401k Plan data: RUSSELL SAGE FOUNDATION RETIREMENT PLAN plan

RUSSELL SAGE FOUNDATION RETIREMENT PLAN 401k Plan overview

Plan Name	RUSSELL SAGE FOUNDATION RETIREMENT PLAN
Plan identification number	001

RUSSELL SAGE FOUNDATION RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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

RUSSELL SAGE FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: RUSSELL SAGE FOUNDATION

Employer identification number (EIN): 131635303

NAIC Classification: 611000

Additional information about RUSSELL SAGE FOUNDATION

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1907-01-01

Company Identification Number: 2476989

More information about RUSSELL SAGE FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RUSSELL SAGE FOUNDATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-10-01 ANNA SILVERA 2024-02-22
001 2021-10-01 ANNA SILVERA 2023-04-24
001 2020-10-01 WILLIAM MOON 2022-03-09
001 2019-10-01 WILLIAM MOON 2021-03-16
001 2018-10-01 WILLIAM MOON 2020-04-30
001 2017-10-01 WILLIAM MOON 2019-04-02
001 2016-10-01
001 2015-10-01
001 2014-10-01
001 2013-10-01
001 2012-10-01 CHRISTOPHER BROGNA 2014-04-24
001 2011-10-01 CHRISTOPHER BROGNA 2013-04-23
001 2010-10-01 CHRISTOPHER BROGNA 2012-04-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-10-01	ANNA SILVERA	2024-02-22
001	2021-10-01	ANNA SILVERA	2023-04-24
001	2020-10-01	WILLIAM MOON	2022-03-09
001	2019-10-01	WILLIAM MOON	2021-03-16
001	2018-10-01	WILLIAM MOON	2020-04-30
001	2017-10-01	WILLIAM MOON	2019-04-02
001	2016-10-01
001	2015-10-01
001	2014-10-01
001	2013-10-01
001	2012-10-01	CHRISTOPHER BROGNA	2014-04-24
001	2011-10-01	CHRISTOPHER BROGNA	2013-04-23
001	2010-10-01	CHRISTOPHER BROGNA	2012-04-24

Plan Statistics for RUSSELL SAGE FOUNDATION RETIREMENT PLAN

401k plan membership statisitcs for RUSSELL SAGE FOUNDATION RETIREMENT PLAN

Measure Date Value
2022: RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-10-01 167
Total number of active participants reported on line 7a of the Form 5500 2022-10-01 34
Number of retired or separated participants receiving benefits 2022-10-01 0
Number of other retired or separated participants entitled to future benefits 2022-10-01 127
Total of all active and inactive participants 2022-10-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-10-01 4
Total participants 2022-10-01 165
Number of participants with account balances 2022-10-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-10-01 0
2021: RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 158
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 37
Number of retired or separated participants receiving benefits 2021-10-01 0
Number of other retired or separated participants entitled to future benefits 2021-10-01 125
Total of all active and inactive participants 2021-10-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 5
Total participants 2021-10-01 167
Number of participants with account balances 2021-10-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 0
2020: RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 160
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 34
Number of retired or separated participants receiving benefits 2020-10-01 0
Number of other retired or separated participants entitled to future benefits 2020-10-01 124
Total of all active and inactive participants 2020-10-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 158
Number of participants with account balances 2020-10-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 0
2019: RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 168
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 33
Number of retired or separated participants receiving benefits 2019-10-01 0
Number of other retired or separated participants entitled to future benefits 2019-10-01 125
Total of all active and inactive participants 2019-10-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 2
Total participants 2019-10-01 160
Number of participants with account balances 2019-10-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 0
2018: RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 167
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 33
Number of retired or separated participants receiving benefits 2018-10-01 0
Number of other retired or separated participants entitled to future benefits 2018-10-01 134
Total of all active and inactive participants 2018-10-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 1
Total participants 2018-10-01 168
Number of participants with account balances 2018-10-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 0
2017: RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 167
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 36
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 130
Total of all active and inactive participants 2017-10-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 1
Total participants 2017-10-01 167
Number of participants with account balances 2017-10-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0
2016: RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 160
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 35
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 131
Total of all active and inactive participants 2016-10-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 1
Total participants 2016-10-01 167
Number of participants with account balances 2016-10-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 146
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 44
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 109
Total of all active and inactive participants 2015-10-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 153
Number of participants with account balances 2015-10-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 1

