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THE NEW SCHOOL 403(B) RETIREMENT PLANS 401k Plan overview

Plan NameTHE NEW SCHOOL 403(B) RETIREMENT PLANS
Plan identification number 001

THE NEW SCHOOL 403(B) RETIREMENT PLANS 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:THE NEW SCHOOL
Employer identification number (EIN):133297197
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE NEW SCHOOL 403(B) RETIREMENT PLANS

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
0012017-01-01ANDREA YENCO ANDREA YENCO2018-10-11
0012016-01-01DENISE RADICONE JERRY CUTLER2017-10-05
0012015-01-01DENISE RADICONE CAROL S. CANTRELL2016-09-29
0012014-01-01DENISE RADICONE CAROL S. CANTRELL2015-10-13
0012013-01-01DENISE RADICONE CAROL S. CANTRELL2014-09-25
0012012-01-01DENISE RADICONE CAROL S. CANTRELL2013-10-04
0012011-01-01DENISE RADICONE CAROL S. CANTRELL2012-09-27
0012010-01-01MONICA LEMKOWITZ CAROL S. CANTRELL2011-09-12
0012009-01-01MICHELE F. DAVIS CAROL S. CANTRELL2010-10-14
0012008-07-01MICHELE DAVIS CAROL CANTRELL2010-02-09

Plan Statistics for THE NEW SCHOOL 403(B) RETIREMENT PLANS

401k plan membership statisitcs for THE NEW SCHOOL 403(B) RETIREMENT PLANS

Measure Date Value
2022: THE NEW SCHOOL 403(B) RETIREMENT PLANS 2022 401k membership
Total participants, beginning-of-year2022-01-018,667
Total number of active participants reported on line 7a of the Form 55002022-01-014,336
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-014,540
Total of all active and inactive participants2022-01-018,876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0179
Total participants2022-01-018,955
Number of participants with account balances2022-01-018,755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE NEW SCHOOL 403(B) RETIREMENT PLANS 2021 401k membership
Total participants, beginning-of-year2021-01-018,616
Total number of active participants reported on line 7a of the Form 55002021-01-013,986
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-014,660
Total of all active and inactive participants2021-01-018,646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0166
Total participants2021-01-018,712
Number of participants with account balances2021-01-018,521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE NEW SCHOOL 403(B) RETIREMENT PLANS 2020 401k membership
Total participants, beginning-of-year2020-01-018,620
Total number of active participants reported on line 7a of the Form 55002020-01-015,503
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013,127
Total of all active and inactive participants2020-01-018,630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0126
Total participants2020-01-018,656
Number of participants with account balances2020-01-018,522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE NEW SCHOOL 403(B) RETIREMENT PLANS 2019 401k membership
Total participants, beginning-of-year2019-01-018,454
Total number of active participants reported on line 7a of the Form 55002019-01-015,484
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013,116
Total of all active and inactive participants2019-01-018,600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0120
Total participants2019-01-018,620
Number of participants with account balances2019-01-018,498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE NEW SCHOOL 403(B) RETIREMENT PLANS 2018 401k membership
Total participants, beginning-of-year2018-01-018,103
Total number of active participants reported on line 7a of the Form 55002018-01-015,340
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013,091
Total of all active and inactive participants2018-01-018,431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0120
Total participants2018-01-018,451
Number of participants with account balances2018-01-018,330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE NEW SCHOOL 403(B) RETIREMENT PLANS 2017 401k membership
Total participants, beginning-of-year2017-01-017,616
Total number of active participants reported on line 7a of the Form 55002017-01-014,996
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013,094
Total of all active and inactive participants2017-01-018,090
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0116
Total participants2017-01-018,106
Number of participants with account balances2017-01-017,989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE NEW SCHOOL 403(B) RETIREMENT PLANS 2016 401k membership
Total participants, beginning-of-year2016-01-017,116
Total number of active participants reported on line 7a of the Form 55002016-01-014,494
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013,107
Total of all active and inactive participants2016-01-017,601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0120
Total participants2016-01-017,621
Number of participants with account balances2016-01-017,506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE NEW SCHOOL 403(B) RETIREMENT PLANS 2015 401k membership
Total participants, beginning-of-year2015-01-016,650
Total number of active participants reported on line 7a of the Form 55002015-01-014,036
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013,070
Total of all active and inactive participants2015-01-017,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0116
Total participants2015-01-017,122
Number of participants with account balances2015-01-017,011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE NEW SCHOOL 403(B) RETIREMENT PLANS 2014 401k membership
Total participants, beginning-of-year2014-01-016,181
Total number of active participants reported on line 7a of the Form 55002014-01-013,747
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012,889
Total of all active and inactive participants2014-01-016,636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0118
Total participants2014-01-016,654
Number of participants with account balances2014-01-016,563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE NEW SCHOOL 403(B) RETIREMENT PLANS 2013 401k membership
Total participants, beginning-of-year2013-01-012,712
Total number of active participants reported on line 7a of the Form 55002013-01-011,154
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,586
Total of all active and inactive participants2013-01-012,740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0114
Total participants2013-01-012,754
Number of participants with account balances2013-01-012,700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE NEW SCHOOL 403(B) RETIREMENT PLANS 2012 401k membership
Total participants, beginning-of-year2012-01-012,647
Total number of active participants reported on line 7a of the Form 55002012-01-011,163
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,538
Total of all active and inactive participants2012-01-012,701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0111
Total participants2012-01-012,712
Number of participants with account balances2012-01-012,659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE NEW SCHOOL 403(B) RETIREMENT PLANS 2011 401k membership
Total participants, beginning-of-year2011-01-012,677
Total number of active participants reported on line 7a of the Form 55002011-01-011,142
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,498
Total of all active and inactive participants2011-01-012,640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-018
Total participants2011-01-012,648
Number of participants with account balances2011-01-012,596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE NEW SCHOOL 403(B) RETIREMENT PLANS 2010 401k membership
Total participants, beginning-of-year2010-01-012,603
Total number of active participants reported on line 7a of the Form 55002010-01-011,323
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011,347
Total of all active and inactive participants2010-01-012,670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-017
Total participants2010-01-012,677
Number of participants with account balances2010-01-012,527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE NEW SCHOOL 403(B) RETIREMENT PLANS 2009 401k membership
Total participants, beginning-of-year2009-01-012,513
Total number of active participants reported on line 7a of the Form 55002009-01-011,985
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01570
Total of all active and inactive participants2009-01-012,555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-012,558
Number of participants with account balances2009-01-012,456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE NEW SCHOOL 403(B) RETIREMENT PLANS

Measure Date Value
2022 : THE NEW SCHOOL 403(B) RETIREMENT PLANS 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$0
Total income from all sources (including contributions)2022-12-31$-46,287,908
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$27,393,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$26,877,324
Expenses. Certain deemed distributions of participant loans2022-12-31$1,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$28,176,256
Value of total assets at end of year2022-12-31$527,058,367
Value of total assets at beginning of year2022-12-31$600,739,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$514,278
Total interest from all sources2022-12-31$4,189,084
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$12,098,319
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$12,098,319
Administrative expenses professional fees incurred2022-12-31$36,237
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$10,522,341
Participant contributions at end of year2022-12-31$611,113
Participant contributions at beginning of year2022-12-31$326,236
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,355,874
Other income not declared elsewhere2022-12-31$312,163
Administrative expenses (other) incurred2022-12-31$274,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-73,680,999
Value of net assets at end of year (total assets less liabilities)2022-12-31$527,058,367
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$600,739,366
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$125,061
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$388,990,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$462,469,681
Value of interest in pooled separate accounts at end of year2022-12-31$27,812,388
Value of interest in pooled separate accounts at beginning of year2022-12-31$25,621,207
Interest on participant loans2022-12-31$21,465
Interest earned on other investments2022-12-31$4,167,619
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$109,644,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$112,322,242
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,779,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-93,168,895
Net investment gain/loss from pooled separate accounts2022-12-31$2,105,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$12,298,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$25,098,141
Contract administrator fees2022-12-31$78,450
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 name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : THE NEW SCHOOL 403(B) RETIREMENT PLANS 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$87,678,692
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$30,794,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$30,344,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$18,378,640
Value of total assets at end of year2021-12-31$600,739,366
Value of total assets at beginning of year2021-12-31$543,855,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$449,665
Total interest from all sources2021-12-31$3,627,375
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$18,105,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$18,105,438
Administrative expenses professional fees incurred2021-12-31$27,170
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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$10,079,019
Participant contributions at end of year2021-12-31$326,236
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,647,974
Other income not declared elsewhere2021-12-31$214,756
Administrative expenses (other) incurred2021-12-31$382,495
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$56,884,167
Value of net assets at end of year (total assets less liabilities)2021-12-31$600,739,366
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$543,855,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$462,469,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$410,142,928
Value of interest in pooled separate accounts at end of year2021-12-31$25,621,207
Value of interest in pooled separate accounts at beginning of year2021-12-31$21,664,136
Interest on participant loans2021-12-31$5,248
Interest earned on other investments2021-12-31$3,622,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$112,322,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$112,048,135
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,722,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$43,515,680
Net investment gain/loss from pooled separate accounts2021-12-31$3,836,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,651,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$28,621,949
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 name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : THE NEW SCHOOL 403(B) RETIREMENT PLANS 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$81,423,155
