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Plan Name | DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS |
Plan identification number | 004 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | DELOITTE LLP |
Employer identification number (EIN): | 135133500 |
NAIC Classification: | 541211 |
NAIC Description: | Offices of Certified Public Accountants |
Additional information about DELOITTE LLP
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1996-12-30 |
Company Identification Number: | 976988 |
Legal Registered Office Address: |
50 W. BROAD ST SUITE 1800 COLUMBUS United States of America (USA) 43215 |
More information about DELOITTE LLP
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2020-05-31 | STEPHANIE AEDER | 2022-03-13 | EMILY WARTHEN | 2022-03-13 |
004 | 2019-06-02 | STEPHANIE AEDER | 2021-03-14 | EMILY WARTHEN | 2021-03-14 |
004 | 2018-06-03 | STEPHANIE AEDER | 2020-04-13 | EMILY WARTHEN | 2020-04-13 |
004 | 2017-06-04 | STEPHANIE AEDER | 2019-04-11 | EMILY WARTHEN | 2019-04-11 |
004 | 2016-05-29 | ||||
004 | 2015-05-31 | STEPHANIE AEDER | |||
004 | 2014-06-01 | STEPHANIE AEDER | |||
004 | 2011-05-29 | STEPHANIE AEDER | |||
004 | 2009-05-31 | STEPHANIE AEDER |
Measure | Date | Value |
---|---|---|
2022: DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2022 401k membership | ||
Market value of plan assets | 2022-05-28 | 3,823,596,015 |
Acturial value of plan assets | 2022-05-28 | 3,778,575,998 |
Funding target for retired participants and beneficiaries receiving payment | 2022-05-28 | 480,453,378 |
Number of terminated vested participants | 2022-05-28 | 301 |
Fundng target for terminated vested participants | 2022-05-28 | 296,112,793 |
Active participant vested funding target | 2022-05-28 | 2,027,823,265 |
Number of active participants | 2022-05-28 | 2,993 |
Total funding liabilities for active participants | 2022-05-28 | 2,027,917,183 |
Total participant count | 2022-05-28 | 4,083 |
Total funding target for all participants | 2022-05-28 | 2,804,483,354 |
Balance at beginning of prior year after applicable adjustments | 2022-05-28 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-05-28 | 1,492,745,358 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-05-28 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-05-28 | 88,591,524 |
Amount remaining of carryover balance | 2022-05-28 | 0 |
Amount remaining of prefunding balance | 2022-05-28 | 1,404,153,834 |
Present value of excess contributions | 2022-05-28 | 52,744,159 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-05-28 | 53,603,889 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-05-28 | 53,603,889 |
Reductions in caryover balances due to elections or deemed elections | 2022-05-28 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-05-28 | -617,191 |
Balance of carryovers at beginning of current year | 2022-05-28 | 0 |
Balance of prefunding at beginning of current year | 2022-05-28 | 1,481,262,621 |
Total employer contributions | 2022-05-28 | 545,000,000 |
Total employee contributions | 2022-05-28 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-05-28 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-05-28 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-05-28 | 520,383,073 |
Liquidity shortfalls end of Q1 | 2022-05-28 | 0 |
Liquidity shortfalls end of Q2 | 2022-05-28 | 0 |
Liquidity shortfalls end of Q3 | 2022-05-28 | 0 |
Liquidity shortfalls end of Q4 | 2022-05-28 | 0 |
Unpaid minimum required contributions for all prior years | 2022-05-28 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-05-28 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-05-28 | 0 |
Minimum required contributions for current year target normal cost | 2022-05-28 | 316,098,495 |
Net shortfall amortization installment of oustanding balance | 2022-05-28 | 507,169,977 |
Waiver amortization installment | 2022-05-28 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-05-28 | 435,090,916 |
Carryover balance elected to use to offset funding requirement | 2022-05-28 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-05-28 | 80,332,477 |
Additional cash requirement | 2022-05-28 | 354,758,439 |
Contributions allocatedtoward minimum required contributions for current year | 2022-05-28 | 520,383,073 |
Unpaid minimum required contributions for current year | 2022-05-28 | 0 |
Unpaid minimum required contributions for all years | 2022-05-28 | 0 |
2021: DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2021 401k membership | ||
Market value of plan assets | 2021-05-29 | 4,063,208,153 |
Acturial value of plan assets | 2021-05-29 | 3,739,900,038 |
Funding target for retired participants and beneficiaries receiving payment | 2021-05-29 | 437,541,396 |
Number of terminated vested participants | 2021-05-29 | 287 |
Fundng target for terminated vested participants | 2021-05-29 | 330,336,221 |
Active participant vested funding target | 2021-05-29 | 2,031,991,070 |
Number of active participants | 2021-05-29 | 3,281 |
Total funding liabilities for active participants | 2021-05-29 | 2,031,991,070 |
Total participant count | 2021-05-29 | 4,337 |
Total funding target for all participants | 2021-05-29 | 2,799,868,687 |
Balance at beginning of prior year after applicable adjustments | 2021-05-29 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-05-29 | 1,397,208,339 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-05-29 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-05-29 | 231,114,240 |
Amount remaining of carryover balance | 2021-05-29 | 0 |
Amount remaining of prefunding balance | 2021-05-29 | 1,166,094,099 |
Present value of excess contributions | 2021-05-29 | 158,707,367 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-05-29 | 191,893,077 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-05-29 | 191,893,077 |
Reductions in caryover balances due to elections or deemed elections | 2021-05-29 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-05-29 | 109,072,094 |
Balance of carryovers at beginning of current year | 2021-05-29 | 0 |
Balance of prefunding at beginning of current year | 2021-05-29 | 1,492,745,358 |
Total employer contributions | 2021-05-29 | 314,475,000 |
Total employee contributions | 2021-05-29 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-05-29 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-05-29 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-05-29 | 301,988,476 |
Liquidity shortfalls end of Q1 | 2021-05-29 | 0 |
Liquidity shortfalls end of Q2 | 2021-05-29 | 0 |
Liquidity shortfalls end of Q3 | 2021-05-29 | 0 |
Liquidity shortfalls end of Q4 | 2021-05-29 | 0 |
Unpaid minimum required contributions for all prior years | 2021-05-29 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-05-29 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-05-29 | 0 |
Minimum required contributions for current year target normal cost | 2021-05-29 | 226,065,149 |
Net shortfall amortization installment of oustanding balance | 2021-05-29 | 552,714,007 |
Waiver amortization installment | 2021-05-29 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-05-29 | 337,835,841 |
Carryover balance elected to use to offset funding requirement | 2021-05-29 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-05-29 | 88,591,524 |
Additional cash requirement | 2021-05-29 | 249,244,317 |
Contributions allocatedtoward minimum required contributions for current year | 2021-05-29 | 301,988,476 |
Unpaid minimum required contributions for current year | 2021-05-29 | 0 |
Unpaid minimum required contributions for all years | 2021-05-29 | 0 |
2020: DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2020 401k membership | ||
Total participants, beginning-of-year | 2020-05-31 | 4,330 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-05-31 | 3,043 |
Number of retired or separated participants receiving benefits | 2020-05-31 | 704 |
Number of other retired or separated participants entitled to future benefits | 2020-05-31 | 242 |
Total of all active and inactive participants | 2020-05-31 | 3,989 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-05-31 | 74 |
Total participants | 2020-05-31 | 4,063 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-05-31 | 1 |
Market value of plan assets | 2020-05-30 | 3,380,689,230 |
Acturial value of plan assets | 2020-05-30 | 3,374,755,166 |
