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WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameWALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN
Plan identification number 001

WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

DITECH HOLDING CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:DITECH HOLDING CORPORATION
Employer identification number (EIN):133950486
NAIC Classification:523110
NAIC Description:Investment Banking and Securities Dealing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01DONNA COULTON DONNA COULTON2019-07-24
0012017-01-01DONNA COULTON
0012016-01-01DONNA COULTON DONNA COULTON2017-10-16
0012015-01-01DONNA COULTON DONNA COULTON2016-10-13
0012014-01-01JANE STEFAN JANE STEFAN2015-10-09
0012014-01-01JANE STEFAN JANE STEFAN2015-10-08
0012013-01-01JANE STEFAN JANE STEFAN2014-10-14
0012012-01-01JANE STEFAN
0012011-01-01JANE STEFAN
0012009-01-01JANE STEFAN

Plan Statistics for WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN

Measure Date Value
2021: WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01105
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
2020: WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,420
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01105
Total of all active and inactive participants2020-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01105
Number of participants with account balances2020-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,278
Total number of active participants reported on line 7a of the Form 55002019-01-01850
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,570
Total of all active and inactive participants2019-01-012,420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-012,422
Number of participants with account balances2019-01-012,080
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0166
2018: WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,875
Total number of active participants reported on line 7a of the Form 55002018-01-013,003
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,275
Total of all active and inactive participants2018-01-014,278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014,278
Number of participants with account balances2018-01-013,037
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01104
2017: WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,036
Total number of active participants reported on line 7a of the Form 55002017-01-013,760
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,062
Total of all active and inactive participants2017-01-014,822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014,822
Number of participants with account balances2017-01-013,231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01159
2016: WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,243
Total number of active participants reported on line 7a of the Form 55002016-01-013,011
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-01956
Total of all active and inactive participants2016-01-013,972
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013,972
Number of participants with account balances2016-01-013,972
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0177
2015: WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,499
Total number of active participants reported on line 7a of the Form 55002015-01-013,300
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01941
Total of all active and inactive participants2015-01-014,243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014,243
Number of participants with account balances2015-01-014,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01241
2014: WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016,774
Total number of active participants reported on line 7a of the Form 55002014-01-013,874
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01623
Total of all active and inactive participants2014-01-014,499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014,499
Number of participants with account balances2014-01-014,499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01382
2013: WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01351
Total number of active participants reported on line 7a of the Form 55002013-01-016,244
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01528
Total of all active and inactive participants2013-01-016,774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016,774
Number of participants with account balances2013-01-014,167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01422
2012: WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01251
Total number of active participants reported on line 7a of the Form 55002012-01-01152
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0169
Total of all active and inactive participants2012-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01222
Number of participants with account balances2012-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0120
2011: WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01249
Total number of active participants reported on line 7a of the Form 55002011-01-01207
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0143
Total of all active and inactive participants2011-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01251
Number of participants with account balances2011-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2009: WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01167
Total number of active participants reported on line 7a of the Form 55002009-01-01221
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01233
Number of participants with account balances2009-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN

Measure Date Value
2021 : WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$0
Total income from all sources (including contributions)2021-05-31$-38,830
Total loss/gain on sale of assets2021-05-31$-38,830
Total of all expenses incurred2021-05-31$252,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$251,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$0
Value of total assets at end of year2021-05-31$0
Value of total assets at beginning of year2021-05-31$291,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$1,809
Total interest from all sources2021-05-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-05-31$0
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$500,000
If this is an individual account plan, was there a blackout period2021-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-05-31$0
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Participant contributions at end of year2021-05-31$0
Participant contributions at beginning of year2021-05-31$0
Administrative expenses (other) incurred2021-05-31$1,809
Total non interest bearing cash at end of year2021-05-31$0
Total non interest bearing cash at beginning of year2021-05-31$249,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$-291,799
Value of net assets at end of year (total assets less liabilities)2021-05-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$291,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$0
Value of interest in pooled separate accounts at end of year2021-05-31$0
Value of interest in pooled separate accounts at beginning of year2021-05-31$214
Value of interest in common/collective trusts at end of year2021-05-31$0
Value of interest in common/collective trusts at beginning of year2021-05-31$42,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$251,160
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31Yes
Aggregate proceeds on sale of assets2021-05-31$-38,830
Opinion of an independent qualified public accountant for this plan2021-05-31Unqualified
Accountancy firm name2021-05-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-05-31431947695
2020 : WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$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$6,151,973
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$144,398,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$144,076,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,005,182
Value of total assets at end of year2020-12-31$291,799
Value of total assets at beginning of year2020-12-31$138,537,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$321,357
Total interest from all sources2020-12-31$13,992
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$83,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$83,626
Administrative expenses professional fees incurred2020-12-31$321,357
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$936,653
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$1,752,232
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$68,529
Other income not declared elsewhere2020-12-31$16,147
Total non interest bearing cash at end of year2020-12-31$249,456
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-138,246,154
Value of net assets at end of year (total assets less liabilities)2020-12-31$291,799
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$138,537,953
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,756,438
Value of interest in pooled separate accounts at end of year2020-12-31$214
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,377,902
Interest on participant loans2020-12-31$13,992
Value of interest in common/collective trusts at end of year2020-12-31$42,129
Value of interest in common/collective trusts at beginning of year2020-12-31$120,651,381
Net investment gain/loss from pooled separate accounts2020-12-31$5,033,026
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$144,076,770
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2020-12-31431947695
2019 : WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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 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$41,139,030
Total income from all sources (including contributions)2019-12-31$41,139,030
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$68,950,111
Total of all expenses incurred2019-12-31$68,950,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$68,672,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$68,672,458
Expenses. Certain deemed distributions of participant loans2019-12-31$449
Expenses. Certain deemed distributions of participant loans2019-12-31$449
Value of total corrective distributions2019-12-31$124
Value of total corrective distributions2019-12-31$124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,352,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,352,287
Value of total assets at end of year2019-12-31$138,537,953
Value of total assets at end of year2019-12-31$138,537,953
Value of total assets at beginning of year2019-12-31$166,349,034
Value of total assets at beginning of year2019-12-31$166,349,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$277,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$277,080
Total interest from all sources2019-12-31$144,624
Total interest from all sources2019-12-31$144,624
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$217,995
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$217,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$217,995
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$217,995
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$7,430,740
Contributions received from participants2019-12-31$7,430,740
Participant contributions at end of year2019-12-31$1,752,232
Participant contributions at end of year2019-12-31$1,752,232
Participant contributions at beginning of year2019-12-31$4,220,753
Participant contributions at beginning of year2019-12-31$4,220,753
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$283,836
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$283,836
Other income not declared elsewhere2019-12-31$23,604
Other income not declared elsewhere2019-12-31$23,604
Administrative expenses (other) incurred2019-12-31$277,080
Administrative expenses (other) incurred2019-12-31$277,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-27,811,081
Value of net income/loss2019-12-31$-27,811,081
Value of net assets at end of year (total assets less liabilities)2019-12-31$138,537,953
Value of net assets at end of year (total assets less liabilities)2019-12-31$138,537,953
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$166,349,034
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$166,349,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,756,438
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,756,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,819,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,819,065
Value of interest in pooled separate accounts at end of year2019-12-31$1,377,902
Value of interest in pooled separate accounts at end of year2019-12-31$1,377,902
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,100,405
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,100,405
Interest on participant loans2019-12-31$144,624
Interest on participant loans2019-12-31$144,624
Value of interest in common/collective trusts at end of year2019-12-31$120,651,381
Value of interest in common/collective trusts at end of year2019-12-31$120,651,381
Value of interest in common/collective trusts at beginning of year2019-12-31$148,208,811
Value of interest in common/collective trusts at beginning of year2019-12-31$148,208,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,245,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,245,279
Net investment gain/loss from pooled separate accounts2019-12-31$3,405
Net investment gain/loss from pooled separate accounts2019-12-31$3,405
Net investment gain or loss from common/collective trusts2019-12-31$27,151,836
Net investment gain or loss from common/collective trusts2019-12-31$27,151,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,637,711
Contributions received in cash from employer2019-12-31$2,637,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$68,672,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$68,672,458
