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WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 401k Plan overview

Plan NameWALSH GROUP EMPLOYEES PROFIT SHARING PLAN
Plan identification number 002

WALSH GROUP EMPLOYEES PROFIT SHARING 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.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WALSH CONSTRUCTION COMPANY has sponsored the creation of one or more 401k plans.

Company Name:WALSH CONSTRUCTION COMPANY
Employer identification number (EIN):362231526
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALSH GROUP EMPLOYEES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01TIMOTHY GERKEN
0022016-01-01TIMOTHY GERKEN
0022015-01-01TIMOTHY GERKEN
0022014-01-01TIMOTHY GERKEN
0022013-01-01TIMOTHY GERKEN
0022012-01-01TIMOTHY GERKEN
0022011-01-01TIMOTHY GERKEN TIMOTHY GERKEN2012-09-21
0022009-01-01TIMOTHY GERKEN TIMOTHY GERKEN2010-09-19

Plan Statistics for WALSH GROUP EMPLOYEES PROFIT SHARING PLAN

401k plan membership statisitcs for WALSH GROUP EMPLOYEES PROFIT SHARING PLAN

Measure Date Value
2022: WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,094
Total number of active participants reported on line 7a of the Form 55002022-01-014,002
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,358
Total of all active and inactive participants2022-01-015,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-015,370
Number of participants with account balances2022-01-014,331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,139
Total number of active participants reported on line 7a of the Form 55002021-01-013,865
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,218
Total of all active and inactive participants2021-01-015,083
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0111
Total participants2021-01-015,094
Number of participants with account balances2021-01-014,141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,299
Total number of active participants reported on line 7a of the Form 55002020-01-014,100
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,031
Total of all active and inactive participants2020-01-015,131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-015,139
Number of participants with account balances2020-01-013,979
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,828
Total number of active participants reported on line 7a of the Form 55002019-01-014,315
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01975
Total of all active and inactive participants2019-01-015,290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-015,299
Number of participants with account balances2019-01-013,718
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,447
Total number of active participants reported on line 7a of the Form 55002018-01-013,922
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01901
Total of all active and inactive participants2018-01-014,823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-014,828
Number of participants with account balances2018-01-013,276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011,951
2017: WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,925
Total number of active participants reported on line 7a of the Form 55002017-01-014,241
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01779
Total of all active and inactive participants2017-01-015,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0110
Total participants2017-01-015,030
Number of participants with account balances2017-01-013,075
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011,890
2016: WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,823
Total number of active participants reported on line 7a of the Form 55002016-01-014,241
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01683
Total of all active and inactive participants2016-01-014,924
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-014,925
Number of participants with account balances2016-01-012,903
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01122
2015: WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,434
Total number of active participants reported on line 7a of the Form 55002015-01-014,181
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01641
Total of all active and inactive participants2015-01-014,822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-014,823
Number of participants with account balances2015-01-012,704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011,100
2014: WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,974
Total number of active participants reported on line 7a of the Form 55002014-01-013,702
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01625
Total of all active and inactive participants2014-01-014,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-014,329
Number of participants with account balances2014-01-012,525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01814
2013: WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,779
Total number of active participants reported on line 7a of the Form 55002013-01-013,296
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01526
Total of all active and inactive participants2013-01-013,822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-013,823
Number of participants with account balances2013-01-012,388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01848
2012: WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,772
Total number of active participants reported on line 7a of the Form 55002012-01-013,231
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01456
Total of all active and inactive participants2012-01-013,687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-013,689
Number of participants with account balances2012-01-012,283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01868
2011: WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111,363
Total number of active participants reported on line 7a of the Form 55002011-01-013,151
Number of other retired or separated participants entitled to future benefits2011-01-01434
Total of all active and inactive participants2011-01-013,585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-013,586
Number of participants with account balances2011-01-012,200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01947
2009: WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,460
Total number of active participants reported on line 7a of the Form 55002009-01-014,192
Number of other retired or separated participants entitled to future benefits2009-01-01435
Total of all active and inactive participants2009-01-014,627
Total participants2009-01-014,627
Number of participants with account balances2009-01-012,194

