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Plan Name | WILLIS 401(K) RETIREMENT SAVINGS PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | WILLIS NORTH AMERICA, INC. |
Employer identification number (EIN): | 135654526 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about WILLIS NORTH AMERICA, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2003-12-12 |
Company Identification Number: | 0800279223 |
Legal Registered Office Address: |
PO BOX 292287 NASHVILLE United States of America (USA) 37229 |
More information about WILLIS NORTH AMERICA, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2016-01-01 | LYNN BISSINGER | |||
003 | 2016-01-01 | LYNN BISSINGER | |||
003 | 2015-01-01 | LYNN BISSINGER | |||
003 | 2014-01-01 | LYNN BISSINGER | |||
003 | 2013-01-01 | LYNN BISSINGER | |||
003 | 2012-01-01 | LYNN BISSINGER | |||
003 | 2011-01-01 | JENNIFER NEIHOFF | |||
003 | 2010-01-01 | JENNIFER NEIHOFF | |||
003 | 2009-01-01 | JENNIFER NEIHOFF | JENNIFER NEIHOFF | 2010-07-28 |
Measure | Date | Value |
---|---|---|
2016: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 8,779 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5,548 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 103 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2,752 |
Total of all active and inactive participants | 2016-01-01 | 8,403 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 50 |
Total participants | 2016-01-01 | 8,453 |
Number of participants with account balances | 2016-01-01 | 8,156 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 281 |
2015: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 8,928 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5,755 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 101 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2,886 |
Total of all active and inactive participants | 2015-01-01 | 8,742 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 37 |
Total participants | 2015-01-01 | 8,779 |
Number of participants with account balances | 2015-01-01 | 8,354 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 338 |
2014: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 9,002 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5,978 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 84 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2,830 |
Total of all active and inactive participants | 2014-01-01 | 8,892 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 36 |
Total participants | 2014-01-01 | 8,928 |
Number of participants with account balances | 2014-01-01 | 8,447 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 212 |
2013: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 8,781 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6,218 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 68 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2,688 |
Total of all active and inactive participants | 2013-01-01 | 8,974 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 24 |
Total participants | 2013-01-01 | 8,998 |
Number of participants with account balances | 2013-01-01 | 8,409 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 206 |
2012: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 8,891 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6,166 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 44 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2,543 |
Total of all active and inactive participants | 2012-01-01 | 8,753 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 26 |
Total participants | 2012-01-01 | 8,779 |
Number of participants with account balances | 2012-01-01 | 8,268 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 190 |
2011: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 8,946 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6,145 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 42 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2,671 |
Total of all active and inactive participants | 2011-01-01 | 8,858 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 23 |
Total participants | 2011-01-01 | 8,881 |
Number of participants with account balances | 2011-01-01 | 8,165 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 108 |
2010: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 9,162 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 6,475 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 28 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2,416 |
Total of all active and inactive participants | 2010-01-01 | 8,919 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 27 |
Total participants | 2010-01-01 | 8,946 |
Number of participants with account balances | 2010-01-01 | 8,116 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 185 |
2009: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 9,509 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6,753 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2,382 |
Total of all active and inactive participants | 2009-01-01 | 9,143 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 19 |
Total participants | 2009-01-01 | 9,162 |
Number of participants with account balances | 2009-01-01 | 8,181 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 113 |
Measure | Date | Value |
---|---|---|
2016 : WILLIS 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data | ||
Total transfer of assets from this plan | 2016-12-31 | $820,588,904 |
Total income from all sources (including contributions) | 2016-12-31 | $135,235,968 |
Total of all expenses incurred | 2016-12-31 | $138,931,835 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $138,226,643 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $10,523 |
Value of total corrective distributions | 2016-12-31 | $23,118 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $70,364,948 |
Value of total assets at end of year | 2016-12-31 | $0 |
Value of total assets at beginning of year | 2016-12-31 | $824,284,771 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $671,551 |
Total interest from all sources | 2016-12-31 | $376,799 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $11,787,296 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2016-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $11,787,296 |
Administrative expenses professional fees incurred | 2016-12-31 | $73,831 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $46,571,703 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $9,458,124 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $1,166,529 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $144,996,619 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $7,858,366 |
Other income not declared elsewhere | 2016-12-31 | $8,348,876 |
