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SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 401k Plan overview

Plan NameSCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I
Plan identification number 001

SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

SCHIFF HARDIN LLP has sponsored the creation of one or more 401k plans.

Company Name:SCHIFF HARDIN LLP
Employer identification number (EIN):363184453
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about SCHIFF HARDIN LLP

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 248957

More information about SCHIFF HARDIN LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KEVIN S. COWPERTHWAITE ROBERT R. PLUTH, JR.2018-07-30
0012016-01-01KEVIN S. COWPERTHWAITE ROBERT R. PLUTH2017-08-01
0012015-01-01KEVIN S. COWPERTHWAITE ROBERT R PLUTH2016-07-29
0012014-01-01KEVIN S COWPERTHWAITE ALLAN HORWICH2015-10-08
0012013-01-01KEVIN S COWPERTHWAITE ALLAN HORWICH2014-10-14
0012012-01-01KEVIN COWPERTHWAITE ALLAN HORWICH2013-10-14
0012011-01-01KEVIN COWPERTHWAITE ALLAN HORWICH2012-07-29
0012009-01-01KEVIN COWPERTHWAITE ALLAN HORWICH2010-07-27

Plan Statistics for SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I

401k plan membership statisitcs for SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I

Measure Date Value
2021: SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 2021 401k membership
Total participants, beginning-of-year2021-01-01339
Total number of active participants reported on line 7a of the Form 55002021-01-01227
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-0191
Total of all active and inactive participants2021-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01330
Number of participants with account balances2021-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 2020 401k membership
Total participants, beginning-of-year2020-01-01359
Total number of active participants reported on line 7a of the Form 55002020-01-01244
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-0185
Total of all active and inactive participants2020-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01339
Number of participants with account balances2020-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 2019 401k membership
Total participants, beginning-of-year2019-01-01365
Total number of active participants reported on line 7a of the Form 55002019-01-01263
Number of retired or separated participants receiving benefits2019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-0185
Total of all active and inactive participants2019-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01359
Number of participants with account balances2019-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 2018 401k membership
Total participants, beginning-of-year2018-01-01385
Total number of active participants reported on line 7a of the Form 55002018-01-01275
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-0182
Total of all active and inactive participants2018-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01365
Number of participants with account balances2018-01-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 2017 401k membership
Total participants, beginning-of-year2017-01-01414
Total number of active participants reported on line 7a of the Form 55002017-01-01279
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-0187
Total of all active and inactive participants2017-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0112
Total participants2017-01-01385
Number of participants with account balances2017-01-01385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 2016 401k membership
Total participants, beginning-of-year2016-01-01451
Total number of active participants reported on line 7a of the Form 55002016-01-01297
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-0185
Total of all active and inactive participants2016-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-01396
Number of participants with account balances2016-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 2015 401k membership
Total participants, beginning-of-year2015-01-01470
Total number of active participants reported on line 7a of the Form 55002015-01-01357
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0163
Total of all active and inactive participants2015-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-01431
Number of participants with account balances2015-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 2014 401k membership
Total participants, beginning-of-year2014-01-01397
Total number of active participants reported on line 7a of the Form 55002014-01-01347
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-01398
Number of participants with account balances2014-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 2013 401k membership
Total participants, beginning-of-year2013-01-01383
Total number of active participants reported on line 7a of the Form 55002013-01-01344
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0139
Total of all active and inactive participants2013-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01390
Number of participants with account balances2013-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 2012 401k membership
Total participants, beginning-of-year2012-01-01401
Total number of active participants reported on line 7a of the Form 55002012-01-01323
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-0139
Total of all active and inactive participants2012-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-01372
Number of participants with account balances2012-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 2011 401k membership
Total participants, beginning-of-year2011-01-01403
Total number of active participants reported on line 7a of the Form 55002011-01-01385
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0156
Total of all active and inactive participants2011-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-017
Total participants2011-01-01451
Number of participants with account balances2011-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 2009 401k membership
Total participants, beginning-of-year2009-01-01426
Total number of active participants reported on line 7a of the Form 55002009-01-01431
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0178
Total of all active and inactive participants2009-01-01512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-017
Total participants2009-01-01519
Number of participants with account balances2009-01-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I

Measure Date Value
2021 : SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 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$19,858,927
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,551,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,461,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,485,987
Value of total assets at end of year2021-12-31$136,195,473
Value of total assets at beginning of year2021-12-31$121,888,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$90,428
Total interest from all sources2021-12-31$17,301
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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
Participant contributions at end of year2021-12-31$136,218
Participant contributions at beginning of year2021-12-31$241,064
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$14,307,157
Value of net assets at end of year (total assets less liabilities)2021-12-31$136,195,473
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$121,888,316
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
Interest on participant loans2021-12-31$8,662
Interest earned on other investments2021-12-31$2,137
Value of interest in master investment trust accounts at end of year2021-12-31$135,796,067
Value of interest in master investment trust accounts at beginning of year2021-12-31$121,360,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$115,079
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$110,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$110,591
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$6,502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$116,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$114,285
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$2,485,987
Employer contributions (assets) at end of year2021-12-31$31,687
Employer contributions (assets) at beginning of year2021-12-31$61,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,461,342
Contract administrator fees2021-12-31$90,428
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 name2021-12-31SELDEN FOX, LTD.
Accountancy firm EIN2021-12-31362985770
2020 : SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 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$20,360,887
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,534,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,444,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,396,830
Value of total assets at end of year2020-12-31$121,888,316
Value of total assets at beginning of year2020-12-31$108,062,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$90,045
Total interest from all sources2020-12-31$20,446
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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
Participant contributions at end of year2020-12-31$241,064
Participant contributions at beginning of year2020-12-31$250,282
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$640,328
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$13,826,092
Value of net assets at end of year (total assets less liabilities)2020-12-31$121,888,316
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$108,062,224
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
Interest on participant loans2020-12-31$12,018
Interest earned on other investments2020-12-31$2,175
Value of interest in master investment trust accounts at end of year2020-12-31$121,360,478
Value of interest in master investment trust accounts at beginning of year2020-12-31$107,585,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$110,591
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$106,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$106,282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6,253
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$114,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$112,110
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$2,756,502
Employer contributions (assets) at end of year2020-12-31$61,898
Employer contributions (assets) at beginning of year2020-12-31$8,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,444,750
Contract administrator fees2020-12-31$90,045
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SELDEN FOX, LTD.
Accountancy firm EIN2020-12-31362985770
2019 : SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 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$22,092,291
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,080,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,994,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,936,923
Value of total assets at end of year2019-12-31$108,062,224
Value of total assets at beginning of year2019-12-31$91,050,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$85,874
Total interest from all sources2019-12-31$18,519
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Participant contributions at end of year2019-12-31$250,282
Participant contributions at beginning of year2019-12-31$279,583
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$17,012,022
Value of net assets at end of year (total assets less liabilities)2019-12-31$108,062,224
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$91,050,202
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
Interest on participant loans2019-12-31$10,359
Interest earned on other investments2019-12-31$2,204
Value of interest in master investment trust accounts at end of year2019-12-31$107,585,181
Value of interest in master investment trust accounts at beginning of year2019-12-31$90,513,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$106,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$102,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$102,143
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$112,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$109,906
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$2,936,923
Employer contributions (assets) at end of year2019-12-31$8,369
Employer contributions (assets) at beginning of year2019-12-31$44,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,994,395
Contract administrator fees2019-12-31$85,874
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 name2019-12-31SELDEN FOX, LTD.
Accountancy firm EIN2019-12-31362985770
2018 : SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$108
Total income from all sources (including contributions)2018-12-31$-274,730
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$14,826,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$14,736,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,203,650
Value of total assets at end of year2018-12-31$91,050,202
Value of total assets at beginning of year2018-12-31$106,151,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$89,844
Total interest from all sources2018-12-31$17,131
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$279,583
Participant contributions at beginning of year2018-12-31$297,897
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$135,927
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-15,101,523
Value of net assets at end of year (total assets less liabilities)2018-12-31$91,050,202
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$106,151,725
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
Interest on participant loans2018-12-31$9,288
Interest earned on other investments2018-12-31$2,228
Value of interest in master investment trust accounts at end of year2018-12-31$90,513,605
Value of interest in master investment trust accounts at beginning of year2018-12-31$105,625,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$102,143
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$98,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$98,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$5,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$109,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$107,678
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$3,067,723
Employer contributions (assets) at end of year2018-12-31$44,965
Employer contributions (assets) at beginning of year2018-12-31$23,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$14,736,949
Contract administrator fees2018-12-31$89,844
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$108
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 name2018-12-31SELDEN FOX, LTD.
Accountancy firm EIN2018-12-31362985770
2017 : SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$4,185
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$108
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,185
Total income from all sources (including contributions)2017-12-31$19,337,573
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,527,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,472,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,074,579
Value of total assets at end of year2017-12-31$106,151,833
Value of total assets at beginning of year2017-12-31$94,341,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$54,938
Total interest from all sources2017-12-31$18,033
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$297,897
Participant contributions at beginning of year2017-12-31$263,866
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$4,185
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$11,810,338
Value of net assets at end of year (total assets less liabilities)2017-12-31$106,151,725
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$94,337,202
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
Interest on participant loans2017-12-31$10,294
Interest earned on other investments2017-12-31$2,254
Value of interest in master investment trust accounts at end of year2017-12-31$105,625,070
Value of interest in master investment trust accounts at beginning of year2017-12-31$93,840,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$98,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$94,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$94,351
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$5,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$107,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$105,424
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$3,074,579
Employer contributions (assets) at end of year2017-12-31$23,020
Employer contributions (assets) at beginning of year2017-12-31$37,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,472,297
Contract administrator fees2017-12-31$54,938
Liabilities. Value of benefit claims payable at end of year2017-12-31$108
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 name2017-12-31SELDEN FOX, LTD.
Accountancy firm EIN2017-12-31362985770
2016 : SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 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$4,185
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,671
Total income from all sources (including contributions)2016-12-31$12,307,358
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$12,171,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,106,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,364,700
Value of total assets at end of year2016-12-31$94,341,387
Value of total assets at beginning of year2016-12-31$94,207,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$65,053
Total interest from all sources2016-12-31$16,844
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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
Participant contributions at end of year2016-12-31$263,866
Participant contributions at beginning of year2016-12-31$315,127
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,898,439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$4,185
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$5,671
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$135,460
Value of net assets at end of year (total assets less liabilities)2016-12-31$94,337,202
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$94,201,742
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
Interest on participant loans2016-12-31$8,772
Interest earned on other investments2016-12-31$2,288
Value of interest in master investment trust accounts at end of year2016-12-31$93,840,737
Value of interest in master investment trust accounts at beginning of year2016-12-31$93,686,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$94,351
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$90,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$90,685
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$105,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$103,136
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$3,466,261
Employer contributions (assets) at end of year2016-12-31$37,009
Employer contributions (assets) at beginning of year2016-12-31$12,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,106,845
Contract administrator fees2016-12-31$65,053
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 name2016-12-31SELDEN FOX, LTD.
Accountancy firm EIN2016-12-31362985770
2015 : SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$7,448,931
Total transfer of assets from this plan2015-12-31$4,712,164
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,671
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$4,161,980
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,008,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,932,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,081,763
Value of total assets at end of year2015-12-31$94,207,413
Value of total assets at beginning of year2015-12-31$92,311,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$76,086
Total interest from all sources2015-12-31$21,057
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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
Participant contributions at end of year2015-12-31$315,127
Participant contributions at beginning of year2015-12-31$380,510
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$202,415
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$5,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-846,320
Value of net assets at end of year (total assets less liabilities)2015-12-31$94,201,742
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$92,311,295
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
Interest on participant loans2015-12-31$13,051
Interest earned on other investments2015-12-31$2,332
Value of interest in master investment trust accounts at end of year2015-12-31$93,686,268
Value of interest in master investment trust accounts at beginning of year2015-12-31$91,683,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$90,685
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$87,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$87,163
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$5,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$103,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$100,804
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$3,879,348
Employer contributions (assets) at end of year2015-12-31$12,197
Employer contributions (assets) at beginning of year2015-12-31$59,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,932,214
Contract administrator fees2015-12-31$76,086
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 name2015-12-31SELDEN FOX, LTD.
Accountancy firm EIN2015-12-31362985770
2014 : SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,752
Total income from all sources (including contributions)2014-12-31$10,090,284
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,879,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,841,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,693,375
Value of total assets at end of year2014-12-31$92,311,295
Value of total assets at beginning of year2014-12-31$87,102,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$38,629
Total interest from all sources2014-12-31$21,640
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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
Participant contributions at end of year2014-12-31$380,510
Participant contributions at beginning of year2014-12-31$441,995
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$50,845
Liabilities. Value of operating payables at beginning of year2014-12-31$1,752
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$5,210,604
Value of net assets at end of year (total assets less liabilities)2014-12-31$92,311,295
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$87,100,691
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
Interest on participant loans2014-12-31$13,855
Interest earned on other investments2014-12-31$2,383
Value of interest in master investment trust accounts at end of year2014-12-31$91,683,592
Value of interest in master investment trust accounts at beginning of year2014-12-31$86,446,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$87,163
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$83,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$83,781
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$5,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$100,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$98,421
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$3,642,530
Employer contributions (assets) at end of year2014-12-31$59,226
Employer contributions (assets) at beginning of year2014-12-31$31,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,841,051
Contract administrator fees2014-12-31$38,629
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SELDEN FOX, LTD.
Accountancy firm EIN2014-12-31362985770
2013 : SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 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$1,752
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$17,929,579
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,055,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,025,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,319,189
Value of total assets at end of year2013-12-31$87,102,443
Value of total assets at beginning of year2013-12-31$71,226,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$30,353
Total interest from all sources2013-12-31$20,668
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$28,592
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
Participant contributions at end of year2013-12-31$441,995
Participant contributions at beginning of year2013-12-31$335,892
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$725,254
Liabilities. Value of operating payables at end of year2013-12-31$1,752
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$15,874,168
Value of net assets at end of year (total assets less liabilities)2013-12-31$87,100,691
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$71,226,523
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
Interest on participant loans2013-12-31$14,985
Interest earned on other investments2013-12-31$2,434
Value of interest in master investment trust accounts at end of year2013-12-31$86,446,706
Value of interest in master investment trust accounts at beginning of year2013-12-31$70,685,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$83,781
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$80,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$80,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3,249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$98,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$95,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,593,935
Employer contributions (assets) at end of year2013-12-31$31,540
Employer contributions (assets) at beginning of year2013-12-31$28,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,025,058
Contract administrator fees2013-12-31$1,761
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 name2013-12-31SELDEN FOX, LTD.
Accountancy firm EIN2013-12-31362985770
2012 : SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$18,932
Total transfer of assets from this plan2012-12-31$25,883
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$5,665
Total income from all sources (including contributions)2012-12-31$11,428,474
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,901,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,882,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,539,382
Value of total assets at end of year2012-12-31$71,226,523
Value of total assets at beginning of year2012-12-31$64,711,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,657
Total interest from all sources2012-12-31$19,177
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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
Participant contributions at end of year2012-12-31$335,892
Participant contributions at beginning of year2012-12-31$262,737
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$156,096
Administrative expenses (other) incurred2012-12-31$2,441
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$5,665
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$6,527,362
Value of net assets at end of year (total assets less liabilities)2012-12-31$71,226,523
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$64,706,112
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$16,216
Interest on participant loans2012-12-31$11,483
Interest earned on other investments2012-12-31$4,573
Value of interest in master investment trust accounts at end of year2012-12-31$70,685,762
Value of interest in master investment trust accounts at beginning of year2012-12-31$64,269,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$80,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$77,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$77,411
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$95,987
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$93,503
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$3,383,286
Employer contributions (assets) at end of year2012-12-31$28,350
Employer contributions (assets) at beginning of year2012-12-31$8,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,882,455
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 name2012-12-31SELDEN FOX, LTD.
Accountancy firm EIN2012-12-31362985770
2011 : SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$129
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,665
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,408
Total income from all sources (including contributions)2011-12-31$6,191,805
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,390,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,381,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,616,500
Value of total assets at end of year2011-12-31$64,711,777
Value of total assets at beginning of year2011-12-31$60,912,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,606
Total interest from all sources2011-12-31$16,082
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$5,665
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
Participant contributions at end of year2011-12-31$262,737
Participant contributions at beginning of year2011-12-31$187,221
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,335,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$7,408
Other income not declared elsewhere2011-12-31$6,249
Administrative expenses (other) incurred2011-12-31$658
Liabilities. Value of operating payables at end of year2011-12-31$5,665
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,800,934
Value of net assets at end of year (total assets less liabilities)2011-12-31$64,706,112
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$60,905,307
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
Interest on participant loans2011-12-31$10,993
Value of interest in master investment trust accounts at end of year2011-12-31$64,269,138
Value of interest in master investment trust accounts at beginning of year2011-12-31$60,444,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$77,411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$74,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$74,414
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$5,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$93,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$168,350
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,212
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$3,280,523
Employer contributions (assets) at end of year2011-12-31$8,988
Employer contributions (assets) at beginning of year2011-12-31$38,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,380,053
Contract administrator fees2011-12-31$3,283
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 name2011-12-31SELDEN FOX, LTD.
Accountancy firm EIN2011-12-31362985770
2010 : SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$65,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,408
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$9,569,892
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,527,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,499,781
Expenses. Certain deemed distributions of participant loans2010-12-31$182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,321,021
Value of total assets at end of year2010-12-31$60,912,715
Value of total assets at beginning of year2010-12-31$55,927,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$27,452
Total interest from all sources2010-12-31$13,917
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$9,290
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
Participant contributions at end of year2010-12-31$187,221
Participant contributions at beginning of year2010-12-31$198,676
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$7,408
Other income not declared elsewhere2010-12-31$17,266
Administrative expenses (other) incurred2010-12-31$15,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,042,477
Value of net assets at end of year (total assets less liabilities)2010-12-31$60,905,307
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$55,927,830
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
Interest on participant loans2010-12-31$11,037
Value of interest in master investment trust accounts at end of year2010-12-31$60,444,686
Value of interest in master investment trust accounts at beginning of year2010-12-31$55,485,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$74,414
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$71,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$71,534
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$168,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$151,084
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$10,086
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$3,321,021
Employer contributions (assets) at end of year2010-12-31$38,044
Employer contributions (assets) at beginning of year2010-12-31$20,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,489,695
Contract administrator fees2010-12-31$2,663
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 name2010-12-31SELDEN FOX, LTD.
Accountancy firm EIN2010-12-31362985770
2009 : SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 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 SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I

2021: SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 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: SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 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: SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 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: SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 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: SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 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: SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 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: SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 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: SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 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: SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SCHIFF HARDIN LLP PROFESSIONAL RETIREMENT PLAN I 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number15228
Policy instance 1
Insurance contract or identification number15228
Number of Individuals Covered330
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number15228
Policy instance 1
Insurance contract or identification number15228
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?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 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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number15228
Policy instance 1
Insurance contract or identification number15228
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?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 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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number15228
Policy instance 1
Insurance contract or identification number15228
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?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 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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number15228
Policy instance 1
Insurance contract or identification number15228
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?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 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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number15228
Policy instance 1
Insurance contract or identification number15228
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number15228
Policy instance 1
Insurance contract or identification number15228
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number15228
Policy instance 1
Insurance contract or identification number15228
Number of Individuals Covered1
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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number15228
Policy instance 2
Insurance contract or identification number15228
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number72209010
Policy instance 1
Insurance contract or identification number72209010
Number of Individuals Covered0
Insurance policy start date2011-03-24
Insurance policy end date2012-03-23
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number72209010
Policy instance 1
Insurance contract or identification number72209010
Number of Individuals Covered1
Insurance policy start date2010-03-24
Insurance policy end date2011-03-23
Total amount of commissions paid to insurance brokerUSD $178
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number15228
Policy instance 2
Insurance contract or identification number15228
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number72206023
Policy instance 2
Insurance contract or identification number72206023
Number of Individuals Covered0
Insurance policy start date2009-10-16
Insurance policy end date2010-10-15
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number15228
Policy instance 1
Insurance contract or identification number15228
Number of Individuals Covered1
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number72209010
Policy instance 3
Insurance contract or identification number72209010
Number of Individuals Covered1
Insurance policy start date2009-03-24
Insurance policy end date2010-03-23
Total amount of commissions paid to insurance brokerUSD $178
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $178
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMERLE MATTENSON

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