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Plan Name | M & I RETIREMENT PROGRAM |
Plan identification number | 007 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | MARSHALL & ILSLEY CORPORATION |
Employer identification number (EIN): | 208995389 |
NAIC Classification: | 551111 |
NAIC Description: | Offices of Bank Holding Companies |
Additional information about MARSHALL & ILSLEY CORPORATION
Jurisdiction of Incorporation: | Vermont Secretary of State Corporations Division |
Incorporation Date: | 1999-08-20 |
Company Identification Number: | 70908 |
Legal Registered Office Address: |
400 CORNERSTONE DR #240 WILLISTON United States of America (USA) 05495 |
More information about MARSHALL & ILSLEY CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
007 | 2010-01-01 | DENNIS R SALENTINE | |||
007 | 2009-01-01 | DENNIS R SALENTINE | DENNIS R SALENTINE | 2010-08-12 |
Measure | Date | Value |
---|---|---|
2010: M & I RETIREMENT PROGRAM 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 11,029 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 9,082 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 97 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2,217 |
Total of all active and inactive participants | 2010-01-01 | 11,396 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 42 |
Total participants | 2010-01-01 | 11,438 |
Number of participants with account balances | 2010-01-01 | 10,438 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 435 |
2009: M & I RETIREMENT PROGRAM 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 12,323 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8,511 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 90 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2,392 |
Total of all active and inactive participants | 2009-01-01 | 10,993 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 36 |
Total participants | 2009-01-01 | 11,029 |
Number of participants with account balances | 2009-01-01 | 10,496 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 365 |
Measure | Date | Value |
---|---|---|
2010 : M & I RETIREMENT PROGRAM 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-7,127 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-7,127 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $2,037,846 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,608,992 |
Total income from all sources (including contributions) | 2010-12-31 | $175,688,312 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $80,500,003 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $80,452,634 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $52,105,202 |
Value of total assets at end of year | 2010-12-31 | $924,492,642 |
Value of total assets at beginning of year | 2010-12-31 | $828,875,479 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $47,369 |
Total interest from all sources | 2010-12-31 | $136,120 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $5,586,280 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $5,586,043 |
Administrative expenses professional fees incurred | 2010-12-31 | $29,295 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $30,762,716 |
Participant contributions at end of year | 2010-12-31 | $12,836,278 |
Participant contributions at beginning of year | 2010-12-31 | $87,386 |
Participant contributions at end of year | 2010-12-31 | $1,194,493 |
Participant contributions at beginning of year | 2010-12-31 | $1,162,283 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $2,125,552 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $436,034 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $397,438 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $1,356,207 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $1,093,790 |
Other income not declared elsewhere | 2010-12-31 | $19,538 |
Administrative expenses (other) incurred | 2010-12-31 | $18,074 |
Total non interest bearing cash at end of year | 2010-12-31 | $166,904 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $222,934 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $95,188,309 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $922,454,796 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $827,266,487 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $463,766,412 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $391,385,165 |
Interest on participant loans | 2010-12-31 | $136,120 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $323,099,830 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $308,341,243 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $103,762,484 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $98,927,348 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $54,300,919 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $5,232,844 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $13,273 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $35,229 |
Contributions received in cash from employer | 2010-12-31 | $19,216,934 |
Employer contributions (assets) at end of year | 2010-12-31 | $19,216,934 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $28,245,524 |
Income. Dividends from common stock | 2010-12-31 | $237 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $80,452,634 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $70,929 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $681,639 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $515,202 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2010-12-31 | 390859910 |
2009 : M & I RETIREMENT PROGRAM 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2010: M & I RETIREMENT PROGRAM 2010 form 5500 responses | ||
---|---|---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: M & I RETIREMENT PROGRAM 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |