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THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameTHE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN
Plan identification number 001

THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN Benefits

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

401k Sponsoring company profile

THE NEW-YORK HISTORICAL SOCIETY has sponsored the creation of one or more 401k plans.

Company Name:THE NEW-YORK HISTORICAL SOCIETY
Employer identification number (EIN):131624124
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01OSCAR DE LA CRUZ
0012017-01-01OSCAR DE LA CRUZ
0012016-01-01SUSAN SINGER
0012015-01-01SUSAN SINGER SUSAN SINGER2016-10-07
0012014-01-01VALERIE CRANE RICHARD SHEIN2015-08-28
0012013-01-01VALERIE CRANE RICHARD SHEIN2014-09-09
0012012-01-01VALERIE CRANE RICHARD SHEIN2013-09-20
0012011-01-01VALERIE CRANE RICHARD SHEIN2012-10-04
0012009-01-01VALERIE CRANE RICHARD SHEIN2010-10-14
0012009-01-01VALERIE CRANE RICHARD SHEIN2010-10-14

Plan Statistics for THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01562
Total number of active participants reported on line 7a of the Form 55002022-01-01234
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01306
Total of all active and inactive participants2022-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01543
Number of participants with account balances2022-01-01511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01526
Total number of active participants reported on line 7a of the Form 55002021-01-01228
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01332
Total of all active and inactive participants2021-01-01560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01563
Number of participants with account balances2021-01-01530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01530
Total number of active participants reported on line 7a of the Form 55002020-01-01212
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01313
Total of all active and inactive participants2020-01-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01527
Number of participants with account balances2020-01-01519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01458
Total number of active participants reported on line 7a of the Form 55002019-01-01248
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01281
Total of all active and inactive participants2019-01-01529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01531
Number of participants with account balances2019-01-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01441
Total number of active participants reported on line 7a of the Form 55002018-01-01176
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01280
Total of all active and inactive participants2018-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01458
Number of participants with account balances2018-01-01452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01420
Total number of active participants reported on line 7a of the Form 55002017-01-01176
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01263
Total of all active and inactive participants2017-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01441
Number of participants with account balances2017-01-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01397
Total number of active participants reported on line 7a of the Form 55002016-01-01195
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01222
Total of all active and inactive participants2016-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01420
Number of participants with account balances2016-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01378
Total number of active participants reported on line 7a of the Form 55002015-01-01169
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01226
Total of all active and inactive participants2015-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01397
Number of participants with account balances2015-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01364
Total number of active participants reported on line 7a of the Form 55002014-01-01162
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01214
Total of all active and inactive participants2014-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01378
Number of participants with account balances2014-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01368
Total number of active participants reported on line 7a of the Form 55002013-01-01186
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01192
Total of all active and inactive participants2013-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01380
Number of participants with account balances2013-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01342
Total number of active participants reported on line 7a of the Form 55002012-01-01188
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01179
Total of all active and inactive participants2012-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01368
Number of participants with account balances2012-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01340
Total number of active participants reported on line 7a of the Form 55002011-01-01162
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01179
Total of all active and inactive participants2011-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01342
Number of participants with account balances2011-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01270
Total number of active participants reported on line 7a of the Form 55002009-01-01230
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0177
Total of all active and inactive participants2009-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01309
Number of participants with account balances2009-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN

Measure Date Value
2022 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,052,171
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$714,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$635,166
Expenses. Certain deemed distributions of participant loans2022-12-31$59,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,013,191
Value of total assets at end of year2022-12-31$29,285,939
Value of total assets at beginning of year2022-12-31$32,052,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,068
Total interest from all sources2022-12-31$253,094
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$54,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$54,286
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,031,922
Participant contributions at end of year2022-12-31$54,437
Participant contributions at beginning of year2022-12-31$50,860
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$42,295
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$54,334
Other income not declared elsewhere2022-12-31$23,104
Administrative expenses (other) incurred2022-12-31$8,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,766,791
Value of net assets at end of year (total assets less liabilities)2022-12-31$29,285,939
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,052,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$11,593
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,031,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$24,036,740
Value of interest in pooled separate accounts at end of year2022-12-31$1,284,145
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,115,126
Interest on participant loans2022-12-31$2,158
Interest earned on other investments2022-12-31$250,936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,640,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,561,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,487,246
Net investment gain/loss from pooled separate accounts2022-12-31$91,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$926,935
Employer contributions (assets) at end of year2022-12-31$275,158
Employer contributions (assets) at beginning of year2022-12-31$245,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$635,166
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MARCUM LLP
Accountancy firm EIN2022-12-31111986323
2021 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,370,065
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,769,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,769,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,842,826
Value of total assets at end of year2021-12-31$32,052,730
Value of total assets at beginning of year2021-12-31$28,452,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$425
Total interest from all sources2021-12-31$218,082
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$880,792
Participant contributions at end of year2021-12-31$50,860
Participant contributions at beginning of year2021-12-31$55,957
Participant contributions at end of year2021-12-31$42,295
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$65,503
Administrative expenses (other) incurred2021-12-31$425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,600,315
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,052,730
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,452,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$24,036,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,770,764
Value of interest in pooled separate accounts at end of year2021-12-31$1,115,126
Value of interest in pooled separate accounts at beginning of year2021-12-31$977,232
Interest on participant loans2021-12-31$2,380
Interest earned on other investments2021-12-31$215,702
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,561,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,408,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,139,039
Net investment gain/loss from pooled separate accounts2021-12-31$170,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$896,531
Employer contributions (assets) at end of year2021-12-31$245,773
Employer contributions (assets) at beginning of year2021-12-31$240,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,769,325
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FRIEDMAN LLP
Accountancy firm EIN2021-12-31131610809
2020 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,939,836
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,700,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,700,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,764,413
Value of total assets at end of year2020-12-31$28,452,415
Value of total assets at beginning of year2020-12-31$25,212,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$150
Total interest from all sources2020-12-31$231,171
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$835,504
Participant contributions at end of year2020-12-31$55,957
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$27,599
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$26,784
Administrative expenses (other) incurred2020-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,239,524
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,452,415
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$25,212,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,770,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,767,684
Value of interest in pooled separate accounts at end of year2020-12-31$977,232
Value of interest in pooled separate accounts at beginning of year2020-12-31$911,730
Interest earned on other investments2020-12-31$231,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,408,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,286,949
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$45,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,951,905
Net investment gain/loss from pooled separate accounts2020-12-31$-7,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$902,125
Employer contributions (assets) at end of year2020-12-31$240,310
Employer contributions (assets) at beginning of year2020-12-31$218,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,654,564
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FRIEDMAN LLP
Accountancy firm EIN2020-12-31131610809
2019 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,808,947
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,547,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,547,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,171,809
Value of total assets at end of year2019-12-31$25,212,891
Value of total assets at beginning of year2019-12-31$20,951,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$227,596
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$816,179
Participant contributions at end of year2019-12-31$27,599
Participant contributions at beginning of year2019-12-31$20,417
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$501,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,261,820
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,212,891
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,951,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,767,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,705,941
Value of interest in pooled separate accounts at end of year2019-12-31$911,730
Value of interest in pooled separate accounts at beginning of year2019-12-31$923,014
Interest earned on other investments2019-12-31$227,596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,286,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,091,275
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$363,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,358,236
Net investment gain/loss from pooled separate accounts2019-12-31$51,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$854,159
Employer contributions (assets) at end of year2019-12-31$218,929
Employer contributions (assets) at beginning of year2019-12-31$210,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,183,210
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FRIEDMAN LLP
Accountancy firm EIN2019-12-31131610809
2018 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,351,319
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$797,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$797,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,306,652
Value of total assets at end of year2018-12-31$20,951,071
Value of total assets at beginning of year2018-12-31$20,397,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$224,367
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$688,502
Participant contributions at end of year2018-12-31$20,417
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$802,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$553,786
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,951,071
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,397,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,705,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,565,105
Value of interest in pooled separate accounts at end of year2018-12-31$923,014
Value of interest in pooled separate accounts at beginning of year2018-12-31$934,978
Interest earned on other investments2018-12-31$224,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,091,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,690,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,224,691
Net investment gain/loss from pooled separate accounts2018-12-31$44,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$815,332
Employer contributions (assets) at end of year2018-12-31$210,424
Employer contributions (assets) at beginning of year2018-12-31$206,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$797,533
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FRIEDMAN LLP
Accountancy firm EIN2018-12-31131610809
2017 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,959,456
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$585,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$585,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,570,281
Value of total assets at end of year2017-12-31$20,397,285
Value of total assets at beginning of year2017-12-31$17,023,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$206,131
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$635,656
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$60,191
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$129,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,373,709
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,397,285
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,023,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,565,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,521,564
Value of interest in pooled separate accounts at end of year2017-12-31$934,978
Value of interest in pooled separate accounts at beginning of year2017-12-31$823,695
Interest earned on other investments2017-12-31$206,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,690,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,417,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,145,710
Net investment gain/loss from pooled separate accounts2017-12-31$37,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$804,800
Employer contributions (assets) at end of year2017-12-31$206,206
Employer contributions (assets) at beginning of year2017-12-31$200,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$585,747
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FRIEDMAN LLP
Accountancy firm EIN2017-12-31131610809
2016 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$2,811,246
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$662,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$662,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,892,022
Value of total assets at end of year2016-12-31$17,023,576
Value of total assets at beginning of year2016-12-31$14,874,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$210,531
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$614,146
Participant contributions at end of year2016-12-31$60,191
Participant contributions at beginning of year2016-12-31$60,287
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$532,435
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$2,148,718
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,023,576
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,874,858
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$10,521,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,008,882
Value of interest in pooled separate accounts at end of year2016-12-31$823,695
Value of interest in pooled separate accounts at beginning of year2016-12-31$660,925
Interest earned on other investments2016-12-31$210,531
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,417,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,951,978
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$17,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$672,083
Net investment gain/loss from pooled separate accounts2016-12-31$36,610
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$745,441
Employer contributions (assets) at end of year2016-12-31$200,430
Employer contributions (assets) at beginning of year2016-12-31$192,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$645,323
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 name2016-12-31FRIEDMAN LLP
Accountancy firm EIN2016-12-31131610809
2015 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$1,769,512
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$303,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$303,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,593,481
Value of total assets at end of year2015-12-31$14,874,858
Value of total assets at beginning of year2015-12-31$13,409,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$170,917
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$542,600
Participant contributions at end of year2015-12-31$60,287
Participant contributions at beginning of year2015-12-31$56,668
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$401,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,465,845
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,874,858
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,409,013
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$9,008,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,379,487
Value of interest in pooled separate accounts at end of year2015-12-31$660,925
Value of interest in pooled separate accounts at beginning of year2015-12-31$543,163
Interest earned on other investments2015-12-31$170,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,951,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,249,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-41,266
Net investment gain/loss from pooled separate accounts2015-12-31$46,380
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$649,771
Employer contributions (assets) at end of year2015-12-31$192,786
Employer contributions (assets) at beginning of year2015-12-31$180,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$303,667
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 name2015-12-31FRIEDMAN LLP
Accountancy firm EIN2015-12-31131610809
2014 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$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$1,821,123
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$364,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$364,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,137,345
Value of total assets at end of year2014-12-31$13,409,013
Value of total assets at beginning of year2014-12-31$11,952,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$166,356
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$472,069
Participant contributions at end of year2014-12-31$56,668
Participant contributions at beginning of year2014-12-31$57,029
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$30,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,456,651
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,409,013
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,952,362
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$8,379,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,348,458
Value of interest in pooled separate accounts at end of year2014-12-31$543,163
Value of interest in pooled separate accounts at beginning of year2014-12-31$398,881
Interest earned on other investments2014-12-31$166,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,249,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,987,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$464,407
Net investment gain/loss from pooled separate accounts2014-12-31$53,015
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$634,382
Employer contributions (assets) at end of year2014-12-31$180,466
Employer contributions (assets) at beginning of year2014-12-31$160,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$364,472
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 name2014-12-31FRIEDMAN LLP
Accountancy firm EIN2014-12-31131610809
2013 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$2,652,979
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,117,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,117,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,085,269
Value of total assets at end of year2013-12-31$11,952,362
Value of total assets at beginning of year2013-12-31$10,416,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$152,844
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$414,007
Participant contributions at end of year2013-12-31$57,029
Participant contributions at beginning of year2013-12-31$23,227