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2019-12-31431947695
Accountancy firm EIN2019-12-31431947695
2018 : WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$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$11,523,592
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$31,325,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$30,908,662
Value of total corrective distributions2018-12-31$6,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$16,389,180
Value of total assets at end of year2018-12-31$166,349,034
Value of total assets at beginning of year2018-12-31$186,151,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$410,301
Total interest from all sources2018-12-31$234,997
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$923,299
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$923,299
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$11,149,611
Participant contributions at end of year2018-12-31$4,220,753
Participant contributions at beginning of year2018-12-31$5,490,921
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,159,421
Other income not declared elsewhere2018-12-31$-3
Administrative expenses (other) incurred2018-12-31$410,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-19,802,362
Value of net assets at end of year (total assets less liabilities)2018-12-31$166,349,034
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$186,151,396
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$11,819,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$162,962,321
Value of interest in pooled separate accounts at end of year2018-12-31$2,100,405
Value of interest in pooled separate accounts at beginning of year2018-12-31$17,674,704
Interest on participant loans2018-12-31$234,997
Value of interest in common/collective trusts at end of year2018-12-31$148,208,811
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$23,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$7,879,031
Net investment gain/loss from pooled separate accounts2018-12-31$3,987
Net investment gain or loss from common/collective trusts2018-12-31$-13,906,899
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$4,080,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$30,908,662
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 name2018-12-31MAYER HOFFMAN AND MCCANN PC
Accountancy firm EIN2018-12-31431947695
2017 : WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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$52,210,003
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$45,710,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$45,482,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$21,908,174
Value of total assets at end of year2017-12-31$186,151,396
Value of total assets at beginning of year2017-12-31$179,651,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$227,612
Total interest from all sources2017-12-31$488,766
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,077,800
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$2,077,800
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$14,055,413
Participant contributions at end of year2017-12-31$5,490,921
Participant contributions at beginning of year2017-12-31$6,882,125
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,758,574
Other income not declared elsewhere2017-12-31$201,437
Administrative expenses (other) incurred2017-12-31$227,612
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$6,499,539
Value of net assets at end of year (total assets less liabilities)2017-12-31$186,151,396
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$179,651,857
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$162,962,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$135,975,173
Value of interest in pooled separate accounts at end of year2017-12-31$17,674,704
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,518,405
Interest on participant loans2017-12-31$248,945
Interest earned on other investments2017-12-31$239,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$23,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$33,276,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$26,777,513
Net investment gain or loss from common/collective trusts2017-12-31$756,313
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$5,094,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$45,482,852
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 name2017-12-31MAYER HOFFMAN AND MCCANN PC
Accountancy firm EIN2017-12-31431947695
2016 : WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$33,545,523
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$34,893,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$34,460,233
Expenses. Certain deemed distributions of participant loans2016-12-31$163,388
Value of total corrective distributions2016-12-31$95,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$22,180,223
Value of total assets at end of year2016-12-31$179,651,857
Value of total assets at beginning of year2016-12-31$180,999,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$174,350
Total interest from all sources2016-12-31$1,286,969
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,847,058
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$1,847,058
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$17,492,469
Participant contributions at end of year2016-12-31$6,882,125
Participant contributions at beginning of year2016-12-31$8,021,432
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,064,009
Other income not declared elsewhere2016-12-31$119,229
Administrative expenses (other) incurred2016-12-31$174,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,347,877
Value of net assets at end of year (total assets less liabilities)2016-12-31$179,651,857
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$180,999,734
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$135,975,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$138,112,624
Value of interest in pooled separate accounts at end of year2016-12-31$3,518,405
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,053,686
Interest on participant loans2016-12-31$306,719
Interest earned on other investments2016-12-31$980,250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$33,276,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$31,811,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,923,970
Net investment gain/loss from pooled separate accounts2016-12-31$188,074
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,623,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$34,460,233
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 name2016-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2016-12-31431947695
2015 : WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$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$25,983,763
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$20,350,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$20,134,835
Expenses. Certain deemed distributions of participant loans2015-12-31$1,618
Value of total corrective distributions2015-12-31$26,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$25,872,397
Value of total assets at end of year2015-12-31$180,999,734
Value of total assets at beginning of year2015-12-31$175,366,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$187,118
Total interest from all sources2015-12-31$1,231,505
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,853,909
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$1,853,909
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$19,215,183
Participant contributions at end of year2015-12-31$8,021,432
Participant contributions at beginning of year2015-12-31$7,452,935
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,557,230
Other income not declared elsewhere2015-12-31$119,023
Administrative expenses (other) incurred2015-12-31$187,118
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$5,633,595
Value of net assets at end of year (total assets less liabilities)2015-12-31$180,999,734
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$175,366,139
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$138,112,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$135,690,192
Value of interest in pooled separate accounts at end of year2015-12-31$3,053,686
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,902,494
Interest on participant loans2015-12-31$330,757
Interest earned on other investments2015-12-31$900,748
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$31,811,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$29,320,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,054,027
Net investment gain/loss from pooled separate accounts2015-12-31$-39,044
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$3,099,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$20,134,835
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 name2015-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2015-12-31431947695
2014 : WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$40,674,089
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$16,409,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$16,455,493
Expenses. Certain deemed distributions of participant loans2014-12-31$-344,826
Value of total corrective distributions2014-12-31$85,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$32,638,146
Value of total assets at end of year2014-12-31$175,366,139
Value of total assets at beginning of year2014-12-31$151,101,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$213,173
Total interest from all sources2014-12-31$1,146,672
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,578,524
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$1,578,524
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$18,557,574
Participant contributions at end of year2014-12-31$7,452,935
Participant contributions at beginning of year2014-12-31$6,270,035
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$7,018,907
Other income not declared elsewhere2014-12-31$111,717
Administrative expenses (other) incurred2014-12-31$213,173
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$24,264,603
Value of net assets at end of year (total assets less liabilities)2014-12-31$175,366,139
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$151,101,536
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$135,690,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$116,092,237
Value of interest in pooled separate accounts at end of year2014-12-31$2,902,494
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,285,687
Interest on participant loans2014-12-31$300,937
Interest earned on other investments2014-12-31$845,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$29,320,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$26,453,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,199,030
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$7,061,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$16,455,493
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 name2014-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2014-12-31431947695
2013 : WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$67,139,808
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$74,476,435
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,943,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,371,791
Expenses. Certain deemed distributions of participant loans2013-12-31$369,836
Value of total corrective distributions2013-12-31$49,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$54,242,681
Value of total assets at end of year2013-12-31$151,101,536
Value of total assets at beginning of year2013-12-31$20,428,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$151,685
Total interest from all sources2013-12-31$742,240
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,100,614
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$1,100,614
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$14,728,404
Participant contributions at end of year2013-12-31$6,270,035
Participant contributions at beginning of year2013-12-31$143,817
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$33,577,041
Other income not declared elsewhere2013-12-31$84,119
Administrative expenses (other) incurred2013-12-31$151,685
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$63,533,407
Value of net assets at end of year (total assets less liabilities)2013-12-31$151,101,536
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,428,321
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$116,092,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,622,584
Value of interest in pooled separate accounts at end of year2013-12-31$2,285,687
Interest on participant loans2013-12-31$195,057
Interest earned on other investments2013-12-31$547,181
Value of interest in common/collective trusts at beginning of year2013-12-31$4,661,920
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$26,453,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$18,056,058
Net investment gain/loss from pooled separate accounts2013-12-31$239,167
Net investment gain or loss from common/collective trusts2013-12-31$11,556
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$5,937,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,371,791
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2013-12-31431947695
2012 : WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 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$3,551,015
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$8,006,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,950,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,476,216
Value of total assets at end of year2012-12-31$20,428,321
Value of total assets at beginning of year2012-12-31$24,884,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$56,650
Total interest from all sources2012-12-31$6,912
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$472,042
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$472,042
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$596,445
Participant contributions at end of year2012-12-31$143,817
Participant contributions at beginning of year2012-12-31$215,929
Other income not declared elsewhere2012-12-31$21
Administrative expenses (other) incurred2012-12-31$56,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-4,455,925
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,428,321
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$24,884,246
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$15,622,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,454,983
Interest on participant loans2012-12-31$6,912
Value of interest in common/collective trusts at end of year2012-12-31$4,661,920
Value of interest in common/collective trusts at beginning of year2012-12-31$11,213,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,423,445
Net investment gain or loss from common/collective trusts2012-12-31$172,379
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$879,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,950,290
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 name2012-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2012-12-31431947695
2011 : WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$1,596,754
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,126,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,061,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,760,744
Value of total assets at end of year2011-12-31$24,884,246
Value of total assets at beginning of year2011-12-31$24,414,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$64,998
Total interest from all sources2011-12-31$8,358
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$173,607
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$173,607
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$703,993
Participant contributions at end of year2011-12-31$215,929
Participant contributions at beginning of year2011-12-31$201,599
Other income not declared elsewhere2011-12-31$23,948
Administrative expenses (other) incurred2011-12-31$64,998
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$470,139
Value of net assets at end of year (total assets less liabilities)2011-12-31$24,884,246
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$24,414,107
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$13,454,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,179,517
Interest on participant loans2011-12-31$8,358
Value of interest in common/collective trusts at end of year2011-12-31$11,213,334
Value of interest in common/collective trusts at beginning of year2011-12-31$9,032,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-603,396
Net investment gain or loss from common/collective trusts2011-12-31$233,493
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$1,056,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,061,617
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 name2011-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2011-12-31431947695
2010 : WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$1,711,559
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$3,974,448
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$850,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$796,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,641,111
Value of total assets at end of year2010-12-31$24,414,107
Value of total assets at beginning of year2010-12-31$19,578,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$54,547
Total interest from all sources2010-12-31$7,304
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$162,204
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$162,204
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$666,065
Participant contributions at end of year2010-12-31$201,599
Participant contributions at beginning of year2010-12-31$70,281
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$11,696
Other income not declared elsewhere2010-12-31$8,977
Administrative expenses (other) incurred2010-12-31$54,547
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$3,123,900
Value of net assets at end of year (total assets less liabilities)2010-12-31$24,414,107
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,578,648
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$15,179,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,246,261
Interest on participant loans2010-12-31$7,304
Value of interest in common/collective trusts at end of year2010-12-31$9,032,991
Value of interest in common/collective trusts at beginning of year2010-12-31$8,262,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,899,919
Net investment gain or loss from common/collective trusts2010-12-31$254,933
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$963,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$796,001
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 name2010-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2010-12-31431947695
2009 : WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN

2021: WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WALTER INVESTMENT MANAGEMENT CORP. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-05-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered105
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered2422
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?0
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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered0
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?0
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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered4822
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?0
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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered4243
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?No
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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007725
Policy instance 2
Insurance contract or identification number007725
Number of Individuals Covered4499
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?No
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered4499
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?No
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007725
Policy instance 2
Insurance contract or identification number007725
Number of Individuals Covered6774
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?No
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered6774
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?No
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

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