?>
Logo

MERCER HR SERVICES RETIREMENT PLAN 401k Plan overview

Plan NameMERCER HR SERVICES RETIREMENT PLAN
Plan identification number 004

MERCER HR SERVICES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

MARSH & MCLENNAN COMPANIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:MARSH & MCLENNAN COMPANIES, INC.
Employer identification number (EIN):362668272
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERCER HR SERVICES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042016-01-01ALEX VOITOVICH2016-12-15
0042015-01-01ALEX VOITOVICH
0042014-01-01ALEX VOITOVICH
0042013-01-01ALEX VOITOVICH
0042012-01-01ALEX VOITOVICH
0042011-01-01ALEX VOITOVICH
0042009-01-01ALEX VOITOVICH ALEX VOITOVICH2010-10-15

Plan Statistics for MERCER HR SERVICES RETIREMENT PLAN

401k plan membership statisitcs for MERCER HR SERVICES RETIREMENT PLAN

Measure Date Value
2015: MERCER HR SERVICES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,069
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-0148
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0148
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MERCER HR SERVICES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,300
Total number of active participants reported on line 7a of the Form 55002014-01-011,469
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01598
Total of all active and inactive participants2014-01-012,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,069
Number of participants with account balances2014-01-012,026
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MERCER HR SERVICES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,285
Total number of active participants reported on line 7a of the Form 55002013-01-011,710
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01588
Total of all active and inactive participants2013-01-012,300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,300
Number of participants with account balances2013-01-012,279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MERCER HR SERVICES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,296
Total number of active participants reported on line 7a of the Form 55002012-01-011,780
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01505
Total of all active and inactive participants2012-01-012,285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,285
Number of participants with account balances2012-01-012,264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0173
2011: MERCER HR SERVICES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,142
Total number of active participants reported on line 7a of the Form 55002011-01-011,883
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01413
Total of all active and inactive participants2011-01-012,296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,296
Number of participants with account balances2011-01-012,278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0178
2009: MERCER HR SERVICES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,063
Total number of active participants reported on line 7a of the Form 55002009-01-011,774
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01322
Total of all active and inactive participants2009-01-012,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,096
Number of participants with account balances2009-01-012,092
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0172

Financial Data on MERCER HR SERVICES RETIREMENT PLAN

Measure Date Value
2015 : MERCER HR SERVICES RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$937,930
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$41,413,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$41,413,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$171,970
Value of total assets at end of year2015-12-31$142,232
Value of total assets at beginning of year2015-12-31$40,617,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$124,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$124,771
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$150,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,801
Total non interest bearing cash at end of year2015-12-31$142,232
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-40,475,538
Value of net assets at end of year (total assets less liabilities)2015-12-31$142,232
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$40,617,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,415,784
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$6,100,767
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$17,098,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$264,101
Net investment gain or loss from common/collective trusts2015-12-31$372,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$171,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$41,413,468
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2015-12-31133891517
2014 : MERCER HR SERVICES RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,659,878
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,323,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,323,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$40,617,770
Value of total assets at beginning of year2014-12-31$41,281,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,227,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,227,374
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$150,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,801
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-663,926
Value of net assets at end of year (total assets less liabilities)2014-12-31$40,617,770
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$41,281,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,415,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,459,418
Value of interest in master investment trust accounts at end of year2014-12-31$6,100,767
Value of interest in master investment trust accounts at beginning of year2014-12-31$6,604,393
Value of interest in common/collective trusts at end of year2014-12-31$17,098,418
Value of interest in common/collective trusts at beginning of year2014-12-31$13,215,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$223,867
Net investment gain or loss from common/collective trusts2014-12-31$949,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,323,804
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2014-12-31133891517
2013 : MERCER HR SERVICES RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$10,236,913
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,884,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,884,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,009,871
Value of total assets at end of year2013-12-31$41,281,696
Value of total assets at beginning of year2013-12-31$33,929,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$811,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$811,816
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$150,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,913
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,351,942
Value of net assets at end of year (total assets less liabilities)2013-12-31$41,281,696
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$33,929,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$21,459,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,380,508
Value of interest in master investment trust accounts at end of year2013-12-31$6,604,393
Value of interest in master investment trust accounts at beginning of year2013-12-31$6,323,414
Value of interest in common/collective trusts at end of year2013-12-31$13,215,972
Value of interest in common/collective trusts at beginning of year2013-12-31$10,155,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,368,941
Net investment gain or loss from common/collective trusts2013-12-31$1,900,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,009,871
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$1,066,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,884,971
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2013-12-31133891517
2012 : MERCER HR SERVICES RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,670,123
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,853,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,853,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,195,373
Value of total assets at end of year2012-12-31$33,929,754
Value of total assets at beginning of year2012-12-31$28,113,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$524,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$524,614
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$150,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,768
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,058
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,816,596
Value of net assets at end of year (total assets less liabilities)2012-12-31$33,929,754
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,113,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,380,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,288,403
Value of interest in master investment trust accounts at end of year2012-12-31$6,323,414
Value of interest in master investment trust accounts at beginning of year2012-12-31$6,225,299
Value of interest in common/collective trusts at end of year2012-12-31$10,155,814
Value of interest in common/collective trusts at beginning of year2012-12-31$7,453,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,694,794
Net investment gain or loss from common/collective trusts2012-12-31$1,126,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,195,373
Employer contributions (assets) at end of year2012-12-31$1,066,250
Employer contributions (assets) at beginning of year2012-12-31$1,142,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,853,527
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2012-12-31133891517
2011 : MERCER HR SERVICES RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$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$3,967,653
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,183,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,183,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,365,773
Value of total assets at end of year2011-12-31$28,113,158
Value of total assets at beginning of year2011-12-31$25,328,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$394,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$394,525
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$150,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,058
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$4,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,784,475
Value of net assets at end of year (total assets less liabilities)2011-12-31$28,113,158
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,328,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,288,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,788,308
Value of interest in master investment trust accounts at end of year2011-12-31$6,225,299
Value of interest in master investment trust accounts at beginning of year2011-12-31$5,765,367
Value of interest in common/collective trusts at end of year2011-12-31$7,453,188
Value of interest in common/collective trusts at beginning of year2011-12-31$5,699,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-809,818
Net investment gain or loss from common/collective trusts2011-12-31$-144,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,365,773
Employer contributions (assets) at end of year2011-12-31$1,142,210
Employer contributions (assets) at beginning of year2011-12-31$1,071,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,183,178
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2011-12-31133891517
2010 : MERCER HR SERVICES RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$6,782,217
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$796,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$796,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,099,585
Value of total assets at end of year2010-12-31$25,328,683
Value of total assets at beginning of year2010-12-31$19,342,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$291,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$291,825
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$4,238
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,986,132
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,328,683
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,342,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,788,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,609,520
Value of interest in master investment trust accounts at end of year2010-12-31$5,765,367
Value of interest in master investment trust accounts at beginning of year2010-12-31$5,542,201
Value of interest in common/collective trusts at end of year2010-12-31$5,699,560
Value of interest in common/collective trusts at beginning of year2010-12-31$3,208,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,465,256
Net investment gain or loss from common/collective trusts2010-12-31$657,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,099,585
Employer contributions (assets) at end of year2010-12-31$1,071,210
Employer contributions (assets) at beginning of year2010-12-31$979,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$796,085
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517
2009 : MERCER HR SERVICES RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MERCER HR SERVICES RETIREMENT PLAN

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

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3