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WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 401k Plan overview

Plan NameWIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF
Plan identification number 001

WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

WIGGIN & DANA LLP has sponsored the creation of one or more 401k plans.

Company Name:WIGGIN & DANA LLP
Employer identification number (EIN):060590100
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about WIGGIN & DANA LLP

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0600123619

More information about WIGGIN & DANA LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TRUDY MUHLBAUER
0012016-01-01TRUDY MUHLBAUER
0012015-01-01TRUDY MUHLBAUER
0012014-01-01TRUDY MUHLBAUER TRUDY MUHLBAUER2015-10-12
0012013-01-01TRUDY MUHLBAUER
0012012-01-01TRUDY MUHLBAUER TRUDY MUHLBAUER2013-10-09
0012011-01-01TRUDY MUHLBAUER
0012010-01-01TRUDY MUHLBAUER TRUDY MUHLBAUER2011-12-09
0012009-01-01TRUDY MUHLBAUER TRUDY MUHLBAUER2010-10-08

Plan Statistics for WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF

401k plan membership statisitcs for WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF

Measure Date Value
2022: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2022 401k membership
Total participants, beginning-of-year2022-01-01233
Total number of active participants reported on line 7a of the Form 55002022-01-01175
Number of retired or separated participants receiving benefits2022-01-0116
Number of other retired or separated participants entitled to future benefits2022-01-0170
Total of all active and inactive participants2022-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01261
Number of participants with account balances2022-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2021 401k membership
Total participants, beginning-of-year2021-01-01246
Total number of active participants reported on line 7a of the Form 55002021-01-01158
Number of retired or separated participants receiving benefits2021-01-0114
Number of other retired or separated participants entitled to future benefits2021-01-0160
Total of all active and inactive participants2021-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01233
Number of participants with account balances2021-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2020 401k membership
Total participants, beginning-of-year2020-01-01231
Total number of active participants reported on line 7a of the Form 55002020-01-01168
Number of retired or separated participants receiving benefits2020-01-0113
Number of other retired or separated participants entitled to future benefits2020-01-0164
Total of all active and inactive participants2020-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01246
Number of participants with account balances2020-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2019 401k membership
Total participants, beginning-of-year2019-01-01241
Total number of active participants reported on line 7a of the Form 55002019-01-01155
Number of retired or separated participants receiving benefits2019-01-0115
Number of other retired or separated participants entitled to future benefits2019-01-0161
Total of all active and inactive participants2019-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01231
Number of participants with account balances2019-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2018 401k membership
Total participants, beginning-of-year2018-01-01236
Total number of active participants reported on line 7a of the Form 55002018-01-01166
Number of retired or separated participants receiving benefits2018-01-0114
Number of other retired or separated participants entitled to future benefits2018-01-0161
Total of all active and inactive participants2018-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01241
Number of participants with account balances2018-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2017 401k membership
Total participants, beginning-of-year2017-01-01238
Total number of active participants reported on line 7a of the Form 55002017-01-01165
Number of retired or separated participants receiving benefits2017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-0159
Total of all active and inactive participants2017-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01236
Number of participants with account balances2017-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2016 401k membership
Total participants, beginning-of-year2016-01-01244
Total number of active participants reported on line 7a of the Form 55002016-01-01175
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-0156
Total of all active and inactive participants2016-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01238
Number of participants with account balances2016-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2015 401k membership
Total participants, beginning-of-year2015-01-01234
Total number of active participants reported on line 7a of the Form 55002015-01-01185
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-0152
Total of all active and inactive participants2015-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01244
Number of participants with account balances2015-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2014 401k membership
Total participants, beginning-of-year2014-01-01229
Total number of active participants reported on line 7a of the Form 55002014-01-01187
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-0140
Total of all active and inactive participants2014-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01234
Number of participants with account balances2014-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2013 401k membership
Total participants, beginning-of-year2013-01-01228
Total number of active participants reported on line 7a of the Form 55002013-01-01188
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01229
Number of participants with account balances2013-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2012 401k membership
Total participants, beginning-of-year2012-01-01256
Total number of active participants reported on line 7a of the Form 55002012-01-01189
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01228
Number of participants with account balances2012-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2011 401k membership
Total participants, beginning-of-year2011-01-01256
Total number of active participants reported on line 7a of the Form 55002011-01-01190
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-0159
Total of all active and inactive participants2011-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01256
Number of participants with account balances2011-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2010 401k membership
Total participants, beginning-of-year2010-01-01262
Total number of active participants reported on line 7a of the Form 55002010-01-01178
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-0172
Total of all active and inactive participants2010-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01256
Number of participants with account balances2010-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2009 401k membership
Total participants, beginning-of-year2009-01-01261
Total number of active participants reported on line 7a of the Form 55002009-01-01198
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-0159
Total of all active and inactive participants2009-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01262
Number of participants with account balances2009-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF

Measure Date Value
2022 : WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$393,614
Total transfer of assets from this plan2022-12-31$99,124
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-17,073,586
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$15,078,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$15,051,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,853,196
Value of total assets at end of year2022-12-31$107,171,740
Value of total assets at beginning of year2022-12-31$139,029,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$27,276
Total interest from all sources2022-12-31$20,337
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,462,503
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$4,462,503
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$1,823,419
Participant contributions at end of year2022-12-31$376,879
Participant contributions at beginning of year2022-12-31$505,673
Participant contributions at end of year2022-12-31$154,770
Participant contributions at beginning of year2022-12-31$159,500
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,137,027
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,390,553
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$527,250
Other income not declared elsewhere2022-12-31$-253,526
Administrative expenses (other) incurred2022-12-31$27,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-32,152,272
Value of net assets at end of year (total assets less liabilities)2022-12-31$107,171,740
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$139,029,522
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$92,998,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$126,264,336
Interest on participant loans2022-12-31$20,337
Value of interest in common/collective trusts at end of year2022-12-31$12,098,713
Value of interest in common/collective trusts at beginning of year2022-12-31$10,243,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-26,334,887
Net investment gain or loss from common/collective trusts2022-12-31$178,791
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$2,502,527
Employer contributions (assets) at end of year2022-12-31$405,541
Employer contributions (assets) at beginning of year2022-12-31$465,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$15,051,410
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
Accountancy firm EIN2022-12-31134008324
2021 : WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$100,838
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$20,070,592
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,121,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,095,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,065,775
Value of total assets at end of year2021-12-31$139,029,522
Value of total assets at beginning of year2021-12-31$121,979,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,103
Total interest from all sources2021-12-31$24,566
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,817,087
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$5,817,087
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,499,388
Participant contributions at end of year2021-12-31$505,673
Participant contributions at beginning of year2021-12-31$509,619
Participant contributions at end of year2021-12-31$159,500
Participant contributions at beginning of year2021-12-31$143,382
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,390,553
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,325,957
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$201,977
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$11,311
Other income not declared elsewhere2021-12-31$64,596
Administrative expenses (other) incurred2021-12-31$26,103
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$16,948,692
Value of net assets at end of year (total assets less liabilities)2021-12-31$139,029,522
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$121,979,992
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$126,264,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$108,422,395
Interest on participant loans2021-12-31$24,566
Value of interest in common/collective trusts at end of year2021-12-31$10,243,587
Value of interest in common/collective trusts at beginning of year2021-12-31$11,056,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,938,102
Net investment gain or loss from common/collective trusts2021-12-31$160,466
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$2,364,410
Employer contributions (assets) at end of year2021-12-31$465,873
Employer contributions (assets) at beginning of year2021-12-31$522,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,084,486
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$187,498
Total transfer of assets from this plan2020-12-31$95,355
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$17,558,615
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$10,137,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,112,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,695,742
Value of total assets at end of year2020-12-31$121,979,992
Value of total assets at beginning of year2020-12-31$114,466,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$24,713
Total interest from all sources2020-12-31$25,908
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,427,153
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$3,427,153
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,378,795
Participant contributions at end of year2020-12-31$509,619
Participant contributions at beginning of year2020-12-31$488,623
Participant contributions at end of year2020-12-31$143,382
Participant contributions at beginning of year2020-12-31$37,468
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,325,957
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,247,277
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$105,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$11,652
Other income not declared elsewhere2020-12-31$78,680
Administrative expenses (other) incurred2020-12-31$24,713
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$7,421,129
Value of net assets at end of year (total assets less liabilities)2020-12-31$121,979,992
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$114,466,720
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$108,422,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$101,981,006
Interest on participant loans2020-12-31$25,908
Value of interest in common/collective trusts at end of year2020-12-31$11,056,011
Value of interest in common/collective trusts at beginning of year2020-12-31$10,306,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,095,730
Net investment gain or loss from common/collective trusts2020-12-31$235,402
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$2,211,947
Employer contributions (assets) at end of year2020-12-31$522,628
Employer contributions (assets) at beginning of year2020-12-31$405,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,101,121
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 name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$158,776
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$23,767,654
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,226,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,203,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,833,827
Value of total assets at end of year2019-12-31$114,466,720
Value of total assets at beginning of year2019-12-31$96,766,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,414
Total interest from all sources2019-12-31$27,583
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,108,695
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$4,108,695
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,333,192
Participant contributions at end of year2019-12-31$488,623
Participant contributions at beginning of year2019-12-31$434,385
Participant contributions at end of year2019-12-31$37,468
Participant contributions at beginning of year2019-12-31$141,592
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,247,277
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,162,023
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$232,427
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$14,730
Other income not declared elsewhere2019-12-31$85,254
Administrative expenses (other) incurred2019-12-31$23,414
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$17,540,950
Value of net assets at end of year (total assets less liabilities)2019-12-31$114,466,720
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$96,766,994
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 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$101,981,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$83,645,590
Interest on participant loans2019-12-31$27,583
Value of interest in common/collective trusts at end of year2019-12-31$10,306,883
Value of interest in common/collective trusts at beginning of year2019-12-31$10,814,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,459,086
Net investment gain or loss from common/collective trusts2019-12-31$253,209
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,268,208
Employer contributions (assets) at end of year2019-12-31$405,463
Employer contributions (assets) at beginning of year2019-12-31$568,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,188,560
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLUM SHAPIRO & COMPANY, P.C.
Accountancy firm EIN2019-12-31061009205
2018 : WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$33,978
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-1,266,181
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,752,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,727,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,886,098
Value of total assets at end of year2018-12-31$96,766,994
Value of total assets at beginning of year2018-12-31$104,751,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,738
Total interest from all sources2018-12-31$21,266
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,115,377
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$5,115,377
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,349,647
Participant contributions at end of year2018-12-31$434,385
Participant contributions at beginning of year2018-12-31$469,531
Participant contributions at end of year2018-12-31$141,592
Participant contributions at beginning of year2018-12-31$121,600
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,162,023
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,134,444
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$378,221
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$11,736
Other income not declared elsewhere2018-12-31$27,579
Administrative expenses (other) incurred2018-12-31$24,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,018,573
Value of net assets at end of year (total assets less liabilities)2018-12-31$96,766,994
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$104,751,589
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$83,645,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$91,611,397
Interest on participant loans2018-12-31$21,266
Value of interest in common/collective trusts at end of year2018-12-31$10,814,782
Value of interest in common/collective trusts at beginning of year2018-12-31$11,067,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,564,800
Net investment gain or loss from common/collective trusts2018-12-31$248,299
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$2,158,230
Employer contributions (assets) at end of year2018-12-31$568,622
Employer contributions (assets) at beginning of year2018-12-31$346,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,715,918
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 name2018-12-31BLUM SHAPIRO & COMPANY, P.C.
Accountancy firm EIN2018-12-31061009205
2017 : WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$18,173,437
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,055,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,026,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,464,004
Value of total assets at end of year2017-12-31$104,751,589
Value of total assets at beginning of year2017-12-31$90,633,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$29,378
Total interest from all sources2017-12-31$20,341
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,670,195
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$3,670,195
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,434,167
Participant contributions at end of year2017-12-31$469,531
Participant contributions at beginning of year2017-12-31$438,473
Participant contributions at end of year2017-12-31$121,600
Participant contributions at beginning of year2017-12-31$28,000
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,134,444
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,059,390
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,769
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$8,742
Other income not declared elsewhere2017-12-31$75,054
Administrative expenses (other) incurred2017-12-31$29,378
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$14,117,908
Value of net assets at end of year (total assets less liabilities)2017-12-31$104,751,589
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$90,633,681
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$91,611,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$79,084,730
Interest on participant loans2017-12-31$20,341
Value of interest in common/collective trusts at end of year2017-12-31$11,067,811
Value of interest in common/collective trusts at beginning of year2017-12-31$9,677,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,761,412
Net investment gain or loss from common/collective trusts2017-12-31$182,431
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$2,027,068
Employer contributions (assets) at end of year2017-12-31$346,806
Employer contributions (assets) at beginning of year2017-12-31$345,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,017,409
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31BLUM SHAPIRO & COMPANY, P.C.
Accountancy firm EIN2017-12-31061009205
2016 : WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$243,842
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$10,253,927
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,806,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,783,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,620,473
Value of total assets at end of year2016-12-31$90,633,681
Value of total assets at beginning of year2016-12-31$82,942,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,951
Total interest from all sources2016-12-31$16,530
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,380,400
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$2,380,400
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,376,366
Participant contributions at end of year2016-12-31$438,473
Participant contributions at beginning of year2016-12-31$349,412
Participant contributions at end of year2016-12-31$28,000
Participant contributions at beginning of year2016-12-31$10,000
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,059,390
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,002,032
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$200,816
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$11,736
Other income not declared elsewhere2016-12-31$57,358
Administrative expenses (other) incurred2016-12-31$22,951
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$7,447,081
Value of net assets at end of year (total assets less liabilities)2016-12-31$90,633,681
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$82,942,758
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$79,084,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$73,196,971
Interest on participant loans2016-12-31$16,530
Value of interest in common/collective trusts at end of year2016-12-31$9,677,372
Value of interest in common/collective trusts at beginning of year2016-12-31$7,929,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,994,243
Net investment gain or loss from common/collective trusts2016-12-31$184,923
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$2,043,291
Employer contributions (assets) at end of year2016-12-31$345,716
Employer contributions (assets) at beginning of year2016-12-31$454,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,772,159
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31BLUM SHAPIRO & COMPANY, P.C.
Accountancy firm EIN2016-12-31061009205
2015 : WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$179,520
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,917,556
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,626,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,602,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,726,374
Value of total assets at end of year2015-12-31$82,942,758
Value of total assets at beginning of year2015-12-31$87,471,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,840
Total interest from all sources2015-12-31$13,778
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,329,435
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$3,329,435
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,476,586
Participant contributions at end of year2015-12-31$349,412
Participant contributions at beginning of year2015-12-31$297,465
Participant contributions at end of year2015-12-31$10,000
Participant contributions at beginning of year2015-12-31$49,613
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,002,032
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$956,793
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$301
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$14,730
Other income not declared elsewhere2015-12-31$45,239
Administrative expenses (other) incurred2015-12-31$23,840
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$37,658,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,708,753
Value of net assets at end of year (total assets less liabilities)2015-12-31$82,942,758
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$87,471,991
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$73,196,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$32,542,597
Interest on participant loans2015-12-31$13,778
Value of interest in common/collective trusts at end of year2015-12-31$7,929,411
Value of interest in common/collective trusts at beginning of year2015-12-31$15,458,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,422,802
Net investment gain or loss from common/collective trusts2015-12-31$225,532
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$2,249,487
Employer contributions (assets) at end of year2015-12-31$454,932
Employer contributions (assets) at beginning of year2015-12-31$508,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,587,739
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31BLUM SHAPIRO & COMPANY, P.C.
Accountancy firm EIN2015-12-31061009205
2014 : WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$37,707,714
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,266,513
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,135,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,134,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,168,385
Value of total assets at end of year2014-12-31$87,471,991
Value of total assets at beginning of year2014-12-31$48,633,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$900
Total interest from all sources2014-12-31$9,894
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,494,480
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$2,494,480
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$297,465
Participant contributions at beginning of year2014-12-31$257,621
Participant contributions at end of year2014-12-31$49,613
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$956,793
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$920,027
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$11,735
Other income not declared elsewhere2014-12-31$47,456
Administrative expenses (other) incurred2014-12-31$900
Total non interest bearing cash at end of year2014-12-31$37,658,101
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,131,209
Value of net assets at end of year (total assets less liabilities)2014-12-31$87,471,991
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$48,633,068
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$32,542,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$40,553,525
Interest on participant loans2014-12-31$9,894
Value of interest in common/collective trusts at end of year2014-12-31$15,458,633
Value of interest in common/collective trusts at beginning of year2014-12-31$6,338,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$337,711
Net investment gain or loss from common/collective trusts2014-12-31$208,587
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$2,168,385
Employer contributions (assets) at end of year2014-12-31$508,789
Employer contributions (assets) at beginning of year2014-12-31$563,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,122,669
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
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 name2014-12-31BLUM SHAPIRO & COMPANY, P.C.
Accountancy firm EIN2014-12-31061009205
2013 : WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$9,194,499
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$712,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$711,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,282,506
Value of total assets at end of year2013-12-31$48,633,068
Value of total assets at beginning of year2013-12-31$40,151,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,000
Total interest from all sources2013-12-31$8,984
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,669,372
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$1,669,372
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$257,621
Participant contributions at beginning of year2013-12-31$223,954
Assets. Other investments not covered elsewhere at end of year2013-12-31$920,027
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$846,028
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$41,759
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$9,237
Other income not declared elsewhere2013-12-31$73,999
Administrative expenses (other) incurred2013-12-31$1,000
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$8,481,786
Value of net assets at end of year (total assets less liabilities)2013-12-31$48,633,068
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$40,151,282
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$40,553,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$32,727,389
Interest on participant loans2013-12-31$8,984
Value of interest in common/collective trusts at end of year2013-12-31$6,338,333
Value of interest in common/collective trusts at beginning of year2013-12-31$5,883,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,183,302
Net investment gain or loss from common/collective trusts2013-12-31$-23,664
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$2,240,747
Employer contributions (assets) at end of year2013-12-31$563,562
Employer contributions (assets) at beginning of year2013-12-31$470,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$702,476
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
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 name2013-12-31BLUM SHAPIRO & COMPANY, P.C.
Accountancy firm EIN2013-12-31061009205
2012 : WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
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$6,211,442
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,816,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,815,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,099,223
Value of total assets at end of year2012-12-31$40,151,282
Value of total assets at beginning of year2012-12-31$35,755,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$989
Total interest from all sources2012-12-31$10,354
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$885,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$885,284
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$223,954
Participant contributions at beginning of year2012-12-31$262,490
Assets. Other investments not covered elsewhere at end of year2012-12-31$846,028
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$790,131
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$9,237
Other income not declared elsewhere2012-12-31$55,897
Administrative expenses (other) incurred2012-12-31$989
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$4,395,302
Value of net assets at end of year (total assets less liabilities)2012-12-31$40,151,282
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$35,755,980
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$32,727,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$27,822,641
Interest on participant loans2012-12-31$10,354
Value of interest in common/collective trusts at end of year2012-12-31$5,883,740
Value of interest in common/collective trusts at beginning of year2012-12-31$6,468,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,036,225
Net investment gain or loss from common/collective trusts2012-12-31$124,459
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$2,099,223
Employer contributions (assets) at end of year2012-12-31$470,171
Employer contributions (assets) at beginning of year2012-12-31$412,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,805,914
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
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 name2012-12-31BLUM SHAPIRO & COMPANY, P.C.
Accountancy firm EIN2012-12-31061009205
2011 : WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$107,361
Total unrealized appreciation/depreciation of assets2011-12-31$107,361
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$2,579,255
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$289,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$286,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,503,764
Value of total assets at end of year2011-12-31$35,755,980
Value of total assets at beginning of year2011-12-31$33,466,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,899
Total interest from all sources2011-12-31$11,771
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$692,886
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$692,886
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$262,490
Participant contributions at beginning of year2011-12-31$285,892
Assets. Other investments not covered elsewhere at end of year2011-12-31$790,131
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$752,279
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$25,669
Other income not declared elsewhere2011-12-31$37,852
Administrative expenses (other) incurred2011-12-31$2,899
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$2,289,928
Value of net assets at end of year (total assets less liabilities)2011-12-31$35,755,980
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$33,466,052
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$27,822,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$27,479,470
Interest on participant loans2011-12-31$11,771
Value of interest in common/collective trusts at end of year2011-12-31$6,468,361
Value of interest in common/collective trusts at beginning of year2011-12-31$4,879,984
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$12,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-928,223
Net investment gain or loss from common/collective trusts2011-12-31$153,844
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,478,095
Employer contributions (assets) at end of year2011-12-31$412,357
Employer contributions (assets) at beginning of year2011-12-31$68,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$274,180
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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
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 name2011-12-31BLUM SHAPIRO & COMPANY, P.C.
Accountancy firm EIN2011-12-31061009205
2010 : WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$6,083,239
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,848,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,842,828
Value of total corrective distributions2010-12-31$3,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,221,206
Value of total assets at end of year2010-12-31$33,466,052
Value of total assets at beginning of year2010-12-31$29,230,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,328
Total interest from all sources2010-12-31$67,277
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$526,936
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$526,936
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$285,892
Participant contributions at beginning of year2010-12-31$238,830
Assets. Other investments not covered elsewhere at end of year2010-12-31$752,279
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$698,147
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$337,084
Administrative expenses (other) incurred2010-12-31$1,328
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$4,235,182
Value of net assets at end of year (total assets less liabilities)2010-12-31$33,466,052
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$29,230,870
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$27,479,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$22,877,431
Interest on participant loans2010-12-31$13,145
Interest earned on other investments2010-12-31$54,132
Value of interest in common/collective trusts at end of year2010-12-31$4,879,984
Value of interest in common/collective trusts at beginning of year2010-12-31$5,299,881
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,810,671
Net investment gain or loss from common/collective trusts2010-12-31$457,149
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,884,122
Employer contributions (assets) at end of year2010-12-31$68,427
Employer contributions (assets) at beginning of year2010-12-31$116,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,842,828
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
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 name2010-12-31MCGLADREY AND PULLEN, LLP
Accountancy firm EIN2010-12-31420714325

Form 5500 Responses for WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF

2022: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number0Z041675
Policy instance 2
Insurance contract or identification number0Z041675
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22601
Policy instance 1
Insurance contract or identification number22601
Number of Individuals Covered4
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number0Z041675
Policy instance 2
Insurance contract or identification number0Z041675
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22601
Policy instance 1
Insurance contract or identification number22601
Number of Individuals Covered6
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number0Z041675
Policy instance 2
Insurance contract or identification number0Z041675
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22601
Policy instance 1
Insurance contract or identification number22601
Number of Individuals Covered6
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22601
Policy instance 1
Insurance contract or identification number22601
Number of Individuals Covered6
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number0Z041675
Policy instance 2
Insurance contract or identification number0Z041675
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22601
Policy instance 1
Insurance contract or identification number22601
Number of Individuals Covered6
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number0Z041675
Policy instance 2
Insurance contract or identification number0Z041675
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number0Z041675
Policy instance 2
Insurance contract or identification number0Z041675
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22601
Policy instance 1
Insurance contract or identification number22601
Number of Individuals Covered6
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker name
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number0Z041675
Policy instance 2
Insurance contract or identification number0Z041675
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22601
Policy instance 1
Insurance contract or identification number22601
Number of Individuals Covered7
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $72
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees72
Additional information about fees paid to insurance brokerPERSISTENCY FEES OTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameEUGENE R FROST
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number0Z041675
Policy instance 2
Insurance contract or identification number0Z041675
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22601
Policy instance 1
Insurance contract or identification number22601
Number of Individuals Covered7
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $84
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees84
Additional information about fees paid to insurance brokerPERSISTENCY FEES OTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameEUGENE R FROST
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22601
Policy instance 1
Insurance contract or identification number22601
Number of Individuals Covered7
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number0Z041675
Policy instance 2
Insurance contract or identification number0Z041675
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number0Z041675
Policy instance 2
Insurance contract or identification number0Z041675
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22601
Policy instance 1
Insurance contract or identification number22601
Number of Individuals Covered7
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22601
Policy instance 1
Insurance contract or identification number22601
Number of Individuals Covered7
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number0Z041675
Policy instance 2
Insurance contract or identification number0Z041675
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22601
Policy instance 1
Insurance contract or identification number22601
Number of Individuals Covered7
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number0Z041675
Policy instance 2
Insurance contract or identification number0Z041675
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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