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TOWERS WATSON RETIREE LIFE PLAN 401k Plan overview

Plan NameTOWERS WATSON RETIREE LIFE PLAN
Plan identification number 503

TOWERS WATSON RETIREE LIFE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

TOWERS WATSON AND CO. has sponsored the creation of one or more 401k plans.

Company Name:TOWERS WATSON AND CO.
Employer identification number (EIN):270676603
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TOWERS WATSON RETIREE LIFE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032015-01-01PAMELA OSTUW
5032014-01-01PAMELA OSTUW
5032013-01-01PAMELA OSTUW PAMELA OSTUW2014-10-10
5032012-01-01JILL BALEZENTIS JILL BALEZENTIS2013-10-10
5032011-01-01JILL BALEZENTIS JILL BALEZENTIS2013-10-10

Plan Statistics for TOWERS WATSON RETIREE LIFE PLAN

401k plan membership statisitcs for TOWERS WATSON RETIREE LIFE PLAN

Measure Date Value
2015: TOWERS WATSON RETIREE LIFE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,044
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-012,086
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012,086
2014: TOWERS WATSON RETIREE LIFE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,004
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-012,044
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012,044
2013: TOWERS WATSON RETIREE LIFE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,877
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-011,949
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011,949
2012: TOWERS WATSON RETIREE LIFE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017,738
Total number of active participants reported on line 7a of the Form 55002012-01-015,959
Number of retired or separated participants receiving benefits2012-01-011,880
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-017,839
2011: TOWERS WATSON RETIREE LIFE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,223
Total number of active participants reported on line 7a of the Form 55002011-01-015,906
Number of retired or separated participants receiving benefits2011-01-011,832
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-017,738

Financial Data on TOWERS WATSON RETIREE LIFE PLAN

Measure Date Value
2015 : TOWERS WATSON RETIREE LIFE PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$249,959
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$30,000
Total income from all sources (including contributions)2015-12-31$3,513
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$909,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$870,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$4,089,248
Value of total assets at beginning of year2015-12-31$4,775,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$38,981
Total interest from all sources2015-12-31$50,465
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$0
Administrative expenses professional fees incurred2015-12-31$38,981
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$30,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$30,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-906,383
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,839,289
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,745,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,063,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,744,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$25,799
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$31,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$31,113
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$50,465
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$870,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-46,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Liabilities. Value of benefit claims payable at end of year2015-12-31$219,959
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2015-12-31133891517
2014 : TOWERS WATSON RETIREE LIFE PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$30,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$28,750
Total income from all sources (including contributions)2014-12-31$11,377
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$804,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$767,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$4,775,672
Value of total assets at beginning of year2014-12-31$5,567,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$37,378
Total interest from all sources2014-12-31$344
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$16,149
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$16,149
Administrative expenses professional fees incurred2014-12-31$37,378
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$30,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$28,750
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-793,082
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,745,672
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,538,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,744,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Interest earned on other investments2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$31,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,567,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,567,348
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$344
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$767,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-5,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2014-12-31133891517
2013 : TOWERS WATSON RETIREE LIFE PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$28,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$159,987
Total income from all sources (including contributions)2013-12-31$30,481
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$751,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$715,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$29,764
Value of total assets at end of year2013-12-31$5,567,504
Value of total assets at beginning of year2013-12-31$6,419,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$35,831
Total interest from all sources2013-12-31$717
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$35,831
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$28,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$109,000
Total non interest bearing cash at end of year2013-12-31$156
Total non interest bearing cash at beginning of year2013-12-31$49
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-720,899
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,538,754
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,259,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,567,348
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$6,419,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$6,419,591
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$717
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$715,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$29,764
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$50,987
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2013-12-31133891517
2012 : TOWERS WATSON RETIREE LIFE PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$159,987
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$74,953
Total income from all sources (including contributions)2012-12-31$4,393,438
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,622,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,545,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,392,785
Value of total assets at end of year2012-12-31$6,419,640
Value of total assets at beginning of year2012-12-31$6,563,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$77,346
Total interest from all sources2012-12-31$653
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$77,346
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,988,495
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$109,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$40,000
Total non interest bearing cash at end of year2012-12-31$49
Total non interest bearing cash at beginning of year2012-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-229,344
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,259,653
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,488,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$6,419,591
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,528,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,528,947
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$653
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$4,545,436
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,404,290
Employer contributions (assets) at beginning of year2012-12-31$34,953
Liabilities. Value of benefit claims payable at end of year2012-12-31$50,987
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$34,953
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2012-12-31133891517
2011 : TOWERS WATSON RETIREE LIFE PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$40,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$38,250
Total income from all sources (including contributions)2011-12-31$2,582,269
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,628,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,580,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,580,472
Value of total assets at end of year2011-12-31$6,528,997
Value of total assets at beginning of year2011-12-31$6,573,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$47,786
Total interest from all sources2011-12-31$1,797
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$47,786
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
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$1,551,751
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$40,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$38,250
Total non interest bearing cash at end of year2011-12-31$50
Total non interest bearing cash at beginning of year2011-12-31$51
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-45,989
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,488,997
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,534,986
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$6,528,947
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,573,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,573,185
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,797
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$2,580,472
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,028,721
Employer contributions (assets) at end of year2011-12-31$34,953
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$34,953
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2011-12-31133891517

Form 5500 Responses for TOWERS WATSON RETIREE LIFE PLAN

2015: TOWERS WATSON RETIREE LIFE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TOWERS WATSON RETIREE LIFE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TOWERS WATSON RETIREE LIFE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TOWERS WATSON RETIREE LIFE 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 – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TOWERS WATSON RETIREE LIFE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number40914-3
Policy instance 1
Insurance contract or identification number40914-3
Number of Individuals Covered2086
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $870,915
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number40914-3
Policy instance 1
Insurance contract or identification number40914-3
Number of Individuals Covered2044
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $767,081
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number40914-3
Policy instance 1
Insurance contract or identification number40914-3
Number of Individuals Covered1949
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $715,549
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number40914
Policy instance 1
Insurance contract or identification number40914
Number of Individuals Covered7839
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedPERSONAL ACCIDENT, GUL, GVUL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,580,389
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number40914
Policy instance 1
Insurance contract or identification number40914
Number of Individuals Covered7738
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedPERSONAL ACCIDENT, GUL, GVUL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,209,678
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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