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$21,134,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$20,662,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,622,849
Value of total assets at end of year2020-12-31$543,855,199
Value of total assets at beginning of year2020-12-31$483,566,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$472,064
Total interest from all sources2020-12-31$3,952,178
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$9,792,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$9,792,275
Administrative expenses professional fees incurred2020-12-31$58,056
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$10,452,709
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,076,368
Other income not declared elsewhere2020-12-31$184,444
Administrative expenses (other) incurred2020-12-31$354,008
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$60,288,673
Value of net assets at end of year (total assets less liabilities)2020-12-31$543,855,199
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$483,566,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$60,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$410,142,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$353,471,569
Value of interest in pooled separate accounts at end of year2020-12-31$21,664,136
Value of interest in pooled separate accounts at beginning of year2020-12-31$23,182,356
Interest earned on other investments2020-12-31$3,952,178
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$112,048,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$106,912,601
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,880,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$48,065,655
Net investment gain/loss from pooled separate accounts2020-12-31$-194,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$7,093,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,781,759
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 name2020-12-31GRANT THORNTON LLP
Accountancy firm EIN2020-12-31366055558
2019 : THE NEW SCHOOL 403(B) RETIREMENT PLANS 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$98,970,778
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$17,074,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,950,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$27,823,466
Value of total assets at end of year2019-12-31$483,566,526
Value of total assets at beginning of year2019-12-31$401,669,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$123,637
Total interest from all sources2019-12-31$3,773,289
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,342,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,342,577
Administrative expenses professional fees incurred2019-12-31$27,832
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
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$9,946,389
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,331,641
Other income not declared elsewhere2019-12-31$144,574
Administrative expenses (other) incurred2019-12-31$35,805
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$81,896,641
Value of net assets at end of year (total assets less liabilities)2019-12-31$483,566,526
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$401,669,885
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
Investment advisory and management fees2019-12-31$60,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$353,471,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$281,767,969
Value of interest in pooled separate accounts at end of year2019-12-31$23,182,356
Value of interest in pooled separate accounts at beginning of year2019-12-31$21,385,925
Interest earned on other investments2019-12-31$3,773,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$106,912,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$98,515,991
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,732,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$58,694,698
Net investment gain/loss from pooled separate accounts2019-12-31$1,192,174
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$12,545,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,218,238
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 name2019-12-31GRANT THORNTON LLP
Accountancy firm EIN2019-12-31366055558
2018 : THE NEW SCHOOL 403(B) RETIREMENT PLANS 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$8,522,805
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$18,533,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$18,445,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$25,478,389
Value of total assets at end of year2018-12-31$401,669,885
Value of total assets at beginning of year2018-12-31$411,680,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$87,247
Total interest from all sources2018-12-31$3,633,070
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,822,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$7,822,546
Administrative expenses professional fees incurred2018-12-31$23,055
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$9,234,877
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,101,238
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$1,780
Other income not declared elsewhere2018-12-31$204,166
Administrative expenses (other) incurred2018-12-31$4,192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-10,010,427
Value of net assets at end of year (total assets less liabilities)2018-12-31$401,669,885
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$411,680,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$60,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$281,767,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$299,799,768
Value of interest in pooled separate accounts at end of year2018-12-31$21,385,925
Value of interest in pooled separate accounts at beginning of year2018-12-31$20,215,989
Interest earned on other investments2018-12-31$3,633,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$98,515,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$91,664,555
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,844,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-29,581,649
Net investment gain/loss from pooled separate accounts2018-12-31$966,283
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$12,142,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,599,594
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 name2018-12-31GRANT THORNTON LLP
Accountancy firm EIN2018-12-31366055558
2017 : THE NEW SCHOOL 403(B) RETIREMENT PLANS 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$77,264,693
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$14,722,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,635,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$25,745,306
Value of total assets at end of year2017-12-31$411,680,312
Value of total assets at beginning of year2017-12-31$349,137,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$87,106
Total interest from all sources2017-12-31$3,276,789
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,077,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$6,077,362
Administrative expenses professional fees incurred2017-12-31$22,608
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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$8,364,754
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,676,540
Other income not declared elsewhere2017-12-31$182,134
Administrative expenses (other) incurred2017-12-31$4,498
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$62,542,532
Value of net assets at end of year (total assets less liabilities)2017-12-31$411,680,312
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$349,137,780
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
Investment advisory and management fees2017-12-31$60,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$299,799,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$246,214,727
Value of interest in pooled separate accounts at end of year2017-12-31$20,215,989
Value of interest in pooled separate accounts at beginning of year2017-12-31$20,100,911
Interest earned on other investments2017-12-31$3,276,789
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$91,664,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$82,822,142
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,727,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$41,130,238
Net investment gain/loss from pooled separate accounts2017-12-31$852,864
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$11,704,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,907,143
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 name2017-12-31GRANT THORNTON LLP
Accountancy firm EIN2017-12-31366055558
2016 : THE NEW SCHOOL 403(B) RETIREMENT PLANS 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$44,435,021
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$14,031,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$13,960,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$23,072,564
Value of total assets at end of year2016-12-31$349,137,780
Value of total assets at beginning of year2016-12-31$318,734,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$70,261
Total interest from all sources2016-12-31$3,286,970
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,677,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,677,086
Administrative expenses professional fees incurred2016-12-31$64,466
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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$8,002,941
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,771,242
Other income not declared elsewhere2016-12-31$100,623
Administrative expenses (other) incurred2016-12-31$5,795
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$30,403,769
Value of net assets at end of year (total assets less liabilities)2016-12-31$349,137,780
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$318,734,011
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$246,214,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$223,493,036
Value of interest in pooled separate accounts at end of year2016-12-31$20,100,911
Value of interest in pooled separate accounts at beginning of year2016-12-31$17,851,471
Interest earned on other investments2016-12-31$3,286,970
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$82,822,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$77,389,504
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,648,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$12,330,435
Net investment gain/loss from pooled separate accounts2016-12-31$967,343
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$11,298,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,312,073
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 name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : THE NEW SCHOOL 403(B) RETIREMENT PLANS 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$27,078,418
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$14,492,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$14,402,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$23,493,259
Value of total assets at end of year2015-12-31$318,734,011
Value of total assets at beginning of year2015-12-31$306,147,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$89,799
Total interest from all sources2015-12-31$2,920,303
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,118,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,118,495
Administrative expenses professional fees incurred2015-12-31$85,093
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$7,693,604
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,550,358
Other income not declared elsewhere2015-12-31$191,134
Administrative expenses (other) incurred2015-12-31$4,706
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$12,586,400
Value of net assets at end of year (total assets less liabilities)2015-12-31$318,734,011
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$306,147,611
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$223,493,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$217,565,895
Value of interest in pooled separate accounts at end of year2015-12-31$17,851,471
Value of interest in pooled separate accounts at beginning of year2015-12-31$15,530,372
Interest earned on other investments2015-12-31$2,920,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$77,389,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$73,051,344
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$590,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,933,051
Net investment gain/loss from pooled separate accounts2015-12-31$1,288,278
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$11,249,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,811,889
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 name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : THE NEW SCHOOL 403(B) RETIREMENT PLANS 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$36,826,802
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$12,701,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,582,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$19,579,435
Value of total assets at end of year2014-12-31$306,147,611
Value of total assets at beginning of year2014-12-31$282,021,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$118,533
Total interest from all sources2014-12-31$2,895,354
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,339,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,339,201
Administrative expenses professional fees incurred2014-12-31$118,533
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$7,089,471
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$123,429,350
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,612,085
Other income not declared elsewhere2014-12-31$152,381
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$24,125,714
Value of net assets at end of year (total assets less liabilities)2014-12-31$306,147,611
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$282,021,897
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$217,565,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$107,514,682
Value of interest in pooled separate accounts at end of year2014-12-31$15,530,372
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,898,729
Interest earned on other investments2014-12-31$2,895,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$73,051,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$44,179,136
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,694,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$9,209,230
Net investment gain/loss from pooled separate accounts2014-12-31$1,651,201
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$10,877,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,888,456
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 name2014-12-31GRANT THORNTON
Accountancy firm EIN2014-12-31366055558
2013 : THE NEW SCHOOL 403(B) RETIREMENT PLANS 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$123,429,350
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$30,568,224
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$8,172,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,131,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,806,084
Value of total assets at end of year2013-12-31$282,021,897
Value of total assets at beginning of year2013-12-31$136,196,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$40,892
Total interest from all sources2013-12-31$1,824,562
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,180,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,180,988
Administrative expenses professional fees incurred2013-12-31$39,032
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$123,429,350
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,824,988
Other income not declared elsewhere2013-12-31$52,213
Administrative expenses (other) incurred2013-12-31$1,860
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$22,395,583
Value of net assets at end of year (total assets less liabilities)2013-12-31$282,021,897
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$136,196,964
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$107,514,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$87,425,718
Value of interest in pooled separate accounts at end of year2013-12-31$6,898,729
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,571,078
Interest earned on other investments2013-12-31$1,824,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$44,179,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$43,200,168
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$145,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$17,151,575
Net investment gain/loss from pooled separate accounts2013-12-31$552,802
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$7,981,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,986,115
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 name2013-12-31COHNREZNICK
Accountancy firm EIN2013-12-31221478099
2012 : THE NEW SCHOOL 403(B) RETIREMENT PLANS 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$20,260,515
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,000,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,963,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,891,932
Value of total assets at end of year2012-12-31$136,196,964
Value of total assets at beginning of year2012-12-31$120,936,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$36,689
Total interest from all sources2012-12-31$1,729,210
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$602,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$602,491
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,378
Other income not declared elsewhere2012-12-31$36,446
Administrative expenses (other) incurred2012-12-31$14,641
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$15,259,999
Value of net assets at end of year (total assets less liabilities)2012-12-31$136,196,964
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$120,936,965
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$87,425,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$74,117,256
Value of interest in pooled separate accounts at end of year2012-12-31$5,571,078
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,843,203
Interest earned on other investments2012-12-31$1,729,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$43,200,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$41,976,506
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,408,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,504,863
Net investment gain/loss from pooled separate accounts2012-12-31$495,573
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$7,879,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,555,425
Contract administrator fees2012-12-31$22,048
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 name2012-12-31COHNREZNICK
Accountancy firm EIN2012-12-31221478099
2011 : THE NEW SCHOOL 403(B) RETIREMENT PLANS 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$8,383,393
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,448,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,447,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,797,149
Value of total assets at end of year2011-12-31$120,936,965
Value of total assets at beginning of year2011-12-31$118,002,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$590
Total interest from all sources2011-12-31$1,687,202
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$319,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$319,635
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$135,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,934,885
Value of net assets at end of year (total assets less liabilities)2011-12-31$120,936,965
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$118,002,080
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$74,117,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$73,147,173
Value of interest in pooled separate accounts at end of year2011-12-31$4,843,203
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,859,940
Interest earned on other investments2011-12-31$1,687,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$41,976,506
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$40,994,967
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$195,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,954,049
Net investment gain/loss from pooled separate accounts2011-12-31$533,456
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$7,661,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,252,830
Contract administrator fees2011-12-31$590
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 name2011-12-31J.H.COHN LLP
Accountancy firm EIN2011-12-31221478099
2010 : THE NEW SCHOOL 403(B) RETIREMENT PLANS 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$16,813,260
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,401,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,400,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,094,103
Value of total assets at end of year2010-12-31$118,002,080
Value of total assets at beginning of year2010-12-31$105,590,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$744
Total interest from all sources2010-12-31$1,574,213
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$136,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$136,510
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$40,988
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$12,412,010
Value of net assets at end of year (total assets less liabilities)2010-12-31$118,002,080
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$105,590,070
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$73,147,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$62,718,370
Value of interest in pooled separate accounts at end of year2010-12-31$3,859,940
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,800,039
Interest earned on other investments2010-12-31$1,574,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$40,994,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$40,071,661
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,286,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,592,431
Net investment gain/loss from pooled separate accounts2010-12-31$416,003
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$7,053,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,113,745
Contract administrator fees2010-12-31$744
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 name2010-12-31J.H. COHN LLP
Accountancy firm EIN2010-12-31221478099
2009 : THE NEW SCHOOL 403(B) RETIREMENT PLANS 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 SCHOOL 403(B) RETIREMENT PLANS

2022: THE NEW SCHOOL 403(B) RETIREMENT PLANS 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE NEW SCHOOL 403(B) RETIREMENT PLANS 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE NEW SCHOOL 403(B) RETIREMENT PLANS 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE NEW SCHOOL 403(B) RETIREMENT PLANS 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 planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE NEW SCHOOL 403(B) RETIREMENT PLANS 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 planYes
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 SCHOOL 403(B) RETIREMENT PLANS 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 planYes
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 SCHOOL 403(B) RETIREMENT PLANS 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 planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE NEW SCHOOL 403(B) RETIREMENT PLANS 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 planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE NEW SCHOOL 403(B) RETIREMENT PLANS 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 planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE NEW SCHOOL 403(B) RETIREMENT PLANS 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE NEW SCHOOL 403(B) RETIREMENT PLANS 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE NEW SCHOOL 403(B) RETIREMENT PLANS 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE NEW SCHOOL 403(B) RETIREMENT PLANS 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE NEW SCHOOL 403(B) RETIREMENT PLANS 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
2008: THE NEW SCHOOL 403(B) RETIREMENT PLANS 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2008-07-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150696
Policy instance 1
Insurance contract or identification number150696
Number of Individuals Covered3394
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150696
Policy instance 1
Insurance contract or identification number150696
Number of Individuals Covered3420
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number150696
Policy instance 1
Insurance contract or identification number150696
Number of Individuals Covered3486
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 number150696
Policy instance 1
Insurance contract or identification number150696
Number of Individuals Covered3487
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 number150696
Policy instance 1
Insurance contract or identification number150696
Number of Individuals Covered3481
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 number150696
Policy instance 1
Insurance contract or identification number150696
Number of Individuals Covered3512
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 number150696
Policy instance 1
Insurance contract or identification number150696
Number of Individuals Covered3536
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 number150696
Policy instance 1
Insurance contract or identification number150696
Number of Individuals Covered3592
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 number150696
Policy instance 1
Insurance contract or identification number150696
Number of Individuals Covered2017
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 number150696
Policy instance 1
Insurance contract or identification number150696
Number of Individuals Covered2659
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 number150696
Policy instance 1
Insurance contract or identification number150696
Number of Individuals Covered2596
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 number150696
Policy instance 1
Insurance contract or identification number150696
Number of Individuals Covered2527
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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