Measure	Date	Value
2022: RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-10-01	167
Total number of active participants reported on line 7a of the Form 5500	2022-10-01	34
Number of retired or separated participants receiving benefits	2022-10-01	0
Number of other retired or separated participants entitled to future benefits	2022-10-01	127
Total of all active and inactive participants	2022-10-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-10-01	4
Total participants	2022-10-01	165
Number of participants with account balances	2022-10-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-10-01	0
2021: RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	158
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	37
Number of retired or separated participants receiving benefits	2021-10-01	0
Number of other retired or separated participants entitled to future benefits	2021-10-01	125
Total of all active and inactive participants	2021-10-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	5
Total participants	2021-10-01	167
Number of participants with account balances	2021-10-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	0
2020: RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	160
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	34
Number of retired or separated participants receiving benefits	2020-10-01	0
Number of other retired or separated participants entitled to future benefits	2020-10-01	124
Total of all active and inactive participants	2020-10-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	158
Number of participants with account balances	2020-10-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	0
2019: RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	168
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	33
Number of retired or separated participants receiving benefits	2019-10-01	0
Number of other retired or separated participants entitled to future benefits	2019-10-01	125
Total of all active and inactive participants	2019-10-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	2
Total participants	2019-10-01	160
Number of participants with account balances	2019-10-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	0
2018: RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	167
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	33
Number of retired or separated participants receiving benefits	2018-10-01	0
Number of other retired or separated participants entitled to future benefits	2018-10-01	134
Total of all active and inactive participants	2018-10-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	1
Total participants	2018-10-01	168
Number of participants with account balances	2018-10-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	0
2017: RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	167
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	36
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	130
Total of all active and inactive participants	2017-10-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	1
Total participants	2017-10-01	167
Number of participants with account balances	2017-10-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0
2016: RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	160
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	35
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	131
Total of all active and inactive participants	2016-10-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	1
Total participants	2016-10-01	167
Number of participants with account balances	2016-10-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	146
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	44
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	109
Total of all active and inactive participants	2015-10-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	153
Number of participants with account balances	2015-10-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	1

Financial Data on RUSSELL SAGE FOUNDATION RETIREMENT PLAN

Measure	Date	Value
2023 : RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-09-30	$0
Total income from all sources (including contributions)	2023-09-30	$4,921,451
Total loss/gain on sale of assets	2023-09-30	$0
Total of all expenses incurred	2023-09-30	$576,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-09-30	$569,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-09-30	$783,986
Value of total assets at end of year	2023-09-30	$37,637,546
Value of total assets at beginning of year	2023-09-30	$33,292,251
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-09-30	$6,987
Total interest from all sources	2023-09-30	$393,704
Total dividends received (eg from common stock, registered investment company shares)	2023-09-30	$594,762
Total dividends received from registered investment company shares (eg mutual funds)	2023-09-30	$594,762
Was this plan covered by a fidelity bond	2023-09-30	Yes
Value of fidelity bond cover	2023-09-30	$500,000
If this is an individual account plan, was there a blackout period	2023-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-09-30	No
Contributions received from participants	2023-09-30	$285,405
Participant contributions at end of year	2023-09-30	$127,804
Participant contributions at beginning of year	2023-09-30	$43,816
Income. Received or receivable in cash from other sources (including rollovers)	2023-09-30	$12,811
Other income not declared elsewhere	2023-09-30	$21,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-09-30	No
Value of net income/loss	2023-09-30	$4,345,295
Value of net assets at end of year (total assets less liabilities)	2023-09-30	$37,637,546
Value of net assets at beginning of year (total assets less liabilities)	2023-09-30	$33,292,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-09-30	No
Were any leases to which the plan was party in default or uncollectible	2023-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-09-30	$27,813,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-09-30	$24,471,382
Value of interest in pooled separate accounts at end of year	2023-09-30	$824,458
Value of interest in pooled separate accounts at beginning of year	2023-09-30	$1,057,711
Interest on participant loans	2023-09-30	$4,846
Interest earned on other investments	2023-09-30	$388,858
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-09-30	$8,871,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-09-30	$7,719,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-09-30	$3,250,566
Net investment gain/loss from pooled separate accounts	2023-09-30	$-123,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-09-30	No
Was there a failure to transmit to the plan any participant contributions	2023-09-30	No
Has the plan failed to provide any benefit when due under the plan	2023-09-30	No
Contributions received in cash from employer	2023-09-30	$485,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-09-30	$569,169
Contract administrator fees	2023-09-30	$6,987
Did the plan have assets held for investment	2023-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-09-30	No
Opinion of an independent qualified public accountant for this plan	2023-09-30	Unqualified
Accountancy firm name	2023-09-30	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2023-09-30	271728945
2022 : RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$0
Total income from all sources (including contributions)	2022-09-30	$-3,853,976
Total loss/gain on sale of assets	2022-09-30	$0
Total of all expenses incurred	2022-09-30	$536,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-09-30	$528,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-09-30	$766,008
Value of total assets at end of year	2022-09-30	$33,292,251
Value of total assets at beginning of year	2022-09-30	$37,682,945
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-09-30	$8,128
Total interest from all sources	2022-09-30	$277,658
Total dividends received (eg from common stock, registered investment company shares)	2022-09-30	$683,729
Total dividends received from registered investment company shares (eg mutual funds)	2022-09-30	$683,729
Was this plan covered by a fidelity bond	2022-09-30	Yes
Value of fidelity bond cover	2022-09-30	$500,000
If this is an individual account plan, was there a blackout period	2022-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-09-30	No
Contributions received from participants	2022-09-30	$292,440
Participant contributions at end of year	2022-09-30	$43,816
Participant contributions at beginning of year	2022-09-30	$0
Other income not declared elsewhere	2022-09-30	$10,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-30	No
Value of net income/loss	2022-09-30	$-4,390,694
Value of net assets at end of year (total assets less liabilities)	2022-09-30	$33,292,251
Value of net assets at beginning of year (total assets less liabilities)	2022-09-30	$37,682,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-09-30	No
Were any leases to which the plan was party in default or uncollectible	2022-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-09-30	$24,471,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-09-30	$29,650,386
Value of interest in pooled separate accounts at end of year	2022-09-30	$1,057,711
Value of interest in pooled separate accounts at beginning of year	2022-09-30	$917,818
Interest on participant loans	2022-09-30	$1,340
Interest earned on other investments	2022-09-30	$276,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-09-30	$7,719,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-09-30	$7,114,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-09-30	$-5,761,653
Net investment gain/loss from pooled separate accounts	2022-09-30	$169,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-09-30	No
Was there a failure to transmit to the plan any participant contributions	2022-09-30	No
Has the plan failed to provide any benefit when due under the plan	2022-09-30	No
Contributions received in cash from employer	2022-09-30	$473,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-09-30	$528,590
Contract administrator fees	2022-09-30	$8,128
Did the plan have assets held for investment	2022-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-09-30	No
Opinion of an independent qualified public accountant for this plan	2022-09-30	Unqualified
Accountancy firm name	2022-09-30	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2022-09-30	271728945
2021 : RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$0
Total income from all sources (including contributions)	2021-09-30	$6,236,181
Total loss/gain on sale of assets	2021-09-30	$0
Total of all expenses incurred	2021-09-30	$793,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-09-30	$784,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-09-30	$725,045
Value of total assets at end of year	2021-09-30	$37,682,945
Value of total assets at beginning of year	2021-09-30	$32,240,016
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-09-30	$8,928
Total interest from all sources	2021-09-30	$246,549
Total dividends received (eg from common stock, registered investment company shares)	2021-09-30	$351,650
Total dividends received from registered investment company shares (eg mutual funds)	2021-09-30	$351,650
Was this plan covered by a fidelity bond	2021-09-30	Yes
Value of fidelity bond cover	2021-09-30	$500,000
If this is an individual account plan, was there a blackout period	2021-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-09-30	No
Contributions received from participants	2021-09-30	$284,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-09-30	No
Value of net income/loss	2021-09-30	$5,442,929
Value of net assets at end of year (total assets less liabilities)	2021-09-30	$37,682,945
Value of net assets at beginning of year (total assets less liabilities)	2021-09-30	$32,240,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-09-30	No
Were any leases to which the plan was party in default or uncollectible	2021-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-09-30	$29,650,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-09-30	$24,257,919
Value of interest in pooled separate accounts at end of year	2021-09-30	$917,818
Value of interest in pooled separate accounts at beginning of year	2021-09-30	$1,120,201
Interest earned on other investments	2021-09-30	$246,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-09-30	$7,114,741
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-09-30	$6,861,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-09-30	$4,811,249
Net investment gain/loss from pooled separate accounts	2021-09-30	$101,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-09-30	No
Was there a failure to transmit to the plan any participant contributions	2021-09-30	No
Has the plan failed to provide any benefit when due under the plan	2021-09-30	No
Contributions received in cash from employer	2021-09-30	$440,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-09-30	$784,324
Contract administrator fees	2021-09-30	$8,928
Did the plan have assets held for investment	2021-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-09-30	No
Opinion of an independent qualified public accountant for this plan	2021-09-30	Disclaimer
Accountancy firm name	2021-09-30	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2021-09-30	271728945
2020 : RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Total income from all sources (including contributions)	2020-09-30	$3,336,379
Total loss/gain on sale of assets	2020-09-30	$0
Total of all expenses incurred	2020-09-30	$2,622,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-09-30	$2,613,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-09-30	$703,779
Value of total assets at end of year	2020-09-30	$32,240,016
Value of total assets at beginning of year	2020-09-30	$31,526,082
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-09-30	$8,928
Total interest from all sources	2020-09-30	$252,929
Total dividends received (eg from common stock, registered investment company shares)	2020-09-30	$431,891
Total dividends received from registered investment company shares (eg mutual funds)	2020-09-30	$431,891
Was this plan covered by a fidelity bond	2020-09-30	Yes
Value of fidelity bond cover	2020-09-30	$500,000
If this is an individual account plan, was there a blackout period	2020-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-09-30	No
Contributions received from participants	2020-09-30	$265,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-09-30	No
Value of net income/loss	2020-09-30	$713,934
Value of net assets at end of year (total assets less liabilities)	2020-09-30	$32,240,016
Value of net assets at beginning of year (total assets less liabilities)	2020-09-30	$31,526,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-09-30	No
Were any leases to which the plan was party in default or uncollectible	2020-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-09-30	$24,257,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-09-30	$23,608,423
Value of interest in pooled separate accounts at end of year	2020-09-30	$1,120,201
Value of interest in pooled separate accounts at beginning of year	2020-09-30	$1,280,046
Interest earned on other investments	2020-09-30	$252,929
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-09-30	$6,861,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-09-30	$6,637,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-09-30	$1,950,591
Net investment gain/loss from pooled separate accounts	2020-09-30	$-2,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-09-30	No
Was there a failure to transmit to the plan any participant contributions	2020-09-30	No
Has the plan failed to provide any benefit when due under the plan	2020-09-30	No
Contributions received in cash from employer	2020-09-30	$438,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-09-30	$2,613,517
Contract administrator fees	2020-09-30	$8,928
Did the plan have assets held for investment	2020-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-09-30	Disclaimer
Accountancy firm name	2020-09-30	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2020-09-30	271728945
2019 : RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$0
Total income from all sources (including contributions)	2019-09-30	$1,865,179
Total loss/gain on sale of assets	2019-09-30	$0
Total of all expenses incurred	2019-09-30	$1,326,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-09-30	$1,317,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-09-30	$808,597
Value of total assets at end of year	2019-09-30	$31,526,082
Value of total assets at beginning of year	2019-09-30	$30,987,318
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-09-30	$8,463
Total interest from all sources	2019-09-30	$252,641
Total dividends received (eg from common stock, registered investment company shares)	2019-09-30	$424,446
Total dividends received from registered investment company shares (eg mutual funds)	2019-09-30	$424,446
Was this plan covered by a fidelity bond	2019-09-30	Yes
Value of fidelity bond cover	2019-09-30	$500,000
If this is an individual account plan, was there a blackout period	2019-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-09-30	No
Contributions received from participants	2019-09-30	$268,241
Income. Received or receivable in cash from other sources (including rollovers)	2019-09-30	$112,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-09-30	No
Value of net income/loss	2019-09-30	$538,764
Value of net assets at end of year (total assets less liabilities)	2019-09-30	$31,526,082
Value of net assets at beginning of year (total assets less liabilities)	2019-09-30	$30,987,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-09-30	No
Were any leases to which the plan was party in default or uncollectible	2019-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-09-30	$23,608,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-09-30	$22,975,904
Value of interest in pooled separate accounts at end of year	2019-09-30	$1,280,046
Value of interest in pooled separate accounts at beginning of year	2019-09-30	$1,498,393
Interest earned on other investments	2019-09-30	$252,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-09-30	$6,637,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-09-30	$6,513,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-09-30	$308,085
Net investment gain/loss from pooled separate accounts	2019-09-30	$71,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-09-30	No
Was there a failure to transmit to the plan any participant contributions	2019-09-30	No
Has the plan failed to provide any benefit when due under the plan	2019-09-30	No
Contributions received in cash from employer	2019-09-30	$427,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-09-30	$1,317,952
Contract administrator fees	2019-09-30	$8,463
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-09-30	No
Did the plan have assets held for investment	2019-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-09-30	Disclaimer
Accountancy firm name	2019-09-30	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2019-09-30	271728945
2018 : RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Total income from all sources (including contributions)	2018-09-30	$6,973,907
Total loss/gain on sale of assets	2018-09-30	$0
Total of all expenses incurred	2018-09-30	$1,980,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-09-30	$1,971,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-09-30	$4,481,486
Value of total assets at end of year	2018-09-30	$30,987,318
Value of total assets at beginning of year	2018-09-30	$25,993,428
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-09-30	$8,370
Total interest from all sources	2018-09-30	$273,286
Total dividends received (eg from common stock, registered investment company shares)	2018-09-30	$281,529
Total dividends received from registered investment company shares (eg mutual funds)	2018-09-30	$281,529
Was this plan covered by a fidelity bond	2018-09-30	Yes
Value of fidelity bond cover	2018-09-30	$500,000
If this is an individual account plan, was there a blackout period	2018-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-09-30	No
Contributions received from participants	2018-09-30	$272,723
Participant contributions at end of year	2018-09-30	$0
Participant contributions at beginning of year	2018-09-30	$1,614
Income. Received or receivable in cash from other sources (including rollovers)	2018-09-30	$3,788,210
Other income not declared elsewhere	2018-09-30	$2,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-09-30	No
Value of net income/loss	2018-09-30	$4,993,890
Value of net assets at end of year (total assets less liabilities)	2018-09-30	$30,987,318
Value of net assets at beginning of year (total assets less liabilities)	2018-09-30	$25,993,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-09-30	No
Were any leases to which the plan was party in default or uncollectible	2018-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-09-30	$22,975,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-09-30	$16,747,063
Value of interest in pooled separate accounts at end of year	2018-09-30	$1,498,393
Value of interest in pooled separate accounts at beginning of year	2018-09-30	$1,492,902
Interest earned on other investments	2018-09-30	$273,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-09-30	$6,513,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-09-30	$7,717,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-09-30	$1,860,016
Net investment gain/loss from pooled separate accounts	2018-09-30	$75,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-09-30	No
Was there a failure to transmit to the plan any participant contributions	2018-09-30	No
Has the plan failed to provide any benefit when due under the plan	2018-09-30	No
Contributions received in cash from employer	2018-09-30	$420,553
Employer contributions (assets) at end of year	2018-09-30	$0
Employer contributions (assets) at beginning of year	2018-09-30	$34,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-09-30	$1,971,647
Contract administrator fees	2018-09-30	$8,370
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-09-30	No
Did the plan have assets held for investment	2018-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-09-30	Disclaimer
Accountancy firm name	2018-09-30	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2018-09-30	271728945
2017 : RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-09-30	$0
Total transfer of assets to this plan	2017-09-30	$6,062,685
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$0
Total income from all sources (including contributions)	2017-09-30	$4,498,876
Total loss/gain on sale of assets	2017-09-30	$0
Total of all expenses incurred	2017-09-30	$869,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-09-30	$863,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-09-30	$2,082,371
Value of total assets at end of year	2017-09-30	$25,993,428
Value of total assets at beginning of year	2017-09-30	$16,301,766
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-09-30	$6,142
Total interest from all sources	2017-09-30	$306,779
Total dividends received (eg from common stock, registered investment company shares)	2017-09-30	$137,413
Total dividends received from registered investment company shares (eg mutual funds)	2017-09-30	$137,413
Was this plan covered by a fidelity bond	2017-09-30	Yes
Value of fidelity bond cover	2017-09-30	$500,000
If this is an individual account plan, was there a blackout period	2017-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-09-30	No
Contributions received from participants	2017-09-30	$228,776
Participant contributions at end of year	2017-09-30	$1,614
Participant contributions at beginning of year	2017-09-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-09-30	$1,459,596
Other income not declared elsewhere	2017-09-30	$10,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-30	No
Value of net income/loss	2017-09-30	$3,628,977
Value of net assets at end of year (total assets less liabilities)	2017-09-30	$25,993,428
Value of net assets at beginning of year (total assets less liabilities)	2017-09-30	$16,301,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-09-30	No
Were any leases to which the plan was party in default or uncollectible	2017-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-09-30	$16,747,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-09-30	$9,005,805
Value of interest in pooled separate accounts at end of year	2017-09-30	$1,492,902
Value of interest in pooled separate accounts at beginning of year	2017-09-30	$1,077,295
Interest on participant loans	2017-09-30	$120
Interest earned on other investments	2017-09-30	$306,659
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-09-30	$7,717,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-09-30	$6,218,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-09-30	$1,897,781
Net investment gain/loss from pooled separate accounts	2017-09-30	$63,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-09-30	No
Was there a failure to transmit to the plan any participant contributions	2017-09-30	No
Has the plan failed to provide any benefit when due under the plan	2017-09-30	No
Contributions received in cash from employer	2017-09-30	$393,999
Employer contributions (assets) at end of year	2017-09-30	$34,824
Employer contributions (assets) at beginning of year	2017-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-09-30	$863,757
Contract administrator fees	2017-09-30	$6,142
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-09-30	No
Did the plan have assets held for investment	2017-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-09-30	Disclaimer
Accountancy firm name	2017-09-30	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2017-09-30	271728945
2016 : RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-09-30	$0
Total income from all sources (including contributions)	2016-09-30	$1,778,090
Total loss/gain on sale of assets	2016-09-30	$0
Total of all expenses incurred	2016-09-30	$493,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-09-30	$493,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-09-30	$572,562
Value of total assets at end of year	2016-09-30	$16,301,766
Value of total assets at beginning of year	2016-09-30	$15,017,072
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-09-30	$0
Total interest from all sources	2016-09-30	$271,111
Total dividends received (eg from common stock, registered investment company shares)	2016-09-30	$181,809
Total dividends received from registered investment company shares (eg mutual funds)	2016-09-30	$181,809
Was this plan covered by a fidelity bond	2016-09-30	Yes
Value of fidelity bond cover	2016-09-30	$500,000
If this is an individual account plan, was there a blackout period	2016-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-09-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2016-09-30	$199,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-09-30	No
Value of net income/loss	2016-09-30	$1,284,694
Value of net assets at end of year (total assets less liabilities)	2016-09-30	$16,301,766
Value of net assets at beginning of year (total assets less liabilities)	2016-09-30	$15,017,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-09-30	No
Were any leases to which the plan was party in default or uncollectible	2016-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-09-30	$9,005,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-09-30	$7,890,498
Value of interest in pooled separate accounts at end of year	2016-09-30	$1,077,295
Value of interest in pooled separate accounts at beginning of year	2016-09-30	$1,034,941
Interest earned on other investments	2016-09-30	$271,111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-09-30	$6,218,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-09-30	$6,091,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-09-30	$695,187
Net investment gain/loss from pooled separate accounts	2016-09-30	$57,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-09-30	No
Was there a failure to transmit to the plan any participant contributions	2016-09-30	No
Has the plan failed to provide any benefit when due under the plan	2016-09-30	No
Contributions received in cash from employer	2016-09-30	$373,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-09-30	$493,396
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-09-30	No
Did the plan have assets held for investment	2016-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-09-30	Disclaimer
Accountancy firm name	2016-09-30	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2016-09-30	271728945

