401k Plan data: BARD COLLEGE AT SIMON'S ROCK TDA plan

BARD COLLEGE AT SIMON'S ROCK TDA 401k Plan overview

Plan Name	BARD COLLEGE AT SIMON'S ROCK TDA
Plan identification number	004

BARD COLLEGE AT SIMON'S ROCK TDA 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.
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

LONGY SCHOOL OF MUSIC OF BARD COLLEGE has sponsored the creation of one or more 401k plans.

Company Name: LONGY SCHOOL OF MUSIC OF BARD COLLEGE

Employer identification number (EIN): 141713034

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARD COLLEGE AT SIMON'S ROCK TDA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2015-01-01 KEVIN P. PARKER KEVIN P. PARKER 2015-10-14
004 2015-01-01 KEVIN P. PARKER KEVIN P. PARKER 2015-10-15
004 2014-01-01 KEVIN P. PARKER KEVIN P. PARKER 2015-10-14
004 2014-01-01 KEVIN P. PARKER KEVIN P. PARKER 2015-10-15
004 2013-01-01 KEVIN P. PARKER KEVIN P. PARKER 2014-10-15
004 2012-01-01 KEVIN P. PARKER KEVIN P. PARKER 2014-07-29
004 2011-01-01 KEVIN P. PARKER KEVIN P. PARKER 2014-08-20
004 2010-01-01 KEVIN P. PARKER 2014-07-28 KEVIN P. PARKER 2014-07-28
004 2009-01-01 KEVIN P. PARKER 2014-07-28 KEVIN P. PARKER 2014-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2015-01-01	KEVIN P. PARKER		KEVIN P. PARKER	2015-10-14
004	2015-01-01	KEVIN P. PARKER		KEVIN P. PARKER	2015-10-15
004	2014-01-01	KEVIN P. PARKER		KEVIN P. PARKER	2015-10-14
004	2014-01-01	KEVIN P. PARKER		KEVIN P. PARKER	2015-10-15
004	2013-01-01	KEVIN P. PARKER		KEVIN P. PARKER	2014-10-15
004	2012-01-01	KEVIN P. PARKER		KEVIN P. PARKER	2014-07-29
004	2011-01-01	KEVIN P. PARKER		KEVIN P. PARKER	2014-08-20
004	2010-01-01	KEVIN P. PARKER	2014-07-28	KEVIN P. PARKER	2014-07-28
004	2009-01-01	KEVIN P. PARKER	2014-07-28	KEVIN P. PARKER	2014-07-28

Plan Statistics for BARD COLLEGE AT SIMON'S ROCK TDA

401k plan membership statisitcs for BARD COLLEGE AT SIMON'S ROCK TDA

Measure Date Value
2015: BARD COLLEGE AT SIMON'S ROCK TDA 2015 401k membership
Total participants, beginning-of-year 2015-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BARD COLLEGE AT SIMON'S ROCK TDA 2014 401k membership
Total participants, beginning-of-year 2014-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 101
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 32
Total of all active and inactive participants 2014-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 133
Number of participants with account balances 2014-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BARD COLLEGE AT SIMON'S ROCK TDA 2013 401k membership
Total participants, beginning-of-year 2013-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 104
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 23
Total of all active and inactive participants 2013-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 127
Number of participants with account balances 2013-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BARD COLLEGE AT SIMON'S ROCK TDA 2012 401k membership
Total participants, beginning-of-year 2012-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 115
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 10
Total of all active and inactive participants 2012-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 125
Number of participants with account balances 2012-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BARD COLLEGE AT SIMON'S ROCK TDA 2011 401k membership
Total participants, beginning-of-year 2011-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 122
Number of retired or separated participants receiving benefits 2011-01-01 4
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 128
Number of participants with account balances 2011-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2015: BARD COLLEGE AT SIMON'S ROCK TDA 2015 401k membership
Total participants, beginning-of-year	2015-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BARD COLLEGE AT SIMON'S ROCK TDA 2014 401k membership
Total participants, beginning-of-year	2014-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	101
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	32
Total of all active and inactive participants	2014-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	133
Number of participants with account balances	2014-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BARD COLLEGE AT SIMON'S ROCK TDA 2013 401k membership
Total participants, beginning-of-year	2013-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	104
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	23
Total of all active and inactive participants	2013-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	127
Number of participants with account balances	2013-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BARD COLLEGE AT SIMON'S ROCK TDA 2012 401k membership
Total participants, beginning-of-year	2012-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	115
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	10
Total of all active and inactive participants	2012-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	125
Number of participants with account balances	2012-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BARD COLLEGE AT SIMON'S ROCK TDA 2011 401k membership
Total participants, beginning-of-year	2011-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	122
Number of retired or separated participants receiving benefits	2011-01-01	4
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	128
Number of participants with account balances	2011-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on BARD COLLEGE AT SIMON'S ROCK TDA

