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SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 401k Plan overview

Plan NameSAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP
Plan identification number 004

SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

WHITE & CASE LLP has sponsored the creation of one or more 401k plans.

Company Name:WHITE & CASE LLP
Employer identification number (EIN):135605970
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about WHITE & CASE LLP

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1997-12-29
Company Identification Number: 2212307
Legal Registered Office Address: 1221 AVENUE OF THE AMERICAS

NEW YORK
United States of America (USA)
10020

More information about WHITE & CASE LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01STEVEN WREDE
0042016-01-01RICHARD MCKENNA
0042015-01-01RICHARD MCKENNA
0042014-01-01RICHARD MCKENNA RICHARD MCKENNA2015-10-01
0042013-01-01RICHARD MCKENNA RICHARD MCKENNA2015-09-09
0042012-01-01RICHARD MCKENNA RICHARD MCKENNA2013-10-07
0042011-01-01RICHARD MCKENNA
0042010-01-01RICHARD MCKENNA RICHARD MCKENNA2011-10-17
0042009-01-01RICHARD MCKENNA RICHARD MCKENNA2010-10-07
0042009-01-01 RICHARD MCKENNA2010-10-07

Plan Statistics for SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP

401k plan membership statisitcs for SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP

Measure Date Value
2022: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2022 401k membership
Total participants, beginning-of-year2022-01-013,553
Total number of active participants reported on line 7a of the Form 55002022-01-012,214
Number of retired or separated participants receiving benefits2022-01-0165
Number of other retired or separated participants entitled to future benefits2022-01-011,323
Total of all active and inactive participants2022-01-013,602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-013,606
Number of participants with account balances2022-01-013,366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2021 401k membership
Total participants, beginning-of-year2021-01-013,339
Total number of active participants reported on line 7a of the Form 55002021-01-012,157
Number of retired or separated participants receiving benefits2021-01-0174
Number of other retired or separated participants entitled to future benefits2021-01-011,283
Total of all active and inactive participants2021-01-013,514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-013,520
Number of participants with account balances2021-01-013,251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2020 401k membership
Total participants, beginning-of-year2020-01-013,338
Total number of active participants reported on line 7a of the Form 55002020-01-012,092
Number of retired or separated participants receiving benefits2020-01-0138
Number of other retired or separated participants entitled to future benefits2020-01-011,182
Total of all active and inactive participants2020-01-013,312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-013,316
Number of participants with account balances2020-01-013,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2019 401k membership
Total participants, beginning-of-year2019-01-013,155
Total number of active participants reported on line 7a of the Form 55002019-01-012,157
Number of retired or separated participants receiving benefits2019-01-0166
Number of other retired or separated participants entitled to future benefits2019-01-011,096
Total of all active and inactive participants2019-01-013,319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-013,321
Number of participants with account balances2019-01-013,069
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2018 401k membership
Total participants, beginning-of-year2018-01-012,953
Total number of active participants reported on line 7a of the Form 55002018-01-012,026
Number of retired or separated participants receiving benefits2018-01-0164
Number of other retired or separated participants entitled to future benefits2018-01-011,039
Total of all active and inactive participants2018-01-013,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-013,132
Number of participants with account balances2018-01-012,850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2017 401k membership
Total participants, beginning-of-year2017-01-012,792
Total number of active participants reported on line 7a of the Form 55002017-01-011,867
Number of retired or separated participants receiving benefits2017-01-0150
Number of other retired or separated participants entitled to future benefits2017-01-011,006
Total of all active and inactive participants2017-01-012,923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-012,925
Number of participants with account balances2017-01-012,680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2016 401k membership
Total participants, beginning-of-year2016-01-013,484
Total number of active participants reported on line 7a of the Form 55002016-01-011,718
Number of retired or separated participants receiving benefits2016-01-0157
Number of other retired or separated participants entitled to future benefits2016-01-01991
Total of all active and inactive participants2016-01-012,766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,766
Number of participants with account balances2016-01-012,518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2015 401k membership
Total participants, beginning-of-year2015-01-013,354
Total number of active participants reported on line 7a of the Form 55002015-01-011,655
Number of retired or separated participants receiving benefits2015-01-01119
Number of other retired or separated participants entitled to future benefits2015-01-011,681
Total of all active and inactive participants2015-01-013,455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-013,463
Number of participants with account balances2015-01-013,245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2014 401k membership
Total participants, beginning-of-year2014-01-012,798
Total number of active participants reported on line 7a of the Form 55002014-01-011,575
Number of retired or separated participants receiving benefits2014-01-0190
Number of other retired or separated participants entitled to future benefits2014-01-011,661
Total of all active and inactive participants2014-01-013,326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-013,329
Number of participants with account balances2014-01-013,144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2013 401k membership
Total participants, beginning-of-year2013-01-012,835
Total number of active participants reported on line 7a of the Form 55002013-01-011,589
Number of retired or separated participants receiving benefits2013-01-0124
Number of other retired or separated participants entitled to future benefits2013-01-011,157
Total of all active and inactive participants2013-01-012,770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-012,778
Number of participants with account balances2013-01-012,568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2012 401k membership
Total participants, beginning-of-year2012-01-012,863
Total number of active participants reported on line 7a of the Form 55002012-01-011,605
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,221
Total of all active and inactive participants2012-01-012,826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-019
Total participants2012-01-012,835
Number of participants with account balances2012-01-012,665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2011 401k membership
Total participants, beginning-of-year2011-01-012,876
Total number of active participants reported on line 7a of the Form 55002011-01-011,710
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,143
Total of all active and inactive participants2011-01-012,853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0110
Total participants2011-01-012,863
Number of participants with account balances2011-01-012,685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2010 401k membership
Total participants, beginning-of-year2010-01-012,778
Total number of active participants reported on line 7a of the Form 55002010-01-011,767
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011,102
Total of all active and inactive participants2010-01-012,869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-017
Total participants2010-01-012,876
Number of participants with account balances2010-01-012,698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2009 401k membership
Total participants, beginning-of-year2009-01-013,260
Total number of active participants reported on line 7a of the Form 55002009-01-011,711
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,062
Total of all active and inactive participants2009-01-012,773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-012,778
Number of participants with account balances2009-01-012,579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP

Measure Date Value
2022 : SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$101,829
Total unrealized appreciation/depreciation of assets2022-12-31$101,829
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-122,616,167
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$51,352,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$50,810,624
Expenses. Certain deemed distributions of participant loans2022-12-31$48,043
Value of total corrective distributions2022-12-31$24,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$55,019,593
Value of total assets at end of year2022-12-31$804,818,315
Value of total assets at beginning of year2022-12-31$978,781,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$469,325
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$157,780
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,287,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,287,451
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$29,127,967
Participant contributions at end of year2022-12-31$3,421,273
Participant contributions at beginning of year2022-12-31$3,373,799
Participant contributions at end of year2022-12-31$13,481
Participant contributions at beginning of year2022-12-31$401
Assets. Other investments not covered elsewhere at end of year2022-12-31$40,543,259
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$47,179,889
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,749,973
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$5,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-11,895,067
Administrative expenses (other) incurred2022-12-31$280,255
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-173,968,462
Value of net assets at end of year (total assets less liabilities)2022-12-31$804,813,315
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$978,781,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$189,070
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$208,051,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$271,400,332
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$157,780
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$545,351,305
Value of interest in common/collective trusts at beginning of year2022-12-31$655,328,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-57,574,229
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-113,713,524
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$22,141,653
Employer contributions (assets) at end of year2022-12-31$7,437,307
Employer contributions (assets) at beginning of year2022-12-31$1,498,836
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$50,810,624
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EISNERAMPER
Accountancy firm EIN2022-12-31871363769
2021 : SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$102,496
Total unrealized appreciation/depreciation of assets2021-12-31$102,496
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$172,978,329
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$70,060,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$69,648,250
Expenses. Certain deemed distributions of participant loans2021-12-31$59,706
Value of total corrective distributions2021-12-31$6,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$50,445,594
Value of total assets at end of year2021-12-31$978,781,777
Value of total assets at beginning of year2021-12-31$875,864,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$346,703
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$183,482
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$10,944,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$10,944,986
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$26,660,565
Participant contributions at end of year2021-12-31$3,373,799
Participant contributions at beginning of year2021-12-31$3,795,848
Participant contributions at end of year2021-12-31$401
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$47,179,889
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$38,204,433
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,027,603
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$4,858,706
Administrative expenses (other) incurred2021-12-31$154,408
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$102,917,486
Value of net assets at end of year (total assets less liabilities)2021-12-31$978,781,777
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$875,864,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$192,295
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$271,400,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$264,872,396
Interest on participant loans2021-12-31$183,482
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$655,328,520
Value of interest in common/collective trusts at beginning of year2021-12-31$563,944,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,672,078
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$95,770,987
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$20,757,426
Employer contributions (assets) at end of year2021-12-31$1,498,836
Employer contributions (assets) at beginning of year2021-12-31$5,047,412
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$69,648,250
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EISNERAMPER
Accountancy firm EIN2021-12-31871363769
2020 : SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$103,482
Total unrealized appreciation/depreciation of assets2020-12-31$103,482
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$175,703,450
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$45,609,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$45,244,883
Expenses. Certain deemed distributions of participant loans2020-12-31$84,447
Value of total corrective distributions2020-12-31$8,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$49,066,169
Value of total assets at end of year2020-12-31$875,864,291
Value of total assets at beginning of year2020-12-31$745,770,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$272,387
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$199,140
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,886,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$8,886,090
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$25,047,722
Participant contributions at end of year2020-12-31$3,795,848
Participant contributions at beginning of year2020-12-31$3,581,971
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$5,822
Assets. Other investments not covered elsewhere at end of year2020-12-31$38,204,433
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$29,429,603
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,203,289
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$6,340,565
Administrative expenses (other) incurred2020-12-31$123,115
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$130,093,669
Value of net assets at end of year (total assets less liabilities)2020-12-31$875,864,291
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$745,770,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$149,272
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$264,872,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$211,251,298
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$199,140
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$563,944,202
Value of interest in common/collective trusts at beginning of year2020-12-31$496,063,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$30,573,843
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$80,534,161
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$19,815,158
Employer contributions (assets) at end of year2020-12-31$5,047,412
Employer contributions (assets) at beginning of year2020-12-31$5,438,927
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$45,244,883
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31EISNERAMPER
Accountancy firm EIN2020-12-31131639826
2019 : SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$180,825,889
Total income from all sources (including contributions)2019-12-31$180,825,889
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$26,142,647
Total of all expenses incurred2019-12-31$26,142,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$25,800,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$25,800,916
Expenses. Certain deemed distributions of participant loans2019-12-31$64,538
Expenses. Certain deemed distributions of participant loans2019-12-31$64,538
Value of total corrective distributions2019-12-31$12,433
Value of total corrective distributions2019-12-31$12,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$44,926,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$44,926,989
Value of total assets at end of year2019-12-31$745,770,622
Value of total assets at end of year2019-12-31$745,770,622
Value of total assets at beginning of year2019-12-31$591,087,380
Value of total assets at beginning of year2019-12-31$591,087,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$264,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$264,760
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$206,075
Total interest from all sources2019-12-31$206,075
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,171,109
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,171,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,171,109
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,171,109
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
Value of fidelity bond cover2019-12-31$20,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$23,100,905
Contributions received from participants2019-12-31$23,100,905
Participant contributions at end of year2019-12-31$3,581,971
Participant contributions at end of year2019-12-31$3,581,971
Participant contributions at beginning of year2019-12-31$3,976,517
Participant contributions at beginning of year2019-12-31$3,976,517
Participant contributions at end of year2019-12-31$5,822
Participant contributions at end of year2019-12-31$5,822
Participant contributions at beginning of year2019-12-31$1,024
Participant contributions at beginning of year2019-12-31$1,024
Assets. Other investments not covered elsewhere at end of year2019-12-31$29,429,603
Assets. Other investments not covered elsewhere at end of year2019-12-31$29,429,603
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$20,861,006
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$20,861,006
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,560,970
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,560,970
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$5,344,481
Other income not declared elsewhere2019-12-31$5,344,481
Administrative expenses (other) incurred2019-12-31$143,195
Administrative expenses (other) incurred2019-12-31$143,195
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$154,683,242
Value of net income/loss2019-12-31$154,683,242
Value of net assets at end of year (total assets less liabilities)2019-12-31$745,770,622
Value of net assets at end of year (total assets less liabilities)2019-12-31$745,770,622
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$591,087,380
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$591,087,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$121,565
Investment advisory and management fees2019-12-31$121,565
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$211,251,298
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$211,251,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$174,147,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$174,147,168
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$206,075
Interest on participant loans2019-12-31$206,075
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$496,063,001
Value of interest in common/collective trusts at end of year2019-12-31$496,063,001
Value of interest in common/collective trusts at beginning of year2019-12-31$387,833,599
Value of interest in common/collective trusts at beginning of year2019-12-31$387,833,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$26,092,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$26,092,504
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$96,084,731
Net investment gain or loss from common/collective trusts2019-12-31$96,084,731
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$19,265,114
Contributions received in cash from employer2019-12-31$19,265,114
Employer contributions (assets) at end of year2019-12-31$5,438,927
Employer contributions (assets) at end of year2019-12-31$5,438,927
Employer contributions (assets) at beginning of year2019-12-31$4,268,066
Employer contributions (assets) at beginning of year2019-12-31$4,268,066
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$25,800,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$25,800,916
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Contract administrator fees2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EISNERAMPER
Accountancy firm name2019-12-31EISNERAMPER
Accountancy firm EIN2019-12-31131639826
Accountancy firm EIN2019-12-31131639826
2018 : SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,279,901
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$37,673,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$37,420,658
Expenses. Certain deemed distributions of participant loans2018-12-31$13,567
Value of total corrective distributions2018-12-31$5,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$40,268,153
Value of total assets at end of year2018-12-31$591,087,380
Value of total assets at beginning of year2018-12-31$625,480,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$233,377
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$174,144
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,476,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$8,476,168
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$20,472,140
Participant contributions at end of year2018-12-31$3,976,517
Participant contributions at beginning of year2018-12-31$3,612,884
Participant contributions at end of year2018-12-31$1,024
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$20,861,006
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$21,744,273
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,149,416
