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PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NamePERKINS&WILL, INC. RETIREMENT SAVINGS PLAN
Plan identification number 001

PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

PERKINS & WILL, INC. has sponsored the creation of one or more 401k plans.

Company Name:PERKINS & WILL, INC.
Employer identification number (EIN):362690384
NAIC Classification:541310
NAIC Description:Architectural Services

Additional information about PERKINS & WILL, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1990-07-26
Company Identification Number: 0008449406
Legal Registered Office Address: 410 N MICHIGAN AVE STE 1600

CHICAGO
United States of America (USA)
60611

More information about PERKINS & WILL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TODD BOLHOUSE DANA WAYMIRE2018-10-09
0012016-01-01ELIZABETH CHAPPELEAR DANA WAYMIRE2017-10-13
0012015-01-01ELIZABETH CHAPPELEAR DANA WAYMIRE2016-09-29
0012014-01-01ELIZABETH CHAPPELEAR JOSEPH DAILEY2015-10-14
0012013-01-01JOSEPH DAILEY
0012012-01-01JOE DAILEY
0012011-01-01JOE DAILEY JOE DAILEY2012-10-10
0012010-01-01JOSEPH DAILEY
0012009-01-01JOSEPH DAILEY

Plan Statistics for PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,699
Total number of active participants reported on line 7a of the Form 55002022-01-011,850
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,157
Total of all active and inactive participants2022-01-013,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0111
Total participants2022-01-013,018
Number of participants with account balances2022-01-012,940
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01157
2021: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,713
Total number of active participants reported on line 7a of the Form 55002021-01-011,615
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,074
Total of all active and inactive participants2021-01-012,689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0110
Total participants2021-01-012,699
Number of participants with account balances2021-01-012,621
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01151
2020: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,829
Total number of active participants reported on line 7a of the Form 55002020-01-011,755
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01951
Total of all active and inactive participants2020-01-012,706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-012,713
Number of participants with account balances2020-01-012,654
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01230
2019: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,618
Total number of active participants reported on line 7a of the Form 55002019-01-011,940
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01882
Total of all active and inactive participants2019-01-012,822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-012,829
Number of participants with account balances2019-01-012,721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01166
2018: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,412
Total number of active participants reported on line 7a of the Form 55002018-01-011,798
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01816
Total of all active and inactive participants2018-01-012,614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-012,618
Number of participants with account balances2018-01-012,513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01191
2017: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,296
Total number of active participants reported on line 7a of the Form 55002017-01-011,705
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01704
Total of all active and inactive participants2017-01-012,409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-012,412
Number of participants with account balances2017-01-012,312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01187
2016: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,053
Total number of active participants reported on line 7a of the Form 55002016-01-011,713
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01580
Total of all active and inactive participants2016-01-012,293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-012,296
Number of participants with account balances2016-01-012,095
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01148
2015: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,927
Total number of active participants reported on line 7a of the Form 55002015-01-011,431
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01622
Total of all active and inactive participants2015-01-012,053
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-012,055
Number of participants with account balances2015-01-011,972
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01114
2014: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,726
Total number of active participants reported on line 7a of the Form 55002014-01-011,378
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01547
Total of all active and inactive participants2014-01-011,925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,927
Number of participants with account balances2014-01-011,837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01117
2013: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,773
Total number of active participants reported on line 7a of the Form 55002013-01-011,134
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01589
Total of all active and inactive participants2013-01-011,723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-011,726
Number of participants with account balances2013-01-011,647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01110
2012: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,756
Total number of active participants reported on line 7a of the Form 55002012-01-011,321
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01452
Total of all active and inactive participants2012-01-011,773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,773
Number of participants with account balances2012-01-011,635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01113
2011: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,770
Total number of active participants reported on line 7a of the Form 55002011-01-011,300
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01455
Total of all active and inactive participants2011-01-011,755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,756
Number of participants with account balances2011-01-011,624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01118
2010: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,807
Total number of active participants reported on line 7a of the Form 55002010-01-011,371
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01399
Total of all active and inactive participants2010-01-011,770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,770
Number of participants with account balances2010-01-011,585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0191
2009: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,935
Total number of active participants reported on line 7a of the Form 55002009-01-011,404
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01403
Total of all active and inactive participants2009-01-011,807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,807
Number of participants with account balances2009-01-011,558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01160

Financial Data on PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$6,941,997
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$0
Total income from all sources (including contributions)2022-12-31$-42,447,950
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$22,848,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$22,579,721
Value of total corrective distributions2022-12-31$2,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$25,183,647
Value of total assets at end of year2022-12-31$298,113,247
Value of total assets at beginning of year2022-12-31$356,467,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$266,598
Total interest from all sources2022-12-31$151,844
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,249,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,249,043
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$18,451,950
Participant contributions at end of year2022-12-31$1,989,405
Participant contributions at beginning of year2022-12-31$1,949,420
Participant contributions at end of year2022-12-31$2,193
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$15,870,085
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$17,582,689
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,638,982
Other income not declared elsewhere2022-12-31$-5,019,408
Administrative expenses (other) incurred2022-12-31$200,487
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$3,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-65,296,396
Value of net assets at end of year (total assets less liabilities)2022-12-31$298,113,247
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$356,467,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$29,421
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$66,111
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$165,186,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$206,988,942
Interest on participant loans2022-12-31$88,705
Value of interest in common/collective trusts at end of year2022-12-31$110,654,683
Value of interest in common/collective trusts at beginning of year2022-12-31$125,905,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,091,578
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,796,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,796,339
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$63,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$38,579
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-47,251,138
Net investment gain or loss from common/collective trusts2022-12-31$-20,761,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,092,715
Employer contributions (assets) at end of year2022-12-31$289,507
Employer contributions (assets) at beginning of year2022-12-31$202,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$22,579,147
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WINDHAM BRANNON
Accountancy firm EIN2022-12-31581763439
2021 : PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$70,275,312
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$23,826,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$23,557,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$23,075,325
Value of total assets at end of year2021-12-31$356,467,646
Value of total assets at beginning of year2021-12-31$310,018,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$269,093
Total interest from all sources2021-12-31$95,129
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$12,226,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$12,226,124
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$16,540,995
Participant contributions at end of year2021-12-31$1,949,420
Participant contributions at beginning of year2021-12-31$2,080,309
Assets. Other investments not covered elsewhere at end of year2021-12-31$17,582,689
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$13,939,394
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,970,459
Other income not declared elsewhere2021-12-31$1,775,188
Administrative expenses (other) incurred2021-12-31$188,172
Total non interest bearing cash at end of year2021-12-31$3,218
Total non interest bearing cash at beginning of year2021-12-31$556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$46,448,803
Value of net assets at end of year (total assets less liabilities)2021-12-31$356,467,646
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$310,018,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$80,921
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$206,988,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$178,714,032
Interest on participant loans2021-12-31$94,204
Value of interest in common/collective trusts at end of year2021-12-31$125,905,762
Value of interest in common/collective trusts at beginning of year2021-12-31$109,449,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,796,339
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,560,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,560,440
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$38,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$37,355
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$19,792,047
Net investment gain or loss from common/collective trusts2021-12-31$13,311,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,563,871
Employer contributions (assets) at end of year2021-12-31$202,697
Employer contributions (assets) at beginning of year2021-12-31$237,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$23,556,038
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WINDHAM BRANNON
Accountancy firm EIN2021-12-31581763439
2020 : PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$66,389,626
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$17,784,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$17,540,940
Value of total corrective distributions2020-12-31$1,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$22,521,357
Value of total assets at end of year2020-12-31$310,018,843
Value of total assets at beginning of year2020-12-31$261,414,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$242,567
Total interest from all sources2020-12-31$117,016
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,370,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$6,370,975
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$16,791,988
Participant contributions at end of year2020-12-31$2,080,309
Participant contributions at beginning of year2020-12-31$1,618,734
Assets. Other investments not covered elsewhere at end of year2020-12-31$13,939,394
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$8,913,539
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,847,034
Other income not declared elsewhere2020-12-31$2,634,076
Administrative expenses (other) incurred2020-12-31$195,534
Total non interest bearing cash at end of year2020-12-31$556
Total non interest bearing cash at beginning of year2020-12-31$295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$48,604,759
Value of net assets at end of year (total assets less liabilities)2020-12-31$310,018,843
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$261,414,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$47,033
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$178,714,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$142,975,477
Interest on participant loans2020-12-31$99,350
Value of interest in common/collective trusts at end of year2020-12-31$109,449,669
Value of interest in common/collective trusts at beginning of year2020-12-31$104,346,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,560,440
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,297,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,297,330
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$17,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$37,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$36,412
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$25,590,584
Net investment gain or loss from common/collective trusts2020-12-31$9,155,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,882,335
Employer contributions (assets) at end of year2020-12-31$237,088
Employer contributions (assets) at beginning of year2020-12-31$225,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$17,539,562
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WINDHAM BRANNON
Accountancy firm EIN2020-12-31581763439
2019 : PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$68,089,137
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$16,702,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,524,390
Value of total corrective distributions2019-12-31$551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$21,038,664
Value of total assets at end of year2019-12-31$261,414,084
Value of total assets at beginning of year2019-12-31$210,027,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$177,763
Total interest from all sources2019-12-31$145,350
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,408,737
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,408,737
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$15,542,567
Participant contributions at end of year2019-12-31$1,618,734
Participant contributions at beginning of year2019-12-31$1,862,685
Assets. Other investments not covered elsewhere at end of year2019-12-31$8,913,539
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,181,556
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,773,480
Other income not declared elsewhere2019-12-31$1,274,067
Administrative expenses (other) incurred2019-12-31$141,195
Total non interest bearing cash at end of year2019-12-31$295
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$51,386,433
Value of net assets at end of year (total assets less liabilities)2019-12-31$261,414,084
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$210,027,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$36,568
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$142,975,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$115,723,193
Interest on participant loans2019-12-31$87,068
Value of interest in common/collective trusts at end of year2019-12-31$104,346,314
Value of interest in common/collective trusts at beginning of year2019-12-31$80,788,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,297,330
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,273,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,273,449
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$58,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$36,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$35,124
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$24,321,478
Net investment gain or loss from common/collective trusts2019-12-31$16,900,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,722,617
Employer contributions (assets) at end of year2019-12-31$225,983
Employer contributions (assets) at beginning of year2019-12-31$163,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,523,012
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WINDHAM BRANNON
Accountancy firm EIN2019-12-31581763439
2018 : PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$9,773,013
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$5,674,941
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,808,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,651,511
Expenses. Certain deemed distributions of participant loans2018-12-31$665
Value of total corrective distributions2018-12-31$3,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$18,837,582
Value of total assets at end of year2018-12-31$210,027,651
Value of total assets at beginning of year2018-12-31$207,387,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$151,893
Total interest from all sources2018-12-31$128,007
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,601,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,601,656
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$13,610,898
Participant contributions at end of year2018-12-31$1,862,685
Participant contributions at beginning of year2018-12-31$1,931,899
Assets. Other investments not covered elsewhere at end of year2018-12-31$8,181,556
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$6,688,848
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,893,095
Other income not declared elsewhere2018-12-31$-522,852
Administrative expenses (other) incurred2018-12-31$128,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,133,072
Value of net assets at end of year (total assets less liabilities)2018-12-31$210,027,651
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$207,387,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$23,164
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$115,723,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$134,035,125
Interest on participant loans2018-12-31$86,091
Value of interest in common/collective trusts at end of year2018-12-31$80,788,042
Value of interest in common/collective trusts at beginning of year2018-12-31$62,509,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,273,449
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,013,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,013,192
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$41,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$35,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$33,943
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-13,044,802
Net investment gain or loss from common/collective trusts2018-12-31$-6,324,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,333,589
Employer contributions (assets) at end of year2018-12-31$163,602
Employer contributions (assets) at beginning of year2018-12-31$175,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,650,133
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WINDHAM BRANNON
Accountancy firm EIN2018-12-31581763439
2017 : PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$9,464,479
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$48,706,766
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$16,270,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$16,150,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$17,558,796
Value of total assets at end of year2017-12-31$207,387,710
Value of total assets at beginning of year2017-12-31$165,486,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$120,084
Total interest from all sources2017-12-31$81,398
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$8,089,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$8,089,963