Funding target for retired participants and beneficiaries receiving payment | 2020-05-30 | 406,912,103 |
Number of terminated vested participants | 2020-05-30 | 260 |
Fundng target for terminated vested participants | 2020-05-30 | 263,645,701 |
Active participant vested funding target | 2020-05-30 | 1,794,494,880 |
Number of active participants | 2020-05-30 | 3,363 |
Total funding liabilities for active participants | 2020-05-30 | 1,794,494,880 |
Total participant count | 2020-05-30 | 4,361 |
Total funding target for all participants | 2020-05-30 | 2,465,052,684 |
Balance at beginning of prior year after applicable adjustments | 2020-05-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-05-30 | 1,110,461,478 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-05-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-05-30 | 159,544,477 |
Amount remaining of carryover balance | 2020-05-30 | 0 |
Amount remaining of prefunding balance | 2020-05-30 | 950,917,001 |
Present value of excess contributions | 2020-05-30 | 365,806,413 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-05-30 | 392,181,849 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-05-30 | 392,181,849 |
Reductions in caryover balances due to elections or deemed elections | 2020-05-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-05-30 | 35,847,259 |
Balance of carryovers at beginning of current year | 2020-05-30 | 0 |
Balance of prefunding at beginning of current year | 2020-05-30 | 1,397,208,339 |
Total employer contributions | 2020-05-30 | 320,525,000 |
Total employee contributions | 2020-05-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-05-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-05-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-05-30 | 296,205,888 |
Liquidity shortfalls end of Q1 | 2020-05-30 | 0 |
Liquidity shortfalls end of Q2 | 2020-05-30 | 0 |
Liquidity shortfalls end of Q3 | 2020-05-30 | 0 |
Liquidity shortfalls end of Q4 | 2020-05-30 | 0 |
Unpaid minimum required contributions for all prior years | 2020-05-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-05-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-05-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-05-30 | 278,575,908 |
Net shortfall amortization installment of oustanding balance | 2020-05-30 | 487,505,857 |
Waiver amortization installment | 2020-05-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-05-30 | 368,612,761 |
Carryover balance elected to use to offset funding requirement | 2020-05-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-05-30 | 231,114,240 |
Additional cash requirement | 2020-05-30 | 137,498,521 |
Contributions allocatedtoward minimum required contributions for current year | 2020-05-30 | 296,205,888 |
Unpaid minimum required contributions for current year | 2020-05-30 | 0 |
Unpaid minimum required contributions for all years | 2020-05-30 | 0 |
2019: DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2019 401k membership | ||
Total participants, beginning-of-year | 2019-06-02 | 4,126 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-06-02 | 3,279 |
Number of retired or separated participants receiving benefits | 2019-06-02 | 688 |
Number of other retired or separated participants entitled to future benefits | 2019-06-02 | 285 |
Total of all active and inactive participants | 2019-06-02 | 4,252 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-06-02 | 78 |
Total participants | 2019-06-02 | 4,330 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-06-02 | 0 |
Market value of plan assets | 2019-06-01 | 2,778,511,681 |
Acturial value of plan assets | 2019-06-01 | 2,879,421,161 |
Funding target for retired participants and beneficiaries receiving payment | 2019-06-01 | 362,078,415 |
Number of terminated vested participants | 2019-06-01 | 259 |
Fundng target for terminated vested participants | 2019-06-01 | 240,556,377 |
Active participant vested funding target | 2019-06-01 | 1,602,983,365 |
Number of active participants | 2019-06-01 | 3,370 |
Total funding liabilities for active participants | 2019-06-01 | 1,602,983,365 |
Total participant count | 2019-06-01 | 4,327 |
Total funding target for all participants | 2019-06-01 | 2,205,618,157 |
Balance at beginning of prior year after applicable adjustments | 2019-06-01 | 87,875,735 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-06-01 | 817,113,972 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-06-01 | 78,238,816 |
Prefunding balanced used to offset prior years funding requirement | 2019-06-01 | 0 |
Amount remaining of carryover balance | 2019-06-01 | 9,636,919 |
Amount remaining of prefunding balance | 2019-06-01 | 817,113,972 |
Present value of excess contributions | 2019-06-01 | 323,123,315 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-06-01 | 337,121,557 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-06-01 | 337,121,557 |
Reductions in caryover balances due to elections or deemed elections | 2019-06-01 | 9,662,939 |
Reductions in prefunding balances due to elections or deemed elections | 2019-06-01 | 45,980,259 |
Balance of carryovers at beginning of current year | 2019-06-01 | 0 |
Balance of prefunding at beginning of current year | 2019-06-01 | 1,110,461,478 |
Total employer contributions | 2019-06-01 | 560,000,000 |
Total employee contributions | 2019-06-01 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-06-01 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-06-01 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-06-01 | 522,894,472 |
Liquidity shortfalls end of Q1 | 2019-06-01 | 0 |
Liquidity shortfalls end of Q2 | 2019-06-01 | 0 |
Liquidity shortfalls end of Q3 | 2019-06-01 | 0 |
Liquidity shortfalls end of Q4 | 2019-06-01 | 0 |
Unpaid minimum required contributions for all prior years | 2019-06-01 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-06-01 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-06-01 | 0 |
Minimum required contributions for current year target normal cost | 2019-06-01 | 242,622,963 |
Net shortfall amortization installment of oustanding balance | 2019-06-01 | 444,284,127 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-06-01 | 316,632,536 |
Carryover balance elected to use to offset funding requirement | 2019-06-01 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-06-01 | 159,544,477 |
Additional cash requirement | 2019-06-01 | 157,088,059 |
Contributions allocatedtoward minimum required contributions for current year | 2019-06-01 | 522,894,472 |
Unpaid minimum required contributions for current year | 2019-06-01 | 0 |
Unpaid minimum required contributions for all years | 2019-06-01 | 0 |
2018: DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2018 401k membership | ||
Total participants, beginning-of-year | 2018-06-03 | 4,126 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-06-03 | 3,321 |
Number of retired or separated participants receiving benefits | 2018-06-03 | 658 |
Number of other retired or separated participants entitled to future benefits | 2018-06-03 | 259 |
Total of all active and inactive participants | 2018-06-03 | 4,238 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-06-03 | 80 |
Total participants | 2018-06-03 | 4,318 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-06-03 | 0 |
Market value of plan assets | 2018-06-02 | 2,451,383,033 |
Acturial value of plan assets | 2018-06-02 | 2,493,526,034 |
Funding target for retired participants and beneficiaries receiving payment | 2018-06-02 | 328,177,814 |
Number of terminated vested participants | 2018-06-02 | 256 |
Fundng target for terminated vested participants | 2018-06-02 | 219,534,300 |
Active participant vested funding target | 2018-06-02 | 1,336,040,147 |
Number of active participants | 2018-06-02 | 3,253 |
Total funding liabilities for active participants | 2018-06-02 | 1,336,040,147 |
Total participant count | 2018-06-02 | 4,176 |
Total funding target for all participants | 2018-06-02 | 1,883,752,261 |
Balance at beginning of prior year after applicable adjustments | 2018-06-02 | 202,415,758 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-06-02 | 691,743,172 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-06-02 | 119,374,965 |
Prefunding balanced used to offset prior years funding requirement | 2018-06-02 | 0 |
Amount remaining of carryover balance | 2018-06-02 | 83,040,793 |
Amount remaining of prefunding balance | 2018-06-02 | 691,743,172 |
Present value of excess contributions | 2018-06-02 | 78,251,161 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-06-02 | 82,750,603 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-06-02 | 82,750,603 |
Reductions in caryover balances due to elections or deemed elections | 2018-06-02 | -60,096 |
Reductions in prefunding balances due to elections or deemed elections | 2018-06-02 | -2,844,965 |
Balance of carryovers at beginning of current year | 2018-06-02 | 87,875,735 |
Balance of prefunding at beginning of current year | 2018-06-02 | 817,113,972 |
Total employer contributions | 2018-06-02 | 505,000,000 |
Total employee contributions | 2018-06-02 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-06-02 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-06-02 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-06-02 | 474,208,312 |
Liquidity shortfalls end of Q1 | 2018-06-02 | 0 |
Liquidity shortfalls end of Q2 | 2018-06-02 | 0 |
Liquidity shortfalls end of Q3 | 2018-06-02 | 0 |
Liquidity shortfalls end of Q4 | 2018-06-02 | 0 |
Unpaid minimum required contributions for all prior years | 2018-06-02 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-06-02 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-06-02 | 0 |
Minimum required contributions for current year target normal cost | 2018-06-02 | 223,596,811 |
Net shortfall amortization installment of oustanding balance | 2018-06-02 | 38,857,301 |
Waiver amortization installment | 2018-06-02 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-06-02 | 229,323,813 |
Carryover balance elected to use to offset funding requirement | 2018-06-02 | 78,238,816 |
Prefunding balance elected to use to offset funding requirement | 2018-06-02 | 0 |
Additional cash requirement | 2018-06-02 | 151,084,997 |
Contributions allocatedtoward minimum required contributions for current year | 2018-06-02 | 474,208,312 |
Unpaid minimum required contributions for current year | 2018-06-02 | 0 |
Unpaid minimum required contributions for all years | 2018-06-02 | 0 |
2017: DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2017 401k membership | ||
Total participants, beginning-of-year | 2017-06-04 | 4,126 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-06-04 | 3,348 |
Number of retired or separated participants receiving benefits | 2017-06-04 | 623 |
Number of other retired or separated participants entitled to future benefits | 2017-06-04 | 249 |
Total of all active and inactive participants | 2017-06-04 | 4,220 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-06-04 | 78 |
Total participants | 2017-06-04 | 4,298 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-06-04 | 0 |
Market value of plan assets | 2017-06-03 | 2,411,184,943 |
Acturial value of plan assets | 2017-06-03 | 2,476,012,397 |
Funding target for retired participants and beneficiaries receiving payment | 2017-06-03 | 302,714,263 |
Number of terminated vested participants | 2017-06-03 | 227 |
Fundng target for terminated vested participants | 2017-06-03 | 194,563,822 |
Active participant vested funding target | 2017-06-03 | 1,227,342,246 |
Number of active participants | 2017-06-03 | 3,192 |
Total funding liabilities for active participants | 2017-06-03 | 1,227,342,246 |
Total participant count | 2017-06-03 | 4,051 |
Total funding target for all participants | 2017-06-03 | 1,724,620,331 |
Balance at beginning of prior year after applicable adjustments | 2017-06-03 | 197,989,335 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-06-03 | 445,044,075 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-06-03 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-06-03 | 0 |
Amount remaining of carryover balance | 2017-06-03 | 197,989,335 |
Amount remaining of prefunding balance | 2017-06-03 | 445,044,075 |
Present value of excess contributions | 2017-06-03 | 220,238,791 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-06-03 | 233,563,238 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-06-03 | 233,563,238 |
Reductions in caryover balances due to elections or deemed elections | 2017-06-03 | -70,658 |
Reductions in prefunding balances due to elections or deemed elections | 2017-06-03 | -3,344,889 |
Balance of carryovers at beginning of current year | 2017-06-03 | 202,415,758 |
Balance of prefunding at beginning of current year | 2017-06-03 | 691,743,172 |
Total employer contributions | 2017-06-03 | 130,000,000 |
Total employee contributions | 2017-06-03 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-06-03 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-06-03 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-06-03 | 118,705,693 |
Liquidity shortfalls end of Q1 | 2017-06-03 | 0 |
Liquidity shortfalls end of Q2 | 2017-06-03 | 0 |
Liquidity shortfalls end of Q3 | 2017-06-03 | 0 |
Liquidity shortfalls end of Q4 | 2017-06-03 | 0 |
Unpaid minimum required contributions for all prior years | 2017-06-03 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-06-03 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-06-03 | 0 |
Minimum required contributions for current year target normal cost | 2017-06-03 | 158,941,110 |
Net shortfall amortization installment of oustanding balance | 2017-06-03 | 6,873,047 |
Waiver amortization installment | 2017-06-03 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-06-03 | 159,829,497 |
Carryover balance elected to use to offset funding requirement | 2017-06-03 | 119,374,965 |
Prefunding balance elected to use to offset funding requirement | 2017-06-03 | 0 |
Additional cash requirement | 2017-06-03 | 40,454,532 |
Contributions allocatedtoward minimum required contributions for current year | 2017-06-03 | 118,705,693 |
Unpaid minimum required contributions for current year | 2017-06-03 | 0 |
Unpaid minimum required contributions for all years | 2017-06-03 | 0 |
2016: DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2016 401k membership | ||
Total participants, beginning-of-year | 2016-05-29 | 3,798 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-05-29 | 3,211 |
Number of retired or separated participants receiving benefits | 2016-05-29 | 600 |
Number of other retired or separated participants entitled to future benefits | 2016-05-29 | 247 |
Total of all active and inactive participants | 2016-05-29 | 4,058 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-05-29 | 68 |
Total participants | 2016-05-29 | 4,126 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-05-29 | 0 |
2015: DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2015 401k membership | ||
Total participants, beginning-of-year | 2015-05-31 | 3,625 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-05-31 | 2,984 |
Number of retired or separated participants receiving benefits | 2015-05-31 | 568 |
Number of other retired or separated participants entitled to future benefits | 2015-05-31 | 185 |
Total of all active and inactive participants | 2015-05-31 | 3,737 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-05-31 | 61 |
Total participants | 2015-05-31 | 3,798 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-05-31 | 0 |
2014: DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2014 401k membership | ||
Total participants, beginning-of-year | 2014-06-01 | 3,718 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 2,889 |
Number of retired or separated participants receiving benefits | 2014-06-01 | 525 |
Number of other retired or separated participants entitled to future benefits | 2014-06-01 | 174 |
Total of all active and inactive participants | 2014-06-01 | 3,588 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-06-01 | 37 |
Total participants | 2014-06-01 | 3,625 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-06-01 | 1 |
2011: DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2011 401k membership | ||
Total participants, beginning-of-year | 2011-05-29 | 1,101 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-05-29 | 2,598 |
Number of retired or separated participants receiving benefits | 2011-05-29 | 129 |
Number of other retired or separated participants entitled to future benefits | 2011-05-29 | 450 |
Total of all active and inactive participants | 2011-05-29 | 3,177 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-05-29 | 30 |
Total participants | 2011-05-29 | 3,207 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-05-29 | 0 |
2009: DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2009 401k membership | ||
Total participants, beginning-of-year | 2009-05-31 | 887 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-05-31 | 862 |
Number of retired or separated participants receiving benefits | 2009-05-31 | 45 |
Number of other retired or separated participants entitled to future benefits | 2009-05-31 | 60 |
Total of all active and inactive participants | 2009-05-31 | 967 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-05-31 | 0 |
Total participants | 2009-05-31 | 967 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-05-31 | 0 |
Measure | Date | Value |
---|---|---|
2022 : DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-05-28 | $0 |
Total transfer of assets to this plan | 2022-05-28 | $40,723,784 |
Total transfer of assets from this plan | 2022-05-28 | $9,881,938 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-28 | $3,895,502 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-28 | $2,331,645 |
Total income from all sources (including contributions) | 2022-05-28 | $201,723,678 |
Total loss/gain on sale of assets | 2022-05-28 | $0 |
Total of all expenses incurred | 2022-05-28 | $258,331,665 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-05-28 | $258,331,665 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-05-28 | $545,000,000 |
Value of total assets at end of year | 2022-05-28 | $3,799,465,005 |
Value of total assets at beginning of year | 2022-05-28 | $3,823,667,289 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-05-28 | $0 |
Total interest from all sources | 2022-05-28 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-05-28 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-05-28 | No |
Was this plan covered by a fidelity bond | 2022-05-28 | Yes |
Value of fidelity bond cover | 2022-05-28 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2022-05-28 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-05-28 | No |
Liabilities. Value of operating payables at end of year | 2022-05-28 | $3,895,502 |
Liabilities. Value of operating payables at beginning of year | 2022-05-28 | $2,331,645 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-28 | No |
Value of net income/loss | 2022-05-28 | $-56,607,987 |
Value of net assets at end of year (total assets less liabilities) | 2022-05-28 | $3,795,569,503 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-05-28 | $3,821,335,644 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-05-28 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-05-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-05-28 | No |
Value of interest in master investment trust accounts at end of year | 2022-05-28 | $3,424,465,005 |
Value of interest in master investment trust accounts at beginning of year | 2022-05-28 | $3,693,667,289 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-05-28 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-05-28 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-05-28 | No |
Contributions received in cash from employer | 2022-05-28 | $545,000,000 |
Employer contributions (assets) at end of year | 2022-05-28 | $375,000,000 |
Employer contributions (assets) at beginning of year | 2022-05-28 | $130,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-05-28 | $258,331,665 |
Did the plan have assets held for investment | 2022-05-28 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-28 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-05-28 | No |
Opinion of an independent qualified public accountant for this plan | 2022-05-28 | Unqualified |
Accountancy firm name | 2022-05-28 | LBMC, PC |
Accountancy firm EIN | 2022-05-28 | 621199757 |
2021 : DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-05-29 | $0 |
Total transfer of assets to this plan | 2021-05-29 | $32,753,770 |
Total transfer of assets from this plan | 2021-05-29 | $30,033,346 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-05-29 | $2,331,645 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-05-29 | $2,532,720 |
Total income from all sources (including contributions) | 2021-05-29 | $370,563,870 |
Total loss/gain on sale of assets | 2021-05-29 | $0 |
Total of all expenses incurred | 2021-05-29 | $626,676,582 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-05-29 | $626,676,582 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-05-29 | $314,475,000 |
Value of total assets at end of year | 2021-05-29 | $3,823,667,289 |
Value of total assets at beginning of year | 2021-05-29 | $4,077,260,652 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-05-29 | $0 |
Total interest from all sources | 2021-05-29 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-05-29 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-05-29 | No |
Was this plan covered by a fidelity bond | 2021-05-29 | Yes |
Value of fidelity bond cover | 2021-05-29 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2021-05-29 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-05-29 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-05-29 | No |
Liabilities. Value of operating payables at end of year | 2021-05-29 | $2,331,645 |
Liabilities. Value of operating payables at beginning of year | 2021-05-29 | $2,532,720 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-05-29 | No |
Value of net income/loss | 2021-05-29 | $-256,112,712 |
Value of net assets at end of year (total assets less liabilities) | 2021-05-29 | $3,821,335,644 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-05-29 | $4,074,727,932 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-05-29 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-05-29 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-05-29 | No |
Value of interest in master investment trust accounts at end of year | 2021-05-29 | $3,693,667,289 |
Value of interest in master investment trust accounts at beginning of year | 2021-05-29 | $3,756,735,652 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-05-29 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-05-29 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-05-29 | No |
Contributions received in cash from employer | 2021-05-29 | $314,475,000 |
Employer contributions (assets) at end of year | 2021-05-29 | $130,000,000 |
Employer contributions (assets) at beginning of year | 2021-05-29 | $320,525,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-05-29 | $626,676,582 |
Did the plan have assets held for investment | 2021-05-29 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-05-29 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-05-29 | No |
Opinion of an independent qualified public accountant for this plan | 2021-05-29 | Unqualified |
Accountancy firm name | 2021-05-29 | LBMC, PC |
Accountancy firm EIN | 2021-05-29 | 621199757 |
2020 : DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-05-30 | $0 |
Total transfer of assets to this plan | 2020-05-30 | $27,158,151 |
Total transfer of assets from this plan | 2020-05-30 | $28,943,679 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-05-30 | $2,532,720 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-05-30 | $1,941,291 |
Total income from all sources (including contributions) | 2020-05-30 | $951,895,482 |
Total loss/gain on sale of assets | 2020-05-30 | $0 |
Total of all expenses incurred | 2020-05-30 | $269,815,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-05-30 | $269,815,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-05-30 | $320,525,000 |
Value of total assets at end of year | 2020-05-30 | $4,077,260,652 |
Value of total assets at beginning of year | 2020-05-30 | $3,396,374,269 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-05-30 | $0 |
Total interest from all sources | 2020-05-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-05-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-05-30 | No |
Was this plan covered by a fidelity bond | 2020-05-30 | Yes |
Value of fidelity bond cover | 2020-05-30 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2020-05-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-05-30 | No |
Liabilities. Value of operating payables at end of year | 2020-05-30 | $2,532,720 |
Liabilities. Value of operating payables at beginning of year | 2020-05-30 | $1,941,291 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-05-30 | No |
Value of net income/loss | 2020-05-30 | $682,080,482 |
Value of net assets at end of year (total assets less liabilities) | 2020-05-30 | $4,074,727,932 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-05-30 | $3,394,432,978 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-05-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-05-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-05-30 | No |
Value of interest in master investment trust accounts at end of year | 2020-05-30 | $3,756,735,652 |
Value of interest in master investment trust accounts at beginning of year | 2020-05-30 | $2,996,374,269 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-05-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-05-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-05-30 | No |
Contributions received in cash from employer | 2020-05-30 | $320,525,000 |
Employer contributions (assets) at end of year | 2020-05-30 | $320,525,000 |
Employer contributions (assets) at beginning of year | 2020-05-30 | $400,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-05-30 | $269,815,000 |
Did the plan have assets held for investment | 2020-05-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-05-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-05-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-05-30 | No |
Opinion of an independent qualified public accountant for this plan | 2020-05-30 | Unqualified |
Accountancy firm name | 2020-05-30 | LBMC, PC |
Accountancy firm EIN | 2020-05-30 | 621199757 |
2019 : DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-06-01 | $0 |
Total transfer of assets to this plan | 2019-06-01 | $22,601,117 |
Total transfer of assets from this plan | 2019-06-01 | $2,082,821 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-01 | $1,941,291 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-01 | $1,034,021 |
Total income from all sources (including contributions) | 2019-06-01 | $800,060,719 |
Total loss/gain on sale of assets | 2019-06-01 | $0 |
Total of all expenses incurred | 2019-06-01 | $207,683,651 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-01 | $207,683,651 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-01 | $560,000,000 |
Value of total assets at end of year | 2019-06-01 | $3,396,374,269 |
Value of total assets at beginning of year | 2019-06-01 | $2,782,571,635 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-01 | $0 |
Total interest from all sources | 2019-06-01 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-01 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-01 | No |
Was this plan covered by a fidelity bond | 2019-06-01 | Yes |
Value of fidelity bond cover | 2019-06-01 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2019-06-01 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-01 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-01 | No |
Liabilities. Value of operating payables at end of year | 2019-06-01 | $1,941,291 |
Liabilities. Value of operating payables at beginning of year | 2019-06-01 | $1,034,021 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-01 | No |
Value of net income/loss | 2019-06-01 | $592,377,068 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-01 | $3,394,432,978 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-01 | $2,781,537,614 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-01 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-01 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-01 | No |
Value of interest in master investment trust accounts at end of year | 2019-06-01 | $2,996,374,269 |
Value of interest in master investment trust accounts at beginning of year | 2019-06-01 | $2,502,571,635 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-01 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-01 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-01 | No |
Contributions received in cash from employer | 2019-06-01 | $560,000,000 |
Employer contributions (assets) at end of year | 2019-06-01 | $400,000,000 |
Employer contributions (assets) at beginning of year | 2019-06-01 | $280,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-01 | $207,683,651 |
Did the plan have assets held for investment | 2019-06-01 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-01 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-01 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-01 | No |
Opinion of an independent qualified public accountant for this plan | 2019-06-01 | Unqualified |
Accountancy firm name | 2019-06-01 | LBMC, PC |
Accountancy firm EIN | 2019-06-01 | 621199757 |
2018 : DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-06-02 | $0 |
Total transfer of assets to this plan | 2018-06-02 | $46,481,988 |
Total transfer of assets from this plan | 2018-06-02 | $11,200,918 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-02 | $1,034,021 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-02 | $1,477,039 |
Total income from all sources (including contributions) | 2018-06-02 | $505,005,757 |
Total loss/gain on sale of assets | 2018-06-02 | $0 |
Total of all expenses incurred | 2018-06-02 | $220,192,518 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-02 | $220,192,518 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-02 | $505,000,000 |
Value of total assets at end of year | 2018-06-02 | $2,782,571,635 |
Value of total assets at beginning of year | 2018-06-02 | $2,462,920,344 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-02 | $0 |
Total interest from all sources | 2018-06-02 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-06-02 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-02 | No |
Was this plan covered by a fidelity bond | 2018-06-02 | Yes |
Value of fidelity bond cover | 2018-06-02 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2018-06-02 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-02 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-06-02 | No |
Liabilities. Value of operating payables at end of year | 2018-06-02 | $1,034,021 |
Liabilities. Value of operating payables at beginning of year | 2018-06-02 | $1,477,039 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-02 | No |
Value of net income/loss | 2018-06-02 | $284,813,239 |
Value of net assets at end of year (total assets less liabilities) | 2018-06-02 | $2,781,537,614 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-06-02 | $2,461,443,305 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-02 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-02 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-06-02 | No |
Value of interest in master investment trust accounts at end of year | 2018-06-02 | $2,502,571,635 |
Value of interest in master investment trust accounts at beginning of year | 2018-06-02 | $2,332,920,344 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-02 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-06-02 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-06-02 | No |
Contributions received in cash from employer | 2018-06-02 | $505,000,000 |
Employer contributions (assets) at end of year | 2018-06-02 | $280,000,000 |
Employer contributions (assets) at beginning of year | 2018-06-02 | $130,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-02 | $220,192,518 |
Did the plan have assets held for investment | 2018-06-02 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-02 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-02 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-02 | No |
Opinion of an independent qualified public accountant for this plan | 2018-06-02 | Unqualified |
Accountancy firm name | 2018-06-02 | LBMC, PC |
Accountancy firm EIN | 2018-06-02 | 621199757 |
2017 : DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-06-03 | $0 |
Total transfer of assets to this plan | 2017-06-03 | $54,899,348 |
Total transfer of assets from this plan | 2017-06-03 | $11,679,625 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-03 | $1,477,039 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-03 | $716,798 |
Total income from all sources (including contributions) | 2017-06-03 | $246,199,470 |
Total loss/gain on sale of assets | 2017-06-03 | $0 |
Total of all expenses incurred | 2017-06-03 | $219,381,395 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-03 | $219,381,395 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-03 | $130,000,000 |
Value of total assets at end of year | 2017-06-03 | $2,462,920,344 |
Value of total assets at beginning of year | 2017-06-03 | $2,392,122,305 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-03 | $0 |
Total interest from all sources | 2017-06-03 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-06-03 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-03 | No |
Was this plan covered by a fidelity bond | 2017-06-03 | Yes |
Value of fidelity bond cover | 2017-06-03 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2017-06-03 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-06-03 | No |
Liabilities. Value of operating payables at end of year | 2017-06-03 | $1,477,039 |
Liabilities. Value of operating payables at beginning of year | 2017-06-03 | $716,798 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-03 | No |
Value of net income/loss | 2017-06-03 | $26,818,075 |
Value of net assets at end of year (total assets less liabilities) | 2017-06-03 | $2,461,443,305 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-06-03 | $2,391,405,507 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-03 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-03 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-06-03 | No |
Value of interest in master investment trust accounts at end of year | 2017-06-03 | $2,332,920,344 |
Value of interest in master investment trust accounts at beginning of year | 2017-06-03 | $2,017,122,305 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-03 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-06-03 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-06-03 | No |
Contributions received in cash from employer | 2017-06-03 | $130,000,000 |
Employer contributions (assets) at end of year | 2017-06-03 | $130,000,000 |
Employer contributions (assets) at beginning of year | 2017-06-03 | $375,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-03 | $219,381,395 |
Did the plan have assets held for investment | 2017-06-03 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-03 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-03 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-03 | No |
Opinion of an independent qualified public accountant for this plan | 2017-06-03 | Unqualified |
Accountancy firm name | 2017-06-03 | LBMC, PC |
Accountancy firm EIN | 2017-06-03 | 621199757 |
2016 : DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-05-28 | $0 |
Total transfer of assets to this plan | 2016-05-28 | $26,357,160 |
Total transfer of assets from this plan | 2016-05-28 | $13,341,825 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-05-28 | $716,798 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-05-28 | $1,162,935 |
Total income from all sources (including contributions) | 2016-05-28 | $417,768,341 |
Total loss/gain on sale of assets | 2016-05-28 | $0 |
Total of all expenses incurred | 2016-05-28 | $199,776,854 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-05-28 | $199,776,854 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-05-28 | $375,000,000 |
Value of total assets at end of year | 2016-05-28 | $2,392,122,305 |
Value of total assets at beginning of year | 2016-05-28 | $2,161,561,620 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-05-28 | $0 |
Total interest from all sources | 2016-05-28 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-05-28 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-05-28 | No |
Was this plan covered by a fidelity bond | 2016-05-28 | Yes |
Value of fidelity bond cover | 2016-05-28 | $100,000,000 |
If this is an individual account plan, was there a blackout period | 2016-05-28 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-05-28 | No |
Liabilities. Value of operating payables at end of year | 2016-05-28 | $716,798 |
Liabilities. Value of operating payables at beginning of year | 2016-05-28 | $1,162,935 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-05-28 | No |
Value of net income/loss | 2016-05-28 | $217,991,487 |
Value of net assets at end of year (total assets less liabilities) | 2016-05-28 | $2,391,405,507 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-05-28 | $2,160,398,685 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-05-28 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-05-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-05-28 | No |
Value of interest in master investment trust accounts at end of year | 2016-05-28 | $2,017,122,305 |
Value of interest in master investment trust accounts at beginning of year | 2016-05-28 | $1,886,561,620 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-05-28 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-05-28 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-05-28 | No |
Contributions received in cash from employer | 2016-05-28 | $375,000,000 |
Employer contributions (assets) at end of year | 2016-05-28 | $375,000,000 |
Employer contributions (assets) at beginning of year | 2016-05-28 | $275,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-05-28 | $199,776,854 |
Did the plan have assets held for investment | 2016-05-28 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-05-28 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-05-28 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-05-28 | No |
Opinion of an independent qualified public accountant for this plan | 2016-05-28 | Unqualified |
Accountancy firm name | 2016-05-28 | LBMC, PC |
Accountancy firm EIN | 2016-05-28 | 621199757 |
2015 : DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-05-30 | $0 |
Total transfer of assets to this plan | 2015-05-30 | $17,678,040 |
Total transfer of assets from this plan | 2015-05-30 | $6,510,124 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-30 | $1,162,935 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-30 | $1,342,468 |
Total income from all sources (including contributions) | 2015-05-30 | $375,852,140 |
Total loss/gain on sale of assets | 2015-05-30 | $0 |
Total of all expenses incurred | 2015-05-30 | $156,698,269 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-05-30 | $156,698,269 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-05-30 | $275,000,000 |
Value of total assets at end of year | 2015-05-30 | $2,161,561,620 |
Value of total assets at beginning of year | 2015-05-30 | $1,931,419,366 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-05-30 | $0 |
Total interest from all sources | 2015-05-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-05-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-05-30 | No |
Was this plan covered by a fidelity bond | 2015-05-30 | Yes |
Value of fidelity bond cover | 2015-05-30 | $100,000,000 |
If this is an individual account plan, was there a blackout period | 2015-05-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-05-30 | No |
Liabilities. Value of operating payables at end of year | 2015-05-30 | $1,162,935 |
Liabilities. Value of operating payables at beginning of year | 2015-05-30 | $1,342,468 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-30 | No |
Value of net income/loss | 2015-05-30 | $219,153,871 |
Value of net assets at end of year (total assets less liabilities) | 2015-05-30 | $2,160,398,685 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-05-30 | $1,930,076,898 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-05-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-05-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-05-30 | No |
Value of interest in master investment trust accounts at end of year | 2015-05-30 | $1,886,561,620 |
Value of interest in master investment trust accounts at beginning of year | 2015-05-30 | $1,786,419,366 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-05-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-05-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-05-30 | No |
Contributions received in cash from employer | 2015-05-30 | $275,000,000 |
Employer contributions (assets) at end of year | 2015-05-30 | $275,000,000 |
