MARSHALL & ILSLEY CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MARSHALL & ILSLEY CORPORATION LONG TERM DISABILITY PLAN
401k plan membership statisitcs for MARSHALL & ILSLEY CORPORATION LONG TERM DISABILITY PLAN
| Measure | Date | Value |
|---|
| 2010: MARSHALL & ILSLEY CORPORATION LONG TERM DISABILITY PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 9,050 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 8,772 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 85 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 8,857 |
| 2009: MARSHALL & ILSLEY CORPORATION LONG TERM DISABILITY PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 9,773 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8,967 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 83 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 9,050 |
| Measure | Date | Value |
|---|
| 2010 : MARSHALL & ILSLEY CORPORATION LONG TERM DISABILITY PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $12,129 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,304 |
| Total income from all sources (including contributions) | 2010-12-31 | $851,202 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $828,637 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $727,749 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $850,000 |
| Value of total assets at end of year | 2010-12-31 | $242,228 |
| Value of total assets at beginning of year | 2010-12-31 | $208,838 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $100,888 |
| Total interest from all sources | 2010-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,202 |
| 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 | $1,202 |
| Administrative expenses professional fees incurred | 2010-12-31 | $8,068 |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $58 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $57 |
| Administrative expenses (other) incurred | 2010-12-31 | $39,353 |
| 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 | $22,565 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $230,099 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $207,534 |
| 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 | $242,170 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $208,781 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $850,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $727,749 |
| Contract administrator fees | 2010-12-31 | $53,467 |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $12,129 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $1,304 |
| 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
| Accountancy firm EIN | 2010-12-31 | 390859910 |
| 2010: MARSHALL & ILSLEY CORPORATION LONG TERM DISABILITY PLAN 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: MARSHALL & ILSLEY CORPORATION LONG TERM DISABILITY PLAN 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 |
