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COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameCOUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

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

COUNCIL ON FOREIGN RELATIONS has sponsored the creation of one or more 401k plans.

Company Name:COUNCIL ON FOREIGN RELATIONS
Employer identification number (EIN):131628168
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about COUNCIL ON FOREIGN RELATIONS

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 584190

More information about COUNCIL ON FOREIGN RELATIONS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01JAN MOWDER HUGHES
0012016-07-01JAN MOWDER HUGHES
0012015-07-01JAN MOWDER HUGHES
0012014-07-01JAN MOWDER HUGHES
0012013-07-01JAN MOWDER HUGHES
0012012-07-01JAN MOWDER HUGHES
0012011-07-01JAN MOWDER HUGHES
0012009-07-01JAN HUGHES
0012009-07-01 JAN HUGHES2011-04-04

Plan Statistics for COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01971
Total number of active participants reported on line 7a of the Form 55002022-07-01345
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-01645
Total of all active and inactive participants2022-07-01990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-019
Total participants2022-07-01999
Number of participants with account balances2022-07-01989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01947
Total number of active participants reported on line 7a of the Form 55002021-07-01334
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01629
Total of all active and inactive participants2021-07-01963
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0111
Total participants2021-07-01974
Number of participants with account balances2021-07-01963
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01967
Total number of active participants reported on line 7a of the Form 55002020-07-01334
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01613
Total of all active and inactive participants2020-07-01947
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-013
Total participants2020-07-01950
Number of participants with account balances2020-07-01947
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01944
Total number of active participants reported on line 7a of the Form 55002019-07-01376
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01588
Total of all active and inactive participants2019-07-01964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-012
Total participants2019-07-01966
Number of participants with account balances2019-07-01962
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01926
Total number of active participants reported on line 7a of the Form 55002018-07-01350
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01596
Total of all active and inactive participants2018-07-01946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-01948
Number of participants with account balances2018-07-01944
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01934
Total number of active participants reported on line 7a of the Form 55002017-07-01306
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01617
Total of all active and inactive participants2017-07-01923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-014
Total participants2017-07-01927
Number of participants with account balances2017-07-01921
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01911
Total number of active participants reported on line 7a of the Form 55002016-07-01298
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01633
Total of all active and inactive participants2016-07-01931
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-013
Total participants2016-07-01934
Number of participants with account balances2016-07-01928
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01847
Total number of active participants reported on line 7a of the Form 55002015-07-01298
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01588
Total of all active and inactive participants2015-07-01886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-012
Total participants2015-07-01888
Number of participants with account balances2015-07-01880
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01834
Total number of active participants reported on line 7a of the Form 55002014-07-01281
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01565
Total of all active and inactive participants2014-07-01846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-012
Total participants2014-07-01848
Number of participants with account balances2014-07-01840
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01778
Total number of active participants reported on line 7a of the Form 55002013-07-01283
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01549
Total of all active and inactive participants2013-07-01832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-012
Total participants2013-07-01834
Number of participants with account balances2013-07-01826
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01733
Total number of active participants reported on line 7a of the Form 55002012-07-01260
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01516
Total of all active and inactive participants2012-07-01776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-012
Total participants2012-07-01778
Number of participants with account balances2012-07-01773
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01692
Total number of active participants reported on line 7a of the Form 55002011-07-01256
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01476
Total of all active and inactive participants2011-07-01732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01733
Number of participants with account balances2011-07-01728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01651
Total number of active participants reported on line 7a of the Form 55002009-07-01278
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01396
Total of all active and inactive participants2009-07-01674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01674
Number of participants with account balances2009-07-01646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023 : COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$26,338,670
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$5,227,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$5,161,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$12,496,864
Value of total assets at end of year2023-06-30$127,989,376
Value of total assets at beginning of year2023-06-30$106,877,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$66,152
Total interest from all sources2023-06-30$959,327
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$973,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$973,302
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$2,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$2,736,344
Participant contributions at end of year2023-06-30$100,069
Participant contributions at beginning of year2023-06-30$54,444
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$7,450,645
Other income not declared elsewhere2023-06-30$8,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$21,111,409
Value of net assets at end of year (total assets less liabilities)2023-06-30$127,989,376
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$106,877,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$99,820,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$80,336,097
Value of interest in pooled separate accounts at end of year2023-06-30$5,660,358
Value of interest in pooled separate accounts at beginning of year2023-06-30$5,549,641
Interest on participant loans2023-06-30$3,456
Interest earned on other investments2023-06-30$955,871
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$22,408,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$20,937,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$12,453,272
Net investment gain/loss from pooled separate accounts2023-06-30$-552,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$2,309,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$5,161,109
