401k Plan data: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN plan

NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN
Plan identification number	003

NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY 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.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE NEW SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: THE NEW SCHOOL

Employer identification number (EIN): 133297197

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2013-01-01 DENISE RADICONE CAROL S. CANTRELL 2014-09-25
003 2012-01-01 DENISE RADICONE CAROL S. CANTRELL 2013-10-04
003 2011-01-01 DENISE RADICONE CAROL S. CANTRELL 2012-09-27
003 2009-01-01 MICHELE F. DAVIS CAROL S. CANTRELL 2010-10-14
003 2008-01-01 MICHELE DAVIS CAROL CANTRELL 2010-02-23
003 2007-01-01 MICHELE DAVIS CAROL CANTRELL 2010-02-23
003 2006-01-01 MICHELE DAVIS CAROL CANTRELL 2010-02-23
003 2005-01-01 MICHELE DAVIS CAROL CANTRELL 2010-02-23
003 2004-01-01 MICHELE DAVIS CAROL CANTRELL 2010-02-23
003 2003-01-01 MICHELE DAVIS CAROL CANTRELL 2010-02-23
003 2002-01-01 MICHELE DAVIS CAROL CANTRELL 2010-02-23
003 2001-01-01 MICHELE DAVIS CAROL CANTRELL 2010-02-23
003 2000-01-01 MICHELE DAVIS CAROL CANTRELL 2010-02-23
003 1999-01-01 MICHELE DAVIS CAROL CANTRELL 2010-02-23
003 1998-01-01 MICHELE DAVIS CAROL CANTRELL 2010-02-23
003 1997-01-01 MICHELE DAVIS CAROL CANTRELL 2010-02-23
003 1996-01-01 MICHELE DAVIS CAROL CANTRELL 2010-02-23
003 1995-01-01 MICHELE DAVIS CAROL CANTRELL 2010-02-23
003 1994-01-01 MICHELE DAVIS CAROL CANTRELL 2010-02-23
003 1993-01-01 MICHELE DAVIS CAROL CANTRELL 2010-02-23
003 1992-01-01 MICHELE DAVIS CAROL CANTRELL 2010-02-23
003 1991-01-01 MICHELE DAVIS CAROL CANTRELL 2010-02-23
003 1990-01-01 MICHELE DAVIS CAROL CANTRELL 2010-02-23
003 1989-01-01 MICHELE DAVIS CAROL CANTRELL 2010-02-23
003 1988-01-01 MICHELE DAVIS CAROL CANTRELL 2010-02-23

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2013-01-01	DENISE RADICONE	CAROL S. CANTRELL	2014-09-25
003	2012-01-01	DENISE RADICONE	CAROL S. CANTRELL	2013-10-04
003	2011-01-01	DENISE RADICONE	CAROL S. CANTRELL	2012-09-27
003	2009-01-01	MICHELE F. DAVIS	CAROL S. CANTRELL	2010-10-14
003	2008-01-01	MICHELE DAVIS	CAROL CANTRELL	2010-02-23
003	2007-01-01	MICHELE DAVIS	CAROL CANTRELL	2010-02-23
003	2006-01-01	MICHELE DAVIS	CAROL CANTRELL	2010-02-23
003	2005-01-01	MICHELE DAVIS	CAROL CANTRELL	2010-02-23
003	2004-01-01	MICHELE DAVIS	CAROL CANTRELL	2010-02-23
003	2003-01-01	MICHELE DAVIS	CAROL CANTRELL	2010-02-23
003	2002-01-01	MICHELE DAVIS	CAROL CANTRELL	2010-02-23
003	2001-01-01	MICHELE DAVIS	CAROL CANTRELL	2010-02-23
003	2000-01-01	MICHELE DAVIS	CAROL CANTRELL	2010-02-23
003	1999-01-01	MICHELE DAVIS	CAROL CANTRELL	2010-02-23
003	1998-01-01	MICHELE DAVIS	CAROL CANTRELL	2010-02-23
003	1997-01-01	MICHELE DAVIS	CAROL CANTRELL	2010-02-23
003	1996-01-01	MICHELE DAVIS	CAROL CANTRELL	2010-02-23
003	1995-01-01	MICHELE DAVIS	CAROL CANTRELL	2010-02-23
003	1994-01-01	MICHELE DAVIS	CAROL CANTRELL	2010-02-23
003	1993-01-01	MICHELE DAVIS	CAROL CANTRELL	2010-02-23
003	1992-01-01	MICHELE DAVIS	CAROL CANTRELL	2010-02-23
003	1991-01-01	MICHELE DAVIS	CAROL CANTRELL	2010-02-23
003	1990-01-01	MICHELE DAVIS	CAROL CANTRELL	2010-02-23
003	1989-01-01	MICHELE DAVIS	CAROL CANTRELL	2010-02-23
003	1988-01-01	MICHELE DAVIS	CAROL CANTRELL	2010-02-23

Plan Statistics for NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN

401k plan membership statisitcs for NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2013: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,756
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,397
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,849
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 901
Total of all active and inactive participants 2012-01-01 2,750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 6
Total participants 2012-01-01 2,756
Number of participants with account balances 2012-01-01 2,694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2,081
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,617
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 775
Total of all active and inactive participants 2011-01-01 2,392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 5
Total participants 2011-01-01 2,397
Number of participants with account balances 2011-01-01 2,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,629
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,381
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 284
Total of all active and inactive participants 2009-01-01 1,665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 3
Total participants 2009-01-01 1,668
Number of participants with account balances 2009-01-01 1,467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,756
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,397
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,849
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	901
Total of all active and inactive participants	2012-01-01	2,750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	6
Total participants	2012-01-01	2,756
Number of participants with account balances	2012-01-01	2,694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2,081
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,617
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	775
Total of all active and inactive participants	2011-01-01	2,392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	5
Total participants	2011-01-01	2,397
Number of participants with account balances	2011-01-01	2,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,629
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,381
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	284
Total of all active and inactive participants	2009-01-01	1,665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	3
Total participants	2009-01-01	1,668
Number of participants with account balances	2009-01-01	1,467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN

Measure	Date	Value
2013 : NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$97,189,203
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$22,610,846
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$4,132,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$4,098,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$9,463,760
Value of total assets at end of year	2013-12-31	$0
Value of total assets at beginning of year	2013-12-31	$78,710,877
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$34,059
Total interest from all sources	2013-12-31	$813,250
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$824,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$824,276
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$6,903,576
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$2,560,184
Other income not declared elsewhere	2013-12-31	$34,713
Administrative expenses (other) incurred	2013-12-31	$907
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$18,478,326
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$78,710,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$51,993,051
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$4,396,792
Interest earned on other investments	2013-12-31	$813,250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$22,321,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$11,032,600
Net investment gain/loss from pooled separate accounts	2013-12-31	$442,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$4,098,461
Contract administrator fees	2013-12-31	$33,152
Did the plan have assets held for investment	2013-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	COHNREZNICK
Accountancy firm EIN	2013-12-31	221478099
2012 : NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$17,169,371
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$3,459,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,446,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$9,923,185
Value of total assets at end of year	2012-12-31	$78,710,877
Value of total assets at beginning of year	2012-12-31	$65,001,262
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$13,629
Total interest from all sources	2012-12-31	$734,049
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$396,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$396,185
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$6,414,956
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$3,508,229
Other income not declared elsewhere	2012-12-31	$13,719
Administrative expenses (other) incurred	2012-12-31	$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$13,709,615
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$78,710,877
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$65,001,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$51,993,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$40,911,073
Value of interest in pooled separate accounts at end of year	2012-12-31	$4,396,792
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$3,700,745
Interest on participant loans	2012-12-31	$47
Interest earned on other investments	2012-12-31	$734,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$22,321,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$20,389,444
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$472,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$5,717,892
Net investment gain/loss from pooled separate accounts	2012-12-31	$384,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,973,875
Contract administrator fees	2012-12-31	$13,625
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	COHNREZNICK
Accountancy firm EIN	2012-12-31	221478099
2011 : NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$7,120,053
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,945,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,945,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$6,947,447
Value of total assets at end of year	2011-12-31	$65,001,262
Value of total assets at beginning of year	2011-12-31	$60,826,914
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$693,020
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$188,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$188,220
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$5,916,211
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$1,031,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$4,174,348
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$65,001,262
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$60,826,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$40,911,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$39,482,072
Value of interest in pooled separate accounts at end of year	2011-12-31	$3,700,745
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,818,842
Interest earned on other investments	2011-12-31	$693,020
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$20,389,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$18,526,000
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$167,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,099,254
Net investment gain/loss from pooled separate accounts	2011-12-31	$390,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,778,435
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	J.H. COHN LLC
Accountancy firm EIN	2011-12-31	221478099
2010 : NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$11,238,497
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,155,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,155,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$6,011,698
Value of total assets at end of year	2010-12-31	$60,826,914
Value of total assets at beginning of year	2010-12-31	$51,743,624
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$586,702
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$76,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$76,501
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$5,382,343
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$629,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$9,083,290
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$60,826,914
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$51,743,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$39,482,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$32,262,721
Value of interest in pooled separate accounts at end of year	2010-12-31	$2,818,842
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$2,072,751
Interest earned on other investments	2010-12-31	$586,702
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$18,526,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$17,408,152
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$51,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$4,254,715
Net investment gain/loss from pooled separate accounts	2010-12-31	$308,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,103,803
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	J.H. COHN LLC
Accountancy firm EIN	2010-12-31	221478099
2009 : NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN

2013: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2007: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2006: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2005: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	Submission has been amended	No
2005-01-01	This submission is the final filing	No
2005-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-01-01	Plan is a collectively bargained plan	No
2004: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2004 form 5500 responses
2004-01-01	Type of plan entity	Single employer plan
2004-01-01	Submission has been amended	No
2004-01-01	This submission is the final filing	No
2004-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-01-01	Plan is a collectively bargained plan	No
2003: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2003 form 5500 responses
2003-01-01	Type of plan entity	Single employer plan
2003-01-01	Submission has been amended	No
2003-01-01	This submission is the final filing	No
2003-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2003-01-01	Plan is a collectively bargained plan	No
2002: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2002 form 5500 responses
2002-01-01	Type of plan entity	Single employer plan
2002-01-01	Submission has been amended	No
2002-01-01	This submission is the final filing	No
2002-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2002-01-01	Plan is a collectively bargained plan	No
2001: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2001 form 5500 responses
2001-01-01	Type of plan entity	Single employer plan
2001-01-01	Submission has been amended	No
2001-01-01	This submission is the final filing	No
2001-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2001-01-01	Plan is a collectively bargained plan	No
2000: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2000 form 5500 responses
2000-01-01	Type of plan entity	Single employer plan
2000-01-01	Submission has been amended	No
2000-01-01	This submission is the final filing	No
2000-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2000-01-01	Plan is a collectively bargained plan	No
1999: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 1999 form 5500 responses
1999-01-01	Type of plan entity	Single employer plan
1999-01-01	Submission has been amended	No
1999-01-01	This submission is the final filing	No
1999-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1999-01-01	Plan is a collectively bargained plan	No
1998: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 1998 form 5500 responses
1998-01-01	Type of plan entity	Single employer plan
1998-01-01	Submission has been amended	No
1998-01-01	This submission is the final filing	No
1998-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1998-01-01	Plan is a collectively bargained plan	No
1997: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 1997 form 5500 responses
1997-01-01	Type of plan entity	Single employer plan
1997-01-01	Submission has been amended	No
1997-01-01	This submission is the final filing	No
1997-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1997-01-01	Plan is a collectively bargained plan	No
1996: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 1996 form 5500 responses
1996-01-01	Type of plan entity	Single employer plan
1996-01-01	Submission has been amended	No
1996-01-01	This submission is the final filing	No
1996-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1996-01-01	Plan is a collectively bargained plan	No
1995: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 1995 form 5500 responses
1995-01-01	Type of plan entity	Single employer plan
1995-01-01	Submission has been amended	No
1995-01-01	This submission is the final filing	No
1995-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1995-01-01	Plan is a collectively bargained plan	No
1994: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 1994 form 5500 responses
1994-01-01	Type of plan entity	Single employer plan
1994-01-01	Submission has been amended	No
1994-01-01	This submission is the final filing	No
1994-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1994-01-01	Plan is a collectively bargained plan	No
1993: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 1993 form 5500 responses
1993-01-01	Type of plan entity	Single employer plan
1993-01-01	Submission has been amended	No
1993-01-01	This submission is the final filing	No
1993-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1993-01-01	Plan is a collectively bargained plan	No
1992: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 1992 form 5500 responses
1992-01-01	Type of plan entity	Single employer plan
1992-01-01	Submission has been amended	No
1992-01-01	This submission is the final filing	No
1992-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1992-01-01	Plan is a collectively bargained plan	No
1991: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 1991 form 5500 responses
1991-01-01	Type of plan entity	Single employer plan
1991-01-01	Submission has been amended	No
1991-01-01	This submission is the final filing	No
1991-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1991-01-01	Plan is a collectively bargained plan	No
1990: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 1990 form 5500 responses
1990-01-01	Type of plan entity	Single employer plan
1990-01-01	Submission has been amended	No
1990-01-01	This submission is the final filing	No
1990-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1990-01-01	Plan is a collectively bargained plan	No
1989: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 1989 form 5500 responses
1989-01-01	Type of plan entity	Single employer plan
1989-01-01	Submission has been amended	No
1989-01-01	This submission is the final filing	No
1989-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1989-01-01	Plan is a collectively bargained plan	No
1988: NEW SCHOOL UNIVERSITY TAX-DEFERRED ANNUITY PLAN 1988 form 5500 responses
1988-01-01	Type of plan entity	Single employer plan
1988-01-01	First time form 5500 has been submitted	Yes
1988-01-01	Submission has been amended	No
1988-01-01	This submission is the final filing	No
1988-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1988-01-01	Plan is a collectively bargained plan	No

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Company Name:	THE NEW SCHOOL
Employer identification number (EIN):	133297197
NAIC Classification:	611000