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AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameAFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AFFILIATED MANAGERS GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:AFFILIATED MANAGERS GROUP, INC.
Employer identification number (EIN):043218510
NAIC Classification:523900

Additional information about AFFILIATED MANAGERS GROUP, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2365895

More information about AFFILIATED MANAGERS GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LAURA THOMPSON2023-10-15 LAURA THOMPSON2023-10-15
0012021-01-01LAURA THOMPSON2022-10-16 LAURA THOMPSON2022-10-16
0012020-01-01LAURA THOMPSON2021-10-13 LAURA THOMPSON2021-10-13
0012019-01-01LAURA THOMPSON2020-10-12
0012018-01-01LAURA THOMPSON2019-10-09
0012017-01-01
0012016-01-01
0012015-01-01DAVID AGER
0012014-01-01DAVID AGER
0012013-01-01DAVID AGER
0012012-01-01DAVID AGER
0012011-01-01AMBER SALOTTO
0012010-01-01DAVID AGER DAVID AGER2011-10-17
0012009-01-01DAVID AGER DAVID AGER2010-10-15

Plan Statistics for AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01695
Total number of active participants reported on line 7a of the Form 55002022-01-01510
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01244
Total of all active and inactive participants2022-01-01754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01754
Number of participants with account balances2022-01-01725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01684
Total number of active participants reported on line 7a of the Form 55002021-01-01481
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01237
Total of all active and inactive participants2021-01-01718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01718
Number of participants with account balances2021-01-01695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01734
Total number of active participants reported on line 7a of the Form 55002020-01-01479
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01232
Total of all active and inactive participants2020-01-01711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01711
Number of participants with account balances2020-01-01684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01735
Total number of active participants reported on line 7a of the Form 55002019-01-01490
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01267
Total of all active and inactive participants2019-01-01757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01757
Number of participants with account balances2019-01-01726
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0124
2018: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01713
Total number of active participants reported on line 7a of the Form 55002018-01-01553
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01217
Total of all active and inactive participants2018-01-01770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01770
Number of participants with account balances2018-01-01734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01692
Total number of active participants reported on line 7a of the Form 55002017-01-01539
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01215
Total of all active and inactive participants2017-01-01754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01755
Number of participants with account balances2017-01-01712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01658
Total number of active participants reported on line 7a of the Form 55002016-01-01448
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01194
Total of all active and inactive participants2016-01-01642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01642
Number of participants with account balances2016-01-01642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01615
Total number of active participants reported on line 7a of the Form 55002015-01-01477
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01200
Total of all active and inactive participants2015-01-01677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01677
Number of participants with account balances2015-01-01658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01632
Total number of active participants reported on line 7a of the Form 55002014-01-01454
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01160
Total of all active and inactive participants2014-01-01614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01615
Number of participants with account balances2014-01-01624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01558
Total number of active participants reported on line 7a of the Form 55002013-01-01436
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01196
Total of all active and inactive participants2013-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01632
Number of participants with account balances2013-01-01623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01574
Total number of active participants reported on line 7a of the Form 55002012-01-01363
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01195
Total of all active and inactive participants2012-01-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01558
Number of participants with account balances2012-01-01555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01550
Total number of active participants reported on line 7a of the Form 55002011-01-01381
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01193
Total of all active and inactive participants2011-01-01574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01574
Number of participants with account balances2011-01-01565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01549
Total number of active participants reported on line 7a of the Form 55002010-01-01363
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01187
Total of all active and inactive participants2010-01-01550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01550
Number of participants with account balances2010-01-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01508
Total number of active participants reported on line 7a of the Form 55002009-01-01357
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01192
Total of all active and inactive participants2009-01-01549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01549
Number of participants with account balances2009-01-01541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$143,610
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$93,673
Total income from all sources (including contributions)2022-12-31$-24,183,940
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,774,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,738,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$13,335,277
Value of total assets at end of year2022-12-31$193,590,276
Value of total assets at beginning of year2022-12-31$223,498,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$36,048
Total interest from all sources2022-12-31$31,383
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,541,935
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$6,541,935
Administrative expenses professional fees incurred2022-12-31$35,298
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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$7,539,278
Participant contributions at end of year2022-12-31$428,601
Participant contributions at beginning of year2022-12-31$668,418
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$491,086
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$143,610
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$93,673
Administrative expenses (other) incurred2022-12-31$750
Total non interest bearing cash at end of year2022-12-31$159,993
Total non interest bearing cash at beginning of year2022-12-31$109,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-29,957,988
Value of net assets at end of year (total assets less liabilities)2022-12-31$193,446,666
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$223,404,654
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$190,595,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$218,750,608
Interest on participant loans2022-12-31$31,383
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$1,267,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-44,079,654
Net investment gain or loss from common/collective trusts2022-12-31$-12,881
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
Contributions received in cash from employer2022-12-31$5,304,913
Employer contributions (assets) at end of year2022-12-31$2,406,368
Employer contributions (assets) at beginning of year2022-12-31$2,702,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,738,000
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2022-12-31134008324
2021 : AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$93,673
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$121,104
Total income from all sources (including contributions)2021-12-31$38,650,377
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$14,134,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,092,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,194,810
Value of total assets at end of year2021-12-31$223,498,327
Value of total assets at beginning of year2021-12-31$199,009,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$41,100
Total interest from all sources2021-12-31$38,802
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$15,655,339
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$15,655,339
Administrative expenses professional fees incurred2021-12-31$39,750
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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$6,608,662
Participant contributions at end of year2021-12-31$668,418
Participant contributions at beginning of year2021-12-31$656,749
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$319,966
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$93,673
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$121,104
Administrative expenses (other) incurred2021-12-31$1,350
Total non interest bearing cash at end of year2021-12-31$109,682
Total non interest bearing cash at beginning of year2021-12-31$136,309
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
Value of net income/loss2021-12-31$24,516,313
Value of net assets at end of year (total assets less liabilities)2021-12-31$223,404,654
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$198,888,341
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$218,750,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$194,637,585
Interest on participant loans2021-12-31$38,802
Value of interest in common/collective trusts at end of year2021-12-31$1,267,454
Value of interest in common/collective trusts at beginning of year2021-12-31$1,081,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,534,053
Net investment gain or loss from common/collective trusts2021-12-31$227,373
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
Contributions received in cash from employer2021-12-31$5,266,182
Employer contributions (assets) at end of year2021-12-31$2,702,165
Employer contributions (assets) at beginning of year2021-12-31$2,497,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,092,964
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2021-12-31134008324
2020 : AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$121,104
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$137,081
Total income from all sources (including contributions)2020-12-31$35,111,055
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$16,217,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$16,159,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$12,082,728
Value of total assets at end of year2020-12-31$199,009,445
Value of total assets at beginning of year2020-12-31$180,131,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$58,339
Total interest from all sources2020-12-31$47,783
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$9,209,050
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$9,209,050
Administrative expenses professional fees incurred2020-12-31$20,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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$6,394,568
Participant contributions at end of year2020-12-31$656,749
Participant contributions at beginning of year2020-12-31$828,354
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$772,083
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$121,104
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$137,081
Administrative expenses (other) incurred2020-12-31$38,339
Total non interest bearing cash at end of year2020-12-31$136,309
Total non interest bearing cash at beginning of year2020-12-31$150,224
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
Value of net income/loss2020-12-31$18,893,672
Value of net assets at end of year (total assets less liabilities)2020-12-31$198,888,341
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$179,994,669
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$194,637,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$175,692,815
Interest on participant loans2020-12-31$47,783
Value of interest in common/collective trusts at end of year2020-12-31$1,081,751
Value of interest in common/collective trusts at beginning of year2020-12-31$1,045,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$13,728,790
Net investment gain or loss from common/collective trusts2020-12-31$42,704
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
Contributions received in cash from employer2020-12-31$4,916,077
Employer contributions (assets) at end of year2020-12-31$2,497,051
Employer contributions (assets) at beginning of year2020-12-31$2,414,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$16,159,044
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2020-12-31134008324
2019 : AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
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$137,081
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$137,081
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$162,229
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$162,229
Total income from all sources (including contributions)2019-12-31$44,187,112
Total income from all sources (including contributions)2019-12-31$44,187,112
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$10,159,369
Total of all expenses incurred2019-12-31$10,159,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,071,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,071,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,227,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,227,034
Value of total assets at end of year2019-12-31$180,131,750
Value of total assets at end of year2019-12-31$180,131,750
Value of total assets at beginning of year2019-12-31$146,129,155
Value of total assets at beginning of year2019-12-31$146,129,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$87,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$87,916
Total interest from all sources2019-12-31$55,406
Total interest from all sources2019-12-31$55,406
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,429,784
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,429,784
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$10,429,784
Administrative expenses professional fees incurred2019-12-31$33,170
Administrative expenses professional fees incurred2019-12-31$33,170
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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$6,462,999
Contributions received from participants2019-12-31$6,462,999
Participant contributions at end of year2019-12-31$828,354
Participant contributions at end of year2019-12-31$828,354
Participant contributions at beginning of year2019-12-31$859,681
Participant contributions at beginning of year2019-12-31$859,681
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$353,029
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$353,029
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$137,081
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$137,081
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$162,229
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$162,229
Administrative expenses (other) incurred2019-12-31$54,746
Administrative expenses (other) incurred2019-12-31$54,746
Total non interest bearing cash at end of year2019-12-31$150,224
Total non interest bearing cash at end of year2019-12-31$150,224
Total non interest bearing cash at beginning of year2019-12-31$178,823
Total non interest bearing cash at beginning of year2019-12-31$178,823
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
Value of net income/loss2019-12-31$34,027,743
Value of net income/loss2019-12-31$34,027,743
Value of net assets at end of year (total assets less liabilities)2019-12-31$179,994,669
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$145,966,926
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$145,966,926
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$175,692,815
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$175,692,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$141,659,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$141,659,896
Interest on participant loans2019-12-31$55,406
Interest on participant loans2019-12-31$55,406
Value of interest in common/collective trusts at end of year2019-12-31$1,045,702
Value of interest in common/collective trusts at end of year2019-12-31$1,045,702
Value of interest in common/collective trusts at beginning of year2019-12-31$944,980
Value of interest in common/collective trusts at beginning of year2019-12-31$944,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,253,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,253,440
Net investment gain or loss from common/collective trusts2019-12-31$221,448
Net investment gain or loss from common/collective trusts2019-12-31$221,448
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
Contributions received in cash from employer2019-12-31$5,411,006
Contributions received in cash from employer2019-12-31$5,411,006
Employer contributions (assets) at end of year2019-12-31$2,414,655
Employer contributions (assets) at end of year2019-12-31$2,414,655
Employer contributions (assets) at beginning of year2019-12-31$2,485,775
Employer contributions (assets) at beginning of year2019-12-31$2,485,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,071,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,071,453
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
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 name2019-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm name2019-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2019-12-31134008324
Accountancy firm EIN2019-12-31134008324
2018 : AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$162,229
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$149,124
Total income from all sources (including contributions)2018-12-31$3,061,070
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,354,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,258,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,418,195
Value of total assets at end of year2018-12-31$146,129,155
Value of total assets at beginning of year2018-12-31$152,409,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$95,746
Total interest from all sources2018-12-31$51,567
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$11,383,395
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$11,383,395
Administrative expenses professional fees incurred2018-12-31$44,223
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$6,455,802
Participant contributions at end of year2018-12-31$859,681
Participant contributions at beginning of year2018-12-31$981,871
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$720,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$162,229
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$149,124
Administrative expenses (other) incurred2018-12-31$51,523
Total non interest bearing cash at end of year2018-12-31$178,823
Total non interest bearing cash at beginning of year2018-12-31$189,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,293,408
Value of net assets at end of year (total assets less liabilities)2018-12-31$145,966,926
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$152,260,334
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$141,659,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$147,992,950
Interest on participant loans2018-12-31$51,567
Value of interest in common/collective trusts at end of year2018-12-31$944,980
Value of interest in common/collective trusts at beginning of year2018-12-31$755,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-21,870,270
Net investment gain or loss from common/collective trusts2018-12-31$78,183
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
Contributions received in cash from employer2018-12-31$6,241,874
Employer contributions (assets) at end of year2018-12-31$2,485,775
Employer contributions (assets) at beginning of year2018-12-31$2,489,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,258,732
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
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 name2018-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2018-12-31134008324
2017 : AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$149,124
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$149,223
Total income from all sources (including contributions)2017-12-31$36,618,451
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,649,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,519,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$14,909,380
Value of total assets at end of year2017-12-31$152,409,458
Value of total assets at beginning of year2017-12-31$122,440,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$130,306
Total interest from all sources2017-12-31$49,246
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$12,962,743
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$12,962,743
Administrative expenses professional fees incurred2017-12-31$77,832
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$5,973,547
Participant contributions at end of year2017-12-31$981,871
Participant contributions at beginning of year2017-12-31$789,769
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,823,148
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$149,124
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$149,223
Administrative expenses (other) incurred2017-12-31$52,474
Total non interest bearing cash at end of year2017-12-31$189,654
Total non interest bearing cash at beginning of year2017-12-31$356,370
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
Value of net income/loss2017-12-31$29,968,693
Value of net assets at end of year (total assets less liabilities)2017-12-31$152,260,334
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$122,291,641
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$147,992,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$118,529,039
Interest on participant loans2017-12-31$49,246
Value of interest in common/collective trusts at end of year2017-12-31$755,024
Value of interest in common/collective trusts at beginning of year2017-12-31$506,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,561,643
Net investment gain or loss from common/collective trusts2017-12-31$135,439
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
Contributions received in cash from employer2017-12-31$6,112,685
Employer contributions (assets) at end of year2017-12-31$2,489,959
Employer contributions (assets) at beginning of year2017-12-31$2,258,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,519,452
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
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 name2017-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2017-12-31134008324
2016 : AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$149,223
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$128,595
Total income from all sources (including contributions)2016-12-31$22,926,536
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,208,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,095,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$13,060,039
Value of total assets at end of year2016-12-31$122,440,864
Value of total assets at beginning of year2016-12-31$105,702,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$112,989
Total interest from all sources2016-12-31$34,536
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,843,574
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$3,843,574
Administrative expenses professional fees incurred2016-12-31$63,398
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$5,940,640
Participant contributions at end of year2016-12-31$789,769
Participant contributions at beginning of year2016-12-31$670,106
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,643,197
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$149,223
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$128,595
Administrative expenses (other) incurred2016-12-31$49,591
Total non interest bearing cash at end of year2016-12-31$356,370
Total non interest bearing cash at beginning of year2016-12-31$250,480
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$16,718,195
Value of net assets at end of year (total assets less liabilities)2016-12-31$122,291,641
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$105,573,446
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$118,529,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$102,219,622
Interest on participant loans2016-12-31$34,536
Value of interest in common/collective trusts at end of year2016-12-31$506,817
Value of interest in common/collective trusts at beginning of year2016-12-31$503,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,986,548
Net investment gain or loss from common/collective trusts2016-12-31$1,839
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$5,476,202
Employer contributions (assets) at end of year2016-12-31$2,258,869
Employer contributions (assets) at beginning of year2016-12-31$2,057,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,095,352
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 name2016-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2016-12-31134008324
2015 : AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$128,595
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$117,022
Total income from all sources (including contributions)2015-12-31$9,367,911
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,852,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,756,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,403,658
Value of total assets at end of year2015-12-31$105,702,041
Value of total assets at beginning of year2015-12-31$102,174,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$95,916
Total interest from all sources2015-12-31$29,597
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,487,212
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$6,487,212
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$5,242,514
Participant contributions at end of year2015-12-31$670,106
Participant contributions at beginning of year2015-12-31$609,970
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,363,888
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$128,595
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$117,022
Administrative expenses (other) incurred2015-12-31$95,916
Total non interest bearing cash at end of year2015-12-31$250,480
Total non interest bearing cash at beginning of year2015-12-31$117,095
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$3,515,591
Value of net assets at end of year (total assets less liabilities)2015-12-31$105,573,446
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$102,057,855
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$102,219,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$99,705,553
Interest on participant loans2015-12-31$29,597
Value of interest in common/collective trusts at end of year2015-12-31$503,865
Value of interest in common/collective trusts at beginning of year2015-12-31$215,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,559,504
Net investment gain or loss from common/collective trusts2015-12-31$6,948
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$4,797,256
Employer contributions (assets) at end of year2015-12-31$2,057,968
Employer contributions (assets) at beginning of year2015-12-31$1,526,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,756,404
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2015-12-31134008324
2014 : AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-1,179,215
Total unrealized appreciation/depreciation of assets2014-12-31$-1,179,215
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$117,022
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$476,261
Total income from all sources (including contributions)2014-12-31$14,078,701
Total loss/gain on sale of assets2014-12-31$903,632
Total of all expenses incurred2014-12-31$8,548,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,511,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,104,136
Value of total assets at end of year2014-12-31$102,174,877
Value of total assets at beginning of year2014-12-31$97,003,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$36,672
Total interest from all sources2014-12-31$32,110
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,518,630
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$5,488,479
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$4,692,417
Participant contributions at end of year2014-12-31$609,970
Participant contributions at beginning of year2014-12-31$620,307
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$759,672
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$117,022
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$476,261
Administrative expenses (other) incurred2014-12-31$36,672
Total non interest bearing cash at end of year2014-12-31$117,095
Total non interest bearing cash at beginning of year2014-12-31$502,061
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$5,530,611
Value of net assets at end of year (total assets less liabilities)2014-12-31$102,057,855
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$96,527,244
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$99,705,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$92,981,646
Interest on participant loans2014-12-31$32,110
Value of interest in common/collective trusts at end of year2014-12-31$215,476
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,300,592
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$4,652,047
Employer contributions (assets) at end of year2014-12-31$1,526,783
Employer contributions (assets) at beginning of year2014-12-31$1,444,488
Income. Dividends from common stock2014-12-31$30,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,511,418
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,455,003
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
Aggregate proceeds on sale of assets2014-12-31$1,068,869
Aggregate carrying amount (costs) on sale of assets2014-12-31$165,237
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 name2014-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2014-12-31134008324
2013 : AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$318,947
Total unrealized appreciation/depreciation of assets2013-12-31$318,947
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$476,261
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$426,854
Total income from all sources (including contributions)2013-12-31$28,822,201
Total loss/gain on sale of assets2013-12-31$-19,364
Total of all expenses incurred2013-12-31$2,436,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,433,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,473,590
Value of total assets at end of year2013-12-31$97,003,505
Value of total assets at beginning of year2013-12-31$70,568,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,406
Total interest from all sources2013-12-31$28,262
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,731,563
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$3,703,089
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$4,256,041
Participant contributions at end of year2013-12-31$620,307
Participant contributions at beginning of year2013-12-31$517,002
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,379,628
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$476,261
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$426,854
Administrative expenses (other) incurred2013-12-31$3,406
Total non interest bearing cash at end of year2013-12-31$502,061
Total non interest bearing cash at beginning of year2013-12-31$426,854
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$26,385,737
Value of net assets at end of year (total assets less liabilities)2013-12-31$96,527,244
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$70,141,507
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$92,981,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$67,869,372
Interest on participant loans2013-12-31$28,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$14,289,203
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$4,837,921
Employer contributions (assets) at end of year2013-12-31$1,444,488
Employer contributions (assets) at beginning of year2013-12-31$660,862
Income. Dividends from common stock2013-12-31$28,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,433,058
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,455,003
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,094,271
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$163,338
Aggregate carrying amount (costs) on sale of assets2013-12-31$182,702
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2013-12-31134008324
2012 : AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-3,675
Total unrealized appreciation/depreciation of assets2012-12-31$-3,675
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$426,854
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$15,645,231
Total loss/gain on sale of assets2012-12-31$-828
Total of all expenses incurred2012-12-31$4,462,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,423,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,241,224
Value of total assets at end of year2012-12-31$70,568,361
Value of total assets at beginning of year2012-12-31$58,958,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$38,974
Total interest from all sources2012-12-31$71,780
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,215,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,753,576
Participant contributions at end of year2012-12-31$517,002
Participant contributions at beginning of year2012-12-31$531,670
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$564,447
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$426,854
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$38,974
Total non interest bearing cash at end of year2012-12-31$426,854
Total non interest bearing cash at beginning of year2012-12-31$1,463,871
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$11,182,914
Value of net assets at end of year (total assets less liabilities)2012-12-31$70,141,507
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$58,958,593
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$67,869,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$54,684,451
Interest on participant loans2012-12-31$14,688
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$57,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,121,137
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$2,923,201
Employer contributions (assets) at end of year2012-12-31$660,862
Employer contributions (assets) at beginning of year2012-12-31$1,186,355
Income. Dividends from common stock2012-12-31$2,215,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,423,343
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,094,271
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,092,246
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
Aggregate proceeds on sale of assets2012-12-31$77,157
Aggregate carrying amount (costs) on sale of assets2012-12-31$77,985
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2012-12-31134008324
2011 : AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-11,732
Total unrealized appreciation/depreciation of assets2011-12-31$-11,732
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$3,927,984
Total loss/gain on sale of assets2011-12-31$428
Total of all expenses incurred2011-12-31$2,428,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,425,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,542,739
Value of total assets at end of year2011-12-31$58,958,593
Value of total assets at beginning of year2011-12-31$57,459,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,013
Total interest from all sources2011-12-31$71,979
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,150,456
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$1,150,456
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$4,780,488
Participant contributions at end of year2011-12-31$531,670
Participant contributions at beginning of year2011-12-31$497,719
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$203,990
Administrative expenses (other) incurred2011-12-31$3,013
Total non interest bearing cash at end of year2011-12-31$1,463,871
Total non interest bearing cash at beginning of year2011-12-31$599,183
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$1,499,164
Value of net assets at end of year (total assets less liabilities)2011-12-31$58,958,593
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$57,459,429
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$54,684,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$52,557,729
Interest on participant loans2011-12-31$26,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$45,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,825,886
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,558,261
Employer contributions (assets) at end of year2011-12-31$1,186,355
Employer contributions (assets) at beginning of year2011-12-31$2,731,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,425,807
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,092,246
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,073,663
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
Aggregate proceeds on sale of assets2011-12-31$66,653
Aggregate carrying amount (costs) on sale of assets2011-12-31$66,225
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 name2011-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2011-12-31134008324
2010 : AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$168,355
Total unrealized appreciation/depreciation of assets2010-12-31$168,355
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$15,024,924
Total loss/gain on sale of assets2010-12-31$-30,049
Total of all expenses incurred2010-12-31$2,813,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,797,335
Expenses. Certain deemed distributions of participant loans2010-12-31$3,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,057,283
Value of total assets at end of year2010-12-31$57,459,429
Value of total assets at beginning of year2010-12-31$45,248,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,857
Total interest from all sources2010-12-31$90,054
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$695,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$695,340
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,805,469
Participant contributions at end of year2010-12-31$497,719
Participant contributions at beginning of year2010-12-31$326,668
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$912,735
Administrative expenses (other) incurred2010-12-31$12,857
Total non interest bearing cash at end of year2010-12-31$599,183
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$12,211,204
Value of net assets at end of year (total assets less liabilities)2010-12-31$57,459,429
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$45,248,225
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$52,557,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$42,334,532
Interest on participant loans2010-12-31$25,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$36,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$36,789
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$64,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,043,941
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,339,079
Employer contributions (assets) at end of year2010-12-31$2,731,135
Employer contributions (assets) at beginning of year2010-12-31$1,984,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,797,335
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,073,663
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$565,934
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Aggregate proceeds on sale of assets2010-12-31$141,905
Aggregate carrying amount (costs) on sale of assets2010-12-31$171,954
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 name2010-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2010-12-31134008324
2009 : AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN

2022: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 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: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 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: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 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: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 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: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 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: AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

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