Contract administrator fees2023-06-30$66,152
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Disclaimer
Accountancy firm name2023-06-30GRANT THORNTON LLP
Accountancy firm EIN2023-06-30366055558
2022 : COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-9,186,784
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$3,792,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$3,735,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$4,876,131
Value of total assets at end of year2022-06-30$106,877,967
Value of total assets at beginning of year2022-06-30$119,857,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$57,416
Total interest from all sources2022-06-30$734,386
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$1,196,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$1,196,404
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$2,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$2,530,324
Participant contributions at end of year2022-06-30$54,444
Participant contributions at beginning of year2022-06-30$3,187
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$49,563
Other income not declared elsewhere2022-06-30$35,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-12,979,759
Value of net assets at end of year (total assets less liabilities)2022-06-30$106,877,967
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$119,857,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$80,336,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$95,121,271
Value of interest in pooled separate accounts at end of year2022-06-30$5,549,641
Value of interest in pooled separate accounts at beginning of year2022-06-30$4,387,115
Interest on participant loans2022-06-30$933
Interest earned on other investments2022-06-30$733,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$20,937,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$20,346,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-17,039,645
Net investment gain/loss from pooled separate accounts2022-06-30$1,010,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$2,296,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$3,735,559
Contract administrator fees2022-06-30$57,416
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30GRANT THORNTON LLP
Accountancy firm EIN2022-06-30366055558
2021 : COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$30,720,651
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$4,377,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$4,329,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$4,751,388
Value of total assets at end of year2021-06-30$119,857,726
Value of total assets at beginning of year2021-06-30$93,514,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$48,441
Total interest from all sources2021-06-30$731,309
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$607,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$607,897
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$2,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$2,229,911
Participant contributions at end of year2021-06-30$3,187
Participant contributions at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$161,390
Other income not declared elsewhere2021-06-30$35,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$26,343,061
Value of net assets at end of year (total assets less liabilities)2021-06-30$119,857,726
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$93,514,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$95,121,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$70,326,897
Value of interest in pooled separate accounts at end of year2021-06-30$4,387,115
Value of interest in pooled separate accounts at beginning of year2021-06-30$4,076,016
Interest on participant loans2021-06-30$37
Interest earned on other investments2021-06-30$731,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$20,346,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$19,111,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$24,312,670
Net investment gain/loss from pooled separate accounts2021-06-30$282,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$2,360,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$4,329,149
Contract administrator fees2021-06-30$48,441
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30GRANT THORTON LLP
Accountancy firm EIN2021-06-30366055558
2020 : COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$9,394,573
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$6,593,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$6,553,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$4,685,877
Value of total assets at end of year2020-06-30$93,514,665
Value of total assets at beginning of year2020-06-30$90,713,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$40,106
Total interest from all sources2020-06-30$739,134
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$491,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$491,576
Administrative expenses professional fees incurred2020-06-30$40,106
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$2,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$2,184,935
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$135,521
Other income not declared elsewhere2020-06-30$20,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$2,800,789
Value of net assets at end of year (total assets less liabilities)2020-06-30$93,514,665
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$90,713,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$70,326,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$66,742,341
Value of interest in pooled separate accounts at end of year2020-06-30$4,076,016
Value of interest in pooled separate accounts at beginning of year2020-06-30$4,133,149
Interest earned on other investments2020-06-30$739,134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$19,111,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$19,838,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$3,417,318
Net investment gain/loss from pooled separate accounts2020-06-30$40,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$2,365,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$6,553,678
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30GRANT THORNTON LLP
Accountancy firm EIN2020-06-30366055558
2019 : COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$12,137,715
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$4,634,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$4,599,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$7,230,261
Value of total assets at end of year2019-06-30$90,713,876
Value of total assets at beginning of year2019-06-30$83,210,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$35,013
Total interest from all sources2019-06-30$740,241
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$482,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$482,984
Administrative expenses professional fees incurred2019-06-30$35,013
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$2,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$2,000,132
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$3,045,430
Other income not declared elsewhere2019-06-30$12,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$7,502,913
Value of net assets at end of year (total assets less liabilities)2019-06-30$90,713,876
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$83,210,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$66,742,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$61,130,981
Value of interest in pooled separate accounts at end of year2019-06-30$4,133,149
Value of interest in pooled separate accounts at beginning of year2019-06-30$3,898,786
Interest earned on other investments2019-06-30$740,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$19,838,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$18,181,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$3,469,011
Net investment gain/loss from pooled separate accounts2019-06-30$202,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$2,184,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$4,599,789
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30GRANT THORNTON LLP
Accountancy firm EIN2019-06-30366055558
2018 : COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$12,607,217
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$3,650,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$3,622,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$5,238,036
Value of total assets at end of year2018-06-30$83,210,963
Value of total assets at beginning of year2018-06-30$74,254,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$27,418
Total interest from all sources2018-06-30$707,700
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$353,094
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$353,094
Administrative expenses professional fees incurred2018-06-30$27,418
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$1,898,584
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$1,298,083
Other income not declared elsewhere2018-06-30$14,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$8,956,960
Value of net assets at end of year (total assets less liabilities)2018-06-30$83,210,963
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$74,254,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$61,130,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$53,254,591
Value of interest in pooled separate accounts at end of year2018-06-30$3,898,786
Value of interest in pooled separate accounts at beginning of year2018-06-30$3,601,866
Interest earned on other investments2018-06-30$707,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$18,181,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$17,397,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$6,107,707
Net investment gain/loss from pooled separate accounts2018-06-30$185,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$2,041,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$3,622,839
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30GRANT THORNTON LLP
Accountancy firm EIN2018-06-30366055558
2017 : COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets to this plan2017-06-30$13,433,354
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$12,908,197
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$4,130,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$4,119,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$4,860,926
Value of total assets at end of year2017-06-30$74,254,003
Value of total assets at beginning of year2017-06-30$52,043,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$11,392
Total interest from all sources2017-06-30$729,526
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$164,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$164,469
Administrative expenses professional fees incurred2017-06-30$11,392
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$1,746,615
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$1,169,496
Other income not declared elsewhere2017-06-30$11,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$8,777,220
Value of net assets at end of year (total assets less liabilities)2017-06-30$74,254,003
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$52,043,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$53,254,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$34,570,237
Value of interest in pooled separate accounts at end of year2017-06-30$3,601,866
Value of interest in pooled separate accounts at beginning of year2017-06-30$2,859,472
Interest earned on other investments2017-06-30$729,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$17,397,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$14,613,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$7,002,488
Net investment gain/loss from pooled separate accounts2017-06-30$138,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,944,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$4,119,585
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30GRANT THORNTON LLP
Accountancy firm EIN2017-06-30366055558
2016 : COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets from this plan2016-06-30$19,968
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$2,700,811
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,693,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,693,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$2,298,148
Value of total assets at end of year2016-06-30$52,043,429
Value of total assets at beginning of year2016-06-30$51,056,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$0
Total interest from all sources2016-06-30$618,363
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$61,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$61,528
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$455,356
Other income not declared elsewhere2016-06-30$5,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$1,007,200
Value of net assets at end of year (total assets less liabilities)2016-06-30$52,043,429
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$51,056,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$34,570,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$34,139,080
Value of interest in pooled separate accounts at end of year2016-06-30$2,859,472
Value of interest in pooled separate accounts at beginning of year2016-06-30$2,694,278
Interest earned on other investments2016-06-30$618,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$14,613,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$14,222,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-466,966
Net investment gain/loss from pooled separate accounts2016-06-30$184,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$1,842,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,693,611
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30GRANT THORNTON LLP
Accountancy firm EIN2016-06-30366055558
2015 : COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$4,470,167
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$3,534,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$3,534,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$2,125,862
Value of total assets at end of year2015-06-30$51,056,197
Value of total assets at beginning of year2015-06-30$50,120,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$604,464
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$33,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$33,585
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$414,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$936,014
Value of net assets at end of year (total assets less liabilities)2015-06-30$51,056,197
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$50,120,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$34,139,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$33,671,631
Value of interest in pooled separate accounts at end of year2015-06-30$2,694,278
Value of interest in pooled separate accounts at beginning of year2015-06-30$2,365,626
Interest earned on other investments2015-06-30$604,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$14,222,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$14,082,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$1,453,898
Net investment gain/loss from pooled separate accounts2015-06-30$252,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$1,710,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$3,534,153
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30GRANT THORNTON LLP
Accountancy firm EIN2015-06-30366055558
2014 : COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total transfer of assets to this plan2014-06-30$117
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$8,471,457
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,524,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,524,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$2,106,250
Value of total assets at end of year2014-06-30$50,120,183
Value of total assets at beginning of year2014-06-30$43,172,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$592,874
