401k Plan data: PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION plan

PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 401k Plan overview

Plan Name	PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION
Plan identification number	001

PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NEW YORK STATE BAR ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: NEW YORK STATE BAR ASSOCIATION

Employer identification number (EIN): 140923640

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 PAMELA MCDEVITT 2018-01-02
001 2016-01-01 PAMELA MCDEVITT
001 2015-01-01 DAVID WATSON DAVID WATSON 2016-10-14
001 2014-01-01 DAVID WATSON
001 2013-01-01 DAVID R. WATSON DAVID R. WATSON 2014-10-14
001 2012-01-01 PATRICIA K. BUCKLIN PATRICIA K. BUCKLIN 2013-10-09
001 2011-01-01 PATRICIA K. BUCKLIN
001 2010-01-01 PATRICIA BUCKLIN
001 2009-01-01 PATRICIA K. BUCKLIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	PAMELA MCDEVITT	2018-01-02
001	2016-01-01	PAMELA MCDEVITT
001	2015-01-01	DAVID WATSON		DAVID WATSON	2016-10-14
001	2014-01-01	DAVID WATSON
001	2013-01-01	DAVID R. WATSON		DAVID R. WATSON	2014-10-14
001	2012-01-01	PATRICIA K. BUCKLIN		PATRICIA K. BUCKLIN	2013-10-09
001	2011-01-01	PATRICIA K. BUCKLIN
001	2010-01-01	PATRICIA BUCKLIN
001	2009-01-01	PATRICIA K. BUCKLIN

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION

401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION

Measure Date Value
2016: PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2016 401k membership
Market value of plan assets 2016-12-31 9,590,085
Acturial value of plan assets 2016-12-31 9,590,085
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 3,410,655
Number of terminated vested participants 2016-12-31 41
Fundng target for terminated vested participants 2016-12-31 1,655,438
Active participant vested funding target 2016-12-31 2,868,236
Number of active participants 2016-12-31 49
Total funding liabilities for active participants 2016-12-31 2,888,213
Total participant count 2016-12-31 115
Total funding target for all participants 2016-12-31 7,954,306
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 1,358,892
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 1,358,892
Present value of excess contributions 2016-12-31 266,453
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 283,346
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 283,346
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 1,692,245
Total employer contributions 2016-12-31 815,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 765,636
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 56,466
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 1,555
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 1,555
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 765,636
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 46
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 42
Total of all active and inactive participants 2016-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2015 401k membership
Total participants, beginning-of-year 2015-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 49
Number of retired or separated participants receiving benefits 2015-01-01 24
Number of other retired or separated participants entitled to future benefits 2015-01-01 41
Total of all active and inactive participants 2015-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2014 401k membership
Total participants, beginning-of-year 2014-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 55
Number of retired or separated participants receiving benefits 2014-01-01 23
Number of other retired or separated participants entitled to future benefits 2014-01-01 39
Total of all active and inactive participants 2014-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2013 401k membership
Total participants, beginning-of-year 2013-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 56
Number of retired or separated participants receiving benefits 2013-01-01 19
Number of other retired or separated participants entitled to future benefits 2013-01-01 44
Total of all active and inactive participants 2013-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 121
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2012 401k membership
Total participants, beginning-of-year 2012-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 58
Number of retired or separated participants receiving benefits 2012-01-01 20
Number of other retired or separated participants entitled to future benefits 2012-01-01 42
Total of all active and inactive participants 2012-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2011 401k membership
Total participants, beginning-of-year 2011-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 62
Number of retired or separated participants receiving benefits 2011-01-01 20
Number of other retired or separated participants entitled to future benefits 2011-01-01 42
Total of all active and inactive participants 2011-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2010 401k membership
Total participants, beginning-of-year 2010-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 109
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 24
Total of all active and inactive participants 2010-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 133
Number of participants with account balances 2010-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2009 401k membership
Total participants, beginning-of-year 2009-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 68
Number of retired or separated participants receiving benefits 2009-01-01 22
Number of other retired or separated participants entitled to future benefits 2009-01-01 41
Total of all active and inactive participants 2009-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2016 401k membership
Market value of plan assets	2016-12-31	9,590,085
Acturial value of plan assets	2016-12-31	9,590,085
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	3,410,655
Number of terminated vested participants	2016-12-31	41
Fundng target for terminated vested participants	2016-12-31	1,655,438
Active participant vested funding target	2016-12-31	2,868,236
Number of active participants	2016-12-31	49
Total funding liabilities for active participants	2016-12-31	2,888,213
Total participant count	2016-12-31	115
Total funding target for all participants	2016-12-31	7,954,306
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	1,358,892
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	1,358,892
Present value of excess contributions	2016-12-31	266,453
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	283,346
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	283,346
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	1,692,245
Total employer contributions	2016-12-31	815,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	765,636
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	56,466
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	1,555
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	1,555
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	765,636
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	46
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	42
Total of all active and inactive participants	2016-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2015 401k membership
Total participants, beginning-of-year	2015-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	49
Number of retired or separated participants receiving benefits	2015-01-01	24
Number of other retired or separated participants entitled to future benefits	2015-01-01	41
Total of all active and inactive participants	2015-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2014 401k membership
Total participants, beginning-of-year	2014-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	55
Number of retired or separated participants receiving benefits	2014-01-01	23
Number of other retired or separated participants entitled to future benefits	2014-01-01	39
Total of all active and inactive participants	2014-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2013 401k membership
Total participants, beginning-of-year	2013-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	56
Number of retired or separated participants receiving benefits	2013-01-01	19
Number of other retired or separated participants entitled to future benefits	2013-01-01	44
Total of all active and inactive participants	2013-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	121
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2012 401k membership
Total participants, beginning-of-year	2012-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	58
Number of retired or separated participants receiving benefits	2012-01-01	20
Number of other retired or separated participants entitled to future benefits	2012-01-01	42
Total of all active and inactive participants	2012-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2011 401k membership
Total participants, beginning-of-year	2011-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	62
Number of retired or separated participants receiving benefits	2011-01-01	20
Number of other retired or separated participants entitled to future benefits	2011-01-01	42
Total of all active and inactive participants	2011-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2010 401k membership
Total participants, beginning-of-year	2010-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	109
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	24
Total of all active and inactive participants	2010-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	133
Number of participants with account balances	2010-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2009 401k membership
Total participants, beginning-of-year	2009-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	68
Number of retired or separated participants receiving benefits	2009-01-01	22
Number of other retired or separated participants entitled to future benefits	2009-01-01	41
Total of all active and inactive participants	2009-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION

Measure	Date	Value
2016 : PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$983,065
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$4,362,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$4,351,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$815,000
Value of total assets at end of year	2016-12-31	$6,210,829
Value of total assets at beginning of year	2016-12-31	$9,590,085
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$11,130
Total interest from all sources	2016-12-31	$168,065
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-3,379,256
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,210,829
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,590,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$5,460,829
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$5,947,984
Interest earned on other investments	2016-12-31	$168,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$3,642,101
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$3,855,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$815,000
Employer contributions (assets) at end of year	2016-12-31	$750,000
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$495,260
Contract administrator fees	2016-12-31	$11,130
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	UHY, LLP
Accountancy firm EIN	2016-12-31	141811931
2015 : PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$623,050
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$829,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$818,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$272,500
Value of total assets at end of year	2015-12-31	$9,590,085
Value of total assets at beginning of year	2015-12-31	$9,796,493
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$10,751
Total interest from all sources	2015-12-31	$171,448
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 year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-206,408
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,590,085
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,796,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$5,947,984
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$6,713,381
Interest earned on other investments	2015-12-31	$171,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$3,642,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$3,083,112
Net investment gain or loss from common/collective trusts	2015-12-31	$179,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$272,500
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$818,707
Contract administrator fees	2015-12-31	$10,751
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	UHY, LLP
Accountancy firm EIN	2015-12-31	141811931
2014 : PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,097,519
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$370,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$361,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$224,175
Value of total assets at end of year	2014-12-31	$9,796,493
Value of total assets at beginning of year	2014-12-31	$9,069,897
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$9,761
Total interest from all sources	2014-12-31	$164,305
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$726,596
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,796,493
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,069,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$6,713,381
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$6,282,717
Interest earned on other investments	2014-12-31	$164,305
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$3,083,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,731,730
Net investment gain or loss from common/collective trusts	2014-12-31	$709,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$224,175
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$55,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$361,162
Contract administrator fees	2014-12-31	$9,761
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	UHY, LLP
Accountancy firm EIN	2014-12-31	141811931
2013 : PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,716,367
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$249,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$240,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$196,825
Value of total assets at end of year	2013-12-31	$9,069,897
Value of total assets at beginning of year	2013-12-31	$7,603,023
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$9,470
Total interest from all sources	2013-12-31	$163,645
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,466,874
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$9,069,897
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,603,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$6,282,717
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$4,701,945
Interest earned on other investments	2013-12-31	$163,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,731,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,817,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,355,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$196,825
Employer contributions (assets) at end of year	2013-12-31	$55,450
Employer contributions (assets) at beginning of year	2013-12-31	$83,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$240,023
Contract administrator fees	2013-12-31	$9,470
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	UHY,LLP
Accountancy firm EIN	2013-12-31	141811931
2012 : PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,123,469
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$637,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$627,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$334,000
Value of total assets at end of year	2012-12-31	$7,603,023
Value of total assets at beginning of year	2012-12-31	$7,117,150
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$9,655
Total interest from all sources	2012-12-31	$169,439
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$485,873
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,603,023
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$7,117,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$4,701,945
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$4,311,815
Interest earned on other investments	2012-12-31	$169,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,817,578
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,735,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$620,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$334,000
Employer contributions (assets) at end of year	2012-12-31	$83,500
Employer contributions (assets) at beginning of year	2012-12-31	$70,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$627,941
Contract administrator fees	2012-12-31	$9,655
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	UHY, LLP
Accountancy firm EIN	2012-12-31	141811931
2011 : PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$554,589
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$613,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$603,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$280,400
Value of total assets at end of year	2011-12-31	$7,117,150
Value of total assets at beginning of year	2011-12-31	$7,176,063
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$9,723
Total interest from all sources	2011-12-31	$175,555
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-58,913
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$7,117,150
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,176,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$4,311,815
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$4,302,880
Interest earned on other investments	2011-12-31	$175,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,735,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,873,183
Net investment gain/loss from pooled separate accounts	2011-12-31	$98,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$280,400
Employer contributions (assets) at end of year	2011-12-31	$70,100
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$603,779
Contract administrator fees	2011-12-31	$9,723
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	UHY, LLP
Accountancy firm EIN	2011-12-31	141811931
2010 : PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$129
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	$1,585,219
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$201,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$177,418
Value of total corrective distributions	2010-12-31	$418
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$868,622
Value of total assets at end of year	2010-12-31	$7,805,429
Value of total assets at beginning of year	2010-12-31	$6,421,670
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$23,753
Total interest from all sources	2010-12-31	$7,649
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$110,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$110,539
Administrative expenses professional fees incurred	2010-12-31	$23,753
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$387,657
Participant contributions at end of year	2010-12-31	$118,014
Participant contributions at beginning of year	2010-12-31	$94,124
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$129
Other income not declared elsewhere	2010-12-31	$8,571
Total non interest bearing cash at end of year	2010-12-31	$337
Total non interest bearing cash at beginning of year	2010-12-31	$602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,383,630
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,805,300
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,421,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,809,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,507,760
Value of interest in pooled separate accounts at end of year	2010-12-31	$4,302,880
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$3,648,269
Interest on participant loans	2010-12-31	$7,519
Interest earned on other investments	2010-12-31	$188,058
Value of interest in common/collective trusts at end of year	2010-12-31	$119,243
Value of interest in common/collective trusts at beginning of year	2010-12-31	$68,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,277,430
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,369,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,369,051
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,873,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$3,027,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$587,959
Net investment gain/loss from pooled separate accounts	2010-12-31	$558,628
Net investment gain or loss from common/collective trusts	2010-12-31	$1,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$480,965
Employer contributions (assets) at end of year	2010-12-31	$480,965
Employer contributions (assets) at beginning of year	2010-12-31	$381,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$177,418
Contract administrator fees	2010-12-31	$11,159
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	UHY, LLP
Accountancy firm EIN	2010-12-31	141811931
2009 : PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION

2016: PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PENSION PLAN FOR EMPLOYEES OF NEW YORK STATE BAR ASSOCIATION 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA-00397

Policy instance

Insurance contract or identification number	GA-00397
Number of Individuals Covered	116
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA-00397

Policy instance

Insurance contract or identification number	GA-00397
Number of Individuals Covered	119
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA-00397

Policy instance

Insurance contract or identification number	GA-00397
Number of Individuals Covered	121
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

11484

Policy instance

Insurance contract or identification number	11484
Number of Individuals Covered	121
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

11484

Policy instance

Insurance contract or identification number	11484
Number of Individuals Covered	122
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA-00397

Policy instance

Insurance contract or identification number	GA-00397
Number of Individuals Covered	122
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA-00397

Policy instance

Insurance contract or identification number	GA-00397
Number of Individuals Covered	125
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

11484

Policy instance

Insurance contract or identification number	11484
Number of Individuals Covered	125
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	NEW YORK STATE BAR ASSOCIATION
Employer identification number (EIN):	140923640
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations