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WILLIS 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameWILLIS 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 003

WILLIS 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WILLIS NORTH AMERICA, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIS 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032016-01-01LYNN BISSINGER
0032016-01-01LYNN BISSINGER
0032015-01-01LYNN BISSINGER
0032014-01-01LYNN BISSINGER
0032013-01-01LYNN BISSINGER
0032012-01-01LYNN BISSINGER
0032011-01-01JENNIFER NEIHOFF
0032010-01-01JENNIFER NEIHOFF
0032009-01-01JENNIFER NEIHOFF JENNIFER NEIHOFF2010-07-28

Plan Statistics for WILLIS 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for WILLIS 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2016: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018,779
Total number of active participants reported on line 7a of the Form 55002016-01-015,548
Number of retired or separated participants receiving benefits2016-01-01103
Number of other retired or separated participants entitled to future benefits2016-01-012,752
Total of all active and inactive participants2016-01-018,403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0150
Total participants2016-01-018,453
Number of participants with account balances2016-01-018,156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01281
2015: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018,928
Total number of active participants reported on line 7a of the Form 55002015-01-015,755
Number of retired or separated participants receiving benefits2015-01-01101
Number of other retired or separated participants entitled to future benefits2015-01-012,886
Total of all active and inactive participants2015-01-018,742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0137
Total participants2015-01-018,779
Number of participants with account balances2015-01-018,354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01338
2014: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019,002
Total number of active participants reported on line 7a of the Form 55002014-01-015,978
Number of retired or separated participants receiving benefits2014-01-0184
Number of other retired or separated participants entitled to future benefits2014-01-012,830
Total of all active and inactive participants2014-01-018,892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0136
Total participants2014-01-018,928
Number of participants with account balances2014-01-018,447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01212
2013: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018,781
Total number of active participants reported on line 7a of the Form 55002013-01-016,218
Number of retired or separated participants receiving benefits2013-01-0168
Number of other retired or separated participants entitled to future benefits2013-01-012,688
Total of all active and inactive participants2013-01-018,974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0124
Total participants2013-01-018,998
Number of participants with account balances2013-01-018,409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01206
2012: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018,891
Total number of active participants reported on line 7a of the Form 55002012-01-016,166
Number of retired or separated participants receiving benefits2012-01-0144
Number of other retired or separated participants entitled to future benefits2012-01-012,543
Total of all active and inactive participants2012-01-018,753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0126
Total participants2012-01-018,779
Number of participants with account balances2012-01-018,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01190
2011: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018,946
Total number of active participants reported on line 7a of the Form 55002011-01-016,145
Number of retired or separated participants receiving benefits2011-01-0142
Number of other retired or separated participants entitled to future benefits2011-01-012,671
Total of all active and inactive participants2011-01-018,858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0123
Total participants2011-01-018,881
Number of participants with account balances2011-01-018,165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01108
2010: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-019,162
Total number of active participants reported on line 7a of the Form 55002010-01-016,475
Number of retired or separated participants receiving benefits2010-01-0128
Number of other retired or separated participants entitled to future benefits2010-01-012,416
Total of all active and inactive participants2010-01-018,919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0127
Total participants2010-01-018,946
Number of participants with account balances2010-01-018,116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01185
2009: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019,509
Total number of active participants reported on line 7a of the Form 55002009-01-016,753
Number of retired or separated participants receiving benefits2009-01-018
Number of other retired or separated participants entitled to future benefits2009-01-012,382
Total of all active and inactive participants2009-01-019,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0119
Total participants2009-01-019,162
Number of participants with account balances2009-01-018,181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01113

Financial Data on WILLIS 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2016 : WILLIS 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total transfer of assets from this plan2016-12-31$820,588,904
Total income from all sources (including contributions)2016-12-31$135,235,968
Total of all expenses incurred2016-12-31$138,931,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$138,226,643
Expenses. Certain deemed distributions of participant loans2016-12-31$10,523
Value of total corrective distributions2016-12-31$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 year2016-12-31$0
Value of total assets at beginning of year2016-12-31$824,284,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$671,551
Total interest from all sources2016-12-31$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 year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$11,787,296
Administrative expenses professional fees incurred2016-12-31$73,831
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$46,571,703
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$9,458,124
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$1,166,529
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$144,996,619
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,858,366
Other income not declared elsewhere2016-12-31$8,348,876
Administrative expenses (other) incurred2016-12-31$507,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$90,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$617,952,040
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$29,063,055
Interest on participant loans2016-12-31$369,690
Interest earned on other investments2016-12-31$7,109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$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 accounts2016-12-31$1,045,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$20,189,167
Contributions received in cash from employer2016-12-31$15,934,879
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$1,094,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$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 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2016-12-31133891517
2015 : WILLIS 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$2,062,204
Total unrealized appreciation/depreciation of assets2015-12-31$2,062,204
Total income from all sources (including contributions)2015-12-31$79,116,047
Total of all expenses incurred2015-12-31$94,909,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$94,157,043
Expenses. Certain deemed distributions of participant loans2015-12-31$1,227
Value of total corrective distributions2015-12-31$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 year2015-12-31$824,284,771
Value of total assets at beginning of year2015-12-31$840,078,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$716,619
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$12,490,578
Administrative expenses professional fees incurred2015-12-31$65,584
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$45,870,116
Participant contributions at end of year2015-12-31$9,458,124
Participant contributions at beginning of year2015-12-31$9,135,460
Participant contributions at end of year2015-12-31$1,166,529
Participant contributions at beginning of year2015-12-31$1,112,913
Assets. Other investments not covered elsewhere at end of year2015-12-31$144,996,619
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$146,081,921
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,199,577
Other income not declared elsewhere2015-12-31$1,672,221
Administrative expenses (other) incurred2015-12-31$561,035
Total non interest bearing cash at beginning of year2015-12-31$29,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$90,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$617,952,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$617,673,885
Value of interest in pooled separate accounts at end of year2015-12-31$29,063,055
Value of interest in pooled separate accounts at beginning of year2015-12-31$30,912,256
Interest on participant loans2015-12-31$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 year2015-12-31$364,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$449,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-9,829,557
Net investment gain/loss from pooled separate accounts2015-12-31$1,598,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$20,189,167
Assets. Invements in employer securities at beginning of year2015-12-31$19,986,356
Contributions received in cash from employer2015-12-31$15,668,175
Employer contributions (assets) at end of year2015-12-31$1,094,457
Employer contributions (assets) at beginning of year2015-12-31$14,696,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$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 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2015-12-31133891517
2014 : WILLIS 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$474,485
Total unrealized appreciation/depreciation of assets2014-12-31$474,485
Total income from all sources (including contributions)2014-12-31$117,321,815
Total of all expenses incurred2014-12-31$70,825,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$70,200,297
Expenses. Certain deemed distributions of participant loans2014-12-31$29,978
Value of total corrective distributions2014-12-31$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 year2014-12-31$840,078,562
Value of total assets at beginning of year2014-12-31$793,582,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$594,475
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$15,111,871
Administrative expenses professional fees incurred2014-12-31$32,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$44,468,051
Participant contributions at end of year2014-12-31$9,135,460
Participant contributions at beginning of year2014-12-31$8,824,628
Participant contributions at end of year2014-12-31$1,112,913
Participant contributions at beginning of year2014-12-31$1,089,114
Assets. Other investments not covered elsewhere at end of year2014-12-31$146,081,921
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$143,304,034
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$8,249,645
Other income not declared elsewhere2014-12-31$3,047,560
Administrative expenses (other) incurred2014-12-31$472,475
Total non interest bearing cash at end of year2014-12-31$29,714
Total non interest bearing cash at beginning of year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$90,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$617,673,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$571,242,992
Value of interest in pooled separate accounts at end of year2014-12-31$30,912,256
Value of interest in pooled separate accounts at beginning of year2014-12-31$32,739,100
Interest on participant loans2014-12-31$367,302
Interest earned on other investments2014-12-31$2,227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$449,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$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 accounts2014-12-31$1,739,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$19,986,356
Assets. Invements in employer securities at beginning of year2014-12-31$21,677,953
Contributions received in cash from employer2014-12-31$14,699,565
Employer contributions (assets) at end of year2014-12-31$14,696,640
Employer contributions (assets) at beginning of year2014-12-31$14,408,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$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 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2014-12-31133891517
2013 : WILLIS 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$6,015,039
Total unrealized appreciation/depreciation of assets2013-12-31$6,015,039
Total income from all sources (including contributions)2013-12-31$190,099,514
Total of all expenses incurred2013-12-31$55,275,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$54,843,913
Expenses. Certain deemed distributions of participant loans2013-12-31$14,550
Value of total corrective distributions2013-12-31$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 year2013-12-31$793,582,484
Value of total assets at beginning of year2013-12-31$658,758,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$406,497
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$13,530,893
Administrative expenses professional fees incurred2013-12-31$60,471
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$50,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$43,018,336
Participant contributions at end of year2013-12-31$8,824,628
Participant contributions at beginning of year2013-12-31$8,490,515
Participant contributions at end of year2013-12-31$1,089,114
Participant contributions at beginning of year2013-12-31$1,034,684
Assets. Other investments not covered elsewhere at end of year2013-12-31$143,304,034
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$130,921,291
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,670,930
Other income not declared elsewhere2013-12-31$6,558,259
Administrative expenses (other) incurred2013-12-31$256,026
Total non interest bearing cash at end of year2013-12-31$21,326
Total non interest bearing cash at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$90,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$571,242,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$455,717,097
Value of interest in pooled separate accounts at end of year2013-12-31$32,739,100
Value of interest in pooled separate accounts at beginning of year2013-12-31$35,151,714
Interest on participant loans2013-12-31$358,514
Interest earned on other investments2013-12-31$1,307
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$275,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$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 accounts2013-12-31$1,851,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$21,677,953
Assets. Invements in employer securities at beginning of year2013-12-31$17,654,599
Contributions received in cash from employer2013-12-31$14,402,366
Employer contributions (assets) at end of year2013-12-31$14,408,250
Employer contributions (assets) at beginning of year2013-12-31$9,555,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$54,843,913
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2013-12-31133891517
2012 : WILLIS 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-2,114,350
Total unrealized appreciation/depreciation of assets2012-12-31$-2,114,350
Total income from all sources (including contributions)2012-12-31$122,701,712
Total of all expenses incurred2012-12-31$53,164,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$52,557,534
Expenses. Certain deemed distributions of participant loans2012-12-31$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 year2012-12-31$658,758,227
Value of total assets at beginning of year2012-12-31$589,220,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$551,272
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$12,060,631
Administrative expenses professional fees incurred2012-12-31$64,687
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$40,662,542
Participant contributions at end of year2012-12-31$8,490,515
Participant contributions at beginning of year2012-12-31$8,388,631
Participant contributions at end of year2012-12-31$1,034,684
Participant contributions at beginning of year2012-12-31$971,009
Assets. Other investments not covered elsewhere at end of year2012-12-31$130,921,291
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$119,151,147
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$7,039,154
Other income not declared elsewhere2012-12-31$5,039,693
Administrative expenses (other) incurred2012-12-31$396,585
Total non interest bearing cash at end of year2012-12-31$67,807
Total non interest bearing cash at beginning of year2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$90,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$455,717,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$393,097,709
Value of interest in pooled separate accounts at end of year2012-12-31$35,151,714
Value of interest in pooled separate accounts at beginning of year2012-12-31$37,076,941
Interest on participant loans2012-12-31$366,577
Interest earned on other investments2012-12-31$889
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$164,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$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 accounts2012-12-31$1,526,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$17,654,599
Assets. Invements in employer securities at beginning of year2012-12-31$20,843,077
Contributions received in cash from employer2012-12-31$9,556,869
Employer contributions (assets) at end of year2012-12-31$9,555,723
Employer contributions (assets) at beginning of year2012-12-31$9,192,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$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 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2012-12-31133891517
2011 : WILLIS 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$2,874,214
Total unrealized appreciation/depreciation of assets2011-12-31$2,874,214
Total income from all sources (including contributions)2011-12-31$55,889,495
Total of all expenses incurred2011-12-31$52,330,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$51,942,741
Expenses. Certain deemed distributions of participant loans2011-12-31$58,731
Value of total corrective distributions2011-12-31$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 year2011-12-31$589,220,961
Value of total assets at beginning of year2011-12-31$585,662,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$326,568
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$9,367,698
Administrative expenses professional fees incurred2011-12-31$60,600
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$40,240,531
Participant contributions at end of year2011-12-31$8,388,631
Participant contributions at beginning of year2011-12-31$8,685,427
Participant contributions at end of year2011-12-31$971,009
Participant contributions at beginning of year2011-12-31$977,960
Assets. Other investments not covered elsewhere at end of year2011-12-31$119,151,147
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$108,953,969
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,967,180
Other income not declared elsewhere2011-12-31$1,885,316
Administrative expenses (other) incurred2011-12-31$175,968
Total non interest bearing cash at end of year2011-12-31$119,003
Total non interest bearing cash at beginning of year2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$90,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$393,097,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$404,734,375
Value of interest in pooled separate accounts at end of year2011-12-31$37,076,941
Value of interest in pooled separate accounts at beginning of year2011-12-31$41,638,565
Interest on participant loans2011-12-31$399,026
Interest earned on other investments2011-12-31$7,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$380,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$263,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-15,086,426
Net investment gain/loss from pooled separate accounts2011-12-31$1,739,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$20,843,077
Assets. Invements in employer securities at beginning of year2011-12-31$20,205,503
Contributions received in cash from employer2011-12-31$9,495,352
Employer contributions (assets) at end of year2011-12-31$9,192,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$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 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2011-12-31133891517
2010 : WILLIS 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$5,323,287
Total unrealized appreciation/depreciation of assets2010-12-31$5,323,287
Total income from all sources (including contributions)2010-12-31$104,269,160
Total of all expenses incurred2010-12-31$46,935,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$46,679,658
Expenses. Certain deemed distributions of participant loans2010-12-31$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 year2010-12-31$585,662,258
Value of total assets at beginning of year2010-12-31$528,328,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$201,916
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$10,027,446
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$39,534,252
Participant contributions at end of year2010-12-31$8,685,427
Participant contributions at beginning of year2010-12-31$8,999,947
Participant contributions at end of year2010-12-31$977,960
Participant contributions at beginning of year2010-12-31$1,070,200
Assets. Other investments not covered elsewhere at end of year2010-12-31$108,953,969
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$95,584,373
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,124,169
Other income not declared elsewhere2010-12-31$1,727,109
Administrative expenses (other) incurred2010-12-31$48,418
Total non interest bearing cash at end of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$153,498
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$404,734,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$353,573,852
Value of interest in pooled separate accounts at end of year2010-12-31$41,638,565
Value of interest in pooled separate accounts at beginning of year2010-12-31$47,790,737
Interest on participant loans2010-12-31$478,090
Interest earned on other investments2010-12-31$3,027,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$263,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$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 accounts2010-12-31$2,097,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$20,205,503
Assets. Invements in employer securities at beginning of year2010-12-31$16,445,821
Employer contributions (assets) at beginning of year2010-12-31$4,289,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$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 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2010-12-31133891517
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 securities2009-12-31$0

Form 5500 Responses for WILLIS 401(K) RETIREMENT SAVINGS PLAN

2016: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WILLIS 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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