Employer contributions (assets) at beginning of year | 2015-05-30 | $145,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-05-30 | $156,698,269 |
Did the plan have assets held for investment | 2015-05-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-05-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-05-30 | No |
Opinion of an independent qualified public accountant for this plan | 2015-05-30 | Unqualified |
Accountancy firm name | 2015-05-30 | LBMC, PC |
Accountancy firm EIN | 2015-05-30 | 621199757 |
2014 : DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-05-31 | $0 |
Total transfer of assets to this plan | 2014-05-31 | $65,314,303 |
Total transfer of assets from this plan | 2014-05-31 | $8,276,430 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $1,342,468 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $1,594,770 |
Total income from all sources (including contributions) | 2014-05-31 | $289,306,607 |
Total loss/gain on sale of assets | 2014-05-31 | $0 |
Total of all expenses incurred | 2014-05-31 | $164,769,810 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-05-31 | $164,769,810 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-05-31 | $167,000,000 |
Value of total assets at end of year | 2014-05-31 | $1,931,419,366 |
Value of total assets at beginning of year | 2014-05-31 | $1,750,096,998 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-05-31 | $0 |
Total interest from all sources | 2014-05-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-05-31 | No |
Was this plan covered by a fidelity bond | 2014-05-31 | Yes |
Value of fidelity bond cover | 2014-05-31 | $100,000,000 |
If this is an individual account plan, was there a blackout period | 2014-05-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-05-31 | No |
Liabilities. Value of operating payables at end of year | 2014-05-31 | $1,342,468 |
Liabilities. Value of operating payables at beginning of year | 2014-05-31 | $1,594,770 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
Value of net income/loss | 2014-05-31 | $124,536,797 |
Value of net assets at end of year (total assets less liabilities) | 2014-05-31 | $1,930,076,898 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-05-31 | $1,748,502,228 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-05-31 | No |
Value of interest in master investment trust accounts at end of year | 2014-05-31 | $1,786,419,366 |
Value of interest in master investment trust accounts at beginning of year | 2014-05-31 | $1,652,096,998 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-05-31 | No |
Contributions received in cash from employer | 2014-05-31 | $167,000,000 |
Employer contributions (assets) at end of year | 2014-05-31 | $145,000,000 |
Employer contributions (assets) at beginning of year | 2014-05-31 | $98,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-05-31 | $164,769,810 |
Did the plan have assets held for investment | 2014-05-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-05-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-05-31 | Unqualified |
Accountancy firm name | 2014-05-31 | LATTIMORE BLACK MORGAN & CAIN, PC |
Accountancy firm EIN | 2014-05-31 | 621199757 |
2013 : DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-06-01 | $0 |
Total transfer of assets from this plan | 2013-06-01 | $26,001,393 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-01 | $1,594,770 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-01 | $1,065,722 |
Total income from all sources (including contributions) | 2013-06-01 | $343,351,375 |
Total loss/gain on sale of assets | 2013-06-01 | $0 |
Total of all expenses incurred | 2013-06-01 | $129,466,288 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-01 | $129,466,288 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-01 | $263,673,265 |
Value of total assets at end of year | 2013-06-01 | $1,750,096,998 |
Value of total assets at beginning of year | 2013-06-01 | $1,561,684,256 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-01 | $0 |
Total interest from all sources | 2013-06-01 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-06-01 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-01 | No |
Was this plan covered by a fidelity bond | 2013-06-01 | Yes |
Value of fidelity bond cover | 2013-06-01 | $100,000,000 |
If this is an individual account plan, was there a blackout period | 2013-06-01 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-06-01 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-06-01 | $673,265 |
Liabilities. Value of operating payables at end of year | 2013-06-01 | $1,594,770 |
Liabilities. Value of operating payables at beginning of year | 2013-06-01 | $1,065,722 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-01 | No |
Value of net income/loss | 2013-06-01 | $213,885,087 |
Value of net assets at end of year (total assets less liabilities) | 2013-06-01 | $1,748,502,228 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-06-01 | $1,560,618,534 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-01 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-01 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-06-01 | No |
Value of interest in master investment trust accounts at end of year | 2013-06-01 | $1,652,096,998 |
Value of interest in master investment trust accounts at beginning of year | 2013-06-01 | $1,426,684,256 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-01 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-06-01 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-06-01 | No |
Contributions received in cash from employer | 2013-06-01 | $263,000,000 |
Employer contributions (assets) at end of year | 2013-06-01 | $98,000,000 |
Employer contributions (assets) at beginning of year | 2013-06-01 | $135,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-01 | $129,466,288 |
Did the plan have assets held for investment | 2013-06-01 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-01 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-01 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-01 | No |
Opinion of an independent qualified public accountant for this plan | 2013-06-01 | Unqualified |
Accountancy firm name | 2013-06-01 | LATTIMORE BLACK MORGAN & CAIN, PC |
Accountancy firm EIN | 2013-06-01 | 621199757 |
2012 : DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-06-02 | $0 |
Total transfer of assets to this plan | 2012-06-02 | $272,245,401 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-02 | $1,065,722 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-02 | $783,000 |
Total income from all sources (including contributions) | 2012-06-02 | $361,232,674 |
Total loss/gain on sale of assets | 2012-06-02 | $0 |
Total of all expenses incurred | 2012-06-02 | $97,011,141 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-02 | $97,011,141 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-02 | $276,000,000 |
Value of total assets at end of year | 2012-06-02 | $1,561,684,256 |
Value of total assets at beginning of year | 2012-06-02 | $1,024,934,600 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-02 | $0 |
Total interest from all sources | 2012-06-02 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-06-02 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-02 | No |
Was this plan covered by a fidelity bond | 2012-06-02 | Yes |
Value of fidelity bond cover | 2012-06-02 | $100,000,000 |
If this is an individual account plan, was there a blackout period | 2012-06-02 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-02 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-06-02 | No |
Liabilities. Value of operating payables at end of year | 2012-06-02 | $1,065,722 |
Liabilities. Value of operating payables at beginning of year | 2012-06-02 | $783,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-02 | No |
Value of net income/loss | 2012-06-02 | $264,221,533 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-02 | $1,560,618,534 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-02 | $1,024,151,600 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-02 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-02 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-06-02 | No |
Value of interest in master investment trust accounts at end of year | 2012-06-02 | $1,426,684,256 |