Form 5500 Responses for RUSSELL SAGE FOUNDATION RETIREMENT PLAN

2022: RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2022 form 5500 responses
2022-10-01	Type of plan entity	Single employer plan
2022-10-01	Submission has been amended	No
2022-10-01	This submission is the final filing	No
2022-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-10-01	Plan is a collectively bargained plan	No
2022-10-01	Plan funding arrangement – Insurance	Yes
2022-10-01	Plan funding arrangement – Trust	Yes
2022-10-01	Plan benefit arrangement – Insurance	Yes
2022-10-01	Plan benefit arrangement - Trust	Yes
2021: RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	No
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Insurance	Yes
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement – Insurance	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Insurance	Yes
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement – Insurance	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Insurance	Yes
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement – Insurance	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Insurance	Yes
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement – Insurance	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Insurance	Yes
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement – Insurance	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Insurance	Yes
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement – Insurance	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: RUSSELL SAGE FOUNDATION RETIREMENT PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Insurance	Yes
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement – Insurance	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

357313

Policy instance

Insurance contract or identification number	357313
Number of Individuals Covered	141
Insurance policy start date	2022-10-01
Insurance policy end date	2023-09-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

357313

Policy instance

Insurance contract or identification number	357313
Number of Individuals Covered	140
Insurance policy start date	2021-10-01
Insurance policy end date	2022-09-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

357313

Policy instance

Insurance contract or identification number	357313
Number of Individuals Covered	138
Insurance policy start date	2020-10-01
Insurance policy end date	2021-09-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

357313

Policy instance

Insurance contract or identification number	357313
Number of Individuals Covered	144
Insurance policy start date	2019-10-01
Insurance policy end date	2020-09-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

357313

Policy instance

Insurance contract or identification number	357313
Number of Individuals Covered	153
Insurance policy start date	2018-10-01
Insurance policy end date	2019-09-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

357313

Policy instance

Insurance contract or identification number	357313
Number of Individuals Covered	151
Insurance policy start date	2017-10-01
Insurance policy end date	2018-09-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	RUSSELL SAGE FOUNDATION
Employer identification number (EIN):	131635303
NAIC Classification:	611000

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1907-01-01
Company Identification Number:	2476989