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WOLVERINE INVESTMENT TRUST 401k Plan overview

Plan NameWOLVERINE INVESTMENT TRUST
Plan identification number 012

WOLVERINE INVESTMENT TRUST Benefits

No plan benefit data available

401k Sponsoring company profile

WOLVERINE WORLD WIDE INC has sponsored the creation of one or more 401k plans.

Company Name:WOLVERINE WORLD WIDE INC
Employer identification number (EIN):381185150
NAIC Classification:316210
NAIC Description:Footwear Manufacturing

Additional information about WOLVERINE WORLD WIDE INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 704609

More information about WOLVERINE WORLD WIDE INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOLVERINE INVESTMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0122022-01-01DAVID LATCHANA2023-05-17 MICHAEL KOCHANNY2023-05-18
0122021-01-01DAVID LATCHANA2022-09-07 PAUL FEYEN2022-09-06
0122020-01-01LISA SPENCER2021-10-07 PAUL FEYEN2021-10-07
0122019-01-01LISA SPENCER2020-10-13 DOUGLAS JONES2020-10-13
0122018-01-01LISA SPENCER2019-10-11 DOUGLAS JONES2019-10-11
0122017-01-01
0122016-01-01
0122015-01-01
0122014-01-01
0122013-01-01
0122012-01-01JOANE VANLUVEN
0122011-01-01JOANE VANLUVEN
0122010-01-01JOANE VANLUVEN
0122009-01-01JOANE VANLUVEN

Financial Data on WOLVERINE INVESTMENT TRUST

Measure Date Value
2022 : WOLVERINE INVESTMENT TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-10-31$0
Total unrealized appreciation/depreciation of assets2022-10-31$0
Total transfer of assets from this plan2022-10-31$197,270,643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$226,200
Total income from all sources (including contributions)2022-10-31$-55,850,512
Total loss/gain on sale of assets2022-10-31$-1,887,633
Total of all expenses incurred2022-10-31$602,891
Value of total assets at end of year2022-10-31$0
Value of total assets at beginning of year2022-10-31$253,950,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$602,891
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-10-31$226,200
Other income not declared elsewhere2022-10-31$20,320
Value of net income/loss2022-10-31$-56,453,403
Value of net assets at end of year (total assets less liabilities)2022-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$253,724,046
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Assets. partnership/joint venture interests at end of year2022-10-31$0
Assets. partnership/joint venture interests at beginning of year2022-10-31$2,979,252
Investment advisory and management fees2022-10-31$602,891
Value of interest in common/collective trusts at end of year2022-10-31$0
Value of interest in common/collective trusts at beginning of year2022-10-31$250,970,994
Net investment gain or loss from common/collective trusts2022-10-31$-53,983,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31Yes
Did the plan have assets held for investment2022-10-31No
Aggregate proceeds on sale of assets2022-10-31$1,071,065
Aggregate carrying amount (costs) on sale of assets2022-10-31$2,958,698
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$0
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets from this plan2022-01-01$197,270,643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$226,200
Total income from all sources (including contributions)2022-01-01$-55,850,512
Total loss/gain on sale of assets2022-01-01$-1,887,633
Total of all expenses incurred2022-01-01$602,891
Value of total assets at end of year2022-01-01$0
Value of total assets at beginning of year2022-01-01$253,950,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$602,891
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$226,200
Other income not declared elsewhere2022-01-01$20,320
Value of net income/loss2022-01-01$-56,453,403
Value of net assets at end of year (total assets less liabilities)2022-01-01$0
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$253,724,046
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Assets. partnership/joint venture interests at end of year2022-01-01$0
Assets. partnership/joint venture interests at beginning of year2022-01-01$2,979,252
Investment advisory and management fees2022-01-01$602,891
Value of interest in common/collective trusts at end of year2022-01-01$0
Value of interest in common/collective trusts at beginning of year2022-01-01$250,970,994
Net investment gain or loss from common/collective trusts2022-01-01$-53,983,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Did the plan have assets held for investment2022-01-01No
Aggregate proceeds on sale of assets2022-01-01$1,071,065
Aggregate carrying amount (costs) on sale of assets2022-01-01$2,958,698
2021 : WOLVERINE INVESTMENT TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,172,417
Total unrealized appreciation/depreciation of assets2021-12-31$1,172,417
Total transfer of assets from this plan2021-12-31$9,556,134
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$226,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$216,539
Total income from all sources (including contributions)2021-12-31$26,508,417
Total loss/gain on sale of assets2021-12-31$-30,346
Total of all expenses incurred2021-12-31$885,850
Value of total assets at end of year2021-12-31$253,950,246
Value of total assets at beginning of year2021-12-31$237,874,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$885,850
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$226,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$216,539
Other income not declared elsewhere2021-12-31$445,939
Value of net income/loss2021-12-31$25,622,567
Value of net assets at end of year (total assets less liabilities)2021-12-31$253,724,046
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$237,657,613
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
Assets. partnership/joint venture interests at end of year2021-12-31$2,979,252
Assets. partnership/joint venture interests at beginning of year2021-12-31$2,514,998
Investment advisory and management fees2021-12-31$885,850
Value of interest in common/collective trusts at end of year2021-12-31$250,970,994
Value of interest in common/collective trusts at beginning of year2021-12-31$235,359,154
Net investment gain or loss from common/collective trusts2021-12-31$24,920,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Aggregate proceeds on sale of assets2021-12-31$717,817
Aggregate carrying amount (costs) on sale of assets2021-12-31$748,163
2020 : WOLVERINE INVESTMENT TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$390,136
Total unrealized appreciation/depreciation of assets2020-12-31$390,136
Total transfer of assets from this plan2020-12-31$8,918,004
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$216,539
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$267,630
Total income from all sources (including contributions)2020-12-31$23,642,847
Total loss/gain on sale of assets2020-12-31$-66,653
Total of all expenses incurred2020-12-31$933,477
Value of total assets at end of year2020-12-31$237,874,152
Value of total assets at beginning of year2020-12-31$224,133,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$933,477
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$216,539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$267,630
Value of net income/loss2020-12-31$22,709,370
Value of net assets at end of year (total assets less liabilities)2020-12-31$237,657,613
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$223,866,247
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
Assets. partnership/joint venture interests at end of year2020-12-31$2,514,998
Assets. partnership/joint venture interests at beginning of year2020-12-31$2,276,783
Investment advisory and management fees2020-12-31$933,477
Value of interest in common/collective trusts at end of year2020-12-31$235,359,154
Value of interest in common/collective trusts at beginning of year2020-12-31$221,857,094
Net investment gain or loss from common/collective trusts2020-12-31$23,319,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Aggregate proceeds on sale of assets2020-12-31$125,268
Aggregate carrying amount (costs) on sale of assets2020-12-31$191,921
2019 : WOLVERINE INVESTMENT TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$257,595
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$257,595
Total unrealized appreciation/depreciation of assets2019-12-31$257,595
Total unrealized appreciation/depreciation of assets2019-12-31$257,595
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$9,744,037
Total transfer of assets from this plan2019-12-31$9,744,037
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$267,630
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$267,630
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$316,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$316,600
Total income from all sources (including contributions)2019-12-31$37,683,600
Total income from all sources (including contributions)2019-12-31$37,683,600
Total loss/gain on sale of assets2019-12-31$-71,313
Total loss/gain on sale of assets2019-12-31$-71,313
Total of all expenses incurred2019-12-31$1,040,083
Total of all expenses incurred2019-12-31$1,040,083
Value of total assets at end of year2019-12-31$224,133,877
Value of total assets at end of year2019-12-31$224,133,877
Value of total assets at beginning of year2019-12-31$197,283,367
Value of total assets at beginning of year2019-12-31$197,283,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,040,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,040,083
Total interest from all sources2019-12-31$59
Total interest from all sources2019-12-31$59
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$14,754
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$14,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$267,630
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$267,630
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$316,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$316,600
Value of net income/loss2019-12-31$36,643,517
Value of net income/loss2019-12-31$36,643,517
Value of net assets at end of year (total assets less liabilities)2019-12-31$223,866,247
Value of net assets at end of year (total assets less liabilities)2019-12-31$223,866,247
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$196,966,767
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$196,966,767
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$2,276,783
Assets. partnership/joint venture interests at end of year2019-12-31$2,276,783
Assets. partnership/joint venture interests at beginning of year2019-12-31$2,066,120
Assets. partnership/joint venture interests at beginning of year2019-12-31$2,066,120
Investment advisory and management fees2019-12-31$1,040,083
Investment advisory and management fees2019-12-31$1,040,083
Value of interest in common/collective trusts at end of year2019-12-31$221,857,094
Value of interest in common/collective trusts at end of year2019-12-31$221,857,094
Value of interest in common/collective trusts at beginning of year2019-12-31$195,202,493
Value of interest in common/collective trusts at beginning of year2019-12-31$195,202,493
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$59
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$59
Net investment gain or loss from common/collective trusts2019-12-31$37,497,259
Net investment gain or loss from common/collective trusts2019-12-31$37,497,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Aggregate proceeds on sale of assets2019-12-31$175,619
Aggregate proceeds on sale of assets2019-12-31$175,619
Aggregate carrying amount (costs) on sale of assets2019-12-31$246,932
Aggregate carrying amount (costs) on sale of assets2019-12-31$246,932
2018 : WOLVERINE INVESTMENT TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$401,985
Total unrealized appreciation/depreciation of assets2018-12-31$401,985
Total transfer of assets to this plan2018-12-31$46,500,000
Total transfer of assets from this plan2018-12-31$61,164,945
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$316,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$301,629
Total income from all sources (including contributions)2018-12-31$-16,255,018
Total loss/gain on sale of assets2018-12-31$-12,012
Total of all expenses incurred2018-12-31$1,158,327
Value of total assets at end of year2018-12-31$197,283,367
Value of total assets at beginning of year2018-12-31$229,346,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,158,327
Total interest from all sources2018-12-31$14,754
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$14,754
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$80,299
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$316,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$301,629
Value of net income/loss2018-12-31$-17,413,345
Value of net assets at end of year (total assets less liabilities)2018-12-31$196,966,767
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$229,045,057
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
Assets. partnership/joint venture interests at end of year2018-12-31$2,066,120
Assets. partnership/joint venture interests at beginning of year2018-12-31$1,325,389
Investment advisory and management fees2018-12-31$1,158,327
Value of interest in common/collective trusts at end of year2018-12-31$195,202,493
Value of interest in common/collective trusts at beginning of year2018-12-31$227,940,998
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$14,754
Net investment gain or loss from common/collective trusts2018-12-31$-16,659,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Aggregate proceeds on sale of assets2018-12-31$69,243
Aggregate carrying amount (costs) on sale of assets2018-12-31$81,255
2017 : WOLVERINE INVESTMENT TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$170,475
Total unrealized appreciation/depreciation of assets2017-12-31$170,475
Total transfer of assets to this plan2017-12-31$3,850,000
Total transfer of assets from this plan2017-12-31$21,736,644
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$301,629
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$295,205
Total income from all sources (including contributions)2017-12-31$35,094,490
Total of all expenses incurred2017-12-31$1,138,492
Value of total assets at end of year2017-12-31$229,346,686
Value of total assets at beginning of year2017-12-31$213,270,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,138,492
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$80,299
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$301,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$295,205
Other income not declared elsewhere2017-12-31$14,243
Value of net income/loss2017-12-31$33,955,998
Value of net assets at end of year (total assets less liabilities)2017-12-31$229,045,057
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$212,975,703
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
Assets. partnership/joint venture interests at end of year2017-12-31$1,325,389
Assets. partnership/joint venture interests at beginning of year2017-12-31$730,408
Investment advisory and management fees2017-12-31$1,138,492
Value of interest in common/collective trusts at end of year2017-12-31$227,940,998
Value of interest in common/collective trusts at beginning of year2017-12-31$212,540,500
Net investment gain or loss from common/collective trusts2017-12-31$34,909,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
2016 : WOLVERINE INVESTMENT TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$41,784
Total unrealized appreciation/depreciation of assets2016-12-31$41,784
Total transfer of assets from this plan2016-12-31$19,582,760
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$295,205
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$295,938
Total income from all sources (including contributions)2016-12-31$17,592,711
Total of all expenses incurred2016-12-31$1,135,862
Value of total assets at end of year2016-12-31$213,270,908
Value of total assets at beginning of year2016-12-31$216,397,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,135,862
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$295,205
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$295,938
Other income not declared elsewhere2016-12-31$2,579
Value of net income/loss2016-12-31$16,456,849
Value of net assets at end of year (total assets less liabilities)2016-12-31$212,975,703
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$216,101,614
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
Assets. partnership/joint venture interests at end of year2016-12-31$730,408
Assets. partnership/joint venture interests at beginning of year2016-12-31$469,730
Investment advisory and management fees2016-12-31$1,135,862
Value of interest in common/collective trusts at end of year2016-12-31$212,540,500
Value of interest in common/collective trusts at beginning of year2016-12-31$215,927,822
Net investment gain or loss from common/collective trusts2016-12-31$17,548,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
2015 : WOLVERINE INVESTMENT TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$12,656
Total unrealized appreciation/depreciation of assets2015-12-31$12,656
Total transfer of assets from this plan2015-12-31$11,626,464
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$295,938
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$356,130
Total income from all sources (including contributions)2015-12-31$-2,351,403
Total of all expenses incurred2015-12-31$1,150,984
Value of total assets at end of year2015-12-31$216,397,552
Value of total assets at beginning of year2015-12-31$231,586,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,150,984
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$295,938
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$356,130
Other income not declared elsewhere2015-12-31$9,625
Value of net income/loss2015-12-31$-3,502,387
Value of net assets at end of year (total assets less liabilities)2015-12-31$216,101,614
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$231,230,465
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$469,730
Assets. partnership/joint venture interests at beginning of year2015-12-31$259,848
Investment advisory and management fees2015-12-31$1,150,984
Value of interest in common/collective trusts at end of year2015-12-31$215,927,822
Value of interest in common/collective trusts at beginning of year2015-12-31$231,326,747
Net investment gain or loss from common/collective trusts2015-12-31$-2,373,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
2014 : WOLVERINE INVESTMENT TRUST 2014 401k financial data
Total transfer of assets from this plan2014-12-31$27,930,695
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$356,130
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$781,704
Total income from all sources (including contributions)2014-12-31$26,211,101
Total of all expenses incurred2014-12-31$1,207,746
Value of total assets at end of year2014-12-31$231,586,595
Value of total assets at beginning of year2014-12-31$234,939,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,207,746
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$356,130
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$781,704
Other income not declared elsewhere2014-12-31$34,108
Value of net income/loss2014-12-31$25,003,355
Value of net assets at end of year (total assets less liabilities)2014-12-31$231,230,465
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$234,157,805
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$259,848
Assets. partnership/joint venture interests at beginning of year2014-12-31$99,531
Investment advisory and management fees2014-12-31$1,207,746
Value of interest in common/collective trusts at end of year2014-12-31$231,326,747
Value of interest in common/collective trusts at beginning of year2014-12-31$234,839,551
Net investment gain or loss from common/collective trusts2014-12-31$26,176,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
2013 : WOLVERINE INVESTMENT TRUST 2013 401k financial data
Total transfer of assets from this plan2013-12-31$10,711,240
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$781,704
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$305,659
Total income from all sources (including contributions)2013-12-31$41,385,624
Total of all expenses incurred2013-12-31$1,202,594
Value of total assets at end of year2013-12-31$234,939,509
Value of total assets at beginning of year2013-12-31$204,991,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,202,594
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$781,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$305,659
Other income not declared elsewhere2013-12-31$36,732
Value of net income/loss2013-12-31$40,183,030
Value of net assets at end of year (total assets less liabilities)2013-12-31$234,157,805
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$204,686,015
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
Assets. partnership/joint venture interests at end of year2013-12-31$99,531
Investment advisory and management fees2013-12-31$1,202,594
Value of interest in common/collective trusts at end of year2013-12-31$234,839,551
Value of interest in common/collective trusts at beginning of year2013-12-31$204,991,674
Net investment gain or loss from common/collective trusts2013-12-31$41,348,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
2012 : WOLVERINE INVESTMENT TRUST 2012 401k financial data
Total transfer of assets to this plan2012-12-31$26,657,492
Total transfer of assets from this plan2012-12-31$10,087,155
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$305,659
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$352,368
Total income from all sources (including contributions)2012-12-31$26,495,891
Total of all expenses incurred2012-12-31$1,150,151
Value of total assets at end of year2012-12-31$204,991,674
Value of total assets at beginning of year2012-12-31$163,122,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,150,151
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$305,659
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$352,368
Other income not declared elsewhere2012-12-31$793
Administrative expenses (other) incurred2012-12-31$8,920
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$98,367
Value of net income/loss2012-12-31$25,345,740
Value of net assets at end of year (total assets less liabilities)2012-12-31$204,686,015
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$162,769,938
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$1,141,231
Value of interest in common/collective trusts at end of year2012-12-31$204,991,674
Value of interest in common/collective trusts at beginning of year2012-12-31$163,023,939
Net investment gain or loss from common/collective trusts2012-12-31$26,495,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
2011 : WOLVERINE INVESTMENT TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$38,569
Total unrealized appreciation/depreciation of assets2011-12-31$38,569
Total transfer of assets to this plan2011-12-31$31,800,000
Total transfer of assets from this plan2011-12-31$9,616,319
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$352,368
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$547,875
Total income from all sources (including contributions)2011-12-31$-2,799,021
Total loss/gain on sale of assets2011-12-31$9,681,972
Total of all expenses incurred2011-12-31$915,203
Value of total assets at end of year2011-12-31$163,122,306
Value of total assets at beginning of year2011-12-31$144,848,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$915,203
Total interest from all sources2011-12-31$602,158
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$999,795
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$437,099
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$352,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$547,875
Other income not declared elsewhere2011-12-31$33,487
Administrative expenses (other) incurred2011-12-31$57,572
Total non interest bearing cash at end of year2011-12-31$98,367
Total non interest bearing cash at beginning of year2011-12-31$-186,363
Value of net income/loss2011-12-31$-3,714,224
Value of net assets at end of year (total assets less liabilities)2011-12-31$162,769,938
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$144,300,481
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$857,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$624,240
Income. Interest from US Government securities2011-12-31$240,276
Income. Interest from corporate debt instruments2011-12-31$360,928
Value of interest in common/collective trusts at end of year2011-12-31$163,023,939
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,414,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,414,947
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$954
Asset value of US Government securities at beginning of year2011-12-31$16,172,300
Net investment gain or loss from common/collective trusts2011-12-31$-14,155,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Income. Dividends from common stock2011-12-31$999,795
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$20,866,245
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$101,519,888
Did the plan have assets held for investment2011-12-31Yes
Aggregate proceeds on sale of assets2011-12-31$208,330,560
Aggregate carrying amount (costs) on sale of assets2011-12-31$198,648,588
2010 : WOLVERINE INVESTMENT TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$15,087,661
Total unrealized appreciation/depreciation of assets2010-12-31$15,087,661
Total transfer of assets to this plan2010-12-31$10,400,000
Total transfer of assets from this plan2010-12-31$9,472,699
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$547,875
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$283,660
Total income from all sources (including contributions)2010-12-31$18,974,086
Total loss/gain on sale of assets2010-12-31$-253,153
Total of all expenses incurred2010-12-31$1,294,510
Value of total assets at end of year2010-12-31$144,848,356
Value of total assets at beginning of year2010-12-31$125,977,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,294,510
Total interest from all sources2010-12-31$1,810,266
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,090,070
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$437,099
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$484,904
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$547,875
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$283,660
Other income not declared elsewhere2010-12-31$93,742
Administrative expenses (other) incurred2010-12-31$810
Total non interest bearing cash at end of year2010-12-31$-186,363
Total non interest bearing cash at beginning of year2010-12-31$1,541,299
Value of net income/loss2010-12-31$17,679,576
Value of net assets at end of year (total assets less liabilities)2010-12-31$144,300,481
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$125,693,604
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,293,700
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$624,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$503,284
Income. Interest from US Government securities2010-12-31$635,417
Income. Interest from corporate debt instruments2010-12-31$1,173,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,414,947
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,623,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,623,641
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,721
Asset value of US Government securities at end of year2010-12-31$16,172,300
Asset value of US Government securities at beginning of year2010-12-31$13,455,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$145,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Income. Dividends from common stock2010-12-31$2,090,070
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$20,866,245
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$22,846,179
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$101,519,888
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$84,522,436
Did the plan have assets held for investment2010-12-31Yes
Aggregate proceeds on sale of assets2010-12-31$91,862,804
Aggregate carrying amount (costs) on sale of assets2010-12-31$92,115,957

Form 5500 Responses for WOLVERINE INVESTMENT TRUST

2022: WOLVERINE INVESTMENT TRUST 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021: WOLVERINE INVESTMENT TRUST 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
2020: WOLVERINE INVESTMENT TRUST 2020 form 5500 responses
2020-01-01Type of plan entityDFE (Diect Filing Entity)
2019: WOLVERINE INVESTMENT TRUST 2019 form 5500 responses
2019-01-01Type of plan entityDFE (Diect Filing Entity)
2018: WOLVERINE INVESTMENT TRUST 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
2017: WOLVERINE INVESTMENT TRUST 2017 form 5500 responses
2017-01-01Type of plan entityDFE (Diect Filing Entity)
2016: WOLVERINE INVESTMENT TRUST 2016 form 5500 responses
2016-01-01Type of plan entityDFE (Diect Filing Entity)
2015: WOLVERINE INVESTMENT TRUST 2015 form 5500 responses
2015-01-01Type of plan entityDFE (Diect Filing Entity)
2014: WOLVERINE INVESTMENT TRUST 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
2013: WOLVERINE INVESTMENT TRUST 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
2012: WOLVERINE INVESTMENT TRUST 2012 form 5500 responses
2012-01-01Type of plan entityDFE (Diect Filing Entity)
2011: WOLVERINE INVESTMENT TRUST 2011 form 5500 responses
2011-01-01Type of plan entityDFE (Diect Filing Entity)
2010: WOLVERINE INVESTMENT TRUST 2010 form 5500 responses
2010-01-01Type of plan entityDFE (Diect Filing Entity)
2009: WOLVERINE INVESTMENT TRUST 2009 form 5500 responses
2009-01-01Type of plan entityDFE (Diect Filing Entity)
2009-01-01This submission is the final filingNo

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