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| Plan Name | UNGARETTI & HARRIS LLP DEFINED BENEFIT RETIREMENT PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | UNGARETTI & HARRIS LLP |
| Employer identification number (EIN): | 362909242 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2016-01-01 | BONNIE KELLY | 2016-09-21 | PAUL HOLMES | 2016-09-22 |
| 003 | 2015-01-01 | BONNIE KELLY | 2016-07-12 | PAUL HOLMES | 2016-07-12 |
| 003 | 2014-01-01 | BONNIE KELLY | 2015-10-07 | ||
| 003 | 2013-01-01 | BONNIE KELLY | 2014-10-10 | PAUL HOLMES | 2014-10-10 |
| 003 | 2012-01-01 | BONNIE KELLY | 2013-10-10 | PAUL HOLMES | 2013-10-11 |
| 003 | 2011-01-01 | BONNIE KELLY | 2012-09-11 | PAUL HOLMES | 2012-09-15 |
| 003 | 2010-01-01 | BONNIE KELLY | 2011-10-07 | PAUL HOLMES | 2011-10-10 |
| 003 | 2009-01-01 | BONNIE KELLY | PAUL HOLMES | 2010-10-15 |
| Measure | Date | Value |
|---|---|---|
| 2009: UNGARETTI & HARRIS LLP DEFINED BENEFIT RETIREMENT PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 66 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 7 |
| Total of all active and inactive participants | 2009-01-01 | 73 |
| Total participants | 2009-01-01 | 73 |
| 2009: UNGARETTI & HARRIS LLP DEFINED BENEFIT RETIREMENT 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 |
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