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LONG TERM DISABILITY PLAN OF MCKINSEY & COMPANY, INC. 401k Plan overview

Plan NameLONG TERM DISABILITY PLAN OF MCKINSEY & COMPANY, INC.
Plan identification number 503

LONG TERM DISABILITY PLAN OF MCKINSEY & COMPANY, INC. Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='131826332' AND PlanID='503'

401k Sponsoring company profile

MCKINSEY & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:MCKINSEY & COMPANY, INC.
Employer identification number (EIN):131826332
NAIC Classification:541600

Additional information about MCKINSEY & COMPANY, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1956-06-25
Company Identification Number: 109667
Legal Registered Office Address: 80 STATE STREET
New York
ALBANY
United States of America (USA)
12207

More information about MCKINSEY & COMPANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LONG TERM DISABILITY PLAN OF MCKINSEY & COMPANY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032024-01-01KATIE NEDL
5032023-01-01
5032023-01-01KATIE NEDL
5032022-01-01
5032022-01-01KATIE NEDL
5032021-01-01
5032021-01-01JAMES E. FARRELL JR.
5032020-01-01
5032019-01-01
5032018-01-01
5032017-01-01JAMES E. FARRELL JR. VIRGINIA L. MOLINO2018-10-12
5032016-01-01JAMES E. FARRELL JR. VIRGINIA L. MOLINO2017-10-10
5032015-01-01JAMES E. FARRELL JR. VIRGINIA L. MOLINO2016-10-05
5032014-01-01JAMES E. FARRELL JR. VIRGINIA L. MOLINO2015-10-13
5032013-01-01JAMES E. FARRELL JR. VIRGINIA L. MOLINO2014-10-09
5032012-01-01JAMES E. FARRELL JR. VIRGINIA L. MOLINO2013-10-11
5032011-01-01JAMES E. FARRELL JR. VIRGINIA L. MOLINO2012-10-11
5032010-01-01JAMES E. FARRELL JR. VIRGINIA L. MOLINO2011-10-13
5032009-01-01JAMES E. FARRELL JR. VIRGINIA L. MOLINO2010-10-12

Insurance Providers Used on plan

FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number451355
Policy instance 1
Insurance contract or identification number451355
Number of Individuals Covered33989
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $348,408
Total amount of fees paid to insurance companyUSD $200,000
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $34,440,794
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number451355
Policy instance 1
Insurance contract or identification number451355
Number of Individuals Covered30864
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $300,778
Total amount of fees paid to insurance companyUSD $237,766
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $29,677,784
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number451355
Policy instance 1
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number451355
Policy instance 1
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number451355
Policy instance 1
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number451355
Policy instance 1
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number451355
Policy instance 1

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