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-2,527,740
Administrative expenses (other) incurred2018-12-31$127,562
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-34,393,344
Value of net assets at end of year (total assets less liabilities)2018-12-31$591,087,380
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$625,480,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$745
Investment advisory and management fees2018-12-31$105,815
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$174,147,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$175,037,227
Interest on participant loans2018-12-31$174,144
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$387,833,599
Value of interest in common/collective trusts at beginning of year2018-12-31$421,014,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-18,888,282
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-24,222,542
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$16,646,597
Employer contributions (assets) at end of year2018-12-31$4,268,066
Employer contributions (assets) at beginning of year2018-12-31$4,070,801
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$37,420,658
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EISNERAMPER
Accountancy firm EIN2018-12-31131639826
2017 : SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$39
Total unrealized appreciation/depreciation of assets2017-12-31$39
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$134,970,099
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$44,445,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$44,066,168
Expenses. Certain deemed distributions of participant loans2017-12-31$23,254
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$35,371,663
Value of total assets at end of year2017-12-31$625,480,724
Value of total assets at beginning of year2017-12-31$534,955,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$355,815
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$155,027
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$8,413,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$8,413,911
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$18,050,072
Participant contributions at end of year2017-12-31$3,612,884
Participant contributions at beginning of year2017-12-31$3,609,630
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$21,744,273
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$16,947,597
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,889,446
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$3,018,790
Administrative expenses (other) incurred2017-12-31$267,781
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$90,524,862
Value of net assets at end of year (total assets less liabilities)2017-12-31$625,480,724
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$534,955,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$745
Assets. partnership/joint venture interests at beginning of year2017-12-31$706
Investment advisory and management fees2017-12-31$88,034
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$175,037,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$155,175,988
Interest on participant loans2017-12-31$155,027
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$421,014,794
Value of interest in common/collective trusts at beginning of year2017-12-31$359,221,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$18,527,940
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$69,482,729
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$15,432,145
Employer contributions (assets) at end of year2017-12-31$4,070,801
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$44,066,168
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EISNERAMPER
Accountancy firm EIN2017-12-31131639826
2016 : SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-1,078
Total unrealized appreciation/depreciation of assets2016-12-31$-1,078
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$73,255,693
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$39,761,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$39,532,425
Expenses. Certain deemed distributions of participant loans2016-12-31$122,473
Value of total corrective distributions2016-12-31$13,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$35,919,055
Value of total assets at end of year2016-12-31$534,955,862
Value of total assets at beginning of year2016-12-31$501,461,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$93,205
Total interest from all sources2016-12-31$136,611
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,052,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$5,052,490
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$16,220,035
Participant contributions at end of year2016-12-31$3,609,630
Participant contributions at beginning of year2016-12-31$3,485,295
Assets. Other investments not covered elsewhere at end of year2016-12-31$16,947,597
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$18,410,190
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,115,673
Other income not declared elsewhere2016-12-31$1,621,101
Administrative expenses (other) incurred2016-12-31$11,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$33,493,990
Value of net assets at end of year (total assets less liabilities)2016-12-31$534,955,862
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$501,461,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$706
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$81,550
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$155,175,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$157,594,628
Interest on participant loans2016-12-31$137,533
Interest earned on other investments2016-12-31$-922
Value of interest in common/collective trusts at end of year2016-12-31$359,221,941
Value of interest in common/collective trusts at beginning of year2016-12-31$321,957,317
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$124,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,197,037
Net investment gain or loss from common/collective trusts2016-12-31$27,330,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$14,583,347
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$14,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$39,408,244
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EISNERAMPER LLP
Accountancy firm EIN2016-12-31131639826
2015 : SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-241
Total unrealized appreciation/depreciation of assets2015-12-31$-241
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$26,584,311
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$26,321,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$26,201,535
Expenses. Certain deemed distributions of participant loans2015-12-31$17,652
Value of total corrective distributions2015-12-31$4,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$30,063,616
Value of total assets at end of year2015-12-31$501,461,872
Value of total assets at beginning of year2015-12-31$501,198,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$97,235
Total interest from all sources2015-12-31$150,151
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,587,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$7,587,981
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$15,512,039
Participant contributions at end of year2015-12-31$3,485,295
Participant contributions at beginning of year2015-12-31$3,895,742
Assets. Other investments not covered elsewhere at end of year2015-12-31$18,410,190
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$17,452,728
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$428,734
Other income not declared elsewhere2015-12-31$-1,001,275
Administrative expenses (other) incurred2015-12-31$16,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$263,188
Value of net assets at end of year (total assets less liabilities)2015-12-31$501,461,872
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$501,198,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$80,404
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$157,594,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$159,828,942
Interest on participant loans2015-12-31$150,151
Value of interest in common/collective trusts at end of year2015-12-31$321,957,317
Value of interest in common/collective trusts at beginning of year2015-12-31$320,014,861
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$132,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-10,630,601
Net investment gain or loss from common/collective trusts2015-12-31$414,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$14,122,843
Employer contributions (assets) at end of year2015-12-31$14,442
Employer contributions (assets) at beginning of year2015-12-31$6,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$26,069,331
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EISNERAMPER LLP
Accountancy firm EIN2015-12-31131639826
2014 : SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$57,073,796
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$50,864,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$50,606,613
Expenses. Certain deemed distributions of participant loans2014-12-31$9,148
Value of total corrective distributions2014-12-31$555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$29,352,254
Value of total assets at end of year2014-12-31$501,198,684
Value of total assets at beginning of year2014-12-31$494,988,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$247,700
Total interest from all sources2014-12-31$155,748
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$11,562,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$11,562,860
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$14,978,368
Participant contributions at end of year2014-12-31$3,895,742
Participant contributions at beginning of year2014-12-31$4,025,231
Assets. Other investments not covered elsewhere at end of year2014-12-31$17,452,728
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$18,519,950
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$461,169
Other income not declared elsewhere2014-12-31$1,071,465
Administrative expenses (other) incurred2014-12-31$161,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,209,780
Value of net assets at end of year (total assets less liabilities)2014-12-31$501,198,684
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$494,988,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$86,528
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$159,828,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$154,005,762
Interest on participant loans2014-12-31$157,116
Value of interest in common/collective trusts at end of year2014-12-31$320,014,861
Value of interest in common/collective trusts at beginning of year2014-12-31$318,387,412
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,368
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-1,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-5,878,322
Net investment gain or loss from common/collective trusts2014-12-31$20,809,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$13,912,717
Employer contributions (assets) at end of year2014-12-31$6,411
Employer contributions (assets) at beginning of year2014-12-31$49,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$50,606,613
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EISNERAMPER LLP
Accountancy firm EIN2014-12-31131639286
2013 : SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$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$111,841,611
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$31,464,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$31,179,042
Expenses. Certain deemed distributions of participant loans2013-12-31$55,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$29,683,310
Value of total assets at end of year2013-12-31$494,988,904
Value of total assets at beginning of year2013-12-31$414,611,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$229,367
Total interest from all sources2013-12-31$168,030
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,967,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$8,967,665
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$4,410
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$14,725,559
Participant contributions at end of year2013-12-31$4,025,231
Participant contributions at beginning of year2013-12-31$3,869,153
Participant contributions at beginning of year2013-12-31$52
Assets. Other investments not covered elsewhere at end of year2013-12-31$18,519,950
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$14,318,907
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$799,905
Other income not declared elsewhere2013-12-31$1,370,248
Administrative expenses (other) incurred2013-12-31$229,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$80,377,348
Value of net assets at end of year (total assets less liabilities)2013-12-31$494,988,904
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$414,611,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$154,005,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$288,987,327
Interest on participant loans2013-12-31$168,030
Value of interest in master investment trust accounts at beginning of year2013-12-31$21,857,166
Value of interest in common/collective trusts at end of year2013-12-31$318,387,412
Value of interest in common/collective trusts at beginning of year2013-12-31$43,206,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,368
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$42,351,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$42,351,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$39,180,419
Net investment gain or loss from common/collective trusts2013-12-31$32,471,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$14,157,846
Employer contributions (assets) at end of year2013-12-31$49,181
Employer contributions (assets) at beginning of year2013-12-31$16,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$31,179,042
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EISNERAMPER LLP
Accountancy firm EIN2013-12-31131639826
2012 : SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,136
