401k Plan data: BROWN SMITH WALLACE LLC WELFARE BENEFITS PLAN plan

BROWN SMITH WALLACE LLC WELFARE BENEFITS PLAN 401k Plan overview

Plan Name	BROWN SMITH WALLACE LLC WELFARE BENEFITS PLAN
Plan identification number	505

BROWN SMITH WALLACE LLC WELFARE BENEFITS PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental Temporary disability (accident and sickness) Long-term disability cover

401k Sponsoring company profile

BROWN SMITH WALLACE LLP has sponsored the creation of one or more 401k plans.

Company Name: BROWN SMITH WALLACE LLP

Employer identification number (EIN): 431001367

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROWN SMITH WALLACE LLC WELFARE BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
505 2013-01-01 CRAIG BOELTE
505 2012-01-01 CRAIG BOELTE
505 2011-01-01 CRAIG BOELTE
505 2010-01-01 CRAIG BOELTE
505 2009-01-01 LES BLOCK 2010-10-08
505 2009-01-01 LES BLOCK

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
505	2013-01-01	CRAIG BOELTE
505	2012-01-01	CRAIG BOELTE
505	2011-01-01	CRAIG BOELTE
505	2010-01-01	CRAIG BOELTE
505	2009-01-01		LES BLOCK	2010-10-08
505	2009-01-01	LES BLOCK

Plan Statistics for BROWN SMITH WALLACE LLC WELFARE BENEFITS PLAN

401k plan membership statisitcs for BROWN SMITH WALLACE LLC WELFARE BENEFITS PLAN

Measure Date Value
2013: BROWN SMITH WALLACE LLC WELFARE BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 149
Total of all active and inactive participants 2013-01-01 149
Total participants 2013-01-01 149
2012: BROWN SMITH WALLACE LLC WELFARE BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 105
Total of all active and inactive participants 2012-01-01 105
Total participants 2012-01-01 105
2011: BROWN SMITH WALLACE LLC WELFARE BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 131
Total of all active and inactive participants 2011-01-01 131
Total participants 2011-01-01 131
2010: BROWN SMITH WALLACE LLC WELFARE BENEFITS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 150
Total of all active and inactive participants 2010-01-01 150
Total participants 2010-01-01 150
2009: BROWN SMITH WALLACE LLC WELFARE BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 131
Total of all active and inactive participants 2009-01-01 131
Total participants 2009-01-01 131

Measure	Date	Value
2013: BROWN SMITH WALLACE LLC WELFARE BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	149
Total of all active and inactive participants	2013-01-01	149
Total participants	2013-01-01	149
2012: BROWN SMITH WALLACE LLC WELFARE BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	105
Total of all active and inactive participants	2012-01-01	105
Total participants	2012-01-01	105
2011: BROWN SMITH WALLACE LLC WELFARE BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	131
Total of all active and inactive participants	2011-01-01	131
Total participants	2011-01-01	131
2010: BROWN SMITH WALLACE LLC WELFARE BENEFITS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	150
Total of all active and inactive participants	2010-01-01	150
Total participants	2010-01-01	150
2009: BROWN SMITH WALLACE LLC WELFARE BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	131
Total of all active and inactive participants	2009-01-01	131
Total participants	2009-01-01	131

Form 5500 Responses for BROWN SMITH WALLACE LLC WELFARE BENEFITS PLAN

2013: BROWN SMITH WALLACE LLC WELFARE BENEFITS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: BROWN SMITH WALLACE LLC WELFARE BENEFITS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: BROWN SMITH WALLACE LLC WELFARE BENEFITS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: BROWN SMITH WALLACE LLC WELFARE BENEFITS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: BROWN SMITH WALLACE LLC WELFARE BENEFITS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number	GLUG0ANJK
Policy instance	3
HEALTHY ALLIANCE LIFE INSURANCE COMPANY (G0262) (National Association of Insurance Commissioners NAIC id number: 78972 )
Policy contract number	001007296
Policy instance	2
CONVENTRY HEALTH AND LIFE (National Association of Insurance Commissioners NAIC id number: 95060 )
Policy contract number	6392590000
Policy instance	1
HEALTHY ALLIANCE LIFE INSURANCE COMPANY (G0262) (National Association of Insurance Commissioners NAIC id number: 78972 )
Policy contract number	001007296
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	000010078075
Policy instance	3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	000010078074
Policy instance	2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	1007807400000
Policy instance	5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	100780750000
Policy instance	4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	40000200001586
Policy instance	3
HEALTHY ALLIANCE LIFE INSURANCE COMPANY (G0262) (National Association of Insurance Commissioners NAIC id number: 78972 )
Policy contract number	00166942
Policy instance	2
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number	0710360
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	40000100005717
Policy instance	6
HEALTHY ALLIANCE LIFE INSURANCE COMPANY (G0262) (National Association of Insurance Commissioners NAIC id number: 78972 )
Policy contract number	166942
Policy instance	5
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number	710360
Policy instance	4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	10078074
Policy instance	2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	40000100005717
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	10078075
Policy instance	3

Potentially related plans

BROWN SMITH, INC. 401K PROFIT SHARING PLAN [EIN = 611612926]

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Company Name:	BROWN SMITH WALLACE LLP
Employer identification number (EIN):	431001367
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants