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| Plan Name | LEWIS, RICE & FINGERSH, L.C. LONG-TERM DISABILITY PLAN |
| Plan identification number | 502 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | LEWIS RICE LLC |
| Employer identification number (EIN): | 481072151 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 502 | 2013-11-01 | CHRIS BUCKLEY- DIRECTOR OF FINANCE | TOM ZOOK | 2015-05-12 | |
| 502 | 2012-11-01 | CHRIS BUCKLEY- DIRECTOR OF FINANCE | TOM ZOOK | 2014-05-09 | |
| 502 | 2011-11-01 | CHRIS BUCKLEY- DIRECTOR OF FINANCE | TOM ZOOK | 2013-05-30 | |
| 502 | 2010-11-01 | CHRIS BUCKLEY- DIRECTOR OF FINANCE | JOSEPH WEYHRICH -- MEMBER | 2012-05-18 | |
| 502 | 2009-11-01 | CHRIS BUCKLEY | JOSEPH WEYHRICH | 2011-05-09 |
| Measure | Date | Value |
|---|---|---|
| 2013: LEWIS, RICE & FINGERSH, L.C. LONG-TERM DISABILITY PLAN 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-11-01 | 231 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 216 |
| Total of all active and inactive participants | 2013-11-01 | 216 |
| Total participants | 2013-11-01 | 216 |
| 2012: LEWIS, RICE & FINGERSH, L.C. LONG-TERM DISABILITY PLAN 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-11-01 | 218 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 231 |
| Total of all active and inactive participants | 2012-11-01 | 231 |
| Total participants | 2012-11-01 | 231 |
| 2011: LEWIS, RICE & FINGERSH, L.C. LONG-TERM DISABILITY PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-11-01 | 237 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 218 |
| Total of all active and inactive participants | 2011-11-01 | 218 |
| Total participants | 2011-11-01 | 218 |
| 2010: LEWIS, RICE & FINGERSH, L.C. LONG-TERM DISABILITY PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-11-01 | 223 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 237 |
| Total of all active and inactive participants | 2010-11-01 | 237 |
| Total participants | 2010-11-01 | 237 |
| 2009: LEWIS, RICE & FINGERSH, L.C. LONG-TERM DISABILITY PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-11-01 | 225 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 222 |
| Number of retired or separated participants receiving benefits | 2009-11-01 | 1 |
| Total of all active and inactive participants | 2009-11-01 | 223 |
| Total participants | 2009-11-01 | 223 |
| 2013: LEWIS, RICE & FINGERSH, L.C. LONG-TERM DISABILITY PLAN 2013 form 5500 responses | ||
|---|---|---|
| 2013-11-01 | Type of plan entity | Single employer plan |
| 2013-11-01 | Submission has been amended | No |
| 2013-11-01 | This submission is the final filing | No |
| 2013-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-11-01 | Plan is a collectively bargained plan | No |
| 2013-11-01 | Plan funding arrangement – Insurance | Yes |
| 2013-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: LEWIS, RICE & FINGERSH, L.C. LONG-TERM DISABILITY PLAN 2012 form 5500 responses | ||
| 2012-11-01 | Type of plan entity | Single employer plan |
| 2012-11-01 | Submission has been amended | No |
| 2012-11-01 | This submission is the final filing | No |
| 2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-11-01 | Plan is a collectively bargained plan | No |
| 2012-11-01 | Plan funding arrangement – Insurance | Yes |
| 2012-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: LEWIS, RICE & FINGERSH, L.C. LONG-TERM DISABILITY PLAN 2011 form 5500 responses | ||
| 2011-11-01 | Type of plan entity | Single employer plan |
| 2011-11-01 | Submission has been amended | No |
| 2011-11-01 | This submission is the final filing | No |
| 2011-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-11-01 | Plan is a collectively bargained plan | No |
| 2011-11-01 | Plan funding arrangement – Insurance | Yes |
| 2011-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: LEWIS, RICE & FINGERSH, L.C. LONG-TERM DISABILITY PLAN 2010 form 5500 responses | ||
| 2010-11-01 | Type of plan entity | Single employer plan |
| 2010-11-01 | Submission has been amended | No |
| 2010-11-01 | This submission is the final filing | No |
| 2010-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-11-01 | Plan is a collectively bargained plan | No |
| 2010-11-01 | Plan funding arrangement – Insurance | Yes |
| 2010-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: LEWIS, RICE & FINGERSH, L.C. LONG-TERM DISABILITY PLAN 2009 form 5500 responses | ||
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | Submission has been amended | No |
| 2009-11-01 | This submission is the final filing | No |
| 2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-11-01 | Plan is a collectively bargained plan | No |
| 2009-11-01 | Plan funding arrangement – Insurance | Yes |
| 2009-11-01 | Plan benefit arrangement – Insurance | Yes |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 034978 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 034978 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 034978 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 034978 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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