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WR BERKLEY CORPORATION EMPLOYEE HEALTH BENEFITS PLAN 401k Plan overview

Plan NameWR BERKLEY CORPORATION EMPLOYEE HEALTH BENEFITS PLAN
Plan identification number 501

WR BERKLEY CORPORATION EMPLOYEE HEALTH BENEFITS PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision

401k Sponsoring company profile

W.R. BERKLEY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:W.R. BERKLEY CORPORATION
Employer identification number (EIN):221867895
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WR BERKLEY CORPORATION EMPLOYEE HEALTH BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012015-01-01CAROL LAPUNZINA
5012012-01-01MARGARET CONVEY CLEMENT PATAFIO2013-07-23
5012011-01-01MARGARET CONVEY CLEMENT PATAFIO2012-10-05
5012010-01-01MARGARET CONVEY2011-12-23
5012009-01-01JOSEPH PENNACHIO CLEMENT PATAFIO2010-09-10

Plan Statistics for WR BERKLEY CORPORATION EMPLOYEE HEALTH BENEFITS PLAN

401k plan membership statisitcs for WR BERKLEY CORPORATION EMPLOYEE HEALTH BENEFITS PLAN

Measure Date Value
2015: WR BERKLEY CORPORATION EMPLOYEE HEALTH BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,146
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
2012: WR BERKLEY CORPORATION EMPLOYEE HEALTH BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,146
Total number of active participants reported on line 7a of the Form 55002012-01-015,312
Number of retired or separated participants receiving benefits2012-01-01235
Total of all active and inactive participants2012-01-015,547
Total participants2012-01-015,547
2011: WR BERKLEY CORPORATION EMPLOYEE HEALTH BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,887
Total number of active participants reported on line 7a of the Form 55002011-01-015,046
Number of retired or separated participants receiving benefits2011-01-01124
Total of all active and inactive participants2011-01-015,170
Total participants2011-01-015,170
2010: WR BERKLEY CORPORATION EMPLOYEE HEALTH BENEFITS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,318
Total number of active participants reported on line 7a of the Form 55002010-01-014,273
Number of retired or separated participants receiving benefits2010-01-0191
Total of all active and inactive participants2010-01-014,364
Total participants2010-01-014,364
2009: WR BERKLEY CORPORATION EMPLOYEE HEALTH BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,600
Total number of active participants reported on line 7a of the Form 55002009-01-012,708
Number of retired or separated participants receiving benefits2009-01-0141
Total of all active and inactive participants2009-01-012,749
Total participants2009-01-012,749

Financial Data on WR BERKLEY CORPORATION EMPLOYEE HEALTH BENEFITS PLAN

Measure Date Value
2011 : WR BERKLEY CORPORATION EMPLOYEE HEALTH BENEFITS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,431,527
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,272,361
Total income from all sources (including contributions)2011-12-31$55,179,080
Total of all expenses incurred2011-12-31$57,296,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$54,777,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$55,155,350
Value of total assets at end of year2011-12-31$3,663,107
Value of total assets at beginning of year2011-12-31$3,621,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,518,455
Total interest from all sources2011-12-31$23,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$88,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$11,220,025
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$441,287
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$412,366
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,738,692
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$970,807
Administrative expenses (other) incurred2011-12-31$36,061
Total non interest bearing cash at end of year2011-12-31$3,221,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,117,281
Value of net assets at end of year (total assets less liabilities)2011-12-31$-3,768,420
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$-1,651,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,208,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,208,856
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$23,730
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,391,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$43,935,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$53,386,625
Contract administrator fees2011-12-31$2,394,394
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
Liabilities. Value of benefit claims payable at end of year2011-12-31$5,692,835
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$4,301,554
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 PBGC2011-12-31Yes
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 name2011-12-31KPMG
Accountancy firm EIN2011-12-31135565207
2010 : WR BERKLEY CORPORATION EMPLOYEE HEALTH BENEFITS PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,272,361
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,108,869
Total income from all sources (including contributions)2010-12-31$49,542,834
Total of all expenses incurred2010-12-31$49,816,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$47,528,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$49,497,357
Value of total assets at end of year2010-12-31$3,621,222
Value of total assets at beginning of year2010-12-31$1,731,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,288,252
Total interest from all sources2010-12-31$45,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$49,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$9,408,255
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$412,366
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$91,944
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$970,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$614,247
Administrative expenses (other) incurred2010-12-31$27,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-273,467
Value of net assets at end of year (total assets less liabilities)2010-12-31$-1,651,139
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$-1,377,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,208,856
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,639,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,639,253
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$45,477
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,806,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$40,089,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$45,721,117
Contract administrator fees2010-12-31$2,211,987
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
Liabilities. Value of benefit claims payable at end of year2010-12-31$4,301,554
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$2,494,622
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 name2010-12-31KPMG
Accountancy firm EIN2010-12-31135565207

Form 5500 Responses for WR BERKLEY CORPORATION EMPLOYEE HEALTH BENEFITS PLAN

2015: WR BERKLEY CORPORATION EMPLOYEE HEALTH BENEFITS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: WR BERKLEY CORPORATION EMPLOYEE HEALTH BENEFITS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: WR BERKLEY CORPORATION EMPLOYEE HEALTH BENEFITS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WR BERKLEY CORPORATION EMPLOYEE HEALTH BENEFITS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WR BERKLEY CORPORATION EMPLOYEE HEALTH BENEFITS 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

Insurance Providers Used on plan

DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 )
Policy contract number04683
Policy instance 1
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30035837
Policy instance 2
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number2471522
Policy instance 1
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3207608
Policy instance 2
DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 )
Policy contract number4683
Policy instance 3
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3207608
Policy instance 1
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number2471522
Policy instance 2
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number2471522 3207608
Policy instance 1

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