Administrative expenses (other) incurred | 2016-12-31 | $507,720 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-3,695,867 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $824,284,771 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $90,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $617,952,040 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $29,063,055 |
Interest on participant loans | 2016-12-31 | $369,690 |
Interest earned on other investments | 2016-12-31 | $7,109 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $364,780 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $43,312,841 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $1,045,208 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $20,189,167 |
Contributions received in cash from employer | 2016-12-31 | $15,934,879 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,094,457 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $138,226,643 |
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 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2016-12-31 | 133891517 |
2015 : WILLIS 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $2,062,204 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $2,062,204 |
Total income from all sources (including contributions) | 2015-12-31 | $79,116,047 |
Total of all expenses incurred | 2015-12-31 | $94,909,838 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $94,157,043 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $1,227 |
Value of total corrective distributions | 2015-12-31 | $34,949 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $70,737,868 |
Value of total assets at end of year | 2015-12-31 | $824,284,771 |
Value of total assets at beginning of year | 2015-12-31 | $840,078,562 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $716,619 |
Total interest from all sources | 2015-12-31 | $384,596 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $12,490,578 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $12,490,578 |
Administrative expenses professional fees incurred | 2015-12-31 | $65,584 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $45,870,116 |
Participant contributions at end of year | 2015-12-31 | $9,458,124 |
Participant contributions at beginning of year | 2015-12-31 | $9,135,460 |
Participant contributions at end of year | 2015-12-31 | $1,166,529 |
Participant contributions at beginning of year | 2015-12-31 | $1,112,913 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $144,996,619 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $146,081,921 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $9,199,577 |
Other income not declared elsewhere | 2015-12-31 | $1,672,221 |
Administrative expenses (other) incurred | 2015-12-31 | $561,035 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $29,714 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-15,793,791 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $824,284,771 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $840,078,562 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $90,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $617,952,040 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $617,673,885 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $29,063,055 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $30,912,256 |
Interest on participant loans | 2015-12-31 | $382,754 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $1,842 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $364,780 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $449,417 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-9,829,557 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $1,598,137 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $20,189,167 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $19,986,356 |
Contributions received in cash from employer | 2015-12-31 | $15,668,175 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,094,457 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $14,696,640 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $94,157,043 |
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 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2015-12-31 | 133891517 |
2014 : WILLIS 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $474,485 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $474,485 |
Total income from all sources (including contributions) | 2014-12-31 | $117,321,815 |
Total of all expenses incurred | 2014-12-31 | $70,825,737 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $70,200,297 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $29,978 |
Value of total corrective distributions | 2014-12-31 | $987 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $67,417,261 |
Value of total assets at end of year | 2014-12-31 | $840,078,562 |
Value of total assets at beginning of year | 2014-12-31 | $793,582,484 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $594,475 |
Total interest from all sources | 2014-12-31 | $369,529 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $15,111,871 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $15,111,871 |
Administrative expenses professional fees incurred | 2014-12-31 | $32,000 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $44,468,051 |
Participant contributions at end of year | 2014-12-31 | $9,135,460 |
Participant contributions at beginning of year | 2014-12-31 | $8,824,628 |
Participant contributions at end of year | 2014-12-31 | $1,112,913 |
Participant contributions at beginning of year | 2014-12-31 | $1,089,114 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $146,081,921 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $143,304,034 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $8,249,645 |
Other income not declared elsewhere | 2014-12-31 | $3,047,560 |
Administrative expenses (other) incurred | 2014-12-31 | $472,475 |
Total non interest bearing cash at end of year | 2014-12-31 | $29,714 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $21,326 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $46,496,078 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $840,078,562 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $793,582,484 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $90,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $617,673,885 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $571,242,992 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $30,912,256 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $32,739,100 |
Interest on participant loans | 2014-12-31 | $367,302 |