Measure	Date	Value
2015 : BARD COLLEGE AT SIMON'S ROCK TDA 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-01-31	$0
Total transfer of assets from this plan	2015-01-31	$7,470,579
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-01-31	$0
Total income from all sources (including contributions)	2015-01-31	$122,420
Total loss/gain on sale of assets	2015-01-31	$0
Total of all expenses incurred	2015-01-31	$58,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-01-31	$58,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-01-31	$166,024
Value of total assets at end of year	2015-01-31	$0
Value of total assets at beginning of year	2015-01-31	$7,407,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-01-31	$0
Total interest from all sources	2015-01-31	$5,654
Total dividends received (eg from common stock, registered investment company shares)	2015-01-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-01-31	Yes
Was this plan covered by a fidelity bond	2015-01-31	Yes
Value of fidelity bond cover	2015-01-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-01-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-01-31	No
Contributions received from participants	2015-01-31	$39,707
Participant contributions at end of year	2015-01-31	$0
Participant contributions at beginning of year	2015-01-31	$19,999
Income. Received or receivable in cash from other sources (including rollovers)	2015-01-31	$126,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-01-31	No
Value of net income/loss	2015-01-31	$63,557
Value of net assets at end of year (total assets less liabilities)	2015-01-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-01-31	$7,407,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-01-31	No
Were any leases to which the plan was party in default or uncollectible	2015-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-01-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-01-31	$4,916,909
Value of interest in pooled separate accounts at end of year	2015-01-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-01-31	$475,954
Interest earned on other investments	2015-01-31	$5,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-01-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-01-31	$1,994,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-01-31	$-55,178
Net investment gain/loss from pooled separate accounts	2015-01-31	$5,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-01-31	No
Was there a failure to transmit to the plan any participant contributions	2015-01-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-01-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-01-31	$58,863
Did the plan have assets held for investment	2015-01-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-01-31	Disclaimer
Accountancy firm name	2015-01-31	SAXBST LLP
Accountancy firm EIN	2015-01-31	464001827
2014 : BARD COLLEGE AT SIMON'S ROCK TDA 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,328,119
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$215,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$215,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$891,632
Value of total assets at end of year	2014-12-31	$7,407,022
Value of total assets at beginning of year	2014-12-31	$6,294,181
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$67,824
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$26,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$26,425
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$452,206
Participant contributions at end of year	2014-12-31	$19,999
Participant contributions at beginning of year	2014-12-31	$39,901
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$439,426
Other income not declared elsewhere	2014-12-31	$8,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,112,841
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,407,022
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,294,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,916,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,873,006
Value of interest in pooled separate accounts at end of year	2014-12-31	$475,954
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$412,548
Interest earned on other investments	2014-12-31	$67,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,994,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,968,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$279,763
Net investment gain/loss from pooled separate accounts	2014-12-31	$54,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$215,278
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SAXBST LLP
Accountancy firm EIN	2014-12-31	464001827
2013 : BARD COLLEGE AT SIMON'S ROCK TDA 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,402,219
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$83,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$83,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$628,253
Value of total assets at end of year	2013-12-31	$6,294,181
Value of total assets at beginning of year	2013-12-31	$4,975,619
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$53,709
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$4,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$4,861
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
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	$469,479
Participant contributions at end of year	2013-12-31	$39,901
Participant contributions at beginning of year	2013-12-31	$54,556
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$158,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,318,562
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,294,181
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,975,619
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	$3,873,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,999,664
Value of interest in pooled separate accounts at end of year	2013-12-31	$412,548
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$319,113
Interest earned on other investments	2013-12-31	$53,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,968,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,602,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$681,306
Net investment gain/loss from pooled separate accounts	2013-12-31	$34,090
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	Yes
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	$83,657
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SAXBST LLP
Accountancy firm EIN	2013-12-31	464001827
2012 : BARD COLLEGE AT SIMON'S ROCK TDA 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,150,437
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$135,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$135,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$723,884
Value of total assets at end of year	2012-12-31	$4,975,619
Value of total assets at beginning of year	2012-12-31	$3,960,262
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$49,233
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	No
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	$489,078
Participant contributions at end of year	2012-12-31	$54,556
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$234,806
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	$1,015,357
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,975,619
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,960,262
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	$2,999,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,396,576
Value of interest in pooled separate accounts at end of year	2012-12-31	$319,113
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$262,612
Interest earned on other investments	2012-12-31	$49,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,602,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,301,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$349,648
Net investment gain/loss from pooled separate accounts	2012-12-31	$27,672
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	Yes
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	$135,080
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	LAMBRIDES, ARNOLD, MOULTHROP LLP
Accountancy firm EIN	2012-12-31	263719436
2011 : BARD COLLEGE AT SIMON'S ROCK TDA 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	$579,449
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$34,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$34,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$535,663
Value of total assets at end of year	2011-12-31	$3,960,262
Value of total assets at beginning of year	2011-12-31	$3,415,060
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$41,734
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	No
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	$508,922
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$26,741
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	$545,202
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,960,262
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,415,060
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	$2,396,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,107,597
Value of interest in pooled separate accounts at end of year	2011-12-31	$262,612
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$189,861
Interest earned on other investments	2011-12-31	$41,734
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,301,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,117,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-25,616
Net investment gain/loss from pooled separate accounts	2011-12-31	$27,668
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	Yes
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	$34,247
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	LAMBRIDES, ARNOLD, MOULTHROP LLP
Accountancy firm EIN	2011-12-31	263719436

Form 5500 Responses for BARD COLLEGE AT SIMON'S ROCK TDA

2015: BARD COLLEGE AT SIMON'S ROCK TDA 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: BARD COLLEGE AT SIMON'S ROCK TDA 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: BARD COLLEGE AT SIMON'S ROCK TDA 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: BARD COLLEGE AT SIMON'S ROCK TDA 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: BARD COLLEGE AT SIMON'S ROCK TDA 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 benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

366624

Policy instance

Insurance contract or identification number	366624
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

366624

Policy instance

Insurance contract or identification number	366624
Number of Individuals Covered	120
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

366624

Policy instance

Insurance contract or identification number	366624
Number of Individuals Covered	114
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

366624

Policy instance

Insurance contract or identification number	366624
Number of Individuals Covered	110
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

366624

Policy instance

Insurance contract or identification number	366624
Number of Individuals Covered	113
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	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:	LONGY SCHOOL OF MUSIC OF BARD COLLEGE
Employer identification number (EIN):	141713034
NAIC Classification:	611000