ARTHUR J. GALLAGHER (ILLINOIS), LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN
401k plan membership statisitcs for ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN
Measure | Date | Value |
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2022: ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 282,329,357 |
Acturial value of plan assets | 2022-12-31 | 262,743,702 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 132,993,664 |
Number of terminated vested participants | 2022-12-31 | 810 |
Fundng target for terminated vested participants | 2022-12-31 | 33,216,524 |
Active participant vested funding target | 2022-12-31 | 46,686,725 |
Number of active participants | 2022-12-31 | 1,181 |
Total funding liabilities for active participants | 2022-12-31 | 47,218,455 |
Total participant count | 2022-12-31 | 4,051 |
Total funding target for all participants | 2022-12-31 | 213,428,643 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 2,953,083 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 38,788,527 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 510,000 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 2,443,083 |
Amount remaining of prefunding balance | 2022-12-31 | 38,788,527 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 2,776,564 |
Balance of prefunding at beginning of current year | 2022-12-31 | 44,083,161 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 500,000 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 4,051 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,050 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1,863 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 820 |
Total of all active and inactive participants | 2022-01-01 | 3,733 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 210 |
Total participants | 2022-01-01 | 3,943 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 262,779,723 |
Acturial value of plan assets | 2021-12-31 | 240,718,439 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 125,615,359 |
Number of terminated vested participants | 2021-12-31 | 831 |
Fundng target for terminated vested participants | 2021-12-31 | 34,056,906 |
Active participant vested funding target | 2021-12-31 | 51,997,705 |
Number of active participants | 2021-12-31 | 1,285 |
Total funding liabilities for active participants | 2021-12-31 | 52,627,802 |
Total participant count | 2021-12-31 | 4,156 |
Total funding target for all participants | 2021-12-31 | 212,300,067 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 3,398,211 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 33,864,612 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 820,000 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 2,578,211 |
Amount remaining of prefunding balance | 2021-12-31 | 33,864,612 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 2,953,083 |
Balance of prefunding at beginning of current year | 2021-12-31 | 38,788,527 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 510,000 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 510,000 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 510,000 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 4,156 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,181 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1,861 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 810 |
Total of all active and inactive participants | 2021-01-01 | 3,852 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 199 |
Total participants | 2021-01-01 | 4,051 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 243,691,481 |
Acturial value of plan assets | 2020-12-31 | 236,471,433 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 125,767,293 |
Number of terminated vested participants | 2020-12-31 | 840 |
Fundng target for terminated vested participants | 2020-12-31 | 34,631,610 |
Active participant vested funding target | 2020-12-31 | 57,848,820 |
Number of active participants | 2020-12-31 | 1,401 |
Total funding liabilities for active participants | 2020-12-31 | 58,582,151 |
Total participant count | 2020-12-31 | 4,247 |
Total funding target for all participants | 2020-12-31 | 218,981,054 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 4,375,940 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 28,659,963 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 1,500,000 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 2,875,940 |
Amount remaining of prefunding balance | 2020-12-31 | 28,659,963 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 3,398,211 |
Balance of prefunding at beginning of current year | 2020-12-31 | 33,864,612 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 820,000 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 820,000 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 820,000 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 4,247 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,285 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1,854 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 831 |
Total of all active and inactive participants | 2020-01-01 | 3,970 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 186 |
Total participants | 2020-01-01 | 4,156 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 219,968,777 |
Acturial value of plan assets | 2019-12-31 | 235,779,900 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 122,857,465 |
Number of terminated vested participants | 2019-12-31 | 886 |
Fundng target for terminated vested participants | 2019-12-31 | 34,294,296 |
Active participant vested funding target | 2019-12-31 | 58,827,517 |
Number of active participants | 2019-12-31 | 1,484 |
Total funding liabilities for active participants | 2019-12-31 | 59,605,416 |
Total participant count | 2019-12-31 | 4,350 |
Total funding target for all participants | 2019-12-31 | 216,757,177 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 5,452,780 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 30,473,113 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 800,000 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 4,652,780 |
Amount remaining of prefunding balance | 2019-12-31 | 30,473,113 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 4,375,940 |
Balance of prefunding at beginning of current year | 2019-12-31 | 28,659,963 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 1,500,000 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 1,500,000 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 1,500,000 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 4,350 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,401 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1,833 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 840 |
Total of all active and inactive participants | 2019-01-01 | 4,074 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 173 |
Total participants | 2019-01-01 | 4,247 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 248,305,099 |
Acturial value of plan assets | 2018-12-31 | 240,002,480 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 114,497,684 |
Number of terminated vested participants | 2018-12-31 | 884 |
Fundng target for terminated vested participants | 2018-12-31 | 31,838,152 |
Active participant vested funding target | 2018-12-31 | 62,458,634 |
Number of active participants | 2018-12-31 | 1,642 |
Total funding liabilities for active participants | 2018-12-31 | 62,761,242 |
Total participant count | 2018-12-31 | 4,466 |
Total funding target for all participants | 2018-12-31 | 209,097,078 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 13,975,040 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 2,321,960 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 9,082,460 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 4,892,580 |
Amount remaining of prefunding balance | 2018-12-31 | 2,321,960 |
Present value of excess contributions | 2018-12-31 | 25,866,819 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 27,885,289 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 27,885,289 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 5,452,780 |
Balance of prefunding at beginning of current year | 2018-12-31 | 30,473,113 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 800,000 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 800,000 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 800,000 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 7,437 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4,350 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1,980 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 886 |
Total of all active and inactive participants | 2018-01-01 | 7,216 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 157 |
Total participants | 2018-01-01 | 7,373 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 207,850,514 |
Acturial value of plan assets | 2017-12-31 | 210,896,214 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 110,577,974 |
Number of terminated vested participants | 2017-12-31 | 873 |
Fundng target for terminated vested participants | 2017-12-31 | 29,035,074 |
Active participant vested funding target | 2017-12-31 | 64,782,587 |
Number of active participants | 2017-12-31 | 1,762 |
Total funding liabilities for active participants | 2017-12-31 | 64,782,587 |
Total participant count | 2017-12-31 | 4,532 |
Total funding target for all participants | 2017-12-31 | 204,395,635 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 23,280,293 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 2,160,767 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 10,275,417 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 13,004,876 |
Amount remaining of prefunding balance | 2017-12-31 | 2,160,767 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 13,975,040 |
Balance of prefunding at beginning of current year | 2017-12-31 | 2,321,960 |
Total employer contributions | 2017-12-31 | 30,000,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 27,259,776 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 1,600,000 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 8,875,417 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 10,475,417 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 9,082,460 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 1,392,957 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 27,259,776 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 4,671 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4,466 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1,940 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 884 |
Total of all active and inactive participants | 2017-01-01 | 7,290 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 147 |
Total participants | 2017-01-01 | 7,437 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 207,509,581 |
Acturial value of plan assets | 2016-12-31 | 215,661,158 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 107,018,492 |
Number of terminated vested participants | 2016-12-31 | 938 |
Fundng target for terminated vested participants | 2016-12-31 | 29,397,011 |
Active participant vested funding target | 2016-12-31 | 60,762,192 |
Number of active participants | 2016-12-31 | 1,895 |
Total funding liabilities for active participants | 2016-12-31 | 61,148,199 |
Total participant count | 2016-12-31 | 4,678 |
Total funding target for all participants | 2016-12-31 | 197,563,702 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 33,034,344 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 2,140,221 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 9,975,417 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 23,058,927 |
Amount remaining of prefunding balance | 2016-12-31 | 2,140,221 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 23,280,293 |
Balance of prefunding at beginning of current year | 2016-12-31 | 2,160,767 |
Total employer contributions | 2016-12-31 | 0 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 1,400,000 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 17,374,332 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 10,275,417 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 10,275,417 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 4,816 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4,532 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1,897 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 873 |
Total of all active and inactive participants | 2016-01-01 | 7,302 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 139 |
Total participants | 2016-01-01 | 7,441 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 9 |
2015: ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 4,897 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,895 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1,845 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 938 |
Total of all active and inactive participants | 2015-01-01 | 4,678 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 138 |
Total participants | 2015-01-01 | 4,816 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 7,802 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2,081 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1,778 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 914 |
Total of all active and inactive participants | 2014-01-01 | 4,773 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 124 |
Total participants | 2014-01-01 | 4,897 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
2013: ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 6,420 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2,212 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1,625 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2,492 |
Total of all active and inactive participants | 2013-01-01 | 6,329 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 120 |
Total participants | 2013-01-01 | 6,449 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 6,506 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2,439 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1,365 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2,508 |
Total of all active and inactive participants | 2012-01-01 | 6,312 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 108 |
Total participants | 2012-01-01 | 6,420 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 6,602 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2,719 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1,152 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2,529 |
Total of all active and inactive participants | 2011-01-01 | 6,400 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 106 |
Total participants | 2011-01-01 | 6,506 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2009: ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 6,687 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3,178 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 956 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2,509 |
Total of all active and inactive participants | 2009-01-01 | 6,643 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 70 |
Total participants | 2009-01-01 | 6,713 |
Number of participants with account balances | 2009-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2022 : ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-53,672,119 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $16,155,483 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $15,629,888 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $212,501,755 |
Value of total assets at beginning of year | 2022-12-31 | $282,329,357 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $525,595 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $38,748 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $1,344,710 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $486,847 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-69,827,602 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $212,501,755 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $282,329,357 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $211,157,045 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $282,329,357 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-53,672,119 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $15,629,888 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | FGMK, LLC |
Accountancy firm EIN | 2022-12-31 | 362929601 |
2021 : ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $34,616,143 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $15,278,839 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $14,771,815 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $282,329,357 |
Value of total assets at beginning of year | 2021-12-31 | $262,992,053 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $507,024 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $40,321 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $13,688,226 |
Administrative expenses (other) incurred | 2021-12-31 | $466,703 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $19,337,304 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $282,329,357 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $262,992,053 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $282,329,357 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $249,303,827 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $34,616,143 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $14,771,815 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | FGMK, LLC |
Accountancy firm EIN | 2021-12-31 | 362929601 |
2020 : ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $34,504,107 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $15,233,129 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $14,427,353 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $262,992,053 |
Value of total assets at beginning of year | 2020-12-31 | $243,721,075 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $805,776 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $34,275 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $13,688,226 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $1,434,457 |
Administrative expenses (other) incurred | 2020-12-31 | $771,501 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $19,270,978 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $262,992,053 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $243,721,075 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $249,303,827 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $242,286,618 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $34,504,107 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $14,427,353 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | FGMK, LLC |
Accountancy firm EIN | 2020-12-31 | 362929601 |
2019 : ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 | $38,622,007 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $14,869,709 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $13,405,649 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $243,721,075 |
Value of total assets at beginning of year | 2019-12-31 | $219,968,777 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,464,060 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $34,200 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $1,434,457 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,346,722 |
Administrative expenses (other) incurred | 2019-12-31 | $1,429,860 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $23,752,298 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $243,721,075 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $219,968,777 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $242,286,618 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $218,622,055 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $38,622,007 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $13,405,649 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | FGMK, LLC |
Accountancy firm EIN | 2019-12-31 | 362929601 |
2018 : ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $-15,753,317 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $13,982,111 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $13,107,639 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $219,968,777 |
Value of total assets at beginning of year | 2018-12-31 | $249,704,205 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $874,472 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $32,125 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $1,346,722 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $8,288,956 |
Administrative expenses (other) incurred | 2018-12-31 | $842,347 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-29,735,428 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $219,968,777 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $249,704,205 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $218,622,055 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $211,415,249 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-15,753,317 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $30,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $13,107,639 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | FGMK, LLC |
Accountancy firm EIN | 2018-12-31 | 362929601 |
2017 : ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $54,945,106 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $13,091,417 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $11,479,232 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $30,000,000 |
Value of total assets at end of year | 2017-12-31 | $249,704,205 |
Value of total assets at beginning of year | 2017-12-31 | $207,850,516 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,612,185 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $37,710 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $8,288,956 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $1,574,475 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $41,853,689 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $249,704,205 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $207,850,516 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $211,415,249 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $207,850,516 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $24,945,106 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $30,000,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $30,000,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $11,479,232 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | FGMK, LLC |
Accountancy firm EIN | 2017-12-31 | 362929601 |
2016 : ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $15,027,513 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $14,597,215 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $13,191,341 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $207,850,516 |
Value of total assets at beginning of year | 2016-12-31 | $207,420,218 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,405,874 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $25,500 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $7,471,012 |
Administrative expenses (other) incurred | 2016-12-31 | $1,380,374 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $430,298 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $207,850,516 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $207,420,218 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $207,850,516 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $199,949,206 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $15,027,513 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $13,191,341 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | FGMK, LLC |
Accountancy firm EIN | 2016-12-31 | 362929601 |
2015 : ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $1,940,603 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $11,745,471 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $10,587,545 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $207,420,218 |
Value of total assets at beginning of year | 2015-12-31 | $217,225,086 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,157,926 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $30,960 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $7,471,012 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $1,126,966 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-9,804,868 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $207,420,218 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $217,225,086 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $199,949,206 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $217,225,086 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $1,940,603 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $10,587,545 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | FGMK, LLC |
Accountancy firm EIN | 2015-12-31 | 362929601 |
2014 : ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $16,251,452 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $53,986,769 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $52,941,178 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $217,225,086 |
Value of total assets at beginning of year | 2014-12-31 | $254,960,403 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,045,591 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Administrative expenses (other) incurred | 2014-12-31 | $1,045,591 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-37,735,317 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $217,225,086 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $254,960,403 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $217,225,086 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $254,960,403 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $16,251,452 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $52,941,178 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | FGMK, LLC |
Accountancy firm EIN | 2014-12-31 | 362929601 |
2013 : ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $34,846,304 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $9,372,337 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $8,694,904 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,200,000 |
Value of total assets at end of year | 2013-12-31 | $254,960,403 |
Value of total assets at beginning of year | 2013-12-31 | $229,486,436 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $677,433 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $4,611,058 |
Administrative expenses (other) incurred | 2013-12-31 | $677,433 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $25,473,967 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $254,960,403 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $229,486,436 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $254,960,403 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $222,775,378 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $30,646,304 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $4,200,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $2,100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $8,694,904 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | FGMK, LLC |
Accountancy firm EIN | 2013-12-31 | 362929601 |
2012 : ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $32,392,804 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $8,193,167 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $7,621,678 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $6,900,000 |
Value of total assets at end of year | 2012-12-31 | $229,486,436 |
Value of total assets at beginning of year | 2012-12-31 | $205,286,799 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $571,489 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $4,611,058 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $571,489 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $24,199,637 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $229,486,436 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $205,286,799 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $222,775,378 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $202,886,799 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $25,492,804 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $6,900,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $2,100,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $2,400,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $7,621,678 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2012-12-31 | 346565596 |
2011 : ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $10,149,520 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $6,930,024 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $6,556,413 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $7,200,000 |
Value of total assets at end of year | 2011-12-31 | $205,286,799 |
Value of total assets at beginning of year | 2011-12-31 | $202,067,303 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $373,611 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Administrative expenses (other) incurred | 2011-12-31 | $373,611 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $3,219,496 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $205,286,799 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $202,067,303 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $202,886,799 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $199,667,303 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $2,949,520 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $7,200,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $2,400,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $2,400,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $6,556,413 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2011-12-31 | 346565596 |
2010 : ARTHUR J. GALLAGHER & CO. EMPLOYEES' PENSION PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $27,412,751 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $6,512,194 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $6,096,459 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $6,900,000 |
Value of total assets at end of year | 2010-12-31 | $202,067,303 |
Value of total assets at beginning of year | 2010-12-31 | $181,166,746 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $415,735 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Administrative expenses (other) incurred | 2010-12-31 | $415,735 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $20,900,557 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $202,067,303 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $181,166,746 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $199,667,303 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $179,166,746 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $20,512,751 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $6,900,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $2,400,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $2,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $6,096,459 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2010-12-31 | 346565596 |