401k Plan data: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN plan

THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 401k Plan overview

Plan Name	THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN
Plan identification number	001

THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE RESEARCH FOUNDATION FOR SUNY has sponsored the creation of one or more 401k plans.

Company Name: THE RESEARCH FOUNDATION FOR SUNY

Employer identification number (EIN): 141368361

NAIC Classification: 541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KATHLEEN CAGGIANO-SIINO KATHLEEN CAGGIANO-SIINO 2018-10-03
001 2016-01-01 JEFFREY CHEEK JEFFREY CHEEK 2017-10-04
001 2015-01-01 JEFFREY CHEEK JEFFREY CHEEK 2016-10-13
001 2014-01-01 ALEXANDER CARTWRIGHT ALEXANDER CARTWRIGHT 2015-10-13
001 2013-01-01 TIMOTHY KILLEEN TIMOTHY KILLEEN 2014-10-15
001 2012-01-01 TIMOTHY KILLEEN TIMOTHY KILLEEN 2013-10-11
001 2011-01-01 BONNY BOICE
001 2010-01-01 LYNN D. MANNING
001 2009-01-01 LYNN D. MANNING
001 2009-01-01 LYNN D. MANNING

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	KATHLEEN CAGGIANO-SIINO	KATHLEEN CAGGIANO-SIINO	2018-10-03
001	2016-01-01	JEFFREY CHEEK	JEFFREY CHEEK	2017-10-04
001	2015-01-01	JEFFREY CHEEK	JEFFREY CHEEK	2016-10-13
001	2014-01-01	ALEXANDER CARTWRIGHT	ALEXANDER CARTWRIGHT	2015-10-13
001	2013-01-01	TIMOTHY KILLEEN	TIMOTHY KILLEEN	2014-10-15
001	2012-01-01	TIMOTHY KILLEEN	TIMOTHY KILLEEN	2013-10-11
001	2011-01-01	BONNY BOICE
001	2010-01-01	LYNN D. MANNING
001	2009-01-01	LYNN D. MANNING
001	2009-01-01	LYNN D. MANNING

Plan Statistics for THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN

401k plan membership statisitcs for THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN

Measure Date Value
2022: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 17,369
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 10,120
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 7,135
Total of all active and inactive participants 2022-01-01 17,255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 335
Total participants 2022-01-01 17,590
Number of participants with account balances 2022-01-01 16,491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 19,377
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 11,139
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 5,983
Total of all active and inactive participants 2021-01-01 17,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 247
Total participants 2021-01-01 17,369
Number of participants with account balances 2021-01-01 16,270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 20,426
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6,339
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 13,854
Total of all active and inactive participants 2020-01-01 20,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 102
Total participants 2020-01-01 20,295
Number of participants with account balances 2020-01-01 19,377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 20,714
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6,458
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 13,890
Total of all active and inactive participants 2019-01-01 20,348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 78
Total participants 2019-01-01 20,426
Number of participants with account balances 2019-01-01 19,483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 21,091
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6,768
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 13,879
Total of all active and inactive participants 2018-01-01 20,647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 67
Total participants 2018-01-01 20,714
Number of participants with account balances 2018-01-01 19,765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 21,896
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7,099
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 13,930
Total of all active and inactive participants 2017-01-01 21,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 62
Total participants 2017-01-01 21,091
Number of participants with account balances 2017-01-01 20,164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 21,803
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7,164
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 14,672
Total of all active and inactive participants 2016-01-01 21,836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 60
Total participants 2016-01-01 21,896
Number of participants with account balances 2016-01-01 20,990
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 21,650
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7,267
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 14,475
Total of all active and inactive participants 2015-01-01 21,742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 61
Total participants 2015-01-01 21,803
Number of participants with account balances 2015-01-01 20,909
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 24,143
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7,300
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 14,290
Total of all active and inactive participants 2014-01-01 21,590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 60
Total participants 2014-01-01 21,650
Number of participants with account balances 2014-01-01 20,780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 25,088
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10,306
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 13,772
Total of all active and inactive participants 2013-01-01 24,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 65
Total participants 2013-01-01 24,143
Number of participants with account balances 2013-01-01 20,467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 25,204
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11,021
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 14,018
Total of all active and inactive participants 2012-01-01 25,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 49
Total participants 2012-01-01 25,088
Number of participants with account balances 2012-01-01 21,260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 16,355
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 13,134
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 7,961
Total of all active and inactive participants 2011-01-01 21,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 25
Total participants 2011-01-01 21,120
Number of participants with account balances 2011-01-01 16,918
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 21,885
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 19,415
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 1,370
Total of all active and inactive participants 2010-01-01 20,785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 22
Total participants 2010-01-01 20,807
Number of participants with account balances 2010-01-01 16,355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 24,588
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 19,082
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2,782
Total of all active and inactive participants 2009-01-01 21,864
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 21
Total participants 2009-01-01 21,885
Number of participants with account balances 2009-01-01 21,885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	17,369
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	10,120
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	7,135
Total of all active and inactive participants	2022-01-01	17,255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	335
Total participants	2022-01-01	17,590
Number of participants with account balances	2022-01-01	16,491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	19,377
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	11,139
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	5,983
Total of all active and inactive participants	2021-01-01	17,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	247
Total participants	2021-01-01	17,369
Number of participants with account balances	2021-01-01	16,270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	20,426
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6,339
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	13,854
Total of all active and inactive participants	2020-01-01	20,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	102
Total participants	2020-01-01	20,295
Number of participants with account balances	2020-01-01	19,377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	20,714
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6,458
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	13,890
Total of all active and inactive participants	2019-01-01	20,348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	78
Total participants	2019-01-01	20,426
Number of participants with account balances	2019-01-01	19,483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	21,091
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6,768
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	13,879
Total of all active and inactive participants	2018-01-01	20,647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	67
Total participants	2018-01-01	20,714
Number of participants with account balances	2018-01-01	19,765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	21,896
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7,099
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	13,930
Total of all active and inactive participants	2017-01-01	21,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	62
Total participants	2017-01-01	21,091
Number of participants with account balances	2017-01-01	20,164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	21,803
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7,164
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	14,672
Total of all active and inactive participants	2016-01-01	21,836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	60
Total participants	2016-01-01	21,896
Number of participants with account balances	2016-01-01	20,990
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	21,650
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7,267
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	14,475
Total of all active and inactive participants	2015-01-01	21,742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	61
Total participants	2015-01-01	21,803
Number of participants with account balances	2015-01-01	20,909
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	24,143
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7,300
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	14,290
Total of all active and inactive participants	2014-01-01	21,590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	60
Total participants	2014-01-01	21,650
Number of participants with account balances	2014-01-01	20,780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	25,088
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10,306
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	13,772
Total of all active and inactive participants	2013-01-01	24,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	65
Total participants	2013-01-01	24,143
Number of participants with account balances	2013-01-01	20,467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	25,204
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11,021
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	14,018
Total of all active and inactive participants	2012-01-01	25,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	49
Total participants	2012-01-01	25,088
Number of participants with account balances	2012-01-01	21,260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	16,355
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	13,134
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	7,961
Total of all active and inactive participants	2011-01-01	21,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	25
Total participants	2011-01-01	21,120
Number of participants with account balances	2011-01-01	16,918
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	21,885
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	19,415
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	1,370
Total of all active and inactive participants	2010-01-01	20,785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	22
Total participants	2010-01-01	20,807
Number of participants with account balances	2010-01-01	16,355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	24,588
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	19,082
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2,782
Total of all active and inactive participants	2009-01-01	21,864
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	21
Total participants	2009-01-01	21,885
Number of participants with account balances	2009-01-01	21,885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN

Measure	Date	Value
2022 : THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-107,459,308
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$56,675,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$56,165,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$30,746,058
Value of total assets at end of year	2022-12-31	$1,065,250,862
Value of total assets at beginning of year	2022-12-31	$1,229,385,985
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$510,238
Total interest from all sources	2022-12-31	$12,537,241
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$12,145,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$12,145,456
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$404,716
Administrative expenses (other) incurred	2022-12-31	$211,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-164,135,123
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,065,250,862
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,229,385,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$298,334
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$686,817,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$867,336,276
Value of interest in pooled separate accounts at end of year	2022-12-31	$45,926,084
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$43,848,153
Interest earned on other investments	2022-12-31	$12,537,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$332,507,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$318,201,556
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$7,733,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-166,486,531
Net investment gain/loss from pooled separate accounts	2022-12-31	$3,598,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$30,341,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$48,432,448
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2022-12-31	366055558
2021 : THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$355,459,324
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$185,952,674
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$68,692,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$67,875,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$30,882,939
Value of total assets at end of year	2021-12-31	$1,229,385,985
Value of total assets at beginning of year	2021-12-31	$1,467,584,921
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$816,976
Total interest from all sources	2021-12-31	$9,769,709
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$24,103,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$24,103,718
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$367,744
Other income not declared elsewhere	2021-12-31	$581,487
Administrative expenses (other) incurred	2021-12-31	$566,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$117,260,388
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,229,385,985
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,467,584,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$250,167
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$867,336,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$993,719,184
Value of interest in pooled separate accounts at end of year	2021-12-31	$43,848,153
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$45,758,549
Interest earned on other investments	2021-12-31	$9,769,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$318,201,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$428,107,188
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$8,103,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$113,908,760
Net investment gain/loss from pooled separate accounts	2021-12-31	$6,706,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$30,515,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$59,771,484
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	KPMG LLP
Accountancy firm EIN	2021-12-31	135565207
2020 : THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$188,995,658
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$73,118,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$72,784,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$31,126,463
Value of total assets at end of year	2020-12-31	$1,467,584,921
Value of total assets at beginning of year	2020-12-31	$1,351,707,791
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$333,853
Total interest from all sources	2020-12-31	$16,853,128
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$19,544,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$19,544,729
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$104,904
Administrative expenses (other) incurred	2020-12-31	$214,058
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$115,877,130
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,467,584,921
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,351,707,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$119,795
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$993,719,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$882,228,253
Value of interest in pooled separate accounts at end of year	2020-12-31	$45,758,549
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$50,566,350
Interest earned on other investments	2020-12-31	$16,853,128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$428,107,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$418,913,188
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$8,444,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$121,900,684
Net investment gain/loss from pooled separate accounts	2020-12-31	$-429,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$31,021,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$64,340,337
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	KPMG LLP
Accountancy firm EIN	2020-12-31	135565207
2019 : THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$223,621,221
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$78,715,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$78,600,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$30,557,245
Value of total assets at end of year	2019-12-31	$1,351,707,791
Value of total assets at beginning of year	2019-12-31	$1,206,802,138
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$114,764
Total interest from all sources	2019-12-31	$16,901,813
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$36,189,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$36,189,611
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$226,403
Administrative expenses (other) incurred	2019-12-31	$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$144,905,653
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,351,707,791
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,206,802,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$114,759
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$882,228,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$737,498,593
Value of interest in pooled separate accounts at end of year	2019-12-31	$50,566,350
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$48,177,161
Interest earned on other investments	2019-12-31	$16,901,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$418,913,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$421,126,384
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$12,223,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$137,322,148
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,650,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$30,330,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$66,377,089
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KPMG LLP
Accountancy firm EIN	2019-12-31	135565207
2018 : THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$-7,939,936
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$79,757,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$79,712,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$31,243,068
Value of total assets at end of year	2018-12-31	$1,206,802,138
Value of total assets at beginning of year	2018-12-31	$1,294,499,973
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$45,490
Total interest from all sources	2018-12-31	$17,694,849
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$20,091,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$20,091,498
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$159,749
Administrative expenses (other) incurred	2018-12-31	$45,490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-87,697,835
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,206,802,138
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,294,499,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$737,498,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$825,784,454
Value of interest in pooled separate accounts at end of year	2018-12-31	$48,177,161
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$47,318,756
Interest earned on other investments	2018-12-31	$17,694,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$421,126,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$421,396,763
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$13,551,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-79,187,309
Net investment gain/loss from pooled separate accounts	2018-12-31	$2,217,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$31,083,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$66,160,886
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	KPMG LLP
Accountancy firm EIN	2018-12-31	135565207
2017 : THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$192,568,955
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$74,734,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$74,581,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$32,950,519
Value of total assets at end of year	2017-12-31	$1,294,499,973
Value of total assets at beginning of year	2017-12-31	$1,176,665,401
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$153,004
Total interest from all sources	2017-12-31	$17,250,588
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$16,445,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$16,445,219
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$722,801
Administrative expenses (other) incurred	2017-12-31	$153,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$117,834,572
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,294,499,973
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,176,665,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$825,784,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$706,894,297
Value of interest in pooled separate accounts at end of year	2017-12-31	$47,318,756
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$48,664,156
Interest earned on other investments	2017-12-31	$17,250,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$421,396,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$421,106,948
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$12,082,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$123,860,634
Net investment gain/loss from pooled separate accounts	2017-12-31	$2,061,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$32,227,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$62,498,830
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KPMG LLP
Accountancy firm EIN	2017-12-31	135565207
2016 : THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 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	$103,261,317
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$66,080,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$65,725,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$32,074,256
Value of total assets at end of year	2016-12-31	$1,176,665,401
Value of total assets at beginning of year	2016-12-31	$1,139,484,344
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$354,372
Total interest from all sources	2016-12-31	$18,676,812
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$8,149,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$8,149,680
Administrative expenses professional fees incurred	2016-12-31	$353,639
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
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
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$446,443
Administrative expenses (other) incurred	2016-12-31	$733
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	$37,181,057
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,176,665,401
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,139,484,344
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 registered invesment companies (eg mutual funds) at end of year	2016-12-31	$706,894,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$678,259,512
Value of interest in pooled separate accounts at end of year	2016-12-31	$48,664,156
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$45,868,201
Interest earned on other investments	2016-12-31	$18,676,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$421,106,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$415,356,631
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$8,644,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$41,954,107
Net investment gain/loss from pooled separate accounts	2016-12-31	$2,406,462
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	$31,627,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$57,081,258
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	KPMG LLP
Accountancy firm EIN	2016-12-31	135565207
2015 : THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 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	$50,011,966
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$69,024,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$69,023,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$31,850,752
Value of total assets at end of year	2015-12-31	$1,139,484,344
Value of total assets at beginning of year	2015-12-31	$1,158,496,443
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,030
Total interest from all sources	2015-12-31	$17,477,346
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$10,047,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$10,047,101
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
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
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$703,375
Administrative expenses (other) incurred	2015-12-31	$1,030
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	$-19,012,099
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,139,484,344
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,158,496,443
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 registered invesment companies (eg mutual funds) at end of year	2015-12-31	$678,259,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$703,612,151
Value of interest in pooled separate accounts at end of year	2015-12-31	$45,868,201
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$42,025,153
Interest earned on other investments	2015-12-31	$17,477,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$415,356,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$412,859,139
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$6,292,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-12,815,697
Net investment gain/loss from pooled separate accounts	2015-12-31	$3,452,464
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	$31,147,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$62,730,389
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	KPMG LLP
Accountancy firm EIN	2015-12-31	135565207
2014 : THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 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	$98,825,137
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$65,021,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$64,846,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$31,883,365
Value of total assets at end of year	2014-12-31	$1,158,496,443
Value of total assets at beginning of year	2014-12-31	$1,124,692,424
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$174,476
Total interest from all sources	2014-12-31	$17,889,382
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$10,401,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$10,401,561
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
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
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,345,307
Administrative expenses (other) incurred	2014-12-31	$174,476
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	$33,804,019
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,158,496,443
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,124,692,424
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 registered invesment companies (eg mutual funds) at end of year	2014-12-31	$703,612,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$677,998,071
Value of interest in pooled separate accounts at end of year	2014-12-31	$42,025,153
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$36,866,921
Interest earned on other investments	2014-12-31	$17,889,382
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$412,859,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$409,827,432
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$8,189,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$34,083,885
Net investment gain/loss from pooled separate accounts	2014-12-31	$4,566,944
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	$30,538,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$56,656,750
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	KPMG LLP
Accountancy firm EIN	2014-12-31	135565207
2013 : THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 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	$176,975,837
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$59,633,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$59,633,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$31,383,922
Value of total assets at end of year	2013-12-31	$1,124,692,424
Value of total assets at beginning of year	2013-12-31	$1,007,349,734
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$17,067,597
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$7,176,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$7,176,157
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
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
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$953,380
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	$117,342,690
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,124,692,424
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,007,349,734
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 registered invesment companies (eg mutual funds) at end of year	2013-12-31	$677,998,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$569,742,456
Value of interest in pooled separate accounts at end of year	2013-12-31	$36,866,921
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$32,644,646
Interest earned on other investments	2013-12-31	$17,067,597
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$409,827,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$404,962,632
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$7,341,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$118,132,822
Net investment gain/loss from pooled separate accounts	2013-12-31	$3,215,339
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	$30,430,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$52,291,677
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	2013-12-31	No
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	KPMG LLP
Accountancy firm EIN	2013-12-31	135565207
2012 : THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 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	$126,671,595
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$56,133,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$56,133,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$32,218,395
Value of total assets at end of year	2012-12-31	$1,007,349,734
Value of total assets at beginning of year	2012-12-31	$936,811,747
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$16,306,499
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$3,779,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$3,779,429
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$50,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
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
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,924,546
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$98,825
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	$70,537,987
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,007,349,734
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$936,811,747
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 registered invesment companies (eg mutual funds) at end of year	2012-12-31	$569,742,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$508,909,145
Value of interest in pooled separate accounts at end of year	2012-12-31	$32,644,646
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$28,551,174
Interest earned on other investments	2012-12-31	$16,306,499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$404,962,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$399,351,428
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$7,444,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$71,447,551
Net investment gain/loss from pooled separate accounts	2012-12-31	$2,919,721
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	$30,293,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$48,589,958
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	2012-12-31	No
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	KPMG LLP
Accountancy firm EIN	2012-12-31	135565207
2011 : THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 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	$37,499,416
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$51,687,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$51,685,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$31,275,344
Value of total assets at end of year	2011-12-31	$936,811,747
Value of total assets at beginning of year	2011-12-31	$950,999,719
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,237
Total interest from all sources	2011-12-31	$3,885,656
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$2,670,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$2,670,829
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$50,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$744,243
Administrative expenses (other) incurred	2011-12-31	$2,237
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	$-14,187,972
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$936,811,747
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$950,999,719
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 registered invesment companies (eg mutual funds) at end of year	2011-12-31	$508,909,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$535,876,202
Value of interest in pooled separate accounts at end of year	2011-12-31	$28,551,174
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$23,901,494
Interest earned on other investments	2011-12-31	$3,885,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$399,351,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$391,222,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-3,544,393
Net investment gain/loss from pooled separate accounts	2011-12-31	$3,211,980
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	$30,531,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$51,685,151
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	2011-12-31	No
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	KPMG LLP
Accountancy firm EIN	2011-12-31	135565207
2010 : THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 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	$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	$114,667,656
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$41,611,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$41,611,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$32,631,763
Value of total assets at end of year	2010-12-31	$950,999,719
Value of total assets at beginning of year	2010-12-31	$877,943,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$3,526,599
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,605,206
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	$1,605,206
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$50,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$84,423
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	$73,056,593
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$950,999,719
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$877,943,126
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	$535,876,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$476,949,046
Value of interest in pooled separate accounts at end of year	2010-12-31	$23,901,494
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$17,600,107
Interest earned on other investments	2010-12-31	$3,526,599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$391,222,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$383,393,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$74,268,721
Net investment gain/loss from pooled separate accounts	2010-12-31	$2,635,367
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	$32,547,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$41,611,063
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	KPMG-LLP
Accountancy firm EIN	2010-12-31	135565207

Form 5500 Responses for THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN

2022: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 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 funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 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 funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 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 funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 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 funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE RESEARCH FOUNDATION FOR SUNY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

101100

Policy instance

Insurance contract or identification number	101100
Number of Individuals Covered	16387
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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?	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 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?	Yes
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

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

Policy contract number

101100

Policy instance

Insurance contract or identification number	101100
Number of Individuals Covered	16148
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 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?	Yes
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

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

Policy contract number

101100

Policy instance

Insurance contract or identification number	101100
Number of Individuals Covered	11257
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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?	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 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?	Yes
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

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

Policy contract number

101100

Policy instance

Insurance contract or identification number	101100
Number of Individuals Covered	11584
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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?	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 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?	Yes
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

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

Policy contract number

101100

Policy instance

Insurance contract or identification number	101100
Number of Individuals Covered	8812
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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?	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 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?	Yes
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

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

Policy contract number

101100

Policy instance

Insurance contract or identification number	101100
Number of Individuals Covered	8957
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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?	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 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?	Yes
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

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

Policy contract number

101100

Policy instance

Insurance contract or identification number	101100
Number of Individuals Covered	9326
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?	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 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

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

Policy contract number

101100

Policy instance

Insurance contract or identification number	101100
Number of Individuals Covered	9449
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?	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 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

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

Policy contract number

101100

Policy instance

Insurance contract or identification number	101100
Number of Individuals Covered	9611
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?	Yes
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

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

Policy contract number

101100

Policy instance

Insurance contract or identification number	101100
Number of Individuals Covered	21260
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?	Yes
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

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

Policy contract number

101100

Policy instance

Insurance contract or identification number	101100
Number of Individuals Covered	16918
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?	Yes
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

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

Policy contract number

101100

Policy instance

Insurance contract or identification number	101100
Number of Individuals Covered	16355
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
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?	Yes
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

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Company Name:	THE RESEARCH FOUNDATION FOR SUNY
Employer identification number (EIN):	141368361
NAIC Classification:	541700