003 2013-01-01 KEVIN P. PARKER KEVIN P. PARKER 2014-10-15
003 2012-01-01 KEVIN P. PARKER KEVIN P. PARKER 2014-04-11
003 2011-01-01 KEVIN P. PARKER KEVIN P. PARKER 2012-11-16
003 2010-01-01 KEVIN P. PARKER KEVIN P. PARKER 2012-09-25
003 2009-01-01 KEVIN P. PARKER KEVIN P. PARKER 2012-04-18
003 2006-01-01 KEVIN P. PARKER KEVIN P. PARKER 2012-04-18
003 2005-01-01 KEVIN P. PARKER KEVIN P. PARKER 2012-04-18
003 2004-01-01 KEVIN P. PARKER KEVIN P. PARKER 2012-04-18

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2016-01-01	KEVIN P. PARKER	KEVIN P. PARKER	2017-10-16
003	2016-01-01		LAURA ANN RAMSEY	2019-02-18
003	2015-01-01	KEVIN P. PARKER	KEVIN P. PARKER	2016-10-17
003	2014-01-01	KEVIN P. PARKER	KEVIN P. PARKER	2015-10-14
003	2014-01-01	KEVIN P. PARKER	KEVIN P. PARKER	2015-10-15
003	2013-01-01	KEVIN P. PARKER	KEVIN P. PARKER	2014-10-15
003	2012-01-01	KEVIN P. PARKER	KEVIN P. PARKER	2014-04-11
003	2011-01-01	KEVIN P. PARKER	KEVIN P. PARKER	2012-11-16
003	2010-01-01	KEVIN P. PARKER	KEVIN P. PARKER	2012-09-25
003	2009-01-01	KEVIN P. PARKER	KEVIN P. PARKER	2012-04-18
003	2006-01-01	KEVIN P. PARKER	KEVIN P. PARKER	2012-04-18
003	2005-01-01	KEVIN P. PARKER	KEVIN P. PARKER	2012-04-18
003	2004-01-01	KEVIN P. PARKER	KEVIN P. PARKER	2012-04-18

Plan Statistics for BARD COLLEGE TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for BARD COLLEGE TAX DEFERRED ANNUITY PLAN

Measure Date Value
2016: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 759
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 752
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 313
Total of all active and inactive participants 2016-01-01 1,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 1,067
Number of participants with account balances 2016-01-01 1,049
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 736
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 733
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 285
Total of all active and inactive participants 2015-01-01 1,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 5
Total participants 2015-01-01 1,023
Number of participants with account balances 2015-01-01 733
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 653
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 434
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 299
Total of all active and inactive participants 2014-01-01 733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 4
Total participants 2014-01-01 737
Number of participants with account balances 2014-01-01 719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 640
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 396
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 268
Total of all active and inactive participants 2013-01-01 664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 665
Number of participants with account balances 2013-01-01 635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 640
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 396
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 259
Total of all active and inactive participants 2012-01-01 655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 655
Number of participants with account balances 2012-01-01 608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 633
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 375
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 263
Total of all active and inactive participants 2011-01-01 638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 640
Number of participants with account balances 2011-01-01 593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 665
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 382
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 251
Total of all active and inactive participants 2010-01-01 633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 633
Number of participants with account balances 2010-01-01 584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 638
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 535
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 125
Total of all active and inactive participants 2009-01-01 660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 660
Number of participants with account balances 2009-01-01 570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2006: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2006 401k membership
Total of all active and inactive participants 2006-01-01 0
Total participants 2006-01-01 0
2005: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2005 401k membership
Total of all active and inactive participants 2005-01-01 0
Total participants 2005-01-01 0
2004: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2004 401k membership
Total of all active and inactive participants 2004-01-01 0
Total participants 2004-01-01 0

Measure	Date	Value
2016: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	759
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	752
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	313
Total of all active and inactive participants	2016-01-01	1,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	1,067
Number of participants with account balances	2016-01-01	1,049
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	736
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	733
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	285
Total of all active and inactive participants	2015-01-01	1,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	5
Total participants	2015-01-01	1,023
Number of participants with account balances	2015-01-01	733
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	653
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	434
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	299
Total of all active and inactive participants	2014-01-01	733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	4
Total participants	2014-01-01	737
Number of participants with account balances	2014-01-01	719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	640
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	396
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	268
Total of all active and inactive participants	2013-01-01	664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	665
Number of participants with account balances	2013-01-01	635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	640
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	396
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	259
Total of all active and inactive participants	2012-01-01	655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	655
Number of participants with account balances	2012-01-01	608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	633
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	375
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	263
Total of all active and inactive participants	2011-01-01	638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	640
Number of participants with account balances	2011-01-01	593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	665
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	382
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	251
Total of all active and inactive participants	2010-01-01	633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	633
Number of participants with account balances	2010-01-01	584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	638
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	535
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	125
Total of all active and inactive participants	2009-01-01	660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	660
Number of participants with account balances	2009-01-01	570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2006: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2006 401k membership
Total of all active and inactive participants	2006-01-01	0
Total participants	2006-01-01	0
2005: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2005 401k membership
Total of all active and inactive participants	2005-01-01	0
Total participants	2005-01-01	0
2004: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2004 401k membership
Total of all active and inactive participants	2004-01-01	0
Total participants	2004-01-01	0

Financial Data on BARD COLLEGE TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2016 : BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$43,233,039
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	$6,037,674
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,612,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,602,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,577,534
Value of total assets at end of year	2016-12-31	$43,233,039
Value of total assets at beginning of year	2016-12-31	$38,807,790
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$9,738
Total interest from all sources	2016-12-31	$401,468
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$547,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$547,057
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$3,034,779
Participant contributions at end of year	2016-12-31	$118,075
Participant contributions at beginning of year	2016-12-31	$84,765
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$542,755
Other income not declared elsewhere	2016-12-31	$19,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$4,425,249
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$43,233,039
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$38,807,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$9,738
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$29,143,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$25,632,578
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,620,314
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,619,362
Interest earned on other investments	2016-12-31	$401,468
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$11,351,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$10,471,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,361,453
Net investment gain/loss from pooled separate accounts	2016-12-31	$130,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,602,687
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BST & CO. CPAS, LLP
Accountancy firm EIN	2016-12-31	141442607
2015 : BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$19,002
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	$3,894,822
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,251,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,240,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,339,953
Value of total assets at end of year	2015-12-31	$38,807,790
Value of total assets at beginning of year	2015-12-31	$36,145,851
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$11,838
Total interest from all sources	2015-12-31	$352,055
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$445,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$445,955
Administrative expenses professional fees incurred	2015-12-31	$11,781
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,447,088
Participant contributions at end of year	2015-12-31	$84,765
Participant contributions at beginning of year	2015-12-31	$87,142
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$892,865
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$11,263
Other income not declared elsewhere	2015-12-31	$26,292
Administrative expenses (other) incurred	2015-12-31	$57
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$2,642,937
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$38,807,790
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$36,145,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$25,632,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$23,706,057
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,619,362
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,507,225
Interest on participant loans	2015-12-31	$1
Interest earned on other investments	2015-12-31	$352,054
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$10,471,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$9,834,164
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$58,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-471,525
Net investment gain/loss from pooled separate accounts	2015-12-31	$202,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,181,224
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BST & CO. CPAS, LLP
Accountancy firm EIN	2015-12-31	141442607
2014 : BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$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	$4,694,688
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,696,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,677,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,303,456
Value of total assets at end of year	2014-12-31	$36,145,851
Value of total assets at beginning of year	2014-12-31	$34,131,046
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$19,198
Total interest from all sources	2014-12-31	$365,632
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$269,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$269,675
Administrative expenses professional fees incurred	2014-12-31	$19,194
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,134,937
Participant contributions at end of year	2014-12-31	$87,142
Participant contributions at beginning of year	2014-12-31	$150,708
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$168,519
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$11,263
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$226,318
Administrative expenses (other) incurred	2014-12-31	$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,997,749
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$36,145,851
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$34,131,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$23,706,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$22,417,962
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,507,225
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,153,542
Interest earned on other investments	2014-12-31	$365,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$9,834,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$9,408,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,246,748
Net investment gain/loss from pooled separate accounts	2014-12-31	$282,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,677,741
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SAXBST LLP
Accountancy firm EIN	2014-12-31	464001827
2013 : BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
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	$6,420,564
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,220,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,208,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,852,502
Value of total assets at end of year	2013-12-31	$34,131,046
Value of total assets at beginning of year	2013-12-31	$28,930,958
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$12,033
Total interest from all sources	2013-12-31	$333,725
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$190,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$190,124
Administrative expenses professional fees incurred	2013-12-31	$12,033
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,792,090
Participant contributions at end of year	2013-12-31	$150,708
Participant contributions at beginning of year	2013-12-31	$141,942
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$60,412
Other income not declared elsewhere	2013-12-31	$16,758
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$5,200,088
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$34,131,046
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$28,930,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$22,417,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$17,967,460
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,153,542
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,846,199
Interest earned on other investments	2013-12-31	$333,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$9,408,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$8,975,357
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$57,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,840,710
Net investment gain/loss from pooled separate accounts	2013-12-31	$186,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,151,290
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SAXBST LLP
Accountancy firm EIN	2013-12-31	464001827
2012 : BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$4,880,800
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,548,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,548,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,246,985
Value of total assets at end of year	2012-12-31	$28,789,017
Value of total assets at beginning of year	2012-12-31	$25,457,072
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$325,573
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$54,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$54,787
Was this plan covered by a fidelity bond	2012-12-31	No
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,760,775
Participant contributions at end of year	2012-12-31	$141,942
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$486,210
Other income not declared elsewhere	2012-12-31	$236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,331,945
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$28,789,017
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$25,457,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$933
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$17,967,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$14,906,450
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,846,199
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,575,660
Interest earned on other investments	2012-12-31	$325,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$8,975,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$8,974,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,089,277
Net investment gain/loss from pooled separate accounts	2012-12-31	$163,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,548,855
Did the plan have assets held for investment	2012-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	LAMBRIDES, ARNOLD, MOULTHROP LLP
Accountancy firm EIN	2012-12-31	263719436
2011 : BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$2,328,070
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$459,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$459,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,058,255
Value of total assets at end of year	2011-12-31	$25,457,072
Value of total assets at beginning of year	2011-12-31	$23,588,653
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$162
Total interest from all sources	2011-12-31	$312,510
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$21,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$21,831
Was this plan covered by a fidelity bond	2011-12-31	No
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,903,880
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$154,375
Other income not declared elsewhere	2011-12-31	$33,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,868,419
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$25,457,072
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$23,588,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$162
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$14,906,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$14,119,960
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,575,660
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,086,121
Interest earned on other investments	2011-12-31	$312,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$8,974,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$8,382,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-254,077
Net investment gain/loss from pooled separate accounts	2011-12-31	$156,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$459,489
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	LAMBRIDES, ARNOLD, MOULTHROP LLP
Accountancy firm EIN	2011-12-31	263719436
2010 : BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$4,203,781
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$973,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$971,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,276,320
Value of total assets at end of year	2010-12-31	$23,588,653
Value of total assets at beginning of year	2010-12-31	$20,358,070
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,598
Total interest from all sources	2010-12-31	$267,526
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$2,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$2,832
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,739,527
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$536,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$3,230,583
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$23,588,653
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$20,358,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$1,598
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$14,119,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$12,174,428
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,086,121
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$798,117
Interest earned on other investments	2010-12-31	$267,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$8,382,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$7,385,525
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$111,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,537,724
Net investment gain/loss from pooled separate accounts	2010-12-31	$119,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$860,579
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	LAMBRIDES, ARNOLD, MOULTHROP LLP
Accountancy firm EIN	2010-12-31	263719436
2009 : BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BARD COLLEGE TAX DEFERRED ANNUITY PLAN

2016: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2006: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2005: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	Submission has been amended	No
2005-01-01	This submission is the final filing	No
2005-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-01-01	Plan is a collectively bargained plan	No
2004: BARD COLLEGE TAX DEFERRED ANNUITY PLAN 2004 form 5500 responses
2004-01-01	Type of plan entity	Single employer plan
2004-01-01	Submission has been amended	No
2004-01-01	This submission is the final filing	No
2004-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-01-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

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

Policy contract number

406590

Policy instance

Insurance contract or identification number	406590
Number of Individuals Covered	587
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

406590

Policy instance

Insurance contract or identification number	406590
Number of Individuals Covered	600
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150855

Policy instance

Insurance contract or identification number	150855
Number of Individuals Covered	578
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150855

Policy instance

Insurance contract or identification number	150855
Number of Individuals Covered	608
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150855

Policy instance

Insurance contract or identification number	150855
Number of Individuals Covered	593
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150855

Policy instance

Insurance contract or identification number	150855
Number of Individuals Covered	584
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	LONGY SCHOOL OF MUSIC OF BARD COLLEGE
Employer identification number (EIN):	141713034
NAIC Classification:	611000