ASSUREDPARTNERS CAPITAL, INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2012 : ASSUREDPARTNERS 401(K) PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $28,269,008 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,992,995 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,866,287 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $23,709,438 |
Value of total assets at end of year | 2012-12-31 | $52,004,394 |
Value of total assets at beginning of year | 2012-12-31 | $26,728,381 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $126,708 |
Total interest from all sources | 2012-12-31 | $15,956 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $814,826 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $814,826 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $4,664,763 |
Participant contributions at end of year | 2012-12-31 | $490,572 |
Participant contributions at beginning of year | 2012-12-31 | $187,062 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $17,441,812 |
Administrative expenses (other) incurred | 2012-12-31 | $205 |
Total non interest bearing cash at end of year | 2012-12-31 | $565,366 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $25,276,013 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $52,004,394 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $26,728,381 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $70,660 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $29,387,910 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $16,743,919 |
Interest on participant loans | 2012-12-31 | $15,956 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $19,345,515 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $9,797,400 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $2,215,031 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,705,739 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $23,049 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,602,863 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,866,287 |
Contract administrator fees | 2012-12-31 | $55,843 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BUETOW, LEMASTUS AND DICK, PLLC |
Accountancy firm EIN | 2012-12-31 | 611315679 |
2011 : ASSUREDPARTNERS 401(K) PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $3,645,409 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,034,200 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,969,994 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,372,467 |
Value of total assets at end of year | 2011-12-31 | $26,728,381 |
Value of total assets at beginning of year | 2011-12-31 | $25,117,172 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $64,206 |
Total interest from all sources | 2011-12-31 | $7,619 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $490,177 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $490,177 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $2,760,409 |
Participant contributions at end of year | 2011-12-31 | $187,062 |
Participant contributions at beginning of year | 2011-12-31 | $171,227 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $635,603 |
Administrative expenses (other) incurred | 2011-12-31 | $23 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,611,209 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $26,728,381 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $25,117,172 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $32,961 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $16,743,919 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $18,039,791 |
Interest on participant loans | 2011-12-31 | $7,619 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $9,797,400 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $6,905,792 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $362 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $362 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,144,256 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-80,598 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $976,455 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,969,994 |
Contract administrator fees | 2011-12-31 | $31,222 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BUETOW, LEMASTUS AND DICK, PLLC |
Accountancy firm EIN | 2011-12-31 | 611315679 |