Total unrealized appreciation/depreciation of assets2012-12-31$4,136
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$76,664,687
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$24,671,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$24,414,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$30,937,435
Value of total assets at end of year2012-12-31$414,611,556
Value of total assets at beginning of year2012-12-31$362,618,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$256,533
Total interest from all sources2012-12-31$241,247
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$9,653,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$9,653,338
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$15,298,666
Participant contributions at end of year2012-12-31$3,869,153
Participant contributions at beginning of year2012-12-31$3,818,403
Participant contributions at end of year2012-12-31$52
Assets. Other investments not covered elsewhere at end of year2012-12-31$14,318,907
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$13,140,130
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,326,552
Other income not declared elsewhere2012-12-31$1,291,483
Administrative expenses (other) incurred2012-12-31$256,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$51,993,357
Value of net assets at end of year (total assets less liabilities)2012-12-31$414,611,556
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$362,618,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$288,987,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$243,751,280
Interest on participant loans2012-12-31$195,317
Value of interest in master investment trust accounts at end of year2012-12-31$21,857,166
Value of interest in master investment trust accounts at beginning of year2012-12-31$22,050,280
Value of interest in common/collective trusts at end of year2012-12-31$43,206,432
Value of interest in common/collective trusts at beginning of year2012-12-31$35,635,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$42,351,431
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$44,201,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$44,201,208
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$45,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$26,244,320
Net investment gain or loss from common/collective trusts2012-12-31$5,787,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$14,312,217
Employer contributions (assets) at end of year2012-12-31$16,678
Employer contributions (assets) at beginning of year2012-12-31$17,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$24,414,797
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$4,410
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$4,476
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EISNERAMPER LLP
Accountancy firm EIN2012-12-31131639826
2011 : SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-334
Total unrealized appreciation/depreciation of assets2011-12-31$-334
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$15,362,265
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$16,688,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,449,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$30,082,802
Value of total assets at end of year2011-12-31$362,618,199
Value of total assets at beginning of year2011-12-31$363,944,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$238,763
Total interest from all sources2011-12-31$243,763
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,271,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$4,271,599
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$15,267,350
Participant contributions at end of year2011-12-31$3,818,403
Participant contributions at beginning of year2011-12-31$3,692,602
Assets. Other investments not covered elsewhere at end of year2011-12-31$13,140,130
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$850,177
Other income not declared elsewhere2011-12-31$-565,596
Administrative expenses (other) incurred2011-12-31$238,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,326,224
Value of net assets at end of year (total assets less liabilities)2011-12-31$362,618,199
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$363,944,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$243,751,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$217,310
Value of interest in master investment trust accounts at end of year2011-12-31$22,050,280
Value of interest in master investment trust accounts at beginning of year2011-12-31$360,217,457
Value of interest in common/collective trusts at end of year2011-12-31$35,635,246
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$44,201,208
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$26,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-13,709,156
Net investment gain or loss from common/collective trusts2011-12-31$602,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$13,965,275
Employer contributions (assets) at end of year2011-12-31$17,176
Employer contributions (assets) at beginning of year2011-12-31$34,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$16,449,726
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$4,476
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31EISNERAMPER LLP
Accountancy firm EIN2011-12-31131639826
2010 : SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$71,964,929
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$18,682,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$18,441,956
Expenses. Certain deemed distributions of participant loans2010-12-31$14,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$29,257,778
Value of total assets at end of year2010-12-31$363,944,423
Value of total assets at beginning of year2010-12-31$310,661,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$226,052
Total interest from all sources2010-12-31$232,262
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$14,859,653
Participant contributions at end of year2010-12-31$3,692,602
Participant contributions at beginning of year2010-12-31$3,286,375
Participant contributions at beginning of year2010-12-31$5,500
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$739,676
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$226,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$53,282,845
Value of net assets at end of year (total assets less liabilities)2010-12-31$363,944,423
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$310,661,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest on participant loans2010-12-31$232,262
Value of interest in master investment trust accounts at end of year2010-12-31$360,217,457
Value of interest in master investment trust accounts at beginning of year2010-12-31$307,331,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$13,658,449
Employer contributions (assets) at end of year2010-12-31$34,364
Employer contributions (assets) at beginning of year2010-12-31$37,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$18,441,956
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EISNERAMPER LLP
Accountancy firm EIN2010-12-31131639826

Form 5500 Responses for SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP

2022: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SAVINGS & INVESTMENT 401(K) PLAN OF WHITE&CASE LLP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number454946
Policy instance 1
Insurance contract or identification number454946
Number of Individuals Covered150
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $15,858
Total amount of fees paid to insurance companyUSD $-1,381
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?Yes
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 BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractLTD
Commission paid to Insurance BrokerUSD $18,550
Insurance broker organization code?3
Amount paid for insurance broker fees-1381
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number454946
Policy instance 1
Insurance contract or identification number454946
Number of Individuals Covered150
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $14,232
Total amount of fees paid to insurance companyUSD $1,381
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?Yes
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 BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractLTD
Commission paid to Insurance BrokerUSD $8,614
Amount paid for insurance broker fees1381
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number454946
Policy instance 1
Insurance contract or identification number454946
Number of Individuals Covered141
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $13,225
Total amount of fees paid to insurance companyUSD $0
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?Yes
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 BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractLTD
Commission paid to Insurance BrokerUSD $13,225
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number454946
Policy instance 1
Insurance contract or identification number454946
Number of Individuals Covered141
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $12,919
Total amount of fees paid to insurance companyUSD $0
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?Yes
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 BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractLTD
Commission paid to Insurance BrokerUSD $12,919
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number454946
Policy instance 1
Insurance contract or identification number454946
Number of Individuals Covered150
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $13,451
Total amount of fees paid to insurance companyUSD $0
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?Yes
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 BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractLTD
Commission paid to Insurance BrokerUSD $13,451
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number454946
Policy instance 1
Insurance contract or identification number454946
Number of Individuals Covered161
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $13,218
Total amount of fees paid to insurance companyUSD $0
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?Yes
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 BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractLTD
Commission paid to Insurance BrokerUSD $13,218
Insurance broker organization code?3
Insurance broker namePHILIP T DAVIS
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number454946
Policy instance 1
Insurance contract or identification number454946
Number of Individuals Covered165
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $13,674
Total amount of fees paid to insurance companyUSD $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?Yes
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 BenefitNo
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
Other information about contractLTD
Commission paid to Insurance BrokerUSD $13,674
Insurance broker organization code?3
Insurance broker namePHILIP T DAVIS

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