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$41,548
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$1,535,775
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,952,362
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,416,587
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$7,348,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,104,050
Value of interest in pooled separate accounts at end of year2013-12-31$398,881
Value of interest in pooled separate accounts at beginning of year2013-12-31$390,751
Interest earned on other investments2013-12-31$152,844
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,987,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,735,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,377,550
Net investment gain/loss from pooled separate accounts2013-12-31$37,316
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$629,714
Employer contributions (assets) at end of year2013-12-31$160,204
Employer contributions (assets) at beginning of year2013-12-31$162,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,117,204
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 name2013-12-31FRIEDMAN LLP
Accountancy firm EIN2013-12-31131610809
2012 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,760,636
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$150,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$150,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$876,166
Value of total assets at end of year2012-12-31$10,416,587
Value of total assets at beginning of year2012-12-31$8,806,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$137,655
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$358,575
Participant contributions at end of year2012-12-31$23,227
Participant contributions at beginning of year2012-12-31$38,028
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$1,610,052
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,416,587
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,806,535
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$6,104,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,961,017
Value of interest in pooled separate accounts at end of year2012-12-31$390,751
Value of interest in pooled separate accounts at beginning of year2012-12-31$324,298
Interest earned on other investments2012-12-31$137,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,735,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,430,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$713,123
Net investment gain/loss from pooled separate accounts2012-12-31$33,692
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$517,591
Employer contributions (assets) at end of year2012-12-31$162,854
Employer contributions (assets) at beginning of year2012-12-31$52,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$150,584
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2012-12-31FRIEDMAN LLP
Accountancy firm EIN2012-12-31131610809
2011 : THE NEW-YORK HISTORICAL SOCIETY 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$584,820
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$304,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$304,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$538,995
Value of total assets at end of year2011-12-31$8,806,535
Value of total assets at beginning of year2011-12-31$8,526,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$128,393
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$338,363
Participant contributions at end of year2011-12-31$38,028
Participant contributions at beginning of year2011-12-31$49,160
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,532
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$279,946
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,806,535
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,526,589
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$4,961,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,922,828
Value of interest in pooled separate accounts at end of year2011-12-31$324,298
Value of interest in pooled separate accounts at beginning of year2011-12-31$242,286
Interest earned on other investments2011-12-31$128,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,430,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,265,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-117,821
Net investment gain/loss from pooled separate accounts2011-12-31$35,253
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$197,100
Employer contributions (assets) at end of year2011-12-31$52,201
Employer contributions (assets) at beginning of year2011-12-31$46,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$304,874
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 name2011-12-31FRIEDMAN LLP
Accountancy firm EIN2011-12-31131610809
2010 : THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$2,473,069
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$820,166
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$171,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$171,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$354,243
Value of total assets at end of year2010-12-31$8,526,589
Value of total assets at beginning of year2010-12-31$5,404,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$93,221
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
Participant contributions at end of year2010-12-31$49,160
Participant contributions at beginning of year2010-12-31$37,146
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,558
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$648,610
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,526,589
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,404,910
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$4,922,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,981,251
Value of interest in pooled separate accounts at end of year2010-12-31$242,286
Value of interest in pooled separate accounts at beginning of year2010-12-31$95,451
Interest earned on other investments2010-12-31$93,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,265,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,289,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$358,327
Net investment gain/loss from pooled separate accounts2010-12-31$14,375
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$352,685
Employer contributions (assets) at end of year2010-12-31$46,632
Employer contributions (assets) at beginning of year2010-12-31$1,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$171,556
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 name2010-12-31FRIEDMAN LLP
Accountancy firm EIN2010-12-31131610809
2009 : THE NEW-YORK HISTORICAL SOCIETY 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 THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334468
Policy instance 1
Insurance contract or identification number334468
Number of Individuals Covered479
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334468
Policy instance 1
Insurance contract or identification number334468
Number of Individuals Covered533
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334468
Policy instance 1
Insurance contract or identification number334468
Number of Individuals Covered520
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334468
Policy instance 1
Insurance contract or identification number334468
Number of Individuals Covered521
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334468
Policy instance 1
Insurance contract or identification number334468
Number of Individuals Covered452
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334468
Policy instance 1
Insurance contract or identification number334468
Number of Individuals Covered437
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334468
Policy instance 1
Insurance contract or identification number334468
Number of Individuals Covered396
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 number334468
Policy instance 1
Insurance contract or identification number334468
Number of Individuals Covered376
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 number334468
Policy instance 1
Insurance contract or identification number334468
Number of Individuals Covered354
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 number334468
Policy instance 1
Insurance contract or identification number334468
Number of Individuals Covered343
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 number334468
Policy instance 1
Insurance contract or identification number334468
Number of Individuals Covered323
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 number334468
Policy instance 1
Insurance contract or identification number334468
Number of Individuals Covered293
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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