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$9,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$9,756
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$410,653
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$6,947,153
Value of net assets at end of year (total assets less liabilities)2014-06-30$50,120,183
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$43,172,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$33,671,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$27,464,909
Value of interest in pooled separate accounts at end of year2014-06-30$2,365,626
Value of interest in pooled separate accounts at beginning of year2014-06-30$1,953,032
Interest earned on other investments2014-06-30$592,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$14,082,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$13,754,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$5,535,121
Net investment gain/loss from pooled separate accounts2014-06-30$227,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$1,695,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,524,304
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30GRANT THORNTON LLP
Accountancy firm EIN2014-06-30366055558
2013 : COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$5,928,945
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,592,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,592,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,962,420
Value of total assets at end of year2013-06-30$43,172,913
Value of total assets at beginning of year2013-06-30$38,836,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$561,942
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$377,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$4,336,068
Value of net assets at end of year (total assets less liabilities)2013-06-30$43,172,913
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$38,836,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$27,464,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$23,443,263
Value of interest in pooled separate accounts at end of year2013-06-30$1,953,032
Value of interest in pooled separate accounts at beginning of year2013-06-30$1,642,117
Interest earned on other investments2013-06-30$561,942
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$13,754,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$13,751,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$3,256,073
Net investment gain/loss from pooled separate accounts2013-06-30$148,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$1,585,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,592,877
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MARKS PANETH LLP
Accountancy firm EIN2013-06-30113518842
2012 : COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$2,595,170
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$2,360,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$2,360,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,826,832
Value of total assets at end of year2012-06-30$38,836,845
Value of total assets at beginning of year2012-06-30$38,602,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$134,950
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$345,746
Other income not declared elsewhere2012-06-30$432,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$234,781
Value of net assets at end of year (total assets less liabilities)2012-06-30$38,836,845
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$38,602,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$23,443,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$23,313,554
Value of interest in pooled separate accounts at end of year2012-06-30$1,642,117
Value of interest in pooled separate accounts at beginning of year2012-06-30$1,359,223
Interest earned on other investments2012-06-30$134,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$13,751,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$13,929,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$41,662
Net investment gain/loss from pooled separate accounts2012-06-30$158,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$1,481,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$2,360,389
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MARKS PANETH & SHRON LLP
Accountancy firm EIN2012-06-30113518842
2011 : COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$7,513,846
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$3,282,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$3,282,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,779,571
Value of total assets at end of year2011-06-30$38,602,064
Value of total assets at beginning of year2011-06-30$34,371,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$117,923
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$334,230
Other income not declared elsewhere2011-06-30$427,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$4,230,897
Value of net assets at end of year (total assets less liabilities)2011-06-30$38,602,064
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$34,371,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$23,313,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$19,649,972
Value of interest in pooled separate accounts at end of year2011-06-30$1,359,223
Value of interest in pooled separate accounts at beginning of year2011-06-30$1,047,939
Interest earned on other investments2011-06-30$117,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$13,929,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$13,673,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$4,980,641
Net investment gain/loss from pooled separate accounts2011-06-30$207,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,445,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$3,282,949
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MARKS PANETH & SHRON LLP
Accountancy firm EIN2011-06-30113518842
2010 : COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

2022: COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedYes
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: COUNCIL ON FOREIGN RELATIONS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103973
Policy instance 1
Insurance contract or identification number103973
Number of Individuals Covered620
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103973
Policy instance 1
Insurance contract or identification number103973
Number of Individuals Covered636
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103973
Policy instance 1
Insurance contract or identification number103973
Number of Individuals Covered658
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103973
Policy instance 1
Insurance contract or identification number103973
Number of Individuals Covered676
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103973
Policy instance 1
Insurance contract or identification number103973
Number of Individuals Covered697
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103973
Policy instance 1
Insurance contract or identification number103973
Number of Individuals Covered709
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103973
Policy instance 1
Insurance contract or identification number103973
Number of Individuals Covered724
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103973
Policy instance 1
Insurance contract or identification number103973
Number of Individuals Covered742
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103973
Policy instance 1
Insurance contract or identification number103973
Number of Individuals Covered773
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103973
Policy instance 1
Insurance contract or identification number103973
Number of Individuals Covered774
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103973
Policy instance 1
Insurance contract or identification number103973
Number of Individuals Covered730
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103973
Policy instance 1
Insurance contract or identification number103973
Number of Individuals Covered694
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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