401k Plan data: MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN plan

MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN 401k Plan overview

Plan Name	MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN
Plan identification number	504

MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance Long-term disability cover Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

MERCER ADVISORS INC. has sponsored the creation of one or more 401k plans.

Company Name: MERCER ADVISORS INC.

Employer identification number (EIN): 262459836

NAIC Classification: 523900

Additional information about MERCER ADVISORS INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2008-08-22

Company Identification Number: 0801020554

Legal Registered Office Address: 1200 17TH ST STE 500

DENVER
United States of America (USA)
80202

More information about MERCER ADVISORS INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
504 2015-01-01 DEB ATWATER
504 2015-01-01 DEB ATWATER
504 2014-01-01 DEB ATWATER
504 2013-01-01 DEB ATWATER
504 2012-01-01 DEB ATWATER
504 2011-01-01 DEB ATWATER
504 2009-01-01 DEB ATWATER DEB ATWATER 2010-10-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
504	2015-01-01	DEB ATWATER
504	2015-01-01	DEB ATWATER
504	2014-01-01	DEB ATWATER
504	2013-01-01	DEB ATWATER
504	2012-01-01	DEB ATWATER
504	2011-01-01	DEB ATWATER
504	2009-01-01	DEB ATWATER	DEB ATWATER	2010-10-01

Plan Statistics for MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN

401k plan membership statisitcs for MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN

Measure Date Value
2015: MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 151
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 151
2014: MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 126
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 126
2013: MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 117
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 117
2012: MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 133
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 133
2011: MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 138
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 138
2009: MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 150
Total of all active and inactive participants 2009-01-01 150
Total participants 2009-01-01 150

Measure	Date	Value
2015: MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	151
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	151
2014: MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	126
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	126
2013: MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	117
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	117
2012: MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	133
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	133
2011: MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	138
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	138
2009: MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	150
Total of all active and inactive participants	2009-01-01	150
Total participants	2009-01-01	150

Form 5500 Responses for MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN

2015: MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: MERCER GLOBAL ADVISIORS LIFE INSURANCE 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 – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	10123921
Policy instance	1
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number	753382
Policy instance	2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	10123921
Policy instance	1
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract number	303806
Policy instance	2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	10123920
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	10123920*
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	10123920*
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	104239210/1
Policy instance	1

Potentially related plans

MERCER GLOBAL LOW VOLATILITY EQUITY PORTFOLIO [EIN = 357004395]

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Company Name:	MERCER ADVISORS INC.
Employer identification number (EIN):	262459836
NAIC Classification:	523900

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2008-08-22
Company Identification Number:	0801020554
Legal Registered Office Address:	1200 17TH ST STE 500 DENVER United States of America (USA) 80202