Financial Data on WALSH GROUP EMPLOYEES PROFIT SHARING PLAN

Measure Date Value
2022 : WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-37,671,434
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$29,356,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$28,429,230
Expenses. Certain deemed distributions of participant loans2022-12-31$92,344
Value of total corrective distributions2022-12-31$2,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$45,791,899
Value of total assets at end of year2022-12-31$416,364,122
Value of total assets at beginning of year2022-12-31$483,391,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$831,963
Total interest from all sources2022-12-31$343,095
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$18,365,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$18,365,018
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$28,962,092
Participant contributions at end of year2022-12-31$8,297,174
Participant contributions at beginning of year2022-12-31$7,377,133
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,682,675
Other income not declared elsewhere2022-12-31$501
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-67,027,742
Value of net assets at end of year (total assets less liabilities)2022-12-31$416,364,122
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$483,391,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$472,540
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$376,119,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$448,423,510
Interest on participant loans2022-12-31$343,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$31,947,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$27,591,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-102,171,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$13,147,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$28,429,230
Contract administrator fees2022-12-31$359,423
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$105,293,030
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$34,155,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$32,688,319
Expenses. Certain deemed distributions of participant loans2021-12-31$19,457
Value of total corrective distributions2021-12-31$15,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$46,035,826
Value of total assets at end of year2021-12-31$483,391,864
Value of total assets at beginning of year2021-12-31$412,254,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,432,061
Total interest from all sources2021-12-31$332,534
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,582,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$7,582,875
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$27,574,668
Participant contributions at end of year2021-12-31$7,377,133
Participant contributions at beginning of year2021-12-31$6,752,846
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,644,847
Other income not declared elsewhere2021-12-31$587,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$71,137,438
Value of net assets at end of year (total assets less liabilities)2021-12-31$483,391,864
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$412,254,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$504,238
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$448,423,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$374,588,770
Interest on participant loans2021-12-31$332,534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$27,591,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$30,912,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$50,754,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$12,816,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$32,688,319
Contract administrator fees2021-12-31$927,823
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$103,780,477
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$29,768,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$28,424,359
Expenses. Certain deemed distributions of participant loans2020-12-31$7,089
Value of total corrective distributions2020-12-31$394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$44,031,448
Value of total assets at end of year2020-12-31$412,254,426
Value of total assets at beginning of year2020-12-31$338,242,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,337,033
Total interest from all sources2020-12-31$363,005
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,153,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,153,930
Administrative expenses professional fees incurred2020-12-31$12,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$26,065,900
Participant contributions at end of year2020-12-31$6,752,846
Participant contributions at beginning of year2020-12-31$6,570,126
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,586,089
Other income not declared elsewhere2020-12-31$701,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$74,011,602
Value of net assets at end of year (total assets less liabilities)2020-12-31$412,254,426
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$338,242,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$438,978
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$374,588,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$306,412,068
Interest on participant loans2020-12-31$363,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$30,912,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$25,260,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$53,530,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$12,379,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$28,424,359
Contract administrator fees2020-12-31$886,055
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$98,261,393
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$27,324,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$26,589,876
Expenses. Certain deemed distributions of participant loans2019-12-31$46,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$39,341,475
Value of total assets at end of year2019-12-31$338,242,824
Value of total assets at beginning of year2019-12-31$267,305,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$688,128
Total interest from all sources2019-12-31$359,699
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,374,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,374,043
Administrative expenses professional fees incurred2019-12-31$11,500
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$22,713,309
Participant contributions at end of year2019-12-31$6,570,126
Participant contributions at beginning of year2019-12-31$6,533,905
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,036,341
Other income not declared elsewhere2019-12-31$519,431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$70,937,076
Value of net assets at end of year (total assets less liabilities)2019-12-31$338,242,824
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$267,305,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$458,112
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$306,412,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$241,635,388
Interest on participant loans2019-12-31$359,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$25,260,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$19,136,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$52,666,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$10,591,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$26,589,876
Contract administrator fees2019-12-31$218,516
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$13,726,656
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$27,628,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$26,974,268
Expenses. Certain deemed distributions of participant loans2018-12-31$12,444
Value of total corrective distributions2018-12-31$110,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$33,138,267
Value of total assets at end of year2018-12-31$267,305,748
Value of total assets at beginning of year2018-12-31$281,207,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$531,400
Total interest from all sources2018-12-31$295,970
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,358,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$5,358,640
Administrative expenses professional fees incurred2018-12-31$11,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$20,502,692
Participant contributions at end of year2018-12-31$6,533,905
Participant contributions at beginning of year2018-12-31$5,671,199
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,381,580
Other income not declared elsewhere2018-12-31$379,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-13,901,518
Value of net assets at end of year (total assets less liabilities)2018-12-31$267,305,748
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$281,207,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$365,724
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$241,635,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$258,615,727
Interest on participant loans2018-12-31$295,970
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$19,136,455
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$16,920,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-25,445,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$9,253,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$26,974,268
Contract administrator fees2018-12-31$154,676
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$73,050,543
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$20,761,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$20,231,456
Expenses. Certain deemed distributions of participant loans2017-12-31$53,899
Value of total corrective distributions2017-12-31$8,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$30,977,283
Value of total assets at end of year2017-12-31$281,207,266
Value of total assets at beginning of year2017-12-31$228,918,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$467,824
Total interest from all sources2017-12-31$236,834
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,909,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,909,255
Administrative expenses professional fees incurred2017-12-31$7,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$18,864,528
Participant contributions at end of year2017-12-31$5,671,199
Participant contributions at beginning of year2017-12-31$5,201,049
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,472,416
Other income not declared elsewhere2017-12-31$360,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$52,288,892
Value of net assets at end of year (total assets less liabilities)2017-12-31$281,207,266
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$228,918,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$317,441
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$258,615,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$205,420,532
Interest on participant loans2017-12-31$236,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$16,920,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$18,296,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$36,566,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$8,640,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$20,231,456
Contract administrator fees2017-12-31$142,883
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$44,794,638
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$14,835,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,451,355
Expenses. Certain deemed distributions of participant loans2016-12-31$16,741
Value of total corrective distributions2016-12-31$6,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$29,737,490
Value of total assets at end of year2016-12-31$228,918,374
Value of total assets at beginning of year2016-12-31$198,958,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$360,400
Total interest from all sources2016-12-31$214,783
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,657,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,657,465
Administrative expenses professional fees incurred2016-12-31$1,700
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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$17,234,685
Participant contributions at end of year2016-12-31$5,201,049
Participant contributions at beginning of year2016-12-31$4,588,513
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$350,780
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,618,183
Other income not declared elsewhere2016-12-31$371,650
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$29,959,573
Value of net assets at end of year (total assets less liabilities)2016-12-31$228,918,374
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$198,958,801
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$320,675
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$205,420,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$179,450,115
Interest on participant loans2016-12-31$214,783
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$18,296,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$14,230,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$10,813,250
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
Contributions received in cash from employer2016-12-31$7,884,622
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$338,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,451,355
Contract administrator fees2016-12-31$38,025
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : WALSH GROUP EMPLOYEES PROFIT SHARING 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$23,259,869
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$15,692,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$15,333,750
Expenses. Certain deemed distributions of participant loans2015-12-31$10,958
Value of total corrective distributions2015-12-31$4,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$25,844,387
Value of total assets at end of year2015-12-31$198,958,801
Value of total assets at beginning of year2015-12-31$191,391,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$344,125
Total interest from all sources2015-12-31$170,240
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,348,847
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$3,348,847
Administrative expenses professional fees incurred2015-12-31$8,750
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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$16,173,445
Participant contributions at end of year2015-12-31$4,588,513
Participant contributions at beginning of year2015-12-31$3,644,980
Participant contributions at end of year2015-12-31$350,780
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,863,870
Other income not declared elsewhere2015-12-31$235,892
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$7,566,971
Value of net assets at end of year (total assets less liabilities)2015-12-31$198,958,801
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$191,391,830
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$248,535
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$179,450,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$178,793,196
Interest on participant loans2015-12-31$170,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$14,230,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$8,953,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,339,497
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
Contributions received in cash from employer2015-12-31$7,807,072
Employer contributions (assets) at end of year2015-12-31$338,524
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$15,333,750
Contract administrator fees2015-12-31$86,840
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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : WALSH GROUP EMPLOYEES PROFIT SHARING 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$32,697,698
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$14,446,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$14,124,726
Expenses. Certain deemed distributions of participant loans2014-12-31$16,044
Value of total corrective distributions2014-12-31$153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$22,284,154
Value of total assets at end of year2014-12-31$191,391,830
Value of total assets at beginning of year2014-12-31$173,140,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$305,200
Total interest from all sources2014-12-31$127,813
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,918,854
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$2,918,854
Administrative expenses professional fees incurred2014-12-31$2,325
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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$13,758,563
Participant contributions at end of year2014-12-31$3,644,980
Participant contributions at beginning of year2014-12-31$2,592,016
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,642,447
Other income not declared elsewhere2014-12-31$185,736
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$18,251,575
Value of net assets at end of year (total assets less liabilities)2014-12-31$191,391,830
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$173,140,255
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$230,192
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$178,793,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$162,776,393
Interest on participant loans2014-12-31$127,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,953,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,771,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$7,181,141
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,883,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$14,124,726
Contract administrator fees2014-12-31$72,683
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : WALSH GROUP EMPLOYEES PROFIT SHARING 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$51,039,457
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,713,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,495,527
Expenses. Certain deemed distributions of participant loans2013-12-31$5,612
Value of total corrective distributions2013-12-31$6,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$20,190,815
Value of total assets at end of year2013-12-31$173,140,255
Value of total assets at beginning of year2013-12-31$132,814,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$206,415
Total interest from all sources2013-12-31$69,906
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,490,089
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$2,490,089
Administrative expenses professional fees incurred2013-12-31$8,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$12,597,332
Participant contributions at end of year2013-12-31$2,592,016
Participant contributions at beginning of year2013-12-31$53,810
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$954,706
Other income not declared elsewhere2013-12-31$144,451
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$40,325,857
Value of net assets at end of year (total assets less liabilities)2013-12-31$173,140,255
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$132,814,398
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$146,206
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$162,776,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$126,200,894
Interest on participant loans2013-12-31$69,906
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,771,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,559,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$28,144,196
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$6,638,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,495,527
Contract administrator fees2013-12-31$52,209
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31WOLF & COMPANY LLP
Accountancy firm EIN2013-12-31362985665
2012 : WALSH GROUP EMPLOYEES PROFIT SHARING 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$36,329,121
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$9,462,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,323,308
Value of total corrective distributions2012-12-31$341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$20,567,000
Value of total assets at end of year2012-12-31$132,814,398
Value of total assets at beginning of year2012-12-31$105,948,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$139,276
Total interest from all sources2012-12-31$3,056
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,636,220
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$2,636,220
Administrative expenses professional fees incurred2012-12-31$14,650
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$11,738,647
Participant contributions at end of year2012-12-31$53,810
Participant contributions at beginning of year2012-12-31$98,924
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,529,284
Other income not declared elsewhere2012-12-31$115,488
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$26,866,196
Value of net assets at end of year (total assets less liabilities)2012-12-31$132,814,398
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$105,948,202
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$119,526
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$126,200,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$102,050,217
Interest on participant loans2012-12-31$3,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$6,559,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,799,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$13,007,357
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
Contributions received in cash from employer2012-12-31$6,299,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,323,308
Contract administrator fees2012-12-31$5,100
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31WOLF & COMPANY LLP
Accountancy firm EIN2012-12-31362985665
2011 : WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$11,700,784
Total income from all sources (including contributions)2011-12-31$13,614,277
Total of all expenses incurred2011-12-31$6,420,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,382,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$18,080,649
Value of total assets at end of year2011-12-31$105,948,202
Value of total assets at beginning of year2011-12-31$87,053,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$38,172
Total interest from all sources2011-12-31$72,068
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,891,802
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$6,891,802
Administrative expenses professional fees incurred2011-12-31$31,397
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$11,548,246
Participant contributions at end of year2011-12-31$98,924
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$313,026
Total non interest bearing cash at beginning of year2011-12-31$87,053,770
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$7,193,648
Value of net assets at end of year (total assets less liabilities)2011-12-31$105,948,202
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$87,053,770
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 in registered invesment companies (eg mutual funds) at end of year2011-12-31$102,050,217
Interest on participant loans2011-12-31$5,519
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$66,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,799,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-11,430,242
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
Contributions received in cash from employer2011-12-31$6,219,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,382,457
Contract administrator fees2011-12-31$6,775
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31WOLF & COMPANY LLP
Accountancy firm EIN2011-12-31362985665
2010 : WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$26,870,002
Total of all expenses incurred2010-12-31$4,639,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,639,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$15,925,659
Value of total assets at end of year2010-12-31$87,053,770
Value of total assets at beginning of year2010-12-31$64,822,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$10,040,296
Participant contributions at beginning of year2010-12-31$4,266
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$154,965
Total non interest bearing cash at end of year2010-12-31$87,053,770
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$22,230,894
Value of net assets at end of year (total assets less liabilities)2010-12-31$87,053,770
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$64,822,876
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$4
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$64,815,706
Net investment gain/loss from pooled separate accounts2010-12-31$10,944,343
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,730,398
Employer contributions (assets) at beginning of year2010-12-31$2,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,639,104
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WOLF & COMPANY LLP
Accountancy firm EIN2010-12-31362985665
2009 : WALSH GROUP EMPLOYEES PROFIT SHARING 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 WALSH GROUP EMPLOYEES PROFIT SHARING PLAN

2022: WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WALSH GROUP EMPLOYEES PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: WALSH GROUP EMPLOYEES PROFIT SHARING 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: WALSH GROUP EMPLOYEES PROFIT SHARING 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: WALSH GROUP EMPLOYEES PROFIT SHARING 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: WALSH GROUP EMPLOYEES PROFIT SHARING 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: WALSH GROUP EMPLOYEES PROFIT SHARING 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
2009: WALSH GROUP EMPLOYEES PROFIT SHARING 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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28082
Policy instance 1
Insurance contract or identification numberGA28082
Number of Individuals Covered4331
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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 BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28082
Policy instance 1
Insurance contract or identification numberGA28082
Number of Individuals Covered4141
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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 BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28082
Policy instance 1
Insurance contract or identification numberGA28082
Number of Individuals Covered3979
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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 BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28082
Policy instance 1
Insurance contract or identification numberGA28082
Number of Individuals Covered3718
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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 BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28082
Policy instance 1
Insurance contract or identification numberGA28082
Number of Individuals Covered3276
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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 BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28082
Policy instance 1
Insurance contract or identification numberGA28082
Number of Individuals Covered3075
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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 BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28082
Policy instance 1
Insurance contract or identification numberGA28082
Number of Individuals Covered2704
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?Yes
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 BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28082
Policy instance 1
Insurance contract or identification numberGA28082
Number of Individuals Covered2525
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?Yes
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 BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28082
Policy instance 1
Insurance contract or identification numberGA28082
Number of Individuals Covered2388
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
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 BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28082
Policy instance 1
Insurance contract or identification numberGA28082
Number of Individuals Covered2283
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?Yes
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 BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28082
Policy instance 1
Insurance contract or identification numberGA28082
Number of Individuals Covered2200
Insurance policy start date2011-01-03
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number54368
Policy instance 1
Insurance contract or identification number54368
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $94,865
Total amount of fees paid to insurance companyUSD $22,168
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $65,354
Insurance broker organization code?7
Amount paid for insurance broker fees29511
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEE
Insurance broker nameUNITED STATES TREASURY

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