Value of interest in master investment trust accounts at beginning of year | 2012-06-02 | $1,024,934,600 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-02 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-06-02 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-06-02 | No |
Contributions received in cash from employer | 2012-06-02 | $276,000,000 |
Employer contributions (assets) at end of year | 2012-06-02 | $135,000,000 |
Employer contributions (assets) at beginning of year | 2012-06-02 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-02 | $97,011,141 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-06-02 | No |
Did the plan have assets held for investment | 2012-06-02 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-02 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-02 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-02 | No |
Opinion of an independent qualified public accountant for this plan | 2012-06-02 | Unqualified |
Accountancy firm name | 2012-06-02 | LATTIMORE BLACK MORGAN & CAIN, PC |
Accountancy firm EIN | 2012-06-02 | 621199757 |
2011 : DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-05-28 | $0 |
Total transfer of assets to this plan | 2011-05-28 | $16,394,723 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-28 | $783,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-28 | $438,000 |
Total income from all sources (including contributions) | 2011-05-28 | $376,270,973 |
Total loss/gain on sale of assets | 2011-05-28 | $0 |
Total of all expenses incurred | 2011-05-28 | $78,169,647 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-05-28 | $78,169,647 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-05-28 | $241,000,000 |
Value of total assets at end of year | 2011-05-28 | $1,024,934,600 |
Value of total assets at beginning of year | 2011-05-28 | $710,093,551 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-05-28 | $0 |
Total interest from all sources | 2011-05-28 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-05-28 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-05-28 | No |
Was this plan covered by a fidelity bond | 2011-05-28 | Yes |
Value of fidelity bond cover | 2011-05-28 | $100,000,000 |
If this is an individual account plan, was there a blackout period | 2011-05-28 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-05-28 | No |
Liabilities. Value of operating payables at end of year | 2011-05-28 | $783,000 |
Liabilities. Value of operating payables at beginning of year | 2011-05-28 | $438,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-28 | No |
Value of net income/loss | 2011-05-28 | $298,101,326 |
Value of net assets at end of year (total assets less liabilities) | 2011-05-28 | $1,024,151,600 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-05-28 | $709,655,551 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-05-28 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-05-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-05-28 | No |
Value of interest in master investment trust accounts at end of year | 2011-05-28 | $1,024,934,600 |
Value of interest in master investment trust accounts at beginning of year | 2011-05-28 | $614,093,551 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-05-28 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-05-28 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-05-28 | No |
Contributions received in cash from employer | 2011-05-28 | $241,000,000 |
Employer contributions (assets) at end of year | 2011-05-28 | $0 |
Employer contributions (assets) at beginning of year | 2011-05-28 | $96,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-05-28 | $78,169,647 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-05-28 | No |
Did the plan have assets held for investment | 2011-05-28 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-28 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-05-28 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-05-28 | No |
Opinion of an independent qualified public accountant for this plan | 2011-05-28 | Unqualified |
Accountancy firm name | 2011-05-28 | LATTIMORE BLACK MORGAN & CAIN, PC |
Accountancy firm EIN | 2011-05-28 | 621199757 |
2020: DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2020 form 5500 responses | ||
---|---|---|
2020-05-31 | Type of plan entity | Single employer plan |
2020-05-31 | Submission has been amended | No |
2020-05-31 | This submission is the final filing | No |
2020-05-31 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-05-31 | Plan is a collectively bargained plan | No |
2020-05-31 | Plan funding arrangement – Trust | Yes |
2020-05-31 | Plan benefit arrangement - Trust | Yes |
2019: DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2019 form 5500 responses | ||
2019-06-02 | Type of plan entity | Single employer plan |
2019-06-02 | Submission has been amended | No |
2019-06-02 | This submission is the final filing | No |
2019-06-02 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-06-02 | Plan is a collectively bargained plan | No |
2019-06-02 | Plan funding arrangement – Trust | Yes |
2019-06-02 | Plan benefit arrangement - Trust | Yes |
2018: DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2018 form 5500 responses | ||
2018-06-03 | Type of plan entity | Single employer plan |
2018-06-03 | Submission has been amended | No |
2018-06-03 | This submission is the final filing | No |
2018-06-03 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-06-03 | Plan is a collectively bargained plan | No |
2018-06-03 | Plan funding arrangement – Trust | Yes |
2018-06-03 | Plan benefit arrangement - Trust | Yes |
2017: DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2017 form 5500 responses | ||
2017-06-04 | Type of plan entity | Single employer plan |
2017-06-04 | Submission has been amended | No |
2017-06-04 | This submission is the final filing | No |
2017-06-04 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-06-04 | Plan is a collectively bargained plan | No |
2017-06-04 | Plan funding arrangement – Trust | Yes |
2017-06-04 | Plan benefit arrangement - Trust | Yes |
2016: DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2016 form 5500 responses | ||
2016-05-29 | Type of plan entity | Single employer plan |
2016-05-29 | Submission has been amended | No |
2016-05-29 | This submission is the final filing | No |
2016-05-29 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-05-29 | Plan is a collectively bargained plan | No |
2016-05-29 | Plan funding arrangement – Trust | Yes |
2016-05-29 | Plan benefit arrangement - Trust | Yes |
2015: DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2015 form 5500 responses | ||
2015-05-31 | Type of plan entity | Single employer plan |
2015-05-31 | Submission has been amended | No |
2015-05-31 | This submission is the final filing | No |
2015-05-31 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-05-31 | Plan is a collectively bargained plan | No |
2015-05-31 | Plan funding arrangement – Trust | Yes |
2015-05-31 | Plan benefit arrangement - Trust | Yes |
2014: DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2014 form 5500 responses | ||
2014-06-01 | Type of plan entity | Single employer plan |
2014-06-01 | Submission has been amended | No |
2014-06-01 | This submission is the final filing | No |
2014-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-06-01 | Plan is a collectively bargained plan | No |
2014-06-01 | Plan funding arrangement – Trust | Yes |
2014-06-01 | Plan benefit arrangement - Trust | Yes |
2011: DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2011 form 5500 responses | ||
2011-05-29 | Type of plan entity | Single employer plan |
2011-05-29 | Submission has been amended | Yes |
2011-05-29 | This submission is the final filing | No |
2011-05-29 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-05-29 | Plan is a collectively bargained plan | No |
2011-05-29 | Plan funding arrangement – Trust | Yes |
2011-05-29 | Plan benefit arrangement - Trust | Yes |
2009: DELOITTE PENSION PLAN FOR PARTNERS, PRINCIPALS AND DIRECTORS 2009 form 5500 responses | ||
2009-05-31 | Type of plan entity | Single employer plan |
2009-05-31 | This submission is the final filing | No |
2009-05-31 | Plan funding arrangement – Trust | Yes |
2009-05-31 | Plan benefit arrangement - Trust | Yes |