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$12,600,522
Participant contributions at end of year2017-12-31$1,931,899
Participant contributions at beginning of year2017-12-31$1,647,824
Assets. Other investments not covered elsewhere at end of year2017-12-31$6,688,848
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$5,434,727
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,813,114
Other income not declared elsewhere2017-12-31$696,998
Administrative expenses (other) incurred2017-12-31$116,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$32,436,418
Value of net assets at end of year (total assets less liabilities)2017-12-31$207,387,710
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$165,486,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$3,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$134,035,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$112,343,547
Interest on participant loans2017-12-31$76,287
Value of interest in common/collective trusts at end of year2017-12-31$62,509,095
Value of interest in common/collective trusts at beginning of year2017-12-31$44,868,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,013,192
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,116,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,116,679
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$5,111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$33,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$43,367
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,385,288
Net investment gain or loss from common/collective trusts2017-12-31$7,894,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,145,160
Employer contributions (assets) at end of year2017-12-31$175,608
Employer contributions (assets) at beginning of year2017-12-31$32,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$16,148,729
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WINDHAM BRANNON
Accountancy firm EIN2017-12-31581763439
2016 : PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$27,579,304
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,967,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,838,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$14,940,449
Value of total assets at end of year2016-12-31$165,486,813
Value of total assets at beginning of year2016-12-31$147,874,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$128,817
Total interest from all sources2016-12-31$62,934
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,119,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,119,240
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$11,160,948
Participant contributions at end of year2016-12-31$1,647,824
Participant contributions at beginning of year2016-12-31$1,552,802
Assets. Other investments not covered elsewhere at end of year2016-12-31$5,434,727
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$4,824,375
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,107,557
Other income not declared elsewhere2016-12-31$225,638
Administrative expenses (other) incurred2016-12-31$125,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$17,612,243
Value of net assets at end of year (total assets less liabilities)2016-12-31$165,486,813
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$147,874,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$3,498
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$112,343,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$101,074,669
Interest on participant loans2016-12-31$62,871
Value of interest in common/collective trusts at end of year2016-12-31$44,868,238
Value of interest in common/collective trusts at beginning of year2016-12-31$39,768,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,116,679
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$435,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$435,429
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$63
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$43,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$41,982
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,662,597
Net investment gain or loss from common/collective trusts2016-12-31$2,568,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,671,944
Employer contributions (assets) at end of year2016-12-31$32,431
Employer contributions (assets) at beginning of year2016-12-31$176,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,836,488
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WINDHAM BRANNON
Accountancy firm EIN2016-12-31581763439
2015 : PERKINS&WILL, INC. RETIREMENT SAVINGS 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$12,020,762
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$11,759,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$11,647,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$13,212,438
Value of total assets at end of year2015-12-31$147,874,570
Value of total assets at beginning of year2015-12-31$147,613,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$112,546
Total interest from all sources2015-12-31$61,452
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,388,930
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$6,388,930
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$9,750,641
Participant contributions at end of year2015-12-31$1,552,802
Participant contributions at beginning of year2015-12-31$1,600,505
Assets. Other investments not covered elsewhere at end of year2015-12-31$4,824,375
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$4,263,858
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$994,096
Other income not declared elsewhere2015-12-31$60,432
Administrative expenses (other) incurred2015-12-31$109,230
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$261,097
Value of net assets at end of year (total assets less liabilities)2015-12-31$147,874,570
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$147,613,473
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$3,316
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$101,074,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$103,462,708
Interest on participant loans2015-12-31$61,452
Value of interest in common/collective trusts at end of year2015-12-31$39,768,345
Value of interest in common/collective trusts at beginning of year2015-12-31$37,739,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$435,429
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$400,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$400,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$41,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$40,165
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,682,501
Net investment gain or loss from common/collective trusts2015-12-31$-19,989
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$2,467,701
Employer contributions (assets) at end of year2015-12-31$176,968
Employer contributions (assets) at beginning of year2015-12-31$105,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$11,645,217
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WINDHAM BRANNON
Accountancy firm EIN2015-12-31581763439
2014 : PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$70,510
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$21,368,708
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$11,860,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,740,208
Expenses. Certain deemed distributions of participant loans2014-12-31$22,931
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$13,304,878
Value of total assets at end of year2014-12-31$147,613,473
Value of total assets at beginning of year2014-12-31$138,034,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$96,900
Total interest from all sources2014-12-31$61,650
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,983,528
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$5,983,528
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$8,298,932
Participant contributions at end of year2014-12-31$1,600,505
Participant contributions at beginning of year2014-12-31$1,456,205
Assets. Other investments not covered elsewhere at end of year2014-12-31$4,263,858
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$3,718,726
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,949,810
Other income not declared elsewhere2014-12-31$12,997
Administrative expenses (other) incurred2014-12-31$96,900
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$9,508,669
Value of net assets at end of year (total assets less liabilities)2014-12-31$147,613,473
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$138,034,294
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$103,462,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$96,197,284
Interest on participant loans2014-12-31$61,650
Value of interest in common/collective trusts at end of year2014-12-31$37,739,657
Value of interest in common/collective trusts at beginning of year2014-12-31$36,221,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$400,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$344,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$344,390
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$40,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$38,626
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$2,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$75,547
Net investment gain or loss from common/collective trusts2014-12-31$1,930,108
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
Contributions received in cash from employer2014-12-31$2,056,136
Employer contributions (assets) at end of year2014-12-31$105,956
Employer contributions (assets) at beginning of year2014-12-31$57,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,737,839
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
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 name2014-12-31WINDHAM BRANNON
Accountancy firm EIN2014-12-31581763439
2013 : PERKINS&WILL, INC. RETIREMENT SAVINGS 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$36,469,693
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$13,297,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$13,115,354
Expenses. Certain deemed distributions of participant loans2013-12-31$3,587
Value of total corrective distributions2013-12-31$899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,062,616
Value of total assets at end of year2013-12-31$138,034,294
Value of total assets at beginning of year2013-12-31$114,862,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$177,811
Total interest from all sources2013-12-31$60,588
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,319,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,319,385
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Contributions received from participants2013-12-31$7,420,693
Participant contributions at end of year2013-12-31$1,456,205
Participant contributions at beginning of year2013-12-31$1,572,435
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,718,726
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,100,927
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$824,451
Other income not declared elsewhere2013-12-31$701,537
Administrative expenses (other) incurred2013-12-31$96,419
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$23,172,042
Value of net assets at end of year (total assets less liabilities)2013-12-31$138,034,294
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$114,862,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$81,392
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$96,197,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$77,800,120
Interest on participant loans2013-12-31$60,550
Value of interest in common/collective trusts at end of year2013-12-31$36,221,324
Value of interest in common/collective trusts at beginning of year2013-12-31$32,602,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$344,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$465,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$465,453
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$38
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$38,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$141,850
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$3,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$18,619,031
Net investment gain or loss from common/collective trusts2013-12-31$4,706,536
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$1,817,472
Employer contributions (assets) at end of year2013-12-31$57,739
Employer contributions (assets) at beginning of year2013-12-31$179,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$13,111,897
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 name2013-12-31WINDHAM BRANNON
Accountancy firm EIN2013-12-31581763439
2012 : PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$1,614,981
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$26,115,866
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$10,896,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,718,099
Value of total corrective distributions2012-12-31$6,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,023,701
Value of total assets at end of year2012-12-31$114,862,252
Value of total assets at beginning of year2012-12-31$101,257,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$171,783
Total interest from all sources2012-12-31$61,974
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,586,363
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$1,586,363
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
Contributions received from participants2012-12-31$8,049,444
Participant contributions at end of year2012-12-31$1,572,435
Participant contributions at beginning of year2012-12-31$1,513,396
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,100,927
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$930,900
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,873,638
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$31,107
Other income not declared elsewhere2012-12-31$230,982
Administrative expenses (other) incurred2012-12-31$91,042
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$15,219,829
Value of net assets at end of year (total assets less liabilities)2012-12-31$114,862,252
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$101,257,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$80,741
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$77,800,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$67,864,637
Interest on participant loans2012-12-31$61,933
Value of interest in common/collective trusts at end of year2012-12-31$32,602,013
Value of interest in common/collective trusts at beginning of year2012-12-31$30,237,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$465,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$353,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$353,964
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$41
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$141,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$133,032
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$5,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,173,464
Net investment gain or loss from common/collective trusts2012-12-31$3,039,382
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$2,100,619
Employer contributions (assets) at end of year2012-12-31$179,454
Employer contributions (assets) at beginning of year2012-12-31$192,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,712,278
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 name2012-12-31WINDHAM BRANNON
Accountancy firm EIN2012-12-31581763439
2011 : PERKINS&WILL, INC. RETIREMENT SAVINGS 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$9,201,117
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,125,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,023,381
Value of total corrective distributions2011-12-31$12,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,220,390
Value of total assets at end of year2011-12-31$101,257,404
Value of total assets at beginning of year2011-12-31$97,182,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$89,378
Total interest from all sources2011-12-31$63,298
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,880,428
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$1,880,428
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
Contributions received from participants2011-12-31$8,491,016
Participant contributions at end of year2011-12-31$1,513,396
Participant contributions at beginning of year2011-12-31$1,214,612
Assets. Other investments not covered elsewhere at end of year2011-12-31$930,900
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$729,390
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,538,243
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$31,107
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$31,840
Other income not declared elsewhere2011-12-31$-15,381
Administrative expenses (other) incurred2011-12-31$11,119
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$4,075,399
Value of net assets at end of year (total assets less liabilities)2011-12-31$101,257,404
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$97,182,005
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
Investment advisory and management fees2011-12-31$78,259
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$67,864,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$67,519,030
Interest on participant loans2011-12-31$63,252
Value of interest in common/collective trusts at end of year2011-12-31$30,237,967
Value of interest in common/collective trusts at beginning of year2011-12-31$27,202,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$353,964
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$122,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$122,516
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$46
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$133,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$151,823
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$4,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,617,995
Net investment gain or loss from common/collective trusts2011-12-31$-329,623
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$2,191,131
Employer contributions (assets) at end of year2011-12-31$192,401
Employer contributions (assets) at beginning of year2011-12-31$209,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,018,593
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 name2011-12-31WINDHAM BRANNON
Accountancy firm EIN2011-12-31581763439
2010 : PERKINS&WILL, INC. RETIREMENT SAVINGS 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$23,419,097
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,069,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,001,815
Value of total corrective distributions2010-12-31$7,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,546,695
Value of total assets at end of year2010-12-31$97,182,005
Value of total assets at beginning of year2010-12-31$79,832,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$60,732
Total interest from all sources2010-12-31$53,070
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$970,294
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$970,294
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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
Contributions received from participants2010-12-31$8,445,835
Participant contributions at end of year2010-12-31$1,214,612
Participant contributions at beginning of year2010-12-31$853,672
Assets. Other investments not covered elsewhere at end of year2010-12-31$729,390
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$267,899
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$911,944
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$31,840
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$22,750
Other income not declared elsewhere2010-12-31$46,910
Administrative expenses (other) incurred2010-12-31$19,156
Total non interest bearing cash at beginning of year2010-12-31$1,344
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$17,349,232
Value of net assets at end of year (total assets less liabilities)2010-12-31$97,182,005
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$79,832,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$41,576
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$67,519,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$55,100,645
Interest on participant loans2010-12-31$53,070
Value of interest in common/collective trusts at end of year2010-12-31$27,202,800
Value of interest in common/collective trusts at beginning of year2010-12-31$23,216,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$122,516
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$38,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$38,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$151,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$141,004
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$5,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,293,200
Net investment gain or loss from common/collective trusts2010-12-31$2,508,928
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$2,188,916
Employer contributions (assets) at end of year2010-12-31$209,994
Employer contributions (assets) at beginning of year2010-12-31$189,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,996,059
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31WINDHAM BRANNON PC
Accountancy firm EIN2010-12-31581763439
2009 : PERKINS&WILL, INC. RETIREMENT SAVINGS 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 PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN

2022: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered4
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered5
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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