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NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameNEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN
Plan identification number 010

NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NEW YORK UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:NEW YORK UNIVERSITY
Employer identification number (EIN):135562308
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about NEW YORK UNIVERSITY

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2016-03-07
Company Identification Number: 603593869
Legal Registered Office Address: 3400 CAPITL BLVD SE STE 101

TUMWATER
United States of America (USA)
98501

More information about NEW YORK UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0102022-01-01
0102021-01-01
0102020-01-01
0102019-01-01
0102018-01-01
0102017-01-01FRANK FRANZI FRANK FRANZI2018-10-09
0102016-01-01FRANK FRANZI FRANK FRANZI2017-10-09
0102015-01-01MARGARET M. MEAGHER MARGARET M. MEAGHER2016-10-17
0102014-01-01MARGARET M. MEAGHER MARGARET M. MEAGHER2015-10-15
0102013-01-01MARGARET M. MEAGHER MARGARET M. MEAGHER2014-10-14
0102012-01-01MARGARET M. MEAGHER
0102011-01-01MARGARET M. MEAGHER
0102009-01-01MARGARET M MEAGHER MARGARET M MEAGHER2011-03-04
0102009-01-01MARGARET M MEAGHER MARGARET M MEAGHER2010-10-15
0102009-01-01MARGARET M MEAGHER MARGARET M MEAGHER2011-03-16
0102009-01-01MARGARET M MEAGHER MARGARET M MEAGHER2011-03-04
0102009-01-01MARGARET M MEAGHER MARGARET M MEAGHER2011-03-04

Plan Statistics for NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN

401k plan membership statisitcs for NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN

Measure Date Value
2022: NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0114,258
Total number of active participants reported on line 7a of the Form 55002022-01-019,451
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-016,646
Total of all active and inactive participants2022-01-0116,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0147
Total participants2022-01-0116,144
Number of participants with account balances2022-01-0115,471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01397
2021: NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0112,703
Total number of active participants reported on line 7a of the Form 55002021-01-018,621
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-015,667
Total of all active and inactive participants2021-01-0114,288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0142
Total participants2021-01-0114,330
Number of participants with account balances2021-01-0113,664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01451
2020: NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0110,931
Total number of active participants reported on line 7a of the Form 55002020-01-017,552
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014,643
Total of all active and inactive participants2020-01-0112,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0111
Total participants2020-01-0112,206
Number of participants with account balances2020-01-0112,114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01279
2019: NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0110,662
Total number of active participants reported on line 7a of the Form 55002019-01-016,797
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014,129
Total of all active and inactive participants2019-01-0110,926
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-018
Total participants2019-01-0110,934
Number of participants with account balances2019-01-0110,765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01317
2018: NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019,767
Total number of active participants reported on line 7a of the Form 55002018-01-016,553
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014,094
Total of all active and inactive participants2018-01-0110,647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0115
Total participants2018-01-0110,662
Number of participants with account balances2018-01-0110,662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01243
2017: NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018,753
Total number of active participants reported on line 7a of the Form 55002017-01-016,148
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013,608
Total of all active and inactive participants2017-01-019,756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0111
Total participants2017-01-019,767
Number of participants with account balances2017-01-019,967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01199
2016: NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,981
Total number of active participants reported on line 7a of the Form 55002016-01-015,619
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013,124
Total of all active and inactive participants2016-01-018,743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-018,750
Number of participants with account balances2016-01-018,879
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01151
2015: NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016,724
Total number of active participants reported on line 7a of the Form 55002015-01-015,232
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012,752
Total of all active and inactive participants2015-01-017,984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-017,991
Number of participants with account balances2015-01-017,991
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,915
Total number of active participants reported on line 7a of the Form 55002014-01-015,166
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,554
Total of all active and inactive participants2014-01-016,720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-016,726
Number of participants with account balances2014-01-016,726
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01222
2013: NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,709
Total number of active participants reported on line 7a of the Form 55002013-01-013,484
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01558
Total of all active and inactive participants2013-01-014,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-014,046
Number of participants with account balances2013-01-014,648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0160
2012: NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,430
Total number of active participants reported on line 7a of the Form 55002012-01-015,013
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01541
Total of all active and inactive participants2012-01-015,555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-015,559
Number of participants with account balances2012-01-015,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0155
2011: NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,211
Total number of active participants reported on line 7a of the Form 55002011-01-013,189
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01376
Total of all active and inactive participants2011-01-013,566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-013,568
Number of participants with account balances2011-01-013,364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0173
2009: NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,599
Total number of active participants reported on line 7a of the Form 55002009-01-012,800
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01151
Total of all active and inactive participants2009-01-012,951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-012,953
Number of participants with account balances2009-01-012,773
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN

Measure Date Value
2022 : NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$23,725
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,600
Total income from all sources (including contributions)2022-12-31$-37,493,761
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$22,262,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$22,101,472
Expenses. Certain deemed distributions of participant loans2022-12-31$121,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$71,460,534
Value of total assets at end of year2022-12-31$670,414,157
Value of total assets at beginning of year2022-12-31$730,153,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$39,485
Total interest from all sources2022-12-31$3,392,977
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$16,188,747
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$16,188,747
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
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$38,951,715
Participant contributions at end of year2022-12-31$5,169,344
Participant contributions at beginning of year2022-12-31$2,605,188
Participant contributions at end of year2022-12-31$1,490,138
Participant contributions at beginning of year2022-12-31$86,095
Assets. Other investments not covered elsewhere at end of year2022-12-31$451,780
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$248,344
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,873,296
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$23,725
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$6,600
Other income not declared elsewhere2022-12-31$125,608
Administrative expenses (other) incurred2022-12-31$39,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-59,755,998
Value of net assets at end of year (total assets less liabilities)2022-12-31$670,390,432
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$730,146,430
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$542,975,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$612,936,636
Value of interest in pooled separate accounts at end of year2022-12-31$18,079,307
Value of interest in pooled separate accounts at beginning of year2022-12-31$18,697,159
Interest on participant loans2022-12-31$179,943
Interest earned on other investments2022-12-31$3,136,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$5,608,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,939,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,939,215
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$76,788
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$95,575,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$89,648,761
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$618,638
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-130,170,274
Net investment gain/loss from pooled separate accounts2022-12-31$1,508,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$28,635,523
Employer contributions (assets) at end of year2022-12-31$1,063,455
Employer contributions (assets) at beginning of year2022-12-31$1,991,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$21,482,834
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,600
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$154,667,048
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$21,904,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$21,871,083
Expenses. Certain deemed distributions of participant loans2021-12-31$12,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$69,568,490
Value of total assets at end of year2021-12-31$730,153,030
Value of total assets at beginning of year2021-12-31$597,384,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$21,500
Total interest from all sources2021-12-31$2,709,108
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$17,048,364
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$17,048,364
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
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$33,857,272
Participant contributions at end of year2021-12-31$2,605,188
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$86,095
Participant contributions at beginning of year2021-12-31$78,969
Assets. Other investments not covered elsewhere at end of year2021-12-31$248,344
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,783,904
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$6,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$223,652
Administrative expenses (other) incurred2021-12-31$21,500
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$132,762,378
Value of net assets at end of year (total assets less liabilities)2021-12-31$730,146,430
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$597,384,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$612,936,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$492,745,922
Value of interest in pooled separate accounts at end of year2021-12-31$18,697,159
Value of interest in pooled separate accounts at beginning of year2021-12-31$17,135,376
Interest on participant loans2021-12-31$37,915
Interest earned on other investments2021-12-31$2,670,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,939,215
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,632,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,632,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$89,648,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$83,788,264
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$614,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$62,131,347
Net investment gain/loss from pooled separate accounts2021-12-31$2,986,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$27,927,314
Employer contributions (assets) at end of year2021-12-31$1,991,632
Employer contributions (assets) at beginning of year2021-12-31$3,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$21,256,662
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$134,094,098
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$24,147,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$24,140,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$60,038,776
Value of total assets at end of year2020-12-31$597,384,052
Value of total assets at beginning of year2020-12-31$487,437,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,690
Total interest from all sources2020-12-31$2,581,783
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,704,532
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$10,704,532
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
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$28,801,484
Participant contributions at end of year2020-12-31$78,969
Participant contributions at beginning of year2020-12-31$951,914
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,834,765
Other income not declared elsewhere2020-12-31$95,796
Administrative expenses (other) incurred2020-12-31$6,690
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$109,946,810
Value of net assets at end of year (total assets less liabilities)2020-12-31$597,384,052
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$487,437,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$492,745,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$391,706,609
Value of interest in pooled separate accounts at end of year2020-12-31$17,135,376
Value of interest in pooled separate accounts at beginning of year2020-12-31$16,780,595
Interest earned on other investments2020-12-31$2,565,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,632,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,683,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,683,487
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$16,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$83,788,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$73,261,941
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$657,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$60,813,861
Net investment gain/loss from pooled separate accounts2020-12-31$-140,650
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$25,402,527
Employer contributions (assets) at end of year2020-12-31$3,012
Employer contributions (assets) at beginning of year2020-12-31$1,052,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$23,483,259
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD CPAS & ADVISORS
Accountancy firm EIN2020-12-31440160260
2019 : NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$129,730,833
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$14,636,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,634,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$54,625,747
Value of total assets at end of year2019-12-31$487,437,242
Value of total assets at beginning of year2019-12-31$372,343,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,777
Total interest from all sources2019-12-31$2,339,632
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,364,888
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$9,364,888
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
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$24,335,970
Participant contributions at end of year2019-12-31$951,914
Participant contributions at beginning of year2019-12-31$856,413
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,386,985
Other income not declared elsewhere2019-12-31$81,466
Administrative expenses (other) incurred2019-12-31$2,777
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$115,094,028
Value of net assets at end of year (total assets less liabilities)2019-12-31$487,437,242
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$372,343,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$391,706,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$287,278,850
Value of interest in pooled separate accounts at end of year2019-12-31$16,780,595
Value of interest in pooled separate accounts at beginning of year2019-12-31$14,496,451
Interest earned on other investments2019-12-31$2,253,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,683,487
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,145,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,145,958
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$86,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$73,261,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$64,682,353
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$532,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$62,480,110
Net investment gain/loss from pooled separate accounts2019-12-31$838,990
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$23,902,792
Employer contributions (assets) at end of year2019-12-31$1,052,696
Employer contributions (assets) at beginning of year2019-12-31$883,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,101,602
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 name2019-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2019-12-31134008324
2018 : NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$31,580,771
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$11,086,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,085,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$49,146,044
Value of total assets at end of year2018-12-31$372,343,214
Value of total assets at beginning of year2018-12-31$351,848,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$703
Total interest from all sources2018-12-31$2,105,385
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,991,849
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$8,991,849
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
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$21,710,594
Participant contributions at end of year2018-12-31$856,413
Participant contributions at beginning of year2018-12-31$742,426
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,742,274
Administrative expenses (other) incurred2018-12-31$703
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$20,494,348
Value of net assets at end of year (total assets less liabilities)2018-12-31$372,343,214
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$351,848,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$287,278,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$278,441,329
Value of interest in pooled separate accounts at end of year2018-12-31$14,496,451
Value of interest in pooled separate accounts at beginning of year2018-12-31$12,913,734
Interest earned on other investments2018-12-31$2,042,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,145,958
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$63,334
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$64,682,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$58,981,507
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$724,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-29,302,821
Net investment gain/loss from pooled separate accounts2018-12-31$640,314
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$21,693,176
Employer contributions (assets) at end of year2018-12-31$883,189
Employer contributions (assets) at beginning of year2018-12-31$769,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,361,703
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 name2018-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2018-12-31134008324
2017 : NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$88,375,684
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$10,436,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,435,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$43,853,686
Value of total assets at end of year2017-12-31$351,848,866
Value of total assets at beginning of year2017-12-31$273,909,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$833
Total interest from all sources2017-12-31$1,818,822
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,439,561
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$5,439,561
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
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$20,432,929
Participant contributions at end of year2017-12-31$742,426
Participant contributions at beginning of year2017-12-31$669,934
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,539,995
Other income not declared elsewhere2017-12-31$58,037
Administrative expenses (other) incurred2017-12-31$833
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$77,939,418
Value of net assets at end of year (total assets less liabilities)2017-12-31$351,848,866
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$273,909,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$278,441,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$208,765,979
Value of interest in pooled separate accounts at end of year2017-12-31$12,913,734
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,381,844
Interest earned on other investments2017-12-31$1,818,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$58,981,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$52,447,399
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$730,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$36,682,837
Net investment gain/loss from pooled separate accounts2017-12-31$522,741
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$18,880,762
Employer contributions (assets) at end of year2017-12-31$769,870
Employer contributions (assets) at beginning of year2017-12-31$644,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,704,512
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 name2017-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2017-12-31134008324
2016 : NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$13,154,704
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$59,596,468
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,276,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,270,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$43,317,959
Value of total assets at end of year2016-12-31$273,909,448
Value of total assets at beginning of year2016-12-31$232,743,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,935
Total interest from all sources2016-12-31$1,672,529
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,304,787
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$4,304,787
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
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$17,457,570
Participant contributions at end of year2016-12-31$669,934
Participant contributions at beginning of year2016-12-31$579,105
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$10,663,200
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$54,320,445
Value of net assets at end of year (total assets less liabilities)2016-12-31$273,909,448
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$232,743,707
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$208,765,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$176,278,579
Value of interest in pooled separate accounts at end of year2016-12-31$11,381,844
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,243,838
Interest earned on other investments2016-12-31$1,672,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$52,447,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$45,104,568
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$42,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$9,768,597
Net investment gain/loss from pooled separate accounts2016-12-31$532,596
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$15,197,189
Employer contributions (assets) at end of year2016-12-31$644,292
Employer contributions (assets) at beginning of year2016-12-31$537,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,227,458
Contract administrator fees2016-12-31$5,935
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 name2016-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2016-12-31134008324
2015 : NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$33,538,819
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,917,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,915,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$32,155,775
Value of total assets at end of year2015-12-31$232,743,707
Value of total assets at beginning of year2015-12-31$206,122,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,044
Total interest from all sources2015-12-31$1,369,907
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
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$15,540,358
Participant contributions at end of year2015-12-31$579,105
Participant contributions at beginning of year2015-12-31$556,884
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,948,909
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$26,621,256
Value of net assets at end of year (total assets less liabilities)2015-12-31$232,743,707
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$206,122,451
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$176,278,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$157,041,141
Value of interest in pooled separate accounts at end of year2015-12-31$10,243,838
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,323,582
Interest earned on other investments2015-12-31$1,369,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$45,104,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$39,770,572
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$106,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-706,801
Net investment gain/loss from pooled separate accounts2015-12-31$719,938
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$12,666,508
Employer contributions (assets) at end of year2015-12-31$537,617
Employer contributions (assets) at beginning of year2015-12-31$430,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,808,649
Contract administrator fees2015-12-31$2,044
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 name2015-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2015-12-31134008324
2014 : NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$256,907
Total income from all sources (including contributions)2014-12-31$39,866,271
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,857,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,855,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$26,817,079
Value of total assets at end of year2014-12-31$206,122,451
Value of total assets at beginning of year2014-12-31$173,370,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,281
Total interest from all sources2014-12-31$1,278,643
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,445,445
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$3,445,445
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
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$12,882,278
Participant contributions at end of year2014-12-31$556,884
Participant contributions at beginning of year2014-12-31$449,119
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,309,372
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$327,242
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$114,766
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$33,009,162
Value of net assets at end of year (total assets less liabilities)2014-12-31$206,122,451
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$173,113,289
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$157,041,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$130,534,498
Value of interest in pooled separate accounts at end of year2014-12-31$8,323,582
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,632,967
Interest earned on other investments2014-12-31$1,278,643
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$39,770,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$35,046,370
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$485,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$7,462,863
Net investment gain/loss from pooled separate accounts2014-12-31$862,241
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$10,625,429
Employer contributions (assets) at end of year2014-12-31$430,272
Employer contributions (assets) at beginning of year2014-12-31$380,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,370,284
Contract administrator fees2014-12-31$1,281
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$142,141
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 name2014-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2014-12-31134008324
2013 : NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$256,907
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$256,907
Total income from all sources (including contributions)2013-12-31$42,956,657
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,475,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,474,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$19,764,616
Value of total assets at end of year2013-12-31$173,370,196
Value of total assets at beginning of year2013-12-31$135,888,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,187
Total interest from all sources2013-12-31$1,138,183
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,160,016
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$2,160,016
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$10,442,583
Participant contributions at end of year2013-12-31$449,119
Participant contributions at beginning of year2013-12-31$376,819
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$327,242
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$114,766
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$114,766
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$37,481,356
Value of net assets at end of year (total assets less liabilities)2013-12-31$173,113,289
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$135,631,933
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$130,534,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$98,772,495
Value of interest in pooled separate accounts at end of year2013-12-31$6,632,967
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,481,219
Interest earned on other investments2013-12-31$1,138,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$35,046,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$30,945,502
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$50,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$19,334,052
Net investment gain/loss from pooled separate accounts2013-12-31$559,790
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$9,322,033
Employer contributions (assets) at end of year2013-12-31$380,000
Employer contributions (assets) at beginning of year2013-12-31$312,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,423,639
Contract administrator fees2013-12-31$1,187
Liabilities. Value of benefit claims payable at end of year2013-12-31$142,141
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$142,141
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 name2013-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2013-12-31134008324
2012 : NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$256,907
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$391,932
Total income from all sources (including contributions)2012-12-31$28,078,212
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,304,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,303,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$16,018,383
Value of total assets at end of year2012-12-31$135,888,840
Value of total assets at beginning of year2012-12-31$112,250,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,435
Total interest from all sources2012-12-31$1,027,372
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,389,411
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$1,389,411
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$9,515,343
Participant contributions at end of year2012-12-31$376,819
Participant contributions at beginning of year2012-12-31$365,746
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$7,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$114,766
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$391,932
Administrative expenses (other) incurred2012-12-31$1,435
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$23,773,246
Value of net assets at end of year (total assets less liabilities)2012-12-31$135,631,933
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$111,858,687
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$98,772,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$79,404,829
Value of interest in pooled separate accounts at end of year2012-12-31$5,481,219
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,531,955
Interest earned on other investments2012-12-31$1,027,372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$30,945,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$27,719,504
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$75,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,163,129
Net investment gain/loss from pooled separate accounts2012-12-31$479,917
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$6,503,040
Employer contributions (assets) at end of year2012-12-31$312,805
Employer contributions (assets) at beginning of year2012-12-31$221,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,227,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Liabilities. Value of benefit claims payable at end of year2012-12-31$142,141
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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 name2012-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2012-12-31134008324
2011 : NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$142,772
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,533
Total income from all sources (including contributions)2011-12-31$16,063,470
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,881,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,879,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$15,271,346
Value of total assets at end of year2011-12-31$112,243,619
Value of total assets at beginning of year2011-12-31$98,927,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,331
Total interest from all sources2011-12-31$912,470
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,104,359
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$1,104,359
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
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
Contributions received from participants2011-12-31$9,451,253
Participant contributions at end of year2011-12-31$365,746
Participant contributions at beginning of year2011-12-31$7,810
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$7,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$142,772
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$8,533
Administrative expenses (other) incurred2011-12-31$1,331
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$13,182,145
Value of net assets at end of year (total assets less liabilities)2011-12-31$112,100,847
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$98,918,702
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$79,404,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$70,662,264
Value of interest in pooled separate accounts at end of year2011-12-31$4,531,955
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,499,930
Interest earned on other investments2011-12-31$912,470
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$27,719,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$24,757,023
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$23,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,147,000
Net investment gain/loss from pooled separate accounts2011-12-31$-77,705
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$5,820,093
Employer contributions (assets) at end of year2011-12-31$221,585
Employer contributions (assets) at beginning of year2011-12-31$208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,856,829
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2011-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2011-12-31134008324
2010 : NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$147,952
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$22,210,286
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,442,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,442,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,483,130
Value of total assets at end of year2010-12-31$98,927,235
Value of total assets at beginning of year2010-12-31$79,011,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$767,727
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$776,586
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$776,586
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
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
Contributions received from participants2010-12-31$8,335,003
Participant contributions at end of year2010-12-31$7,810
Participant contributions at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$8,533
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$19,767,943
Value of net assets at end of year (total assets less liabilities)2010-12-31$98,927,235
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$79,011,340
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$70,662,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$54,749,363
Value of interest in pooled separate accounts at end of year2010-12-31$3,499,930
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,523,301
Interest earned on other investments2010-12-31$767,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$24,757,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$21,738,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,787,522
Net investment gain/loss from pooled separate accounts2010-12-31$395,321
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$5,148,127
Employer contributions (assets) at end of year2010-12-31$208
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,442,343
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2010-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2010-12-31134008324
2009 : NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN

2022: NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NEW YORK UNIVERSITY SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151576
Policy instance 1
Insurance contract or identification number151576
Number of Individuals Covered3972
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151576
Policy instance 1
Insurance contract or identification number151576
Number of Individuals Covered4035
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151576
Policy instance 1
Insurance contract or identification number151576
Number of Individuals Covered4081
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number151576
Policy instance 1
Insurance contract or identification number151576
Number of Individuals Covered3912
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 number151576
Policy instance 1
Insurance contract or identification number151576
Number of Individuals Covered4548
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 number151576
Policy instance 1
Insurance contract or identification number151576
Number of Individuals Covered4255
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 number151576
Policy instance 1
Insurance contract or identification number151576
Number of Individuals Covered3768
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 number151576
Policy instance 1
Insurance contract or identification number151576
Number of Individuals Covered3664
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 number151576
Policy instance 1
Insurance contract or identification number151576
Number of Individuals Covered2012
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 number151576
Policy instance 1
Insurance contract or identification number151576
Number of Individuals Covered3622
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 number151576
Policy instance 1
Insurance contract or identification number151576
Number of Individuals Covered1800
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 number151576
Policy instance 1
Insurance contract or identification number151576
Number of Individuals Covered1548
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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