Interest earned on other investments | 2014-12-31 | $2,227 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $449,417 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $275,087 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $29,161,370 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $1,739,739 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $19,986,356 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $21,677,953 |
Contributions received in cash from employer | 2014-12-31 | $14,699,565 |
Employer contributions (assets) at end of year | 2014-12-31 | $14,696,640 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $14,408,250 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $70,200,297 |
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 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | Yes |
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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2014-12-31 | 133891517 |
2013 : WILLIS 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $6,015,039 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $6,015,039 |
Total income from all sources (including contributions) | 2013-12-31 | $190,099,514 |
Total of all expenses incurred | 2013-12-31 | $55,275,257 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $54,843,913 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $14,550 |
Value of total corrective distributions | 2013-12-31 | $10,297 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $64,091,632 |
Value of total assets at end of year | 2013-12-31 | $793,582,484 |
Value of total assets at beginning of year | 2013-12-31 | $658,758,227 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $406,497 |
Total interest from all sources | 2013-12-31 | $359,821 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $13,530,893 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $13,530,893 |
Administrative expenses professional fees incurred | 2013-12-31 | $60,471 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $43,018,336 |
Participant contributions at end of year | 2013-12-31 | $8,824,628 |
Participant contributions at beginning of year | 2013-12-31 | $8,490,515 |
Participant contributions at end of year | 2013-12-31 | $1,089,114 |
Participant contributions at beginning of year | 2013-12-31 | $1,034,684 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $143,304,034 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $130,921,291 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $6,670,930 |
Other income not declared elsewhere | 2013-12-31 | $6,558,259 |
Administrative expenses (other) incurred | 2013-12-31 | $256,026 |
Total non interest bearing cash at end of year | 2013-12-31 | $21,326 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $67,807 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $134,824,257 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $793,582,484 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $658,758,227 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $90,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $571,242,992 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $455,717,097 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $32,739,100 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $35,151,714 |
Interest on participant loans | 2013-12-31 | $358,514 |
Interest earned on other investments | 2013-12-31 | $1,307 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $275,087 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $164,797 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $97,692,268 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $1,851,602 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $21,677,953 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $17,654,599 |
Contributions received in cash from employer | 2013-12-31 | $14,402,366 |
Employer contributions (assets) at end of year | 2013-12-31 | $14,408,250 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $9,555,723 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $54,843,913 |
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 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2013-12-31 | 133891517 |
2012 : WILLIS 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $-2,114,350 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $-2,114,350 |
Total income from all sources (including contributions) | 2012-12-31 | $122,701,712 |
Total of all expenses incurred | 2012-12-31 | $53,164,446 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $52,557,534 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $55,640 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $57,258,565 |
Value of total assets at end of year | 2012-12-31 | $658,758,227 |
Value of total assets at beginning of year | 2012-12-31 | $589,220,961 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $551,272 |
Total interest from all sources | 2012-12-31 | $367,466 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $12,060,631 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $12,060,631 |
Administrative expenses professional fees incurred | 2012-12-31 | $64,687 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $40,662,542 |
Participant contributions at end of year | 2012-12-31 | $8,490,515 |
Participant contributions at beginning of year | 2012-12-31 | $8,388,631 |
Participant contributions at end of year | 2012-12-31 | $1,034,684 |
Participant contributions at beginning of year | 2012-12-31 | $971,009 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $130,921,291 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $119,151,147 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $7,039,154 |
Other income not declared elsewhere | 2012-12-31 | $5,039,693 |
Administrative expenses (other) incurred | 2012-12-31 | $396,585 |
Total non interest bearing cash at end of year | 2012-12-31 | $67,807 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $119,003 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $69,537,266 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $658,758,227 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $589,220,961 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $90,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $455,717,097 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $393,097,709 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $35,151,714 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $37,076,941 |
Interest on participant loans | 2012-12-31 | $366,577 |
Interest earned on other investments | 2012-12-31 | $889 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $164,797 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $380,635 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $48,563,557 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $1,526,150 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $17,654,599 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $20,843,077 |
Contributions received in cash from employer | 2012-12-31 | $9,556,869 |
Employer contributions (assets) at end of year | 2012-12-31 | $9,555,723 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $9,192,809 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $52,557,534 |
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 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2012-12-31 | 133891517 |
2011 : WILLIS 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $2,874,214 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $2,874,214 |
Total income from all sources (including contributions) | 2011-12-31 | $55,889,495 |
Total of all expenses incurred | 2011-12-31 | $52,330,792 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $51,942,741 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $58,731 |
Value of total corrective distributions | 2011-12-31 | $2,752 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $54,703,063 |
Value of total assets at end of year | 2011-12-31 | $589,220,961 |
Value of total assets at beginning of year | 2011-12-31 | $585,662,258 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $326,568 |
Total interest from all sources | 2011-12-31 | $406,586 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $9,367,698 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $9,367,698 |
Administrative expenses professional fees incurred | 2011-12-31 | $60,600 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $40,240,531 |
Participant contributions at end of year | 2011-12-31 | $8,388,631 |
Participant contributions at beginning of year | 2011-12-31 | $8,685,427 |
Participant contributions at end of year | 2011-12-31 | $971,009 |
Participant contributions at beginning of year | 2011-12-31 | $977,960 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $119,151,147 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $108,953,969 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $4,967,180 |
Other income not declared elsewhere | 2011-12-31 | $1,885,316 |
Administrative expenses (other) incurred | 2011-12-31 | $175,968 |
Total non interest bearing cash at end of year | 2011-12-31 | $119,003 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $203,131 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $3,558,703 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $589,220,961 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $585,662,258 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $90,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $393,097,709 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $404,734,375 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $37,076,941 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $41,638,565 |
Interest on participant loans | 2011-12-31 | $399,026 |
Interest earned on other investments | 2011-12-31 | $7,560 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $380,635 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $263,328 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-15,086,426 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $1,739,044 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $20,843,077 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $20,205,503 |
Contributions received in cash from employer | 2011-12-31 | $9,495,352 |
Employer contributions (assets) at end of year | 2011-12-31 | $9,192,809 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $51,942,741 |
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 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2011-12-31 | 133891517 |
2010 : WILLIS 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $5,323,287 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $5,323,287 |
Total income from all sources (including contributions) | 2010-12-31 | $104,269,160 |
Total of all expenses incurred | 2010-12-31 | $46,935,421 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $46,679,658 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $53,847 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $42,658,421 |
Value of total assets at end of year | 2010-12-31 | $585,662,258 |
Value of total assets at beginning of year | 2010-12-31 | $528,328,519 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $201,916 |
Total interest from all sources | 2010-12-31 | $3,505,373 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $10,027,446 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $10,027,446 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $39,534,252 |
Participant contributions at end of year | 2010-12-31 | $8,685,427 |
Participant contributions at beginning of year | 2010-12-31 | $8,999,947 |
Participant contributions at end of year | 2010-12-31 | $977,960 |
Participant contributions at beginning of year | 2010-12-31 | $1,070,200 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $108,953,969 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $95,584,373 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $3,124,169 |
Other income not declared elsewhere | 2010-12-31 | $1,727,109 |
Administrative expenses (other) incurred | 2010-12-31 | $48,418 |
Total non interest bearing cash at end of year | 2010-12-31 | $203,131 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $57,333,739 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $585,662,258 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $528,328,519 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $153,498 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $404,734,375 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $353,573,852 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $41,638,565 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $47,790,737 |
Interest on participant loans | 2010-12-31 | $478,090 |
Interest earned on other investments | 2010-12-31 | $3,027,283 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $263,328 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $573,808 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $38,929,537 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $2,097,987 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $20,205,503 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $16,445,821 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $4,289,781 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $46,679,658 |
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 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2010-12-31 | 133891517 |
2009 : WILLIS 401(K) RETIREMENT SAVINGS PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2016: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses | ||
---|---|---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | Yes |
2016-01-01 | This submission is the final filing | Yes |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |