401k Plan data: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY plan

THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 401k Plan overview

Plan Name	THE CITY COLLEGE FUND DEFERRED TAX ANNUITY
Plan identification number	002

THE CITY COLLEGE FUND DEFERRED TAX ANNUITY Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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.

401k Sponsoring company profile

THE CITY COLLEGE FUND has sponsored the creation of one or more 401k plans.

Company Name: THE CITY COLLEGE FUND

Employer identification number (EIN): 131760098

NAIC Classification: 611000

Additional information about THE CITY COLLEGE FUND

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1945-12-11

Company Identification Number: 46372

Legal Registered Office Address: CONVENT AVENUE AT 138TH
STREET, SHEPHERD HALL
NEW YORK
United States of America (USA)
10031

More information about THE CITY COLLEGE FUND

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CITY COLLEGE FUND DEFERRED TAX ANNUITY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-07-01
002 2017-07-01
002 2016-07-01 ROBERT KENNEDY
002 2015-07-01 ELENA STURMAN
002 2014-07-01 ELENA STURMAN
002 2013-07-01 ELENA STURMAN
002 2012-07-01 ELENA STURMAN
002 2011-07-01 ELENA STURMAN
002 2010-07-01 ELENA STURMAN
002 2009-07-01 ELENA STURMAN
002 2007-07-01

Plan Statistics for THE CITY COLLEGE FUND DEFERRED TAX ANNUITY

401k plan membership statisitcs for THE CITY COLLEGE FUND DEFERRED TAX ANNUITY

Measure Date Value
2018: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2018 401k membership
Total participants, beginning-of-year 2018-07-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 11
Total of all active and inactive participants 2018-07-01 11
Total participants 2018-07-01 11
Number of participants with account balances 2018-07-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2017 401k membership
Total participants, beginning-of-year 2017-07-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 9
Total of all active and inactive participants 2017-07-01 9
Total participants 2017-07-01 9
Number of participants with account balances 2017-07-01 6
2016: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2016 401k membership
Total participants, beginning-of-year 2016-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 9
Total of all active and inactive participants 2016-07-01 9
Total participants 2016-07-01 9
Number of participants with account balances 2016-07-01 5
2015: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2015 401k membership
Total participants, beginning-of-year 2015-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 5
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 5
Number of participants with account balances 2015-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2014 401k membership
Total participants, beginning-of-year 2014-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 3
Total of all active and inactive participants 2014-07-01 3
Total participants 2014-07-01 3
Number of participants with account balances 2014-07-01 3
2013: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2013 401k membership
Total participants, beginning-of-year 2013-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 4
Total of all active and inactive participants 2013-07-01 4
Total participants 2013-07-01 4
Number of participants with account balances 2013-07-01 3
2012: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2012 401k membership
Total participants, beginning-of-year 2012-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 6
Total of all active and inactive participants 2012-07-01 6
Total participants 2012-07-01 6
Number of participants with account balances 2012-07-01 3
2011: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2011 401k membership
Total participants, beginning-of-year 2011-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 6
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 6
Number of participants with account balances 2011-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2010 401k membership
Total participants, beginning-of-year 2010-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 6
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 6
Number of participants with account balances 2010-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2009 401k membership
Total participants, beginning-of-year 2009-07-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 8
Number of other retired or separated participants entitled to future benefits 2009-07-01 2
Total of all active and inactive participants 2009-07-01 10
Total participants 2009-07-01 10
Number of participants with account balances 2009-07-01 9

Measure	Date	Value
2018: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2018 401k membership
Total participants, beginning-of-year	2018-07-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	11
Total of all active and inactive participants	2018-07-01	11
Total participants	2018-07-01	11
Number of participants with account balances	2018-07-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2017 401k membership
Total participants, beginning-of-year	2017-07-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	9
Total of all active and inactive participants	2017-07-01	9
Total participants	2017-07-01	9
Number of participants with account balances	2017-07-01	6
2016: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2016 401k membership
Total participants, beginning-of-year	2016-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	9
Total of all active and inactive participants	2016-07-01	9
Total participants	2016-07-01	9
Number of participants with account balances	2016-07-01	5
2015: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2015 401k membership
Total participants, beginning-of-year	2015-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	5
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	5
Number of participants with account balances	2015-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2014 401k membership
Total participants, beginning-of-year	2014-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	3
Total of all active and inactive participants	2014-07-01	3
Total participants	2014-07-01	3
Number of participants with account balances	2014-07-01	3
2013: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2013 401k membership
Total participants, beginning-of-year	2013-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	4
Total of all active and inactive participants	2013-07-01	4
Total participants	2013-07-01	4
Number of participants with account balances	2013-07-01	3
2012: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2012 401k membership
Total participants, beginning-of-year	2012-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	6
Total of all active and inactive participants	2012-07-01	6
Total participants	2012-07-01	6
Number of participants with account balances	2012-07-01	3
2011: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2011 401k membership
Total participants, beginning-of-year	2011-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	6
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	6
Number of participants with account balances	2011-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2010 401k membership
Total participants, beginning-of-year	2010-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	6
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	6
Number of participants with account balances	2010-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2009 401k membership
Total participants, beginning-of-year	2009-07-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	8
Number of other retired or separated participants entitled to future benefits	2009-07-01	2
Total of all active and inactive participants	2009-07-01	10
Total participants	2009-07-01	10
Number of participants with account balances	2009-07-01	9

Financial Data on THE CITY COLLEGE FUND DEFERRED TAX ANNUITY

Measure	Date	Value
2019 : THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2019 401k financial data
Total income from all sources	2019-06-30	$123,998
Total plan assets at end of year	2019-06-30	$418,470
Total plan assets at beginning of year	2019-06-30	$294,472
Total contributions received or receivable from participants	2019-06-30	$114,200
Other income received	2019-06-30	$9,798
Net income (gross income less expenses)	2019-06-30	$123,998
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$418,470
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$294,472
2017 : THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2017 401k financial data
Total income from all sources	2017-06-30	$48,899
Total plan assets at end of year	2017-06-30	$185,541
Total plan assets at beginning of year	2017-06-30	$136,642
Total contributions received or receivable from participants	2017-06-30	$35,078
Other income received	2017-06-30	$13,821
Net income (gross income less expenses)	2017-06-30	$48,899
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$185,541
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$136,642
2016 : THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2016 401k financial data
Total income from all sources	2016-06-30	$25,481
Total plan assets at end of year	2016-06-30	$136,642
Total plan assets at beginning of year	2016-06-30	$111,161
Total contributions received or receivable from participants	2016-06-30	$24,828
Other income received	2016-06-30	$653
Net income (gross income less expenses)	2016-06-30	$25,481
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$136,642
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$111,161
2015 : THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2015 401k financial data
Total income from all sources	2015-06-30	$16,537
Total plan assets at end of year	2015-06-30	$111,161
Total plan assets at beginning of year	2015-06-30	$94,624
Total contributions received or receivable from participants	2015-06-30	$14,928
Other income received	2015-06-30	$1,609
Net income (gross income less expenses)	2015-06-30	$16,537
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$111,161
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$94,624
2014 : THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2014 401k financial data
Total income from all sources	2014-06-30	$12,327
Expenses. Total of all expenses incurred	2014-06-30	$11,443
Benefits paid (including direct rollovers)	2014-06-30	$11,443
Total plan assets at end of year	2014-06-30	$94,624
Total plan assets at beginning of year	2014-06-30	$93,740
Total contributions received or receivable from participants	2014-06-30	$7,632
Other income received	2014-06-30	$4,695
Net income (gross income less expenses)	2014-06-30	$884
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$94,624
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$93,740
2013 : THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2013 401k financial data
Total income from all sources	2013-06-30	$10,219
Expenses. Total of all expenses incurred	2013-06-30	$1,241
Benefits paid (including direct rollovers)	2013-06-30	$1,241
Total plan assets at end of year	2013-06-30	$93,740
Total plan assets at beginning of year	2013-06-30	$84,762
Total contributions received or receivable from participants	2013-06-30	$7,200
Other income received	2013-06-30	$3,019
Net income (gross income less expenses)	2013-06-30	$8,978
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$93,740
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$84,762
2012 : THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2012 401k financial data
Total income from all sources	2012-06-30	$13,694
Total plan assets at end of year	2012-06-30	$84,762
Total plan assets at beginning of year	2012-06-30	$71,068
Total contributions received or receivable from participants	2012-06-30	$7,200
Other income received	2012-06-30	$6,494
Net income (gross income less expenses)	2012-06-30	$13,694
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$84,762
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$71,068
2011 : THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2011 401k financial data
Total income from all sources	2011-06-30	$40,887
Expenses. Total of all expenses incurred	2011-06-30	$258,157
Benefits paid (including direct rollovers)	2011-06-30	$258,157
Total plan assets at end of year	2011-06-30	$71,068
Total plan assets at beginning of year	2011-06-30	$288,338
Total contributions received or receivable from participants	2011-06-30	$7,200
Other income received	2011-06-30	$33,687
Net income (gross income less expenses)	2011-06-30	$-217,270
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$71,068
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$288,338

Form 5500 Responses for THE CITY COLLEGE FUND DEFERRED TAX ANNUITY

2018: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2018-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2017: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2017-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2016: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2016-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2015: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2015-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2014: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2014-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2013: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2013-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2012: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2012-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2011: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2011-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2010: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2010-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2009: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2009-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2007: THE CITY COLLEGE FUND DEFERRED TAX ANNUITY 2007 form 5500 responses
2007-07-01	Type of plan entity	Single employer plan
2007-07-01	Submission has been amended	No
2007-07-01	This submission is the final filing	No
2007-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-07-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

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

Policy contract number

386297

Policy instance

Insurance contract or identification number	386297
Number of Individuals Covered	8
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

386297

Policy instance

Insurance contract or identification number	386297
Number of Individuals Covered	6
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	THE CITY COLLEGE FUND
Employer identification number (EIN):	131760098
NAIC Classification:	611000

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1945-12-11
Company Identification Number:	46372
Legal Registered Office Address:	CONVENT AVENUE AT 138TH STREET, SHEPHERD HALL NEW YORK United States of America (USA) 10031