401k Plan data: TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE) plan

TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE) 401k Plan overview

Plan Name	TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE)
Plan identification number	002

TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE) Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation). Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

ADMINISTRATORS OF THE TULANE UNIVERSITY EDUCATIONAL FUND has sponsored the creation of one or more 401k plans.

Company Name: ADMINISTRATORS OF THE TULANE UNIVERSITY EDUCATIONAL FUND

Employer identification number (EIN): 720423889

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-07-01
002 2013-07-01
002 2012-07-01 DOREEN NICHOLS
002 2011-07-01 JEAN HOLTMAN
002 2009-07-01 JEAN HOLTMAN
002 2009-07-01 JEAN HOLTMAN
002 2009-07-01 JEAN HOLTMAN
002 2009-07-01 JEAN HOLTMAN
002 2009-07-01 JEAN HOLTMAN

Plan Statistics for TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE)

401k plan membership statisitcs for TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE)

Measure Date Value
2014: TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE) 2014 401k membership
Total participants, beginning-of-year 2014-07-01 62
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 0
Total of all active and inactive participants 2014-07-01 0
Total participants 2014-07-01 0
2013: TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE) 2013 401k membership
Total participants, beginning-of-year 2013-07-01 67
Number of retired or separated participants receiving benefits 2013-07-01 32
Number of other retired or separated participants entitled to future benefits 2013-07-01 30
Total of all active and inactive participants 2013-07-01 62
Total participants 2013-07-01 62
2012: TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE) 2012 401k membership
Total participants, beginning-of-year 2012-07-01 69
Number of retired or separated participants receiving benefits 2012-07-01 36
Number of other retired or separated participants entitled to future benefits 2012-07-01 31
Total of all active and inactive participants 2012-07-01 67
Total participants 2012-07-01 67
2011: TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE) 2011 401k membership
Total participants, beginning-of-year 2011-07-01 69
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 2
Number of retired or separated participants receiving benefits 2011-07-01 37
Number of other retired or separated participants entitled to future benefits 2011-07-01 30
Total of all active and inactive participants 2011-07-01 69
Total participants 2011-07-01 69
2009: TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE) 2009 401k membership
Total participants, beginning-of-year 2009-07-01 81
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 76
Total of all active and inactive participants 2009-07-01 76
Total participants 2009-07-01 76

Measure	Date	Value
2014: TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE) 2014 401k membership
Total participants, beginning-of-year	2014-07-01	62
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	0
Total of all active and inactive participants	2014-07-01	0
Total participants	2014-07-01	0
2013: TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE) 2013 401k membership
Total participants, beginning-of-year	2013-07-01	67
Number of retired or separated participants receiving benefits	2013-07-01	32
Number of other retired or separated participants entitled to future benefits	2013-07-01	30
Total of all active and inactive participants	2013-07-01	62
Total participants	2013-07-01	62
2012: TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE) 2012 401k membership
Total participants, beginning-of-year	2012-07-01	69
Number of retired or separated participants receiving benefits	2012-07-01	36
Number of other retired or separated participants entitled to future benefits	2012-07-01	31
Total of all active and inactive participants	2012-07-01	67
Total participants	2012-07-01	67
2011: TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE) 2011 401k membership
Total participants, beginning-of-year	2011-07-01	69
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	2
Number of retired or separated participants receiving benefits	2011-07-01	37
Number of other retired or separated participants entitled to future benefits	2011-07-01	30
Total of all active and inactive participants	2011-07-01	69
Total participants	2011-07-01	69
2009: TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE) 2009 401k membership
Total participants, beginning-of-year	2009-07-01	81
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	76
Total of all active and inactive participants	2009-07-01	76
Total participants	2009-07-01	76

Financial Data on TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE)

Measure	Date	Value
2015 : TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE) 2015 401k financial data
Total income from all sources	2015-01-29	$52,231
Expenses. Total of all expenses incurred	2015-01-29	$183,899
Benefits paid (including direct rollovers)	2015-01-29	$179,996
Total plan assets at beginning of year	2015-01-29	$131,668
Value of fidelity bond covering the plan	2015-01-29	$100,000
Expenses. Other expenses not covered elsewhere	2015-01-29	$3,903
Contributions received from other sources (not participants or employers)	2015-01-29	$50,000
Other income received	2015-01-29	$2,231
Net income (gross income less expenses)	2015-01-29	$-131,668
Net plan assets at beginning of year (total assets less liabilities)	2015-01-29	$131,668
2014 : TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE) 2014 401k financial data
Total income from all sources	2014-06-30	$5,552
Expenses. Total of all expenses incurred	2014-06-30	$10,730
Benefits paid (including direct rollovers)	2014-06-30	$10,730
Total plan assets at end of year	2014-06-30	$131,668
Total plan assets at beginning of year	2014-06-30	$136,846
Value of fidelity bond covering the plan	2014-06-30	$100,000
Other income received	2014-06-30	$5,552
Net income (gross income less expenses)	2014-06-30	$-5,178
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$131,668
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$136,846
2013 : TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE) 2013 401k financial data
Total income from all sources	2013-06-30	$5,713
Expenses. Total of all expenses incurred	2013-06-30	$11,960
Benefits paid (including direct rollovers)	2013-06-30	$11,960
Total plan assets at end of year	2013-06-30	$136,846
Total plan assets at beginning of year	2013-06-30	$143,093
Value of fidelity bond covering the plan	2013-06-30	$100,000
Other income received	2013-06-30	$5,713
Net income (gross income less expenses)	2013-06-30	$-6,247
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$136,846
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$143,093
2012 : TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE) 2012 401k financial data
Total income from all sources	2012-06-30	$6,091
Expenses. Total of all expenses incurred	2012-06-30	$12,680
Benefits paid (including direct rollovers)	2012-06-30	$12,680
Total plan assets at end of year	2012-06-30	$143,093
Total plan assets at beginning of year	2012-06-30	$149,682
Value of fidelity bond covering the plan	2012-06-30	$100,000
Other income received	2012-06-30	$6,091
Net income (gross income less expenses)	2012-06-30	$-6,589
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$143,093
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$149,682
2011 : TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE) 2011 401k financial data
Total income from all sources	2011-06-30	$6,281
Expenses. Total of all expenses incurred	2011-06-30	$16,053
Benefits paid (including direct rollovers)	2011-06-30	$16,053
Total plan assets at end of year	2011-06-30	$149,682
Total plan assets at beginning of year	2011-06-30	$159,454
Value of fidelity bond covering the plan	2011-06-30	$100,000
Other income received	2011-06-30	$6,281
Net income (gross income less expenses)	2011-06-30	$-9,772
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$149,682
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$159,454
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$0
Amount contributed by the employer to the plan for this plan year	2011-06-30	$0

Form 5500 Responses for TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE)

2014: TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE) 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	This submission is the final filing	Yes
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE) 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE) 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE) 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2009: TULANE UNIVERSITY STAFF INTERIM RETIREMENT PLAN(PRIOR SERVICE) 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	ADMINISTRATORS OF THE TULANE UNIVERSITY EDUCATIONAL FUND
Employer identification number (EIN):	720423